In this week’s two-minute video, the Cloud Coach team answers the question, “How do we make sure our teams time entries get approved by the right people?”
Setting up rates for your Salesforce users is a snap when you use Cloud Coach PSA. Join the team this week as they discuss how to set up billable projects and rates in just two minutes.
In this week’s two-minute use case video, the Cloud Coach team discusses how to enter time against Salesforce Cases.
Time tracking is a core feature of Cloud Coach that provides simple, fast data entry so users spend less time punching in numbers and more time managing their projects. The two primary features of time tracking—Time Entry Widget and the Timecard—remove the headache from time entry, but their capabilities extend beyond just entering and viewing time. When combined with an approval process, you can guarantee that your team’s time entries are routed to the right people and given the proper visibility.
So let’s talk about the different approval processes we can leverage here.
Beginning at the top level, we’re going to take a look at how to setup a quick approval process on a user’s timecard, so we can send the week’s time entries out in one go. This is a two-step process that consists of setting up an approval process on the Timesheet object, and then turning on a custom setting to display the “Submit for Approval” action on a user’s timecard.
Step One: Setting up the Approval Process
Let’s begin by navigating to Setup -> Create -> Workflows & Approvals and clicking on Approval Processes. Once there, select “Timesheet” as the object for approval, then click Create New Approval Process: [Read more…]
In today’s webinar, the team looks at the ways you can customize time entry and timecards to ensure you’re capturing the best data. They explore customization options using field sets, and discuss the different ways users can leverage approval processes in conjunction with time entry.
Topics covered include:
- Utilizing field sets to customize your time quick entry
- Employing custom settings to configure timecard approval processes
- Automating time entry approvals through Process Builder