Salesforce Time Tracking in One Click
Connect your Salesforce workspace to TMetric time tracking app in three simple steps. Track time spent working on a task with one mouse click. Get broad and precise reports for your projects.
Add Timer Button to Salesforce Tasks
Complete these three simple steps to enable time tracking in Salesforce.
It takes no more than 3 minutes to set up.
No Manual Input Required
- Timer button is integrated in each Salesforce task
- It takes a single click to start the timer
- No need to stop before switching to another task
Backlinks to Salesforce from TMetric
- Each time entry contains a backlink to a Salesforce task
- Salesforce labels are automatically assigned to time entries
Powerful Time Reports
- See the time of your team in one place
- Group, sort, and filter reports
- Export time reports and invoice your clients
How to Use Time Tracking In Salesforce
1. Find the timer button in a Salesforce task
Click a required task from a list. A dialog window opens where you can view and edit the contents of the task.
2. Start timer on a task
Click the Start timer button and TMetric will start recording your Salesforce working time. Notice that the Start timer button changes to the Stop timer button and displays the time spent on the task.
If you are the workspace owner or assigned admin in TMetric and start the timer for the first time, TMetric pulls out from Salesforce and adds to your TMetric workspace:
- task name
- task ID
The corresponding time entry appears on the Time page in the TMetric web app. You can easily navigate back to the Salesforce task simply by clicking the link icon next to the task name.
3. Edit time entry, if necessary
A time entry with an external task can be edited. You can edit the name of the task and tags without losing a link to the Salesforce task.
To disassociate the TMetric task from a Salesforce task, click the cross icon next to the task name in the bottom right corner of the time entry editor.
4. View a time report
Reports show the time from different external systems, as well as the time entered manually in TMetric.
TMetric is a great time tracking app for Windows, macOS, and Linux that allows you to control your time and stay productive throughout the day. TMetric mobile app for Android or iOS is the most convenient way to track your time whether in the office or away at customer meetings.
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