Salesforce - How to View Advisor Calendars in Student Success Hub

Undergraduate advising staff and faculty with access to Salesforce Student Success Hub (Advisor Link) can view another advisor's Calendar, though details are hidden. Multiple calendars can be viewed at the same time.  

Access the Service?

  • Requires an active user account; log into Salesforce with SSO

Issues/Questions

As a faculty or advisor, how do I view another advisor's calendar within Salesforce?

  1. From Advisor Link, use the console dropdown > select Calendar
  2. In the right sidebar > click the gear icon next to Other Calendars and search for the advisor you would like to view > click Add
    • If your right sidebar is not visible, click the hamburger menu to open
  3. Repeat for multiple advisors > select a unique color to differentiate their calendar events
  4. You see all of their busy time - including advising time blocks, student appointments, and private events synced from Goggle calendar

 

What else can I do within Calendar?

  1. On the top right calendar dropdown you have several view options > Day, Week, Month, and Availability (columns by advisor instead of time)
  2. Click Table in that same dropdown to open the Events view
  3. Next to Recently Viewed > select a List View
    • Upcoming Advising Appointments
    • Upcoming Advising Time Blocks 
  4. Use the same top right calendar dropdown to return to Calendar view from Table view

 

Where can I find supporting documentation?