To do so, navigate to Setup > Apps > Mobile Apps > Salesforce > Salesforce Navigation and ensure 'Time Logger' is in the Selected column. See the image below: To log time in the mobile application, select the Log Time quick action or the Time Logger from the Navigation Menu.
Full Answer
How do I log a call in Salesforce?
To log a call, go to the record that the call relates to (an account or lead record, for example) and follow these steps: Scroll down to the Activity History related list and click the Log a Call button.
How do activity logs work in Salesforce?
If a Contact is associated with a Salesforce Account, the activity will log under the Account’s activity history as well. Each activity type will log the same standard information by default. To include further activity data and information, ask your SalesLoft admin about mapping activity information from the Salesforce Field Configuration.
How does a meeting log to Salesforce?
By default, the meeting will also log to Salesforce as a closed activity task. Meetings will log as tasks unless otherwise designated in the Salesforce Activity Logging settings. If a meeting is rescheduled or canceled, SalesLoft will not reflect the changes.
How do I log a call in activity history?
Scroll down to the Activity History related list and click the Log a Call button. The Log a Call page appears, displaying fields for a completed task at the top of the page and fields for a follow-up activity at the bottom of the page. Fill out or modify any of the fields to log the call.
How do I submit a timecard in Salesforce app?
To create time sheet entries, navigate to the time sheet overview screen. Then tap + next to a date in the time sheet, and enter the time sheet entry details. To submit a time sheet, navigate to a current or past time sheet and tap Submit.
Can you do timesheets in Salesforce?
You can automatically create time sheets from a template so that service resources can track their time and work. Specify the time period each time sheet covers, such as a week or month, and track specific tasks, travel time, and break time. Time sheets are created one day before their start date.
How do you submit time sheets?
Once you're done entering your time, you're ready to finalize your timesheet by submitting it.Navigate to Time/Expenses... Timesheets. ... At the bottom of the screen you will see the “Timesheets to submit" footer. ... Check off the hours that you would like to submit. ... Click Submit Timesheets.
How do I log time in Salesforce?
Time Tracking In Salesforce (Step-by-Step Guide)Log in to your Salesforce account and go to the Salesforce AppExchange.Search for Time Tracker and click on an app of your choice.Click on Get It Now and select the environment type you want to install it in.Enter any required information like your contact information.More items...•
How do I create a timesheet in Salesforce?
Get Started with Time SheetsIn the Object Manager, enter Time Sheet in the Quick Find box, then select Time Sheet.Select Page Layout | Time Sheet Layout.Under Time Sheet Detail, add or remove fields. Up to four fields can be shown on the Field Service mobile app.Click Save.
How do you get employees to complete timesheets?
6 Steps to Encourage Employees to Submit Their TimesheetsCommunicate the purpose of time tracking. ... Set clear policies and guidelines. ... Let your employees learn how to use the timesheet. ... Send automatic timesheet reminders. ... Follow up. ... Use gamification in time tracking.
Are timesheets a waste of time?
Most hourly schedules are fundamentally flawed or simply works of fiction because the truth is that hourly time is rarely recorded accurately and holds very little value for statistical analysis or forecasting. Prioritised deadlines for tasks are a far more effective way of managing our workload.
Does Salesforce have Loft It?
Once your SalesLoft is connected to your Salesforce account, all of your completed activities will be logged in Salesforce. This means that each time you send an email (or Loft It ), log a phone call with the Dialer, complete an Other step, or even take a note, that completed activity will be recorded within the Salesforce record’s activity history.
Can you log notes in Salesforce?
SalesLoft allows you to log single notes on a Person record. Any time a note is taken, it will be logged in Salesforce under the activity history on that Salesforce object. When logs are made to a Salesforce Contact, the log will also roll up the the Salesforce Account.