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Native Planner

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

Free  

Never requires payment

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Business Need
Productivity
Time & Date
Data Visualization
Requires
Sales Cloud

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.

  • Native Planner by NativeERP

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Version
Native Planner/Planner 2.0 - Summer 2022 2.0.0
Listed On
01/04/2022
Latest Release
03/01/2023
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
Dutch
English
Finnish
French
German
Danish
Italian
Japanese
Korean
Portuguese
Russian
Simplified Chinese
Spanish
Swedish
Thai
Traditional Chinese

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/04/2022

Additional Details

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

Need help?

NativeERP LLC

Chicago, IL

Support Phone312-278-7730
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