Lightning for My Schedule
- Browser (Lightning)
Lightning for My Schedule provides users with improved performance and an enhanced Lightning UI. Once configured, users can access the following core functionality in Lightning for My Schedule:
- Scheduling Calls
- Displaying Call Conflict Warnings
- Viewing and Searching Accounts in My Schedule
- Creating Unavailable Time Slots in My Schedule
- Creating Time Off Territory in My Schedule
- Creating Unavailable Time from Time Off Territory
- Including Weekend Days in Time Off Territory
- Associating Accounts with Tracked CLM Activity
- Integrating My Schedule and Microsoft Outlook Calendars
- Users can view and edit the following entry types:
- Calls
- Calendar Entries
- Time Off Territory
- Medical Events
- Unavailable Time Slots - new with Lightning for My Schedule
- Users can view and action the following entry types:
- Unassigned Presentations - new with Lightning for My Schedule
- Users can view the following entry types:
- Events Management events
- Meeting Requests - new with Lightning for My Schedule
- Outlook Calendar entries - new with Lightning for My Schedule
For more details, see Functionality and Using Lightning for My Schedule. Additional Lightning for My Schedule functionality will be available in future releases.
Lightning Web Security for Lightning web components is not supported.
Configuring Lightning for My Schedule
Ensure My Schedule is configured for Browser (Classic) before enabling this functionality.
- Remove access to the CallPlanningLgtnVod Visualforce tab for users and admins.
- Grant users and admins access to the My_Schedule_vod Lightning Component Tab.
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Add the My_Schedule_vod Lightning tab to the navigation menu for any Lightning Console Apps your organization configured, if your organization uses Lightning console mode.
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Add the My_Schedule_vod Lightning tab to the navigation bar for any Lightning Business Apps your organization configured (optional).
Functionality
Users can access much of the same core functionality in Lightning for My Schedule as they did before. However, some existing My Schedule functionality is not supported in the current version of Lightning for My Schedule, and new functionality is available in Lightning.
For an overview of the differences in supported functionality between the existing My Schedule and Lightning for My Schedule, see the following table:
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Supported in existing My Schedule |
Supported in Lightning for My Schedule |
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Editing Entries Within My Schedule for:
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Viewing Meeting Requests |
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Creating, viewing, and editing Unavailable Time Slots |
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Viewing Unassigned Presentations |
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Creating new calendar entries |
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Deleting calls, calendar entries, or Time Off Territory |
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Rescheduling calendar entries |
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Using the Scheduler panel to view and search accounts: |
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Viewing Pre-Call and Next-Call Notes in Agenda View |
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Additional options on the call context menu in My Schedule:
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*Partially supported depending on the configuration of your org. See Partially Supported Functionality for more information.
Using Lightning for My Schedule
Scheduling Calls in Lightning for My Schedule
To schedule a call, left select a time slot on the calendar, then select Add Call to display the account search modal.
Users cannot create calls against child accounts in Lightning for My Schedule. Users can edit and view calls against child accounts.
Creating Unavailable Time Slots and Time Off Territory Entries
To create an unavailable time slot or Time Off Territory entry:
- Left select a time slot on the calendar, then select the appropriate option from the context menu.
- Complete the fields in the new record modal.
- Select Save.
Rescheduling Calls
Users can reschedule calls in Lightning for My Schedule by dragging and dropping the call to the appropriate time, or by dragging the upper or lower edges of the entry.
Using My Schedule in Day View
Day View displays users’ daily agenda, with other days of the week available at the top of the calendar. Unlike the existing My Schedule, pre-call and next call notes do not display.
Viewing the Calendar Panel
A calendar displays in the upper left corner of My Schedule. To change dates, users can either select a date from this calendar or use the previous and next buttons. To quickly return to the current date, select the Today button.
To hide the calendar panel, select the sidebar button to the left of the Today button.
