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 way to show a user just […]
Salesforce
Scheduling GoToMeeting from Salesforce
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 Zoom instead of GoToMeeting, you can […]
Subscribe to a Salesforce Calendar: creating a public ics feed
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 share specific views and time frames. […]
Customize the Calendar with Additional Fields
The latest in-app update to DayBack Calendar lets you include more fields inside the calendar. This is great for cases when you have required fields or validation that previously couldn’t be addressed by the default calendar fields. Having access to more of your fields means you can make more edits inside the calendar where things like option-drag […]
Date Range Conflicts in Salesforce
DayBack Calendar shows conflicts and double-bookings visually. But sometimes you’re editing events on other Salesforce pages and won’t necessarily know that you’re inadvertently creating a conflict. Wouldn’t it be great if Salesforce could warn you when any of your edits created a conflict? In this article we’ll describe two techniques for detecting date range conflicts in Salesforce and […]