Request for a PTO : PK4 Tech

How do I request for a PTO in Salesforce? Print

Created by: Geetha Lakshmi

Modified on: Mon, 11 Oct, 2021 at 4:24 PM

To request a PTO,

Go to the PTO tab in Salesforce
Click the New button
Enter the PTO details in the pop-up screen to request a PTO
Select the PTO Type, Start and End date, and time of the PTO
Out of Office details and click the Save button
Now the PTO is submitted for approvals to your PTO Manager,
You see all the PTO's requested in the MY PTO screen in Salesforce and those are pending approvals.

Once the PTO's are approved by your PTO Manager, it shows up in the PTO approvals tab.

Geetha is the author of this solution article.

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