Does DayBack Sync to Google Calendar

Introduction: DayBack's Advantage

DayBack displays your Google Calendar items alongside your Salesforce, FileMaker, or Microsoft Office items in a single view, providing one place for all your scheduling decisions. You can create and edit Google, Office, and Salesforce items directly within DayBack, including not only your Google calendars but any calendars that have been shared with you.

However, DayBack does not offer a two-way sync between your Salesforce events and Google or Office calendars.

Sharing Solutions:

You can share your calendars and write custom actions to push events from other calendars to Google or Office. This is useful for:

• Blocking out your availability in another system (e.g., pushing events to Calendly).
• Allowing salespeople to see copies of their Salesforce appointments on their personal calendars.

This approach ensures you have a comprehensive view of your schedules while maintaining the ability to manage and update events across multiple platforms.

Option 1: Sharing a Public Bookmark

If you need to share events with users outside your DayBack group—such as those without access to your Salesforce org—you can use DayBack’s Bookmarks and Sharing feature. This allows you to create URLs for any view in your calendar, making it easy to share project timelines with customers or schedules with employees and contractors. Details and a short video can be found here.

Option 2: Push Events to Google or Office Calendars

This method functions as a one-way sync.

Using DayBack’s custom event action, you can send selected events from your other calendars to Google or Office. Note that changes made in Google/Office won't sync back to DayBack, so this isn’t a true two-way sync. However, it’s an excellent way to mirror some of your Salesforce or FileMaker events in another calendar.

For example, you might push a subset of your events to a new Google Calendar to keep your Calendly availability up to date. Learn how to Push Events to Google Calendar. 

Alternatively, you might have DayBack invite your contractors to the Salesforce work orders they’re assigned to. Contractors would then see these appointments as read-only events in their personal Google or MS365 calendars. Find out how to Send Calendar Notifications from DayBack.

Option 3: Use DayBack Outside of Salesforce via Salesforce Connect

DayBack’s Salesforce Connect allows you to give people outside of Salesforce live access to your Salesforce schedules. Users can open DayBack in a browser (or mobile browser) and use a shared Salesforce account to pull information from your Salesforce org.

Flexible Access Control:

• Users can be asked to log into DayBack.
• Users can log into both DayBack and Salesforce.
• Users can view your schedule without logging in at all.

This is an excellent way to let contractors see their schedules or enable prospective customers to book appointments with you.

Think of this as a live version of Option 1, but without the need to manually publish and update shared calendars. Learn more here: DayBack's Salesforce Connect.