Part 2 of 3 on creating attendees, invitations, and accepting invitations in DayBack. In Salesforce, the standard Event object supports a single owner by default. In DayBack, it’s typical to map the owner of the standard Event as the resource so individuals in the organization have their own row or…

Part 1 of 3 on creating attendees, invitations, and accepting invitations in DayBack. Why Use Google to Send Notifications? Email notifications were built into Salesforce Classic, but they’re getting harder to do in Lightning. Having Google Calendar send notifications for your Salesforce events is a great alternative. Even FileMaker developers,…

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…

Introduction: Real Estate Scheduling in Salesforce For real estate agents, having a reliable calendar and scheduling system is essential to running a successful agency. Between viewings, appraisals, and agent travel time, an accurate schedule is key to keeping your front office staff sane. It’s also the key to keeping…

Background DayBack offers its Salesforce users real-time access to their Google Calendars inside Salesforce. In this environment, DayBack can take advantage of calendar actions to link your Salesforce and Google records. In a previous post, we examined some more straightforward examples, but in this series of articles, we’re going to…

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 actions in DayBack let you add your own buttons to calendar events. Most folks use these to run flows, navigate to other pages, or connect with other apps–like creating a Zoom meeting for your event. But actions are also a great place to try out new code and…

Overview Having switched from GoToMeeting to Zoom, we’re having a lot more meetings with customers since Zoom makes it so easy for new users to join the meeting. That means we have a lot more meetings to schedule and we needed a way to see our existing meetings on the…

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…