Skip to main content

 

 

DealerTeam

Export Calendar of Events

Goal

The calendar of events can be exported to PDF for printable view, or to send via email.

After reading this article you will be able to:

  • Navigate to the scheduler
  • Export the calendar event

 

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 the Scheduler 

  1. Click the App Launcher icon.

1 Schedule Service Appointment- App Launcher.png

 

  1. Enter Scheduler in the quick search area.
  2. Click Scheduler.

2 Schedule Service Appointment- Scheduler navi.png

 

Step Two: Export the Calendar Events

Filter the Scheduler to show desired Events. To learn more about the scheduler filters read step two of Schedule Service Appointments

  1. Click the Export to PDF button.

1 Export Calendar to PDF- export btn.png

 

The Scheduler will be exported and rendered as a PDF, ready to print or attach to an email.