Here's how: Click on the Gear icon at the top right corner and go to Setup. Go to Object Manager. Enter "Task" in the Quick Find box at the top right corner and click on Task. Go to Page Layouts. Click on the dropdown arrow to the right of the Salesforce Task page layout you are using and click on Edit.
What is Salesforce resource management and how does it work?
With their mobile-first design, wide customisation and configuration options (including an extensive library of third-party apps via the Salesforce AppExchange), web-based cross-platform accessibility, and real-time synchronisation of data for all users, Salesforce resource management is a reliable, usable, and widely integrable option.
What can you do with Salesforce?
Run your business from anywhere with Salesforce. Use standard products and features to manage relationships with prospects and customers, collaborate and engage with employees and partners, and store your data securely in the cloud. But standard products and features are only the beginning.
What reporting tools does Salesforce offer?
Salesforce offers a powerful suite of reporting tools that work together to help you understand and act on your data. Here’s a quick intro to running, sorting, filtering, and visualizing your data. Run a Report Reports give you access to the data your organization has accumulated over time, enabling you to make informed decisions.
How do you build a successful Salesforce project?
Keep your project team closely involved throughout the project so they learn the “why and how” of what’s being built. An iterative approach allows your teams to get into Salesforce as it’s being built, to make decisions early on that will help limit complexity throughout, and to begin the process of learning and adopting Salesforce.
The beginnings
When we were 8 people, we used paper and pencil and updated it weekly. As we grew to 20 people and needed to do calculations, we moved onto spreadsheets. When we added additional managers, and needed to collaborate, we moved to Google Sheets.
Success Thus Far
What started as a forecasting solution in 2013 has transformed into a suite of tools and features that can help companies solve a variety of resource management challenges.
What the Future Holds
We’re amid our fourth year in business. We continue to take feedback from our customers and assess the needs of the industry. This year, we have some exciting new features on the horizon, including the ability to find resources based on skills and attributes.
Resource planning tools built into PSA
The most successful organizations are using professional services automation (PSA) solutions with resource planning tools built-in. It helps them plan and staff projects, schedule and manage resources, and closely track projects and profitability. The right PSA provides a resource and project dashboard plus demand forecast.
Better data, better decisions
Now with a unified people and project dataset, you will be able to build meaningful reports and dashboards with real-time insights. Everyone involved will be able to quickly see things like hiring gaps and skills needed or understand the impact that worker performance has on a project, etc. — without the need to create a data warehouse.
A focus on utilization
Even among services organizations doing great work for their clients, many are still operating in spreadsheets or a hodgepodge of disconnected systems. But services businesses that want to properly track and manage utilization need deep visibility across sales, services, resources, and projects.
Put your people and projects on one system
By getting sales, services, finance working from the same system – people and project data can be unified allowing services organizations to vastly extend their visibility beyond mere project tracking. That’s what FinancialForce Professional Services Automation (PSA) delivers.
