Salesforce Time Tracking in One Click

How to Use Time Tracking In Salesforce

The TMetric timer button can be integrated into the Salesforce Sales Cloud and Salesforce Service Cloud applications. You can find it on all the tabs where data are presented in tables (e.g. Accounts, Contacts, etc.), and also in calendar events. 

Here’s how you can use TMetric time tracking in Salesforce to benefit from both of them.  

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 change 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.