Viewing the Entry Popover
When users select an entry in My Schedule, the popover displays the Lightning tab icon assigned to that object. If Displaying Call Conflict Warnings is enabled, a banner displays on the call popover to highlight the conflict.
Editing Entries Within My Schedule
When users select an entry, a popover with more information and an Edit button displays.
Select the Edit button to access the record for the entry. Users can edit the following types of entries directly within My Schedule:
- Calendar Entries
- Time Off Territory
- Medical Events
- Unavailable time slots
When users edit entries within My Schedule, edits display automatically after the user saves the record.
Editing Entries Outside of My Schedule
Select More Details from an entry popover to open the record in a new tab, outside of My Schedule.
If the record is edited outside of My Schedule, users must reload My Schedule to view updates.
Call reports and Events Management events always open in a new tab outside of My Schedule, regardless of whether users select More Details or Edit.
Displaying the Call Channel Icon
To help users easily identify which channel a call is scheduled for, the call channel icon displays on calls and on the call popover in My Schedule.
Displaying Child Account Identifiers
For calls against child accounts, the account identifier also displays on the call details popover, if configured. To avoid duplicate information, the Location field does not display on the popover.
Viewing Child Account Records
To open a child account record from My Schedule, select a child account call on the calendar. On the entry popover, select the View Child Account button. The child account detail page displays in a new tab.
Creating, Viewing, and Editing Unavailable Time Slots
If Creating Time Off Territory in My Schedule is enabled, users can create, view, and edit unavailable time slots in My Schedule.
Creating Unavailable Time from Time Off Territory
If Creating Unavailable Time from Time Off Territory is enabled, users can edit Time Off Territory entries and mark them as unavailable for Engage Scheduling.
Integrating My Schedule and Outlook Calendars
If Integrating My Schedule and Microsoft Outlook Calendars is enabled, users can view their Outlook events in My Schedule and vice versa.
Viewing Meeting Requests
If Integrated Scheduling: Accepting and Declining Meeting Requests in My Schedule is enabled, users can view meeting requests in My Schedule.
Viewing Unassigned Presentations and Associating Accounts with Tracked CLM Activity
If Associating Accounts with Tracked CLM Activity is enabled, unassigned presentations display in My Schedule. Unassigned presentations display as 30-minute time slots. Unlike on the iPad platform, the value in the Total_Duration_vod field is not considered. To display a popover with more information on the unassigned presentation, hover over the calendar entry. The start datetime and a list of viewed presentation names display. To follow the same color patterns used for call reports, past unassigned presentations display in red and future unassigned presentation display in teal.
From the popover, users can choose to associate unassigned presentations with accounts or discard unassigned presentations. For more information, see Associating Accounts with Tracked CLM Activity.
Partially Supported Functionality
The following functionality is partially supported in Lightning for My Schedule:
- Creating Calendar Entries
- Deleting Calls, Calendar Entries, or Time Off Territory
- Rescheduling Calendar Entries
Creating Calendar Entries
To create a calendar entry:
- Navigate to the appropriate object tab.
Ensure users have access to the standard Event or Calendar tab.
- Select the New button.
- Complete the appropriate fields and save the record.
Deleting Calls, Calendar Entries, or Time Off Territory
To delete calls, calendar entries, or Time Off Territory records:
- Select the More Details link from the entry popover.
- Select the Delete button on the record detail page that displays.
Rescheduling Calendar Entries
To reschedule calendar entries without the drag-and-drop functionality:
- Select the Edit button from the calendar entry popover. Calendar entries display in a modal over My Schedule.
- Edit the date or datetime and save the record.
Considerations
- In this version of Lightning for My Schedule, users cannot create, edit, delete, or otherwise take action on the following entry types in My Schedule:
- Events Management events
- Meeting requests
- Rescheduling through dragging and dropping is only supported for calls. Rescheduling other types of entries through dragging and dropping is not currently supported in Lightning for My Schedule. Users must edit entries from the popover or from the record.
- Scheduling a Call from a Suggestion is not supported in Lightning for My Schedule
