CalendarAnything for Improve Operations, Integration  

CalendarAnything for Improve Operations, Integration

Calendar UI simplifies Salesforce scheduling complexities, integrating with Google, Outlook, MS Teams, Slack, and Zoom. Boost user adoption by customizing Salesforce calendars for any object with date/time fields.

Step 1 of 7

Mobile Ready Scheduling Solution

Mobile-Ready: CalendarAnything lives within the Salesforce Mobile App! View, add, and edit any records right from your phone or tablet. Take advantage of all seven different views adapted to mobile screens. View data on the go in the offline mode.

Step 2 of 7

Make Decisions on The Fly

Search + Share at lightning speed: Visualize important data faster by dynamically searching for keywords and using custom filtering within calendar records. Share calendars within the organization and externally via Digital Experience, Force.com sites, .ics file, print, and Excel export.

Step 3 of 7

Overlay Calendars & Display Additional information at a glance

Tailor calendars to prioritize essential information. Consolidate multiple calendars for a comprehensive view of the day or future five years. Seamless integration with Google or Outlook allows overlaying events from Salesforce and GCAL or Outlook.

Step 4 of 7

Dynamically Embed CalendarAnything in any Salesforce Page or Digital Experience

Embed calendars dynamically on any record page and in Digital Experience to show data related only to a particular account or logged-in user. An example would allow a user to view all tasks, opportunities, projects, and events associated with a particular account, enhancing visibility and organization for users.

Step 5 of 7

Swimlane View for Resource Allocation

The Swimlane view in CalendarAnything offers various time groupings and quick filters for efficient resource allocation. Users can easily drag and drop events between resources to update Salesforce. Quick filters allows users to focus only on resources meeting specific criteria, enhancing productivity and accuracy in scheduling and resource management.

Step 6 of 7

Gantt view - Project Management has never been easier!

The Gantt view in CalendarAnything facilitates grouping data in two levels with diverse time groupings. Users can manage over 4000 Salesforce records efficiently, aiding in processing and comprehending large amounts of information easily.

Step 7 of 7

Day Grouping for Appointment Managment

The Day View with Grouping in CalendarAnything is ideal for resource management and appointment scheduling, offering options to group by fields, public groups and more. Quick view settings enable users to swiftly update calendar configurations such as time slot duration. Being a Lightning Web Component, CalendarAnything is highly customizable, allowing admins to tailor it to their specific needs effortlessly.