How to track time in Salesforce with Everhour
Step 1: Create an Everhour account
Step 2: Log in to extension
Salesforce time tracking extension should now appear in your toolbar. Click on it and login into your Everhour account. Click pin icon to make it visible all the time. This way you can always see if your timer is running or not.
Step 3: Grant site access
You will need to grant our extension access to lightning.force.com site. Open Everhour extension and click on the avatar icon to access the Integrations page. Search for Salesforce and enable it.
Step 4: Track time inside Salesforce
Head over to Salesforce. You should now see the "Start Timer" button under accounts, contacts, leads, opportunities, tasks, and events. Click on it to start the timer. Click the "+" button to add time manually for today or past date.
Step 5: Review and analyze Salesforce time tracking reports
Head over to app.everhour.com to view your time entries. When you track time from Salesforce, we'll copy the type and title to the time entry in Everhour, with a link back to the Salesforce page.
Step 6: Find out more...
Timers page shows what your team is doing right now. Timesheet page helps to view the structured picture of the time a member spent for a week. Timecard page displays when a user started their workday, when they had breaks and when they finished their work. Timeoff page shows all vacations, sick leaves, and any other PTO types.