Salesforce Communities
Does DayBack work in Salesforce Communities?
Yes! You can use DayBack Calendar in both the "Salesforce Tabs + VisualForce" template and the Lightning Community templates. (New to Salesforce Communities? Check out this overview.)
DayBack licenses can be allocated to Community Users just as they are with your internal users. For Communities, we recommend setting the DayBack Connected App "Permitted Users" field to "Admin approved users are pre-authorized" and then specifying the Community User profile along with any internal profiles that will be accessing DayBack. This setup allows your Community Users to bypass the one-time authorization page.
Community Licenses
Access to Salesforce data via the community page is determined by the type of Community License the user has, and DayBack respects these restrictions. For example:
- The standard Customer Community license has Read-Only access to standard Salesforce Events.
- The Customer Community Plus and Partner Community Licenses have Read-Write access.
For more information on the different Community Licenses, please visit the Salesforce Community Licenses page.
Permissions and Sharing
All Profile, Permissions, and Sharing rules apply to the Community User as well.
Adding DayBack to Salesforce Communities
To add DayBack in the Lightning Community builder:
- Select "VisualForce page" and drag it into any content area.
- In the example below, we create a new single-column page and place it there.
Anonymous Community Users
Salesforce does not support Canvas applications for anonymous Communities logins, meaning you need to be an authenticated Communities user to work with DayBack. However, an anonymous user can still access a DayBack public bookmark, which is a read-only version of a DayBack Calendar. Note that this will likely require launching a new page outside the community page.
If you need anonymous users to book events in this shared calendar, DayBack's custom actions can display forms within public bookmarks. These forms can collect data and send it to Salesforce using methods like web-to-lead. Please get in touch if you'd like to discuss building this type of booking or reservation system in DayBack.
Using Salesforce Connect
Alternatively, you may consider using DayBack's Salesforce Connect. 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. Connect allows your anonymous visitors to interact with your Salesforce objects using a single Salesforce license.