Native Planner

Say hello to Native Planner; a data visualization and interaction component built natively on the Salesforce platform. Our comprehensive tool helps users understand, modify, and streamline their data for use cases that require scheduling or planning of resources, workforce, shifts, events, and more!

Native Planner does the heavy lifting for you

It works with any custom or standard objects with a master-detail or lookup relationship and can be configured based on the Salesforce org’s data structure and user requirements. To make it even better, it also has an export to PDF and export to PNG capability to allow users to share a snapshot of the data outside of the Salesforce platform. This ensures maximum benefit while minimizing inefficiency.

UI experience

Editing records has never been easier! This easy-to-use interface allows you to drag and drop dates or fields for quick edits, users can edit any detail they would like without having too many screens open at once (saving time!), as well as being able to double click anywhere within a record and open it up in another tab so there isn't anything left behind when editing.

Smart Filters
and Search

Our custom search functionality allows you to slice and dice your data graphically in whatever way makes sense for the type of information that's relevant. With a few clicks, effortlessly filter through all available metrics by slicing up timeframes or selecting key terms—and see what pops out!

Completely customize
to your needs

This component is fully customizable. You can change the colors and height of bars to match your personal preference as well as adjust the data structure, so it displays fields in a way that best suits your needs!

Benefits tailored to your unique needs

  • Use your own Data structure
  • Custom scalable timeframe to define your unique business operating hours, days, etc.
  • Customize title, icons, ledger, default view settings, colors, and more!
  • Connect your disconnected data using reference IDs even if there are no relationship fields (lookup / master-detail)
  • Export your data to pdf and png

Leverage a wide variety of use cases to elevate your business

Real Estate

View an interactive floorplan to see how many rooms are available, the capacity of each room, and associated availability or scheduling issues. This makes it easy for your organization to see the availability of each room and to map out how they fit together.

  • HR scheduling
  • Make Ready board
  • Tour/Showing scheduler
  • Lease expiration board
  • Rental/Booking assets by hours/day/week/month

Project Management

Native Planner enables users to view, prioritize and plan projects in a straightforward manner. They can also be organized by different categories while being able to visualize the cost of each project. This allows managers to effectively plan and allocate resources to various projects in a timely manner.

  • Asset management
  • Project assignment


Schedule a broadcast to a contact group, custom object, or to everyone in your organization. You can also schedule ads or emails to be seen at a later time or date. This makes it easy for organizations to stretch their outreach efforts without having to take up too much time or effort.

  • Ads scheduling board
  • Show planning
  • Marketing Campaign visualization
  • Campaigns Planning and scheduling


Manage shift planning, assign a production sheet to a selected resource, review the availability of your workforce, and assign accordingly. This is great for businesses that have flexible or shift-based work hours.

  • Order manufacturing schedules
  • Shift schedules
  • Production line schedules


Manage daily, weekly, monthly medication, patient, and staff schedules to ensure that the right patient receives the right treatment and care at the right time. This ensures that patients are being taken care of, the staff is up to date on their schedule, and managers have a holistic view of the patient experience.

  • Nurse staffing plan
  • Patient visits
  • Operating room scheduling


Schedule educational resources to optimize the use of class time and resources by considering available resources such as teachers, classrooms, equipment, and more. Here, managers can see when and where classes are being held and move around the available resources to match the schedule. This is great for schools with flexible class schedules: afterschool programs, short-term projects, and night-time courses.

  • Amenity Reservations (Study rooms, labs, etc.)
  • Student and faculty schedules

How Native Planner is different than other solutions

Native Planner is the only Salesforce component for this kind of data visualization available on the AppExchange.

Native Planner is natively developed on the Salesforce platform which provides maximum flexibility and control without taking a toll on your infrastructure. This means that you get the functionality you need with the flexibility to change what you need—without having to rely on outside developers or costly overhead.

Native Planner is available on the AppExchange, so there are no integration fees, data migration costs, or IT required. You can focus on growing your business and use Native Planner as you see fit.

Native Planner is backed by a robust support team that is available after-hours and on weekends, so you can reach out to us when it matters most.

Why Native Planner is the solution for you

  • Native Planner is designed to be intuitive and easy to use, so you can navigate it without training.
  • You don't need programming knowledge, push code, or rely on external developers to get your organization access to the functionality at a fraction of the cost.
  • A fully customizable data visualization and scheduling tool that enables users to slice and dice their data to their core content.
  • Native Planner is available for free, simply download it from the AppExchange and get started today! Our NativeERP team is available for support if you need it!.

Looking for more?

Contact us today!


833 W Chicago Ave Suite #403

Chicago, IL 60642


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