[SectionIntroduction]
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[SectionIntroduction]
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cloud scheduler link is broken too.
Seems to be working… might have been temporary
Hi John
do the users have to manually navigate to their calendar and change it to a public/ resource calendar?
There is no way for admins to enforce the public calendars on a set of users?
pls ignore ** to add notify me checkbox**
You can set the sharing rules in setup after the calendar/resource is created- not sure exactly what you mean by enforce a calendar?
The link “Customizing Activity Settings” doesn’t work and has been replaced by three links which you can find in Help here below:
https://help.salesforce.com/HTViewHelpDoc?id=customizeactivities.htm&language=en_US
Updated, thanks all
The document is no longer found through the Customizing Activity Settings link
Hi Anna,
The link “Customizing Activity Settings” doesn’t work and has been replaced by three links which you can find in Help here below:
https://help.salesforce.com/HTViewHelpDoc?id=customizeactivities.htm&language=en_US
right the broken link
Broken link: https://help.salesforce.com/htviewhelpdoc?err=1&id=customizeactivities_calendar.htm&siteLang=en_US
I see- will find a replacement. Haven’t found one yet.
Is this the link you’re looking for?
https://help.salesforce.com/apex/HTViewHelpDoc?id=customizeactivities.htm&language=es_3_2
Hi John, You say ” Tasks are displayed within activity history when the task’s status is “Closed”.” but the values in the status pick list on the task has ” Completed’.
I am not seeing ‘Closed’ as a status on the task
‘Closed’ is a setting of the status – e.g. if you look at the ‘Completed’ status in setup it will have a checkbox next to ‘Closed’.
Thank you for your reply
Hey John,
in the Key Facts of cloud scheduler you wrote ‘…to invite a group of users…’.
Actually you could also invite leads and contacts.
updated, thanks
For clarification – in the Activities Overview you indicate Event moves to history after start time passes start 1:00 at 1:05 Event would be in history.
On the Table Key Facts row 2 it indicates when start date is in the past, and SF
And clipped this from SF documentation – “All events will automatically be moved to the Activity History the day following the scheduled event date.”
A little variance.
Interesting – in actual testing what I have stated seems to hold true. Do you have a link to the doc?
I have created a public calendar, but I can’t seem to figure out how to view it. I created it, and made it viewable to all users, but I can’t find the object to view it in. Once created, where can you view public and resource calendars?
Click the 31 for the monthly calendar view from your home page and then click Change to view another calendar. There are other references to calendars and resources in the app as well… but can be a bit tricky to find.
Hey John,
My tabs list doesn’t display the activities tab…it’s there in the UI though…..can I add it to the tabs header.
Thanx
There is a free Appexchange package that will add a tab for activities – but out of the box there is no tab for activities.
Hi, John,
I understand what can be done when creating a new custom object. But what can you do to a out-of-the-box object such as Activity?
For example, can we change the label for it? can we rename the out-of-the-box fields? can we relabel the object name it differently?, change the description text? change help text?, etc. I don’t know where to look that info in salesforce
Thanks,
ray
In short words, what can be customized on a standard object? I think this is more precise on what I am trying to ask. Thanks!
Lots, but not everything. Go to setup and type in “Rename” and click on Rename Tabs and Labels. There click on edit next to the standard object you would like to rename and the standard fields beyond that.
Correct – you can rename the labels and add help text with standard fields and objects, but you cannot perform other actions (such as deletion) – this is covered in the fields and object sections.
Your 4th resource has a type, s/b “Cloud Scheduler” vs “Could Scheduler.”
Thanks, corrected!