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Salesforce Resources

Sep 16 2022

Update Resources and Statuses for Multiple Events

Perform batch edits to resources and statuses using a Multi Update Popup menu. Menu allows you to Set Status, Set Resources, Add Resources, Remove Resources, and Delete all selected events.

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Aug 25 2022

Advanced Popovers & Custom Side Panels

Show detailed custom side panels when a user clicks on an event. Popovers can contain images, videos, google charts, or the results of a 3rd Party API calls. Any mapped field, Salesforce SOQL query, or FileMaker query can be included. Display different panels for different user types, event types, statuses, or custom criteria. Panels can include custom data entry forms, and field validation to overcome limitations of Salesforce lightning modals.

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Feb 25 2022

Embed DayBack on A Tab or Record in Salesforce

Embed a calendar in Salesforce Lightning

Create record-specific calendars with components from DayBack for Salesforce. 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. Alternatively, show a user just their events by adding an instance of DayBack to their home page.

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Feb 25 2022

Go to a Record’s Native Salesforce Page

Adds a button to jump straight to your Salesforce record

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Feb 25 2022

Add DayBack Buttons to Your Salesforce Layouts (Classic Only)

You can jump right to a specific item in the calendar, or show all the items related to a given record, by adding DayBack buttons to your own Salesforce layouts. Creating buttons effectively lets you filter the calendar using your own criteria embedded in buttons.

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