Creating an event

To create an event, navigate to any object that you want to log an event for and go to the Activity section, as shown in the following screenshot:

Here, we have to do the following (the following 10 bullet points coincide with the numbers shown in the preceding screenshot):

1. Navigate to Mr. Jack Rogers.
2. Go to the Activity section.
3. Fill in the subject of the event.
4. Fill in the start date/time of the event.
5. Fill in the end date/time of the event.
6. Ensure that the name of the contact is pre-populated if the user is on the contact record.
7. Add the account that Jack is related to.
8. Ensure that the task has been assigned to the user (this is me since I am the logged-in user).
9. Enter the location of the meeting.
10. Save the record.

After doing this, you'll see that the event now shows up in the Next Steps section, as shown in the following screenshot:

Once the date for the meeting has passed, the event will automatically move to the Past Activities section.

This is how events work. In the next section, we'll learn how the Salesforce calendar is aligned with these events.