Documentation / FAQ
Frequently Asked Questions
General
What Salesforce editions are supported?
CalView works with Enterprise, Unlimited, and Developer editions. Professional Edition is not supported due to Apex limitations in that edition.
Does CalView work with custom objects?
Yes! CalView is designed to work with any Salesforce object that has Date or DateTime fields, including standard objects, custom objects, and objects from managed packages.
Is my data secure?
Absolutely. CalView enforces all Salesforce security settings including CRUD, FLS, and record-level sharing (RLS). Users only see records and fields they have permission to access. All Apex code runs "with sharing" to respect your org's security model.
Does CalView store my data outside Salesforce?
No. CalView runs entirely within your Salesforce environment. We do not access, store, or transmit your Salesforce data to external servers. Your data never leaves your org.
Installation & Licensing
How do I install CalView?
CalView is installed as a managed package. After purchase, you'll receive a package installation URL. See our Installation Guide for step-by-step instructions.
Can I install CalView in a sandbox?
Yes. Your license allows installation in both production and sandbox orgs. This is helpful for testing configurations before deploying to production.
What happens when my subscription expires?
When your subscription expires, CalView will display a notification prompting license renewal. The calendar will continue to display but with limited functionality until the license is renewed.
Can I transfer my license to a different org?
Licenses are tied to a specific Salesforce Org ID. If you need to transfer your license, please contact support and we can assist with reissuing your license for a new org.
Configuration
How many calendars can I create?
This depends on your subscription tier. CalView Lite allows up to 3 calendar views, while Standard and Pro tiers offer unlimited calendars.
Can I display multiple objects on one calendar?
Yes! Each calendar can have multiple data sources, each configured to display a different object. Use different colors to distinguish between them.
Do I need to write code to configure CalView?
No. CalView provides a visual configuration wizard that guides you through setup. You can configure calendars, data sources, and filters entirely through the UI—no JSON or Apex required.
Features & Functionality
Can users create events from the calendar?
Event creation is available in CalView Standard and Pro tiers. CalView Lite is view-only.
Does CalView support recurring events?
Recurring event support is available in CalView Standard and Pro tiers. CalView Lite displays recurring events but doesn't include creation capabilities.
What calendar views are available?
CalView includes Month, Week, and Day views. Users can switch between views using the view selector in the calendar toolbar.
Troubleshooting
My calendar shows "No events found"
This could mean: (1) There are no records matching your filter criteria in the selected date range, (2) The current user doesn't have access to the records, or (3) The field mappings are incorrect. Check your filter settings and ensure users have appropriate permissions.
I'm seeing a "Field not accessible" error
This means the current user doesn't have Field-Level Security (FLS) access to one of the configured fields. Either grant access via Permission Sets/Profiles, or remove the inaccessible field from your calendar configuration.
Calendar loads slowly with many events
CalView is optimized for up to 3,000 events per view. If you have more events, consider adding filters to reduce the dataset, or use a shorter default date range.