Tag: Time Tracking

How Can I Track My Time Using Salesforce Chatter?

June 9, 2017
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This week the Cloud Coach team discusses the three ways you can quickly capture time, including using Salesforce Chatter. TRANSCRIPTION: Hello everyone, Nic here from Cloud Coach. Today we’re going to be discussing how we can track time using Salesforce Chatter. I’m going to start on our project for Customer Onboarding. To review a couple […]

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How do we make sure our teams time entries get approved by the right people?

March 31, 2017
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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?”

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Setting Up Rates for Your Cloud Coach Users

February 3, 2017
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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.

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