Action Plans is a free app by Salesforce Labs that lets you create task templates and apply them to new Leads and Opportunities (really any native object). This means you can embed your procedures in templates and then cascade these tasks onto your teams calendar each time they’re needed. In this article we’ll to take a look […]
Integrations
Integrating DayBack with Taskfeed for Salesforce
Last month we looked at integrating DayBack with the Volunteers app for Salesforce. This month we’ll look at integrating DayBack with Taskfeed, the highly rated project management app for Salesforce. Taskfeed does a great job of showing the priorities and dependencies of your tasks, and some customers want to also see a grid-like view of who’s assigned […]
Scheduling Volunteers
With DayBack Calendar, you can visualize the Campaigns, Shifts, and Hours in the Volunteers application and make changes right from within the calendar. DayBack Calendar has been on the Salesforce AppExchange for a few months now, and a common question we are getting from customers is can we integrate DayBack with other Salesforce apps to improve/extend those […]