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Salesforce

Nov 14 2020

Sending Google Calendar Notifications from DayBack

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, who have always been able to […]

Written by Jason Young · Categorized: Dev, Integrations, New Features, Salesforce · Tagged: Attendees, Custom Actions, For Developers, Salesforce

Nov 03 2020

Using DayBack with Salesforce Lightning Scheduler Part 2 – Appointment Availability

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 […]

Written by Jason Young · Categorized: Dev, Integrations, Salesforce · Tagged: For Developers, Resource scheduling, Salesforce

Oct 26 2020

Extending Salesforce Lightning Scheduler with DayBack –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 […]

Written by Jason Young · Categorized: Dev, Salesforce · Tagged: For Developers, Resource scheduling, Salesforce

Oct 17 2020

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 […]

Written by Jason Young · Categorized: Dev, Integrations, New Features, Salesforce · Tagged: Custom Actions, For Developers

Mar 11 2020

Real Estate Scheduling in Salesforce – Case Study

Resource Scheduling for Real Estate in Salesforce

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 […]

Written by Jasmine Desvarieux · Categorized: Salesforce · Tagged: Mapping, Project Management, Salesforce

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