The Salesforce user that is also a TimeTracker user, can track time in Salesforce for the Jobs/Projects they work on.

And if the Salesforce user is a Manager they can approve PTO's and Expenses in Salesforce of the users of whom they are the PTO or the Expense Manager.

  • To link the Salesforce user-ID with the PK4 TimeTracker user-ID, log into Salesforce as administrator, and go to the TT users tab, click the new button, and enter user details like Name, First Name, Last Name, Employee ID, etc.,
  • Search for the Salesforce user and add it in the Salesforce User field. Select the "Allow Individual use, not team use" check box, user type as "Individual user", and Clock in Multiple Users to None and click the Save button.

The Salesforce User-ID and the PK4 Time Tracker user-ID are now linked and the Salesforce user can track time in Salesforce for the Projects/Jobs they work on.