Documentation / Configuration Guide

Configuration Guide

Learn how to create calendar views, configure data sources, and customize your calendars.

Creating a Calendar View

Calendar Views are the containers that display your data. Each view can have multiple data sources showing different types of records.

1. Open the CalView Admin app
2. Click New Calendar
3. Enter a name for your calendar (e.g., "Team Schedule")
4. Optionally add a description
5. Click Save

Configuring Data Sources

Data sources tell CalView which Salesforce object to display and how to map its fields to the calendar.

1. Open your calendar and click Add Data Source
2. Select the Salesforce object (e.g., Event, Task, or a custom object)
3. Configure the field mappings:
   • Title Field: What to display as the event name
   • Start Date/Time: When the event begins
   • End Date/Time: When the event ends
   • Description: Additional details shown on hover
4. Choose a color for this data source
5. Click Save

Field Mapping Reference

Supported Field Types

• Date Fields: For all-day events
• DateTime Fields: For timed events
• Text Fields: For title and description
• Formula Fields: Supported if they return Date, DateTime, or Text

Event Type Configuration

CalView supports three event types:

• Timed Events: Use DateTime fields for both start and end
• All-Day Events: Use Date fields for start and end
• Duration-Based: Use a start time plus duration field

Setting Up Filters

Filters limit which records appear on your calendar.

1. In your data source configuration, expand Filters
2. Click Add Filter
3. Select the field to filter on
4. Choose an operator (equals, contains, etc.)
5. Enter the filter value
6. For dynamic filters, check Use Current User

Deploying to Lightning Pages

Once your calendar is configured, add it to a Lightning page:

1. Navigate to the page where you want the calendar
2. Click the gear icon → Edit Page
3. Drag the CalView component onto the page
4. In the properties panel, select your calendar from the dropdown
5. Click Save and Activate