Follow the steps below to show events/ tasks on an embedded account calendar where the event/ task doesn’t have the “related to” filled in but the “Name” is a contact on the account. This is possible using dynamic filters. Standard Salesforce shows those events/ tasks on the account even if the related to isn’t filled out because they are a contact on the account.
Step 1: Edit your event or task calendar
Step 2: Select the filter item in the calendar edit picklist.
Step 3: Add dynamic filters
- Add “Related To” equals and then click “Dyn”
- Add “Account” equals and then click “Dyn”
**Note in this example Account was renamed to Organisation. if your accounts were renamed search for the the new label.
Step 5: Add the below code to a new visualforce page.
- The hi lighted part will need to be changed to reflect the name of your calendars
| Visualforce Code Example |
|---|
| div style=”min-height:250px;”> <SLCA2:calendar namespace=”SLCA2″ urlparams=”pv1={!URLENCODE(Account.ID)}&pv3={!URLENCODE(Account.ID)}” readonly=”{ ></SLCA2:calendar> </div> </apex:page> |