Find your content:

Search form

You are here

How do I set up calendar sharing in Salesforce?

 
Share

Currently, our organization utilizes Calendar Sharing in the My Personal Information section in Salesforce.

We have a team that makes calls that manages calendars for the Account Executive team. Currently as a Salesforce admin I log in as each Account Executive, and add each user of the phone team as something the Account Executive shares their calendar with.

Is there a better way to do this, utilizing org-wide defaults and sharing rules?


Attribution to: Paul Fischer

Possible Suggestion/Solution #1

I ended up moving the phone team (SDRs) above the Account Executive Team in the role hierarchy.

This also opened up some access we wanted for opportunity and event deletion.


Attribution to: Paul Fischer
This content is remixed from stackoverflow or stackexchange. Please visit https://salesforce.stackexchange.com/questions/34493

My Block Status

My Block Content