Add the BT Event Scheduler Component to the Event Record

  • Updated on Apr 1, 2024
  • 1 minute(s) read
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Complete the steps below to add Messaging’s Communication tab to your Event object.

  1. Open an Event record.
  2. Click the Gear icon.
  3. Click Edit Page.
    AddEventSchedulertoEventRecord_1
  4. Click the “More” tab in the Event page layout.
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  5. Click Add Tab.
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  6. Click the new tab and select Tab Label = “Custom”.
  7. Enter Custom Label = “Communication”.
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  8. Click Done.
  9. Move the Communication tab to the top of the Tabs list so First Tab = “Communications”.
  10. Set Default Tab = “First Tab.”
  11. In the left navigation pane under Components, search for “BT Event Scheduler.”
  12. Click and drag the BT Event Scheduler component to the Communication tab.
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  13. Click Save.
  14. Click Activate.
  15. Click the App Default tab.
  16. Click Assign as App Default.
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  17. Select “Events (Admin)” and “Events (Planner)”.
  18. Click Next.
  19. On the Assign Form Factor screen, choose your preferred platform, and click Next.
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  20. If everything looks okay on the Review Assignments screen, click Save.
  21. Click Save.
  22. Return to the Event record page.
    AddEventSchedulertoEventRecord_8

To watch a video of the process, click here.