Note: Linking of Salesforce user with dftly Time Tracker user is possible only when dftly user has a salesforce ID.
Follow the steps below for linking Salesforce user to dftly Time Tracker User.
- Admin will be able to link the Salesforce ID with dftly Time Tracker ID.
- From dftly Time Tracker Users tab click on dftly Time Tracker Users view
- Click on the ID for which you need to link Salesforce Id.
- Search for User field in the list (if this is not available you should go to page layouts and add the field)
- Click on pencil mark and from search ikon you be able to find the user.
- Select the user and Save this page.
- Now the user will be able to checkin and checkout dftly Time tracker within Salesforce using Checkin/Checkout button from Time Tracker tab.
Note: As of now dftly Time Tracker user will not be able to checkout from their mobile when they have checked in from Sales force. We are still working on this process and will be implemented in another 15 days. So as of now users who check in on Salesforce should check out from Salesforce ID only.