Calendar Sharing in Salesforce.com Service Cloud - dummies

Calendar Sharing in Salesforce.com Service Cloud

By Jon Paz, T. J. Kelley

You can grant access to your Calendar in Salesforce.com by sharing it with users, groups, all users in a role, or all users in a role and all the roles subordinate to it. You can choose who you want to share your calendar with as well as how.

To share your calendar, follow these steps:

  1. Click Calendar Sharing from the Calendar & Reminders section of the My Settings page’s sidebar.

    The Calendar Sharing page appears with your username (meaning you have access to your Calendar). If you want to first take a quick look at what’s on your Calendar, click the My Calendar link at the top left of the page.

  2. Click Add to share your Calendar with others.

    The New Sharing page appears.

  3. Choose the user or group of users you want to add, and click the Add arrow so it moves from the Available column to the Share With column.

    Keep doing this until everyone you want to share your Calendar with is in the column.

    Sharing your Calendar with your personal group.
    Sharing your Calendar with your personal group.
  4. Use the Calendar Access drop‐down to select how you want to share your Calendar.

    You may or may not have the following options for sharing, depending on how your administrator has set organization‐wide sharing rules for calendars:

    • Hide Details: Others can see when you are or aren’t available, but don’t see why or any details.

    • Hide Details and Add Events: The same as Hide Details, but other users can add events to your Calendar.

    • Show Details: Others can see details about events in your Calendar.

    • Show Details and Add Events: The same as Show Details, but other users can add events to your Calendar.

    • Full Access: Others can see details about events in your Calendar, can add events to it, and can edit existing events in it.

  5. When you’re done, click Save.

    The Sharing Detail page appears, showing the newly added members you now share your Calendar with.