Salesforce Connect Basics

Share schedules with users outside your org

DayBack has two ways of talking to Salesforce:

The most popular method is just called "Salesforce" and is available when you install DayBack into your Salesforce org from the Salesforce AppExchange.
Renders DayBack Calendar in a tab within your Salesforce org.
Allows you to view DayBack in Salesforce Communities and embed DayBack on your record pages.

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.

Above: Salesforce - DayBack installed from Salesforce AppExchange

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

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.
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.

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.

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.
You'll need to set up your Salesforce org to whitelist CORS connections from app.dayback.com, prohibiting inbound connections from other sites: instructions here. For more details on DayBack security, see DayBack Architecture and Security in Salesforce.

Licenses:

Salesforce Connect users need a DayBack license on the Plus plan. Pricing starts at $19 per user, per month (when billed yearly), with volume discounts available starting at twenty users.

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.