A Scriptable Calendar
DayBack was designed so that Salesforce Admins and Developers could extend it. And one of the more versatile extensions are custom actions.
Example 1: Lookup Salesforce data into a Google Calendar Event
Many folks are creating shared Google Calendars based on data in their Salesforce orgs. Rather than copy information back and forth, custom actions can pull the information you need from Salesforce. In this example, we’ll ask Salesforce for the contact information belonging to any accounts in the city where this event is taking place:
Download the text for this custom action here: [iconfont type=”fa-cloud-download” size=”normal” color=””] AccountsByLocation.js
Example 2: Create a New Salesforce Record from a Google Calendar Event
Sometimes an event starts in Google Calendar but needs to be transferred to Salesforce where its outcome can be tracked and where you can take advantage of triggers and workflows. For example…
- you may get a meeting request in Google that you want to link to an opportunity in Salesforce;
- customers may book time on your public Google calendar and you want to convert confirmed appointments into Salesforce events.
DayBack lets you use Google Calendar inside Salesforce. That means you can add DayBack’s custom action buttons to Google Calendar events as well as to Salesforce events. With these custom actions you can pull information out of Google Calendar events and use it to create new Salesforce records. Here’s an example:
Download the text for this custom action here: [iconfont type=”fa-cloud-download” size=”normal” color=””] CreateRecordFromEvent.js