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 allows you to configure which existing objects to schedule using Dimensions. For example, if you have multiple Assets that you want to schedule or a custom 'Car__c' object, you can set this up. The scheduling can be done either through a lookup on the Reservation (1-to-1) or through a Dimension Junction (1-to-many), which functions similarly to junction objects.

Medium to High

Dimension Junctions require an Apex Trigger to be deployed, 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).

Low to Medium

No

Make things available with dependency on other records.

Multi-Dimensional Availabilities allow you to specify that certain things should only be bookable with other things. For example, Joey works in London every Monday, and on Thursdays, he works in Manchester.

Low

No

Create calendars and views for objects in Salesforce

Configure the appearance of the calendars for each dimension.

Using one of the out-of-the-box dimensions requires no effort.

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

Standard No. 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" defines who can access specific information and is managed through the Salesforce Sharing system. Generally, you'll need to set up Sharing Rules for Reservations and Resources, and use OWD (Organization-Wide Defaults) for other GoMeddo objects when you want to restrict visibility.

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

Allow users to make bookings using alternative booking flows and not 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

The effort required depends on the complexity of the Flow and the skills of the person implementing it.

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, code examples are provided in the documentation

Install and configure widget

The following articles explain how to install and configure the widget

Low

Publish widget on website

This will require alignment with the party responsible for the website

Low

Install extension package

The following articles contain the appropriate links to the Outlook 365 and Google Calendar extension packages

Very Low

Configure Outlook 365 / Google Calendar sync

Outlook 365 and Google Calendar integrations will depend on the number of Sync Connections (synced calendars) that need to be configured

Low to Medium, depending on the field mappings that are needed