Videos
Salesforce Gantt Chart & Resource Planning Tutorials
Planning projects, technicians, shifts or production orders in spreadsheets or in a separate tool outside Salesforce? These step-by-step 24Planning video tutorials show you how to plan and schedule directly inside Salesforce, with a native Gantt chart and drag-and-drop planning board that work on any standard or custom object. From your first planning board to shift planning, work order scheduling and custom views: whether you’re a Salesforce admin, planner or operations manager, these video guides get you up and running fast.
Salesforce Gantt Chart Tutorials
Learn how to plan projects, tasks and milestones with a Gantt chart that runs 100% natively in Salesforce.
Salesforce Gantt & Resource Planning
⏱ 2:57: An introduction to 24Planning’s two core components: the Gantt chart and the planning board. See how teams manage tasks, dependencies and resource availability in one native Salesforce environment, without external tools or data silos.
Native Salesforce Gantt Chart
⏱ 1:24: A quick look at the 100% native Salesforce Gantt chart. Manage projects, tasks, subtasks, milestones and resource availability on any standard or custom object, with no data sync required.
Gantt Chart Setup Example
⏱ 5:39: A step-by-step demo of how to set up the 24Planning Gantt chart. Learn how to load project data, understand the Gantt chart structure and configure data sources for multi-level project hierarchies.
Resource Planning Board for Salesforce: Overview & Setup
Get to know the 24Planning board and build your first drag-and-drop planning board in Salesforce from scratch.
Planning Board Feature Overview
⏱ 1:33: A fast overview of the native Salesforce planning board for workforce scheduling, shift planning and event scheduling. Covers dataset configuration, drag-and-drop scheduling, filtering and more on any Salesforce object.
Complete Planning Board Demo
⏱ 5:08: A complete walkthrough of the planning board interface: resource grouping, multi-view navigation, drag-and-drop scheduling, unplanned events, working hour enforcement, dependencies and color-coded status indicators, all running natively in Salesforce.
Create Your First Planning Board
⏱ 4:12: Build a fully working planning board from scratch. Using a field service scenario with teams and technicians, this tutorial covers datasets, data sources, resource filtering and live drag-and-drop scheduling. Perfect for Salesforce admins getting started.
Work Order & Production Scheduling in Salesforce
Schedule work orders, teams, equipment and production orders with drag-and-drop, including work that isn’t fully planned yet.
Work Orders: Teams & Equipment
⏱ 1:48: See how to assign team members and equipment to work orders day by day, all in one view. Drag-and-drop scheduling gives planners full resource visibility without leaving Salesforce.
Schedule Unplanned Work Orders
⏱ 2:00: Schedule unplanned work orders straight from a side panel, without entering dates manually. Learn how to configure unplanned events in your data source and drag them onto technicians on the planning board.
Unplanned Event Types
⏱ 3:18: Not every planning variable is known upfront. This tutorial explains the three unplanned event modes (Resource, Time and Resource + Time) and when to use each one to schedule incomplete work orders.
Salesforce Shift Planning & Workforce Scheduling
Plan shifts, handle absences and assign employees visually, without spreadsheets.
Salesforce Shift Planning
⏱ 1:30: Manage service shift planning directly in Salesforce. Follow a real-world absence and reassignment workflow using both a slot-based schedule view and a person-level calendar view, with no spreadsheets or manual workarounds.
Assign Employees to Shifts
⏱ 0:04: A short clip showing how to drag employees onto open shifts on the digital planning board. Visual, real-time shift assignment inside Salesforce.
Customize Your Salesforce Planning Board
Tailor the planning board to your process with dynamic fields, custom views and the latest features.
Dynamic Fields on Event Cards
⏱ 2:10: Control exactly which Salesforce fields appear on scheduled and unscheduled events, per event state, with custom sort order and column sorting. Covers the full setup from data source to planning board.
Custom View Presets
⏱ 3:01: Standard day and week views force a trade-off between overview and precision. Learn how to set up Custom Presets via Salesforce Custom Metadata Types to plan in exactly the time increments you need.
⏱ 4:28: A tour of the key Spring ’25 features: an accessible HSL color scheme, flow integration with custom buttons, view-only planning access, column visibility control and right-click editing for unplanned events.
Run 24Planning in your own org
Try every feature for free and start planning with drag-and-drop