I want to see a calendar of my opportunities based on estimated close date (or other date field on the opportunity record). Can I do that, or do I need to license a third party add-on?Sales Manager
If you use unified interface, you can display any record in a calendar view via the calendar control.
- Go to Settings->Customization->Customize the System
- Open the configuration for the entity that you want to use the calendar control (Opportunities in our example)
- Click the View tab
- Click “Add Control” and select the calendar control.
- Click the dot for every interface from which you want the calendar control to be available.
You will then need to map the calendar fields to the desired values. For example, if you want the date to be based on estimated close date, you would select estimatedclosedate for the Start date.
How do I switch to the normal list view?
To switch back to the list of records, click the “…” button on the command bar, and select read only or editable grid (if enabled) to toggle to the normal list view.
I have multiple date fields that I would like to display on the calendar–can I do that?
The calendar control properties allow you to specify two different date fields–start date and end date. If you have two dates that are sequentially related, such as schedule date and installation date, you can map both of these values, and that will determine the time block duration of the item on the calendar view. If you have multiple unrelated dates or want to have different views displaying different dates, the calendar control is not designed to work that way.