Part 2 of 3 on creating attendees, invitations, and accepting invitations in DayBack. In Salesforce, the standard Event object supports a single owner by default. In DayBack, it’s typical to map the owner of the standard Event as the resource so individuals in the organization have their own row or…

Part 1 of 3 on creating attendees, invitations, and accepting invitations in DayBack. Why Use Google to Send Notifications? Email notifications were built into Salesforce Classic, but they’re getting harder to do in Lightning. Having Google Calendar send notifications for your Salesforce events is a great alternative. Even FileMaker developers,…

This is the second in a series of posts integrating DayBack Calendar with the Salesforce Lightning Scheduler app. In part one, we looked at how to customize DayBack to reflect Lightning Scheduler’s data model. This article will examine how to display a particular Service Resource’s availability in DayBack when…

This is the first of two articles on using DayBack Calendar with Salesforce Lightning Scheduler. DayBack can be used to visually schedule Lightning Scheduler’s Service Appointments with an elegant drag and drop interface, custom workflows, and scheduling analytics. In this article, we’re going to look at working with relating…

DayBack and Calendly DayBack can push events from other calendars to Google, so these events block out your availability in Calendly. DayBack and Calendly both use Google calendars as data sources, which allows DayBack users to maintain their Calendly availability directly in DayBack. Using some Custom Event Actions, DayBack users can…

Introduction: Real Estate Scheduling in Salesforce For real estate agents, having a reliable calendar and scheduling system is essential to running a successful agency. Between viewings, appraisals, and agent travel time, an accurate schedule is key to keeping your front office staff sane. It’s also the key to keeping…

Background DayBack offers its Salesforce users real-time access to their Google Calendars inside Salesforce. In this environment, DayBack can take advantage of calendar actions to link your Salesforce and Google records. In a previous post, we examined some more straightforward examples, but in this series of articles, we’re going to…

Deadlines sneak up on us because we’re always focused just a week ahead of time. Our tools don’t help since most calendars keep deadlines off-screen until it’s too late. We need a calendar that can easily zoom out from your daily work to scan your horizon of deadlines, goals, and…

All DayBack calendar views are now available on mobile. This means you can now use resource scheduling, week, and horizon views in your favorite mobile browser, in FileMaker Go, and in Salesforce Mobile (shown below). More info on setting this up in Salesforce can be found here: Salesforce mobile…

Color-Coding by a Second Field Here’s a beautiful example of adding additional color-coding options and icons to DayBack Calendar. This customer wanted to retain DayBack’s default color-coding for status but add another color–shown here as the header of the event–for color-coding by resource (salesperson, in this case). They also wanted…