• Skip to main content
  • Skip to primary sidebar

DayBack

The Calendar You've Been Waiting For

  • Calendar
    • For Salesforce
      • DayBack Calendar for Salesforce
      • Field Service
      • Calendar Sharing in Salesforce
    • FileMaker Calendar
    • For Google Calendar
    • For Google Sheets
    • For Microsoft 365
    • For Basecamp
    • Integrations
  • Extensions
  • Pricing
  • Blog
  • Support
    • Support Options
    • Documentation
    • Documentation for DayBack Classic (older)
    • Implementation Packages
  • Contact
    • Our Mission
    • Team & Community
    • Careers
    • Contact Us
    • +1 (855) 733-3263
  • Timelines
    • Overview
    • History of the polio vaccine
    • Women’s Suffrage
    • Science Fiction
    • Your Vote in Context: the 2020 US Elections
    • History of Claris FileMaker
  • Sign In

Jan 23 2017

Google Calendar Actions in Salesforce

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.

Actions can add buttons to your calendar events: buttons that modify your Salesforce records, trigger workflows, or trigger actions in 3rd party apps. Custom actions can also be triggered from calendar events like editing or deleting an event. Almost anything you can do in JavaScript can be done in a custom action. But you don’t need to be a JavaScript developer to write your own actions: we have lots of examples you can customize. (Need an action you don’t see in an example? Just ask.)

When it comes to Google, custom actions in DayBack let you script interactions between Salesforce and Google Calendar. Here are a couple examples, complete with the (very simple) JavaScript you’d need to add these to your own deployment of DayBack.

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: 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: CreateRecordFromEvent.js

Written by John Sindelar · Categorized: Dev, Salesforce · Tagged: Custom Actions, For Developers, Salesforce

Reader Interactions

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Primary Sidebar

Search

Latest Posts

  • Call Center Scheduling – Filtering by Skill And Location
  • Memory is Making
  • Add Notes and Comments to Events
  • Closed Through the New Year
  • Background Gradients on Horizon View

Pinned Posts

  • Scarcity: the Science of Resource Scheduling
  • Calendars Tell Stories
  • Time Shame – Plan Your Day Like a Road Trip
  • We Can’t See Late
  • You’re Calendar’s Not a Poster

  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • Vimeo

© SeedCode, Inc. 2013–2023
+1 (855) 733-3263
who shot this?

X

View Details
Keep me informed
Which calendar sources interest you?
Interested in a calendar source we haven't listed? Have a question for us? Please let us know.
Loading