Salesforce Connect Basics

Share schedules with your Salesforce users and with folks outside your org. DayBack has two ways of talking to Salesforce. 

Salesforce

The most popular is just called "Salesforce" and is available when you install DayBack into your Salesforce org from the Salesforce AppExchange. This renders DayBack Calendar in a tab inside your Salesforce org. You can also see DayBack in Salesforce Communities and embed DayBack on your own record pages. 

Salesforce Connect

The Salesforce Connect source lets DayBack talk to Salesforce from outside your Salesforce org. Perhaps you share schedules with technicians or contractors who need appointment details but aren't Salesforce users. You can grant them live, read-only access to your schedule or allow them to edit things like the appointment status, outcome, or parts list.

Or you might want to offer a public booking page that gets your availability from Salesforce but doesn't require visitors to log in or be Salesforce users to book appointments with you. (You can do bookings with DayBack in Communities as well, but the people who visit the calendar in Communities must be named Salesforce Community users.) 

Note that you can't see Salesforce Connect when using Salesforce from AppExchange: you'd create a new account at https://app.dayback.com/s#/sign-up to start a trial of Connect. Similarly, when using Connect at app.dayback.com, you can't see the regular Salesforce source since you're not IN Salesforce.

Almost all the documentation and calendar extensions that apply to DayBack's "Salesforce" source apply to "Salesforce Connect" as well. The difference is that in Connect, you're not INSIDE Salesforce and can't do things like navigate to an Opportunity page inside Salesforce.

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


Salesforce Connect Details

Log In or View Schedules Anonymously

You can invite specific users and require them to log into DayBack to see their schedules. Since DayBack knows which user has logged in, it can show them just their appointments if you'd like, withholding everything else. You can also allow anonymous users to see your schedule, as you would when folks are trying to book an appointment with you. DayBack has a live connection to your Salesforce org, so your availability is completely up to the minute. 

You can also employ very specific rules to your schedule, such as only considering "confirmed" appointments or "approved" vacation requests as blocking your availability. This is much more granular access to Salesforce than you can get with something like Calendly.

Appearance & Customizations

DayBack lets you deploy separate calendars, field mapping, and CSS to your Salesforce Connect users. This means you can deliver a subset of your records and functionality to your remote users if you'd like. Connect users can also have their own app actions, buttons, and workflows separate from what your users see inside Salesforce.

Security & Privacy

Your appointment data always lives in your Salesforce org and never passes through DayBack's servers. If you have customer or patient information in your events, using DayBack's Salesforce Connect can keep this much more private than trying to sync these appointments to Google Calendar. And when you no longer wish a technician or contractor to have access to your schedule, you can deactivate or delete their DayBack account, and their access is immediately cut off, leaving no orphaned appointments in their personal Google or MS365 calendar the way syncing can.

Pricing

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 starting at twenty users. We also have site licenses and unlimited user licenses available for large orgs and public appointment booking deployments. Please schedule a demo to tell us about your setup and get a quote.