The Salesforce Calendar You’ve Been Waiting For
Link events to resources where a resource can be anything you need to schedule: people, equipment, rooms, or a mix of things. Link an item to multiple resources, and organize resources by grouping them into folders.
Resources are shown as rows or columns: you’ll drag events from one resource to another to balance your schedule. More resource scheduling screens can be seen here.
Field Service Scheduling
Sales, installation, service, and inspection each have their own requirements, resources, and workloads. Filter down to just one area or view them all at once.
Compare Schedules Side-by-Side
Get a clear picture of your user’s schedules but looking at them side-by-side across several days.
And Block Off Time for your Most Important Work
By scanning for gaps in your schedule, DayBack makes it very easy to block off time. Drag events to reschedule them and option-drag to duplicate events, rough-in your schedule, and block off time.
Designed to be Customized
Customize Your Display
Add your own fields, formatting them as text, pick lists, or radio buttons. Translate field labels to match your vocabulary, and include rich text so you understand your tasks at a glance.
Or Use Your Own Pages
Optionally, you can configure DayBack to jump right to your own pages when clicking on an event, or even to render Lightning pages right in the calendar.
Let users take action right from the calendar by adding custom acton buttons to call you own workflows, or jump to related pages.
Filter Resources and Match Skills
Tag your resources with their skills and capacity so you can focus on just the assents that matter.
Then branch the calendar’s behavior based on these tags to…
- Switch timezone based on resource selection
- Enforce skill-matching
- Lookup appointment-specific defaults like rate or duration.
- Visualize skills as icons
Tags can be entered directly into DayBack or pulled from your own Salesforce objects.
Plan at Longer Time Scales
Horizon view let’s you do your daily work at longer time scales so deadlines don’t sneak up on you.
Unlike month and week views that can keep critical milestones offscreen, Horizon view keeps your whole plan in focus.
Chart Your Progress
Plot progress against your goals over time, balance your workload, and quickly see patterns that are invisible in traditional reports.
Color Codes & Icons
DayBack colors your events by any field you have, even a formula field, making it easy to see the status of your work.
Surface icons based on any attribute of your work so you can understand your schedule at a glance.
DayBack is easy for admins to configure using drop down lists of the fields they want to show up in the calendar. And it includes the hooks developers need to extend the calendar and embed it within an org’s workflows.
You’ll find developer-focussed articles on our blog, including case studies of the mods developers can make to tightly integrate DayBack with other Salesforce apps.
Coding is Sharing
SeedCode has published a couple of starter kits to help developers bring apps like DayBack to the Salesforce platform. SeedCode’s Jason Young will be speaking about our Canvas App Starter Kit at Dreamforce ’16 and Tanner Ellen has published the dev stack we use for working over SSL on local repos.