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…

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

Field Validation in DayBack Calendar If you have required fields in your backend–in Salesforce or FileMaker–DayBack will respect that and surface your error messages to users who leave those fields blank in the calendar. But sometimes those validation messages are a little harsh. Now you can write validation messages…

The latest in-app update to DayBack introduces a text filter that works across every field in every one of your calendars. Type in an account name and see dates for that account across all your Salesforce objects. Here’s a quick video of this in action: Hope you find it…

Create record-specific calendars with components from DayBack for Salesforce Using DayBack Calendar in Salesforce Lightning, 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. This is also a great…

Overview Custom actions in DayBack Calendar let you add your own buttons to events in the calendar. These buttons are a great way to extend the calendar’s capabilities and a great way to use custom actions is to interact with third party applications: like GoToMeeting. Note: if you’re using…