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Native Planner

Gantt Chart and Scheduler Components. Interact with data on your terms.

Overview

Native Planner is a data visualization and interaction component natively on the Salesforce platform. It helps users understand and modify their data for use cases that require scheduling or planning of resources, rooms, workforce, shifts, events, etc.

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  • Interactive UI - drag and drop functionality to change the start/end dates of records, click to quickly edit some fields and double-click to open the record in a new tab.

  • Project Management tool Smart Filters and Search - Filter through your data graphically by scaling up/down the timeframe, or use smart queries using our custom search functionality.

  • Customize - configure all elements of this component, from the colors and height of the bars to the data structure and displayed fields.

The Native Planner package is a simple install with no objects as it works with any custom or standard objects, and can be configured based on the Salesforce org’s data structure and user requirements. • Define your timeframe - your business operating hours/days/etc, your “view” window • Scale the screen - hours, days, weeks, or months • Scroll through the timeline or use the calendar to get there • Make it your own - Customize title, icons, ledger, default view settings, colors, etc. • Connect your disconnected data using reference ids even if there are no relationship fields (lookup / master-detail) • Export data to pdf and png Example Use Cases • Real Estate: HR Scheduling, Make Ready, Tour/Showing Scheduler, Expirations board, Rental/Booking by hours/day/week/month • Project Management: Asset management, Project assignment • Broadcasting: Ads scheduling, Show planning • Manufacturing: Order manufacturing schedules, Shift schedules, Production line schedules • Healthcare: Staffing plan, visits, operating room scheduling • Education: Amenity Reservations (Study rooms, labs, etc.), student and faculty schedules • Marketing: Camping timeline, Sales pipeline

Categories

Business Needs
Productivity
Time & Date
Data Visualization
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.
Salesforce Shield
Supports Salesforce orgs that use Shield.
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
Salesforce Shield
Managed Package
Lightning App Builder

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