Documentation / Admin Reference
Admin Reference
Detailed reference for administrators managing CalView settings, permissions, and security.
Permission Sets
CalView includes two permission sets to control access:
CalView_Admin
Grants full administrative access including:
- Create, edit, and delete calendar views
- Configure data sources and filters
- Access CalView Admin app
- View all CalView custom objects
- Manage license settings
CalView_User
Grants end-user access including:
- View calendars on Lightning pages
- Navigate between views (Month, Week, Day)
- Click events to open records
- Read access to CalView configuration objects
Security & FLS
CalView fully respects Salesforce security:
Record-Level Security (RLS)
Users only see records they have access to based on:
- Ownership
- Role hierarchy
- Sharing rules
- Manual shares
Field-Level Security (FLS)
Fields are only accessible if the user has FLS permissions. If a user lacks access to a configured field:
- An error banner displays listing the inaccessible fields
- Events may appear without the affected data
CRUD Permissions
All operations check CRUD permissions before execution. CalView will not display objects the user cannot Read.
Deploying to Lightning Pages
- Open the Lightning App Builder for your target page
- Find CalView in the Components panel
- Drag it onto your page layout
- Select the calendar view from the dropdown
- Save and activate the page
Supported Page Types
- App Pages
- Home Pages
- Record Pages (calendar shows records related to the context)
Troubleshooting
Users can't see the CalView component
Ensure users have the CalView_User permission set assigned and the page is activated for their profile.
Calendar shows error about missing fields
Check that users have FLS access to all fields configured in the data source. Use Permission Sets to grant access.
Events from custom objects don't appear
Verify that users have Read access to the custom object and that the object has records in the displayed date range.