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 scheduling a Service Appointment. With this […]
Salesforce
Using DayBack with Salesforce Lightning Scheduler Part 1 – Resource Scheduling
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 Lightning Scheduler’s Service Appointments and Service […]
Push Events to Google Calendar and Update Calendly
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 set up automation to keep a […]
Real Estate Scheduling in Salesforce – Case Study
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 clients and agents happy. Yet real […]
Use Your Salesforce Contacts in Google Calendar
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 look at some more advanced integrations […]