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…

New to DayBack for Salesforce, Calendar Analytics let you measure your schedule. Plot progress against your goals over time, balance your workload, and quickly see patterns that are invisible in traditional reports. Calendar Analytics is available for all DayBack sources, not just for Salesforce. We’ve been using analytics internally…

The latest in-app update to DayBack introduces a text filter that works across every field in every one of your calendars. Type in an account name and see dates for that account across all your Salesforce objects. Here’s a quick video of this in action: Hope you find it…

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…

Overview Custom actions in DayBack Calendar let you add your own buttons to events in the calendar. These buttons are a great way to extend the calendar’s capabilities and a great way to use custom actions is to interact with third party applications: like GoToMeeting. Note: if you’re using…

Background Our customers frequently want to share their calendars with folks who aren’t users in their Salesforce organizations: it’s one of the most common problems we hear about. This was one of the primary reasons for adding sharing to DayBack Calendar, and creating shares in DayBack is a great way to…