Reps create an Event Series the same way they create any event, by adding the repeat options. The Repeat or recurrence control needs to be on the event layout, and the New Event action available wherever reps work. Here is the basic flow for scheduling a recurring meeting in Lightning Experience.
- Open a new event
From the calendar, a record's Activity timeline, or a global action, choose New Event. Enter the subject, the first date, and the start and end times for the meeting.
- Turn on recurrence
Select the Repeat option on the event. Pick a frequency of daily, weekly, monthly, or yearly, then set the detail, such as which weekdays a weekly meeting falls on.
- Set the end condition
Tell the series when to stop. Choose an end date or an occurrence count so Salesforce knows how many Event records to generate for the run.
- Relate and save
Add attendees and related records, then save. Salesforce creates the series and writes one Event for each scheduled date in the pattern.
The name of the meeting. It appears on every occurrence in the series.
The date and times of the first occurrence. The pattern repeats from this anchor.
The frequency and detail of the pattern: daily, weekly, monthly, or yearly, with weekday or date options.
When the series stops. One of these is required so Salesforce can bound the number of occurrences.
- The Repeat option only shows if recurrence is enabled and the field is on the event page layout.
- Editing one occurrence can detach it from the series; editing the series can move every future occurrence at once, so read the prompt before confirming.
- Very long daily or weekly series generate many Event records, which can trigger Apex triggers and automation once per occurrence at save time.