Creating an Event Series takes about 30 seconds: open the calendar, click New Event, set the recurrence options, save. Managing the series afterward is mostly about deciding when to edit single occurrences versus the whole series.
- Open the Salesforce calendar or an Event record
Salesforce, then Calendar (or open the New Event quick action from any record page). The Event creation form appears.
- Fill the basic Event details
Subject (Weekly 1:1 with Manager, Monthly Pipeline Review), Start and End times, Related To if relevant. The standard Event fields apply.
- Check Create Recurring Series
On the Event form, find the Repeat or Recurrence checkbox. Check it. The recurrence pattern options expand.
- Set the recurrence pattern
Frequency (Daily, Weekly, Monthly, Yearly), interval (every 1 week, every 2 weeks), day-of-week selections, start date, end condition (end date or occurrence count). Preview the next few occurrences.
- Save the series
Click Save. The platform creates the series record and the first N occurrences (up to the configured cap).
- Edit a single occurrence or the series
To change one meeting, edit that specific occurrence and choose Edit this event when prompted. To change the recurrence pattern, edit the series and choose Edit all in series. Salesforce handles the appropriate cascade.
The event title. Appears on the calendar and in records.
The first occurrence start and the duration applied to all occurrences.
Daily, Weekly, Monthly, or Yearly. Drives how often the series repeats.
End date or maximum occurrence count. Caps the number of generated events.
- Editing one occurrence detaches it from the series. Future series-wide edits no longer affect that one event. This is by design; it lets you handle exceptions.
- Series records and occurrences are all on the Event object. Apex triggers fire on both. Be careful: a trigger that fires on every Event insert will fire for every occurrence in a series.
- Maximum occurrences per series is 300 by default. Daily series for several years can hit the cap; split into separate series if needed.
- Sync behavior to Outlook and Google Calendar varies by integration. Einstein Activity Capture handles series cleanly; older integrations may flatten to individual events.