In this article, you will learn how to:
- Change the calendar tab label
- Change ownership of calendars
- Lookup Setup
- Dynamic List Setup
- Designate a calendar admin
- Change settings visibility for your users
How to change the calendar tab label
CalendarAnything is a Salesforce “managed package” which does not allow tabs to be renamed the same way you can rename other tabs in your organization. However, you can rename the tab using Translation Workbench by following the directions below:
If you are not already designated a translator:
Note: If you are, skip this step.
Go to Setup in Salesforce, then click on Translation Workbench > Translation Language Settings.
Make your language active, if it is not already. Then click Edit Identify Translators for this Language and select the user you want to designate. Then click Save and follow the rest of the steps below.
If you are already designated a translator:
Go to Setup and navigate to Translation Workbench > Override.
Select package CalendarAnything, Language, and Setup Component as Web Tab.
For Calendar, double click the empty cell under the column Custom Tab Label Override and set a new name. Save.
Change ownership of calendars
Different calendars created in CalendarAnything App are stored in an object called CA_Calendar. To access the CA_Calendar object, create a custom object tab. Follow these steps to create a custom object tab.
Clicking on the tab shows all calendars stored in the CA_Calendar object as shown above. In order to change the ownership of a calendar, click on the calendar name.
The above screen will open. Change the Owner field in the top right.
If there are many calendars, it may be inefficient to have to change the Owner field one by one. In that case, export the data of the CA_Calendar object into an Excel file in .csv format, change the fields as necessary, and upload/update the excel file back into Salesforce using the Salesforce Data Loader.
Lookup Setup
CalendarAnything allows users to display additional fields in lookups for the record that is being viewed to make it easier for the user to select correct record from the list. CalendarAnything users can also enable search using these additional fields.
Example: There is a lookup to the contact, it is possible to have contacts with the same name. You want to add the account field to be sure you are selecting the right person by verifying the account they are associated with.
Example: The user wants to search a list of contacts and only see contacts related to a particular account.
Dynamic List Setup
Dynamic List is a feature that allows admins to create filters with complex logic at the Сalendar Settings level without any containers or customizations.
As you can see in the image above, there is no relationship between Event and Public Groups but both of them have a relationship with User. It is not possible to Filter Events based on Members from Public Groups.
However; you can create a Dynamic list and use it as filter criteria in your Calendar. This will allow you to filter Events based on Members from Public Groups.
Designate a calendar admin
CalendarAnything allows you to designate a calendar admin to users without View All/Modify All permissions in their profile.
To assign a user as a designated calendar admin, Click on the CalendarAnything Settings Gear > Admin Settings > Designated CalendarAnything Admin > add the user’s Salesforce ID separated by comma > Save.
Change settings visibility for your users
Limit the display settings users have access to on the Profile, Role or Global level. Simplify the user experience to ensure end users can easily find what they need within CalendarAnything display settings. This option works in conjunction with global settings.
Profiles: Set settings at the profile level.
Roles: Set settings at the role level.
All settings marked as profile or role will be available only in the Profiles or Roles sections, and will disappear from standard display settings. Each display setting can only be selected as a profile or role setting.
To navigate to Settings Visibility Setup click on CalendarAnything Settings Gear > Admin Settings > Settings Visibility Setup
Set Global Settings: This setting allows admins to set default display settings for all users. Global settings only apply to users who don’t have a record in CA_UserSettings object.
