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.
- Login Salesforce as an Administrator
- Go to dftly Time Tracker Users Tab
- Search for the ID from dftly Time Tracker Users list
- Click on the ID for which you need to link Salesforce User
- From User Edit page search for Salesforce User field (if you don't find the "Salesforce User" file please add this from page layouts and add the field)
- Click on pencil mark and from search icon search for Salesforce User
- Select the Salesforce User name for this particular dftly Time Tracker User and Save the page
- Now Salesforce User is linked with Time Tracker User and is able to Check-in and Check-out dftly Time Tracker within Salesforce using Checkin/Checkout button from Time Tracker tab.