Access more fields in Lightning Experience One of the features we really like in the Salesforce Lightning Experience are the Modal Boxes provided for the creation and editing of records. They provide a consistent and attractive interface for the user, and although they’re not directly customizable, they honor the record layout field order and resize and scroll […]
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Google Calendar Actions in Salesforce
A Scriptable Calendar DayBack was designed so that Salesforce Admins and Developers could extend it. And one of the more versatile extensions are custom actions. Actions can add buttons to your calendar events: buttons that modify your Salesforce records, trigger workflows, or trigger actions in 3rd party apps. Custom actions can also be triggered from calendar events […]
Integrating DayBack with the Salesforce Action Plans App
Action Plans is a free app by Salesforce Labs that lets you create task templates and apply them to new Leads and Opportunities (really any native object). This means you can embed your procedures in templates and then cascade these tasks onto your teams calendar each time they’re needed. In this article we’ll to take a look […]
Breakout by Resource – balancing your workload
The latest in-app update to DayBack Calendar introduces “breakout” to Resource View. This lets you work at longer time scales (up to nine weeks at a time) while focussing on what’s scheduled for each resource. Resources in DayBack can be your people, rooms, or pieces of equipment, and you balance your workload by dragging events from one resource […]
New Review of DayBack Calendar – Manukau Road Consulting & NZAF
Greg Devine, of Manukau Road Consulting, has built an amazing scheduling system for the New Zealand Aids Foundation (NZAF). Contacts schedule tests at dozens of locations and the Greg’s Salesforce deployment coordinates the clinic visits, consulting, and followups. Greg’s written a five-star review of DayBack on the Salesforce App Exchange, describing how it’s helped bring his vision for […]