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 column in DayBack’s resource scheduling grids. […]
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Sending Google Calendar Notifications from DayBack
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, who have always been able to […]
Using DayBack with Salesforce Scheduler Part 2 – Appointment Availability
This is the second in a series of posts integrating DayBack Calendar with the Salesforce Scheduler app. In part one, we looked at how to customize DayBack to reflect Salesforce Scheduler’s data model. This article will examine how to display a particular Service Resource’s availability in DayBack when scheduling a Service Appointment. With this integration […]
Extending Salesforce Scheduler with DayBack –Part 1, Resource Scheduling
This is the first of two articles on using DayBack Calendar with Salesforce Scheduler. DayBack can be used to visually schedule Salesforce Scheduler’s Service Appointments with an elegant drag-and-drop interface, custom workflows, and scheduling analytics. A Better Service Dispatch Console for Salesforce In this article, we’ll look at working with relating Salesforce Scheduler’s Service Appointments […]
Real Estate Scheduling in Salesforce – Case Study
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 clients and agents happy. Yet real […]