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DealerTeam

Create a New Sales Appointment in Lightning

Goal

Create a new Sales Appointment in Lightning to be viewed from your home page Events and set on your Calendar.

After reading this article you will be able to:

  • Navigate to dms defaults
  • Connect the sales appointment and event object
  • Navigate to a sales up
  • Create a new sales appointment
  • Set the event on your home page
  • Create an event on your calendar

 

Attention Users,

Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 

Step One: Navigate to DMS Defaults

To ensure that the Sales Appoint object is linked to the Event object turn on the DMS setting Sales Appointment Linked Event.

  1. Click the App Launcher icon.

1.1 3.1.png

 

  1. Enter DMS Defaults in the search field.
  2. Click the DMS defaults link.

dms defaults navi.png

 

 

Step Two: Connect the Sales Appointment and Event Object

  1. Click the Sales Department Settings tab.
  2. Check the Sales Appointment Linked Event checkbox.
  3. Click Save Settings.

SA Link Event.png

 

Step Three: Navigate to a Sales Up Record

  1. Click the App Launcher icon.

1.1 3.1.png

 

  1. Enter Sales Up in the search field.
  2. Click the Sales Up link.

1.2 1.3.png

 

  1. Select a Sales Up record.

1.4.png

 

Step Four: Create a Sales Appointment 

  1. Click the New Sales Appointment button in the header of the Sales Up.

2.1.png

 

New Sales Appointment

The sale appointment consists of related sales up (a), vehicle (b), date & time (c), notes (d), assigned to (e), set by (f), appointment result (g) and action buttons (h).

2.a.b.c.d.e.f.g.png

 

 

  1. Enter assigned to field.
  2. Enter Date & Time field.
  3. Click Save.

2.2 2.3 2.4.png

 

Step Five: View/Edit Scheduled Appointments

View

  1. Click the App Launcher icon.

1.1 3.1.png

 

  1. Enter Calendar in the search field. 
  2. Click the Calendar link.

3.2 3.3.png

 

  1. Click the Sales Appointment Event.
  2. Click More Details link.

3.4 3.5.png

 

Edit

  1. Click the Edit button in the top right corner.

edit.1.png

 

Edit Sales Appointment

Field Description
Assigned To (a) Person the appointment will be assigned to
Subject (b) Sales Up: Account
Contact (c) The related contact
Related To (d) The related sales up
Created By (e) User to Create Event
Description (f) Long text explanation of event
Location (g) Where the event is located
Start (h) Start Date and Time
End (i) End Date and Time
All-Day Event (j) Does the Appointment last all day
Last Modified By (k) Last user to Modify Event
Action buttons (l) Save, Save & New and Cancel

 

edit.2.png