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Isimio | Resource Scheduling Native to Salesforce

Shift rostering, class management, hospitality, and more!

Overview

See How Isimio | Resource Scheduling Native to Salesforce Works

  • RESOURCE SCHEDULING AND CALENDAR FOR ANYTHING Use standard, custom, or managed objects inside a swimlane scheduler or calendar. Supports multiple objects, drag & drop, filters, creating and editing records without leaving the page, and much more.

  • DESIGN YOUR IDEAL SOLUTION Comprehensive plugin supports allows Isimio to be extended by flows, or Javascript, CSS, and Apex plugins. Create your own right-click actions, embed your branding, and design your own scheduling solution.

  • MATCHING AND COMPLIANCE Isimio offers powerful validation and matching tools to instantly deliver smart suggestions, or to flag up records that breach compliance policies. Go beyond validation rules and reduce employee workload and mistakes.

Isimio is the most powerful and flexible resource scheduler on the Salesforce platform. Fully driven by configuration, flows, or your own code plugins, and with extensive options out of the box, it allows you to build a fully-custom resource scheduling solution to meet any business requirement. Some of our use-cases include: * Field Service * Tasks and Events * Work and Volunteer Shifts * Field Service and Manufacturing Jobs * Projects with Billable Hours * Classes and Sessions * Appointments and Interviews Isimio shows your data in a swimlane, agenda, or calendar view, grouped by any parent relationship or picklist value. From there you can edit records by dragging and dropping, copying, or double-clicking them - all right from the scheduler. Compliance Validators can be configured to ensure that you never have an overlapping meeting, send someone to work more than 40 hours a week, or book a resource for a project while they have a planned holiday. We also offer pre-existing modules packed with features for remote workers, including time & attendance, worker mobile app, shift bidding, live maps, illness tracking, and more.

Categories

Business Needs
Time & Date
Industries
Horizontal Product
Personas
Business Operations Manager
Business User
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Community Builder
Managed Package
Lightning App Builder

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