Equipment Calendar View in Salesforce
The Equipment Calendar View gives you a real-time, customizable timeline of reservations and loans - combining powerful filters, in-context editing, and deep personalization to keep your equipment usage clear, current, and under control.
Interactive Timeline Display
The calendar presents a dynamic Gantt-style view of all equipment reservations and loans.
You can scroll through timelines and hover over entries to instantly see detailed information, including availability and scheduling context.
Whether you're managing a handful of assets or an extensive inventory, the calendar offers an intuitive way to monitor and interact with equipment usage in real time.
Flexible Display Filters
Tailor your calendar view to suit your workflow. Use filters to show only reservations, loans, or both.
Additional options allow you to display or hide collection components, empty rows, and Salesforce-linked data like users or opportunities.
You can sort records by name or date and define the calendar’s date range for precise visibility into current and future equipment activity.
In-Context Editing
Click any record to open a dialog box for editing details, or click an empty slot to create a new reservation or loan.
After editing, you're returned to your calendar view, ensuring a smooth, uninterrupted workflow. This direct interaction model simplifies managing and updating reservations on the fly.
Deep Customization Options
You can control the calendar’s layout, color schemes, and display fields at the org, profile, or user level.
Adjust chart width, set default date ranges relative to today, and highlight late returns with a distinct visual indicator.
Customize hover details and calendar columns by selecting fields from the Equipment object, so key information is always front and center.
