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 look at some more advanced integrations […]
Salesforce
Color-Code Your Schedule by Status and Resource
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 some icons to highlight a few […]
Using Calendar Actions to Test SOQL Queries – Salesforce Developers
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 test your queries. Since the actions […]
Schedule Zoom Meetings in Salesforce
In this article 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 and to […]
Calendar Analytics
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 and are impressed with how it’s […]