Recurring Event
A Salesforce calendar event configured to repeat on a schedule (daily, weekly, monthly, or custom), creating a series of linked event records that share common details but have individual dates.
Definition
A Salesforce calendar event configured to repeat on a schedule (daily, weekly, monthly, or custom), creating a series of linked event records that share common details but have individual dates.
In plain English
“A Recurring Event in Salesforce is a calendar event that repeats on a schedule: daily, weekly, monthly, or custom. It creates a series of linked event records that share common details but have individual dates, like a weekly team standup meeting.”
Worked example
An AE at Brookdale Capital schedules a Recurring Event for her weekly 30-minute customer check-in: every Wednesday at 2pm with the customer's primary Contact. The platform generates linked event records on every Wednesday for the next 52 weeks. When the customer asks to switch to Thursdays, she edits the series, and all future Wednesdays update to Thursdays in one operation. The current week's already-occurred event stays on Wednesday (historical record); future weeks reflect the change. Recurring Events are the reliable way to schedule repeated activities without duplicating manual entries.
Why Recurring Event matters
A Recurring Event is a Salesforce calendar event configured to repeat on a schedule (daily, weekly, monthly, or custom), creating a series of linked event records that share common details but have individual dates. Users configure the recurrence pattern (every Monday, first Friday of the month, etc.) and Salesforce generates the individual event instances.
Recurring events support common patterns like regular team meetings, standing customer check-ins, and recurring training sessions. Each instance is its own record, so individual instances can be modified, rescheduled, or canceled without affecting the whole series. Mature Salesforce usage includes recurring events as part of normal calendar patterns, with sync to external calendars through Einstein Activity Capture or Lightning Sync.
How organizations use Recurring Event
Uses recurring events for weekly pipeline reviews, monthly one-on-ones, and quarterly business reviews.
Schedules recurring customer check-ins for account managers as part of their retention program.
Treats recurring events as standard calendar patterns for routine meetings.
Trust & references
Straight from the source - Salesforce's reference material on Recurring Event.
- Activities: Tasks, Events, and CalendarsSalesforce Help
Test your knowledge
Q1. What is a Recurring Event?
Q2. What recurrence patterns are supported?
Q3. Can individual instances be modified?
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