Creating and Changing Events

Overview

You can plan your activities and view, create, and change your events in a day, week, or month view. This article will walk you through creating and changing calendar events.

Create a Calendar Event

1. Navigate to your Calendar page.
2. Select New Event A Salesforce term used to describe an activity that involves invitations being sent out and calendar appointments being made..
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   You can also click the desired calendar time slot to create a new event.

   
   
   The New Event popup window displays. The Event record type is the default.
3. Click Next.
   
   The New Event: Event window displays.
4. Enter the Event information.
   
   • Assigned To: By default the Event is assigned to you.
   • Subject: Click inside the Subject field and choose; Call, Email, Meeting, Send Letter/Quote, Other.
   • Start Date/Time: Choose a Start Date & Time.
   • End Date/Time: Choose an End Date & Time
   • Name: Add the Contact you want to create an Event with. Recently viewed Contacts A contact (or client contact) is the person who the recruiter is working with at a Company. In Talent Rover a Contact can be either a Client Contact or a Candidate Contact. Both types of Contacts are stored in the same object (Contact). will appear in the dropdown list when you search.

Changing the Owner of the Event

By default, all Events are assigned to you, which means you are the owner of the Event. Bullhorn for Salesforce allows you to change it easily.

1. While creating the Event, click the X next to your name.
2. You can either enter the name of the person or use Search People Salesforce standard object. Used to store data about either a Client Contact or a Candidate Contact. to choose a name from the drop-down in the search bar.
3. Save your changes.