05 Jul 2017

Custom Calendar Tabs in Salesforce Lightning

Create record-specific calendars with components from DayBack for Salesforce

Using DayBack Calendar in Salesforce Lightning, you can show a project’s schedule on a tab for that project. Or show all the activity for a new contact right on a tab in that contact’s record.

This is also a great way to show a user just their events by adding an instance of DayBack to their home page: one filtered to show just their events.

Here are a couple examples of how DayBack let’s you create record-specific calendars like this:

This is one of the best things about customizing pages in Salesforce lightning. You can include components from apps like DayBack and have them react to the record you’re viewing. (In DayBack’s case, it’s a simple Visualforce page enabled as a Lightning Component.)

Instructions

Creating tabs like these is really a matter of copying and pasting the examples you can download below, but you can also just ask us. We’re happy to log into your org and make custom tabs for you.

Each tab is a slightly customized Visualforce page, combined with a slightly customized “static resource”. You can download the pages and resources used in our example above right here: DayBackCustomTabs.zip

Once you’ve downloaded the examples, watch this overview of how to turn them into custom tabs:

Here’s documentation on the possible options for the DayBack url in your status resource: DayBack URLs. These url options let you filter for a particular campaign, hide the sidebar, or show a certain calendar view by default.

As you can see, there are lots of options to create a view focussed on just what you need.

Enjoy!

 

 

Comments

  • John Sindelar
    August 22, 2017 Reply

    Here’s a great overview of all the customization options for adding Lightning components like this to record pages. Good stuff: https://www.adminhero.com/getting-started-lightning-components-record-pages/

  • Suryeon Kim
    December 26, 2017 Reply

    Hello, where can I copy the apex code at the 02:14 mark of the video? The zip file you linked does not seem to have it

    • John Sindelar
      December 26, 2017 Reply

      Hi there, that’s the apex page, right? The one that begins apex:page standardStylesheets=”false” right? There are three examples of that in the download:
      DayBackLeads.page
      DayBackCampaigns.page
      and DayBackHomePage.page
      Let me know if you’re looking for something else as I think our video-timing may be a bit different. =)

      – John

Leave a Comment