Salesforce Connect Basics

Share schedules with users outside your Salesforce org! 

In this article:

What Is Salesforce Connect?


DayBack has two ways of talking to Salesforce:


Option 1 - Salesforce

  • The most popular method is just called "Salesforce" and is available when you install DayBack into your Salesforce org from the Salesforce AppExchange.
  • Shows DayBack Calendar in a tab within your Salesforce Lightning, Classic or Mobile experience.
  • Allows you to view DayBack in Salesforce Communities and embed DayBack on your record pages.

Option 2 - Salesforce Connect

  • Appears as a different Calendar Source type named "Salesforce Connect," that allows DayBack to interact with Salesforce from outside your Salesforce org.
  • Users can access your events without needing an individual Salesforce license. Instead, they use a regular browser or mobile device that connects directly to DayBack's site at https://app.dayback.com. Data can be public, or password protected using DayBack plus licenses.
  • Salesforce Connect is ideal for sharing schedules with technicians or contractors who need appointment details but aren't Salesforce users. You can provide them with live, read-only access to your schedule or let them edit items like appointment status, outcome, or parts list.
  • Salesforce Connect also enables the creation of public booking pages that show your availability from Salesforce without requiring visitors to log in or be Salesforce users. While you can also do bookings with DayBack in Salesforce Communities, the people who visit the calendar in Communities must be named Salesforce Community users.
  • Almost all the documentation and calendar extensions that apply to DayBack's "Salesforce" source also apply to "Salesforce Connect."

Video: Watch a 4-minute video of Salesforce Connect in action, and learn more: Sharing Your Schedule with Salesforce Connect

Important Notes:

  • You cannot see the Salesforce Connect Calendar source when using DayBack installed from the AppExchange. To start a trial of Connect, create a new account at https://app.dayback.com/s#/sign-up.
  • Similarly, when using Connect at app.dayback.com, you won't see the regular Salesforce Calendar source since you're not operating within Salesforce.
  • The main difference is that with Connect, you are not inside Salesforce and thus cannot navigate to Salesforce-specific pages like Opportunity pages.

Screenshots

Salesforce - DayBack installed from Salesforce AppExchange

Above: Salesforce - DayBack installed from Salesforce AppExchange

Salesforce Connect running in a browser outside of Salesforce

Above:  Salesforce Connect - DayBack running in a browser outside of Salesforce

Pricing

Licenses:

  • Salesforce Connect users need a DayBack license on the Plus plan.

Large Orgs and Public Booking:

  • Site and unlimited user licenses are available for large organizations and public appointment booking deployments. Schedule a demo to discuss your setup and receive a quote.

Start Using Salesforce Connect

How to Start & Purchase:

To get started with Salesforce Connect, you can sign-up for a 30-day free trial at https://app.dayback.com/s#/sign-up.

From within the trial, you'll be able to purchase SF Connect as described in this article on purchasing DayBack.

Important Note:

You'll most likely already be using DayBack for Salesforce.

In this case, you'll have two subscriptions with us: one subscription to manage your DayBack in Salesforce and another subscription to manage your DayBack in Salesforce Connect.

They are entirely two different instances of DayBack and therefore require two separate subscriptions to manage.

Mandatory Configuration:

Below are the things you need to configure in order to get Salesforce Connect to work in your DayBack account.

  1. Setup CORS Connection:

    You'll need to set up your Salesforce org to whitelist CORS connections from app.dayback.com, prohibiting inbound connections from other sites. Follow instructions in this article to get this setup.

  2. Install DayBack in your Salesforce Org:

    You'll also need to make sure that you have installed DayBack in your Salesforce org in order to use Salesforce Connect. You can install DayBack from the Salesforce AppExchange.


How to Manage Salesforce Connect Users & Licenses:

You can add and remove users and manage your subscription in the Users & Biling section as we have described in this article here.

Important Note:

For DayBack in Salesforce, there is no Users & Billing section as user management is done within Salesforce itself and you'll need to reach out to us to manage your licenses as we have described here.

However, for Salesforce Connect since it is connected through the online version of DayBack, that Users & Billing section does exist and can be used to add/remove users and manage your subscription.

How Can Users Sign In?

Users have two options to sign into Salesforce Connect from their DayBack accounts:

Option 1: Sign into their individual Salesforce Accounts

If your users have their own Salesforce license and credentials, they can sign into their individual Salesforce accounts from within DayBack.


Option 2: Create a Public Salesforce User

Most likely, those users who you want to use Salesforce Connect don't have Salesforce credentials that they can use to sign-into in DayBack.

You can instead create a single public Salesforce user that all your users will use to sign-into from within DayBack. Instructions on how to do that can be found here.

More About Salesforce Connect

Log In or View Schedules Anonymously

  • You can invite specific users to log into DayBack to view their schedules. DayBack can show these users only their appointments while withholding other information. Managing access to the calendar is done directly in DayBack and more details on that can be found here.
  • Allow anonymous users to view your schedule, similar to when users use a public booking website to self-schedule an appointment. DayBack maintains a live connection to your Salesforce org, ensuring your availability is always up to date.
  • Apply specific rules to your schedule, such as only considering "confirmed" appointments or "approved" vacation requests as blocking availability. This provides more granular control than tools like Calendly.

Appearance & Customizations

  • You can deploy different calendars, field mappings, and CSS for your Salesforce Connect users. This allows you to deliver a tailored subset of records and functionality to remote users.
  • Salesforce Connect users can have their own app actions, buttons, and workflows separate from those inside Salesforce.

Security & Privacy

  • Your appointment data remains in your Salesforce org and does not pass through DayBack's servers. This approach is more secure for sensitive information, such as customer or patient records compared to syncing with Google Calendar.
  • If a technician or contractor should no longer have access to their schedule, you can easily revoke access by deactivating or deleting the user's DayBack account. This ensures no orphaned appointments are left in personal calendars like Google or MS365.
  • For more details on DayBack security, see DayBack Architecture and Security in Salesforce.