Our client needed a better way to track tasks at an engagement level with greater control over key details. To meet their needs, we developed a custom Engagement Task Object that that allows them to assign specific hours, set budgetary limits, and track task progress, all while automatically updating time entry screens.
James DivenutiDiscover how Salesforce Reporting Snapshots can transform your data analysis by capturing and preserving critical report data at scheduled i…
Peter RozekWatch as Chris walks you through a solution that we helped one of our customers implement to better streamline their resource management pro…
James Divenuti🔄 Time Approvals in Salesforce + PSA: Protect Margins Without Slowing Delivery When every logged hour impacts margin and revenue, even sm…