How to Create Event in Salesforce

Quick summary

Creating an event in Salesforce takes just a few clicks using the built-in Calendar feature accessible from the App Launcher. This guide walks you through opening the calendar, filling in event details, adding participants, and saving the event.

Steps

1. Click the App Launcher at the top of the Salesforce dashboard.
2. Scroll down and select Calendar from the app list.
3. Click New Event at the top right of the calendar dashboard.
4. Fill in the required event details in the form.
5. Search for and select participants to invite to the event.
6. Once done, click Save to confirm and create the event.