This is the second in a series of posts integrating DayBack Calendar with the Salesforce Lightning Scheduler app. In part one, we looked at how to customize DayBack to reflect Lightning Scheduler’s data model. This article will examine how to display a particular Service Resource’s availability in DayBack when…

This is the first of two articles on using DayBack Calendar with Salesforce Lightning Scheduler. DayBack can be used to visually schedule Lightning Scheduler’s Service Appointments with an elegant drag and drop interface, custom workflows, and scheduling analytics. In this article, we’re going to look at working with relating…

DayBack is designed to be customized, and you can transform both the way it behaves and the way it looks. KC Embrey’s latest customization adds a new button to automate resource filters. You might need this if you have many resources (people, equipment, or rooms) and want to see…

The latest update to DayBack improves charting options when scheduling resources. On the Pivot-List view, you’ll now find an option to combine all the resource activities into a single curve when plotting activity against a threshold. This means it’s now easier to chart a team’s performance, instead of just…

Your calendar’s latest power-up: now select multiple events and reschedule them all at once. Here’s how it works…  Multiple-selection makes it easier to reschedule whole projects and to shift your plans from one day to another. Do More • Drag events to reschedule them or to change their…

By default, DayBack color-codes your events by their status: more precisely, by whatever you’ve mapped to the status field. Coloring by status makes sense since many of DayBack’s scheduling views already put events into their own columns or rows by resources. But if you’d like to add a second…

Cascading Events in DayBack When working with projects, many times you may have events with dependencies. If one event’s scheduled time changes, you probably want any dependent events in the future to adjust accordingly. DayBack’s custom event actions allow you to have that kind of automated control over your…

The latest update to DayBack Calendar helps you organize your calendars by dragging resources (and resource folders) into the order that makes sense for you. Note that the resource columns reflect your changes and appear in the same order as your resources in the sidebar. Resources are people, trucks,…

Color-Coding by a Second Field Here’s a beautiful example of adding additional color-coding options and icons to DayBack Calendar. This customer wanted to retain DayBack’s default color-coding for status but add another color–shown here as the header of the event–for color-coding by resource (salesperson, in this case). They also wanted…

Calendar Analytics lets you measure your schedule. Plot progress against your goals over time, balance your workload, and quickly see patterns that are invisible in traditional reports. Availability Calendar Analytics is available in all DayBack sources, not just for Salesforce. We’ve been using analytics internally for a few months now…