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Action | Description | Complexity | Development needed? |
|---|---|---|---|
Configure bookable resources that don’t exist in a Salesforce object yet | Use the OOTB Resources & Types functionality if you don’t have an object yet that holds what you want to schedule. Make sure to understand the difference between Resources & Resource Types: the structure you chose is important, as can be tedious to change once fully implemented. Make sure to understand how Availability inheritance works | Low to Medium | No |
Configure bookable resources that already exist in a Salesforce object | GoMeddo let’s you configure what existing objects to schedule in the form of Dimensions. Imagine you already have a lot of Assets that yo want to schedule, or perhaps a custom ‘Car__c’ object. This can be either through a lookup on the Reservation (1-to-1) or through a Dimension Junction (1-to-many), which works in a similar fashion as junction objects. | Medium to High | Dimension Junctions require an Apex Trigger to be implemented, which is provided in the documentation |
Conflict checking | Conflict checking let’s you define Availability, Double Bookings and Capacity checking functionality. This covers both Hard Conflicts (prevent conflicts) and Soft Conflicts (allow conflicts and create a Conflict record for each). | ||
Make things available with each other | Multi-Dimensional Availabilities let you define that certain things should only be bookable with other things. For example Joey works in London every Monday, while on Thursdays he works in Manchester. | Low | No |
Create calendars for relevant objects in Salesforce | Configure what the Calendars for each Dimension should look like No effort is needed when you use one of the out-of-the-box dimensions | Low | No |
Set up Calendar Titles and Hovers | Define what information should be visible on Reservations and Hovers Dynamic Resource Titles let you create titles that update in real time | Very Low to Medium, depending on the use of Dynamic Titles | Yes, when using Dynamic Resource Titles |
Configure Reservation Types, Statuses, Colours, Field Sets, Record Types and Page Layouts | Reservation Types let you define which fields to display on the Reservation Form, and which Record Type and thus Page Layout a Reservation will get. Reservation Statuses let you implement a business process. A Reservation may for example start with a ‘Pending Payment’ status, go to ‘Payment Received’ and at some point become ‘Canceled’ Reservation Colours need to be defined for every Reservation Type + Reservation Status combination | Low | No |
Reports & Dashboards | GoMeddo comes with 9 Reports and 9 Dashboards that can easily be adapted using Salesforce Reports & Dashboards. | Very Low | No |
Configure Sharing | Sharing define who sees what and is taken care of by the Salesforce Sharing system. Typically you will need to configure Sharing Rules for Reservations and Resource and use OWD for the other GoMeddo objects when you don’t want everyone to see everything. | Medium | No |
Configure Permissions | GoMeddo comes with Admin, User and Community User Permission Sets which should cover most use cases. For exceptions we suggest using Permission Set Groups to mute permissions | Low | No |
Let people book - not using something else than the calendar | If you want to provide a more guided ('wizard') approach to booking for your (internal and/or external) users, you can chose to not let the use them OOTB calendars and instead build a Lightning Screen Flow. You can use components such as our Time Slot Picker or Apex Action to check availability The effort here will completely depend on the use case you want to implement. We can provide an example Flow of how this could work that you can extend if needed. | Low to High | No |
Make calendars context-aware | You can use Calendar Wrapping to make calendars context-aware: when a single calendar is embedded on a record page, you may want to pass that record’s ID in the calendar. Or you may want to build a search functionality around you multi calendar to search for specific resources to book | Medium to High | Yes, code examples are provided in the documentation |
Manipulate the reservation form | Custom Form Logic lets you manipulate the reservation form on the calendar, based on information that’s already filled in. This can be used for skill-based filtering for example: when your reservation form has a lookup to a Course and a Trainer, when the Course is filled in, make sure only Trainers are returned that can actually give that Course. | Medium to High | Yes |
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