Edit appointments
With the Salesforce Lightning experience, the Open Activities and Activity History sections of a record are combined into one Activity timeline. With this change, Open Activities is now called Upcoming & Overdue, and Activity History displays by date. The steps below might vary based on the experience you are using.
You need to be the owner of a calendar appointment to modify its details.
To edit an appointment
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Do one of the following to open the Appointment Edit page:
- In the Home page, click the appointment, and then click Edit.
- In the Open Activities section of a record, click Edit next to the appointment.
- In the Activity History section of a record, click Edit next to the appointment.
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Modify the fields on this page as appropriate.
Depending on your experience, either an asterisk or a red bar indicates a mandatory field. These fields need to be complete before you can save the record.
Calendar details Assigned To This is the owner of the appointment. The user who created the appointment displays by default. To assign a different user as the owner, find and select that user. After you save the appointment, it displays on the owner's calendar. All email notifications sent to invitees come from the owner. Subject Enter a brief but detailed description of the appointment. This text displays on each invitee's calendar when they accept the meeting request. You can enter your own description or select from a list of previously defined subjects.
Type Select the type of appointment.
Start and End Enter the date and time of the appointment. The time fields are unavailable if the All Day Appointment checkbox is selected. Related To If the appointment is related to a particular record, find and select the record. The appointment displays on that record's Open Activities section. If the appointment is not related to a record, leave this field blank. Creating an appointment from the Open Activities section of a record displays the name of the associated record by default.
Name If you also want to associate the appointment with a contact, find and select the contact. The appointment is added to the Open Activities section of the contact record. Click Add to Invitees to invite this contact to the appointment. Private Select this checkbox if you do not want other users to see the details of this appointment. All Day Appointment Select this option to schedule an appointment to last all day. All invitees show as busy for the entire day on the calendar. Other information details Location Enter the location of the appointment. Show Time As Select how you want the blocked time to display on the calendar. Description information details Description Enter a description of the appointment. Reminder details Reminder Select how far in advance to be reminded of the appointment. Attachments details Attachments Click Attach File to attach a document to the appointment. All individuals invited to the appointment receive the attachment as part of the meeting request. Invite others details Invite Others Click Add Invitees to add other users and contacts to the appointment. Invitees are emailed an invitation to the meeting. For more information, see Salesforce Help.
- Click Save.