A Senior Technical Architect at Salesforce compiled everything you need to know about Salesforce into one place, including limits, and that all-important ‘future-proofness’. The Salesforce Automation Guide is a free, self-service resource you should all bookmark. Kahoot! was another tool we used in the past, but it seems that after a recent rebrand they are now appealing to the elementary/primary school audience. Quizizz is the tool that we use for our Trailblazer Community group at the end of each meet-up. You only need to visit Trailhead once to see the power of gamification in learning, and what may have previously been considered childish (quizzes, badges, bright colours) has taken the Salesforce ecosystem by storm.Ĭonsider breaking up your long training sessions with quizzes. Harvest offers more features, such as invoicing, expense tracking, and more (although I found this overlapped with my accountancy and banking software). It’s a no-nonsense time-tracking tool that I have used for years (one of the few paid apps that I kept throughout my freelance stint). Harvest (Paid): For independent consultants, I highly recommend Harvest. It’s lightweight but I know large teams that use it happily. Whenever you start a new task, you can simply press the ‘play’ button, effortlessly giving you start and stop times. Toggl (Paid): from the look and feel of the Toggl website, you get a sense of what the app aims for. Other consultancies may build their own custom time trackers in Salesforce using custom objects tied to the user object. Not the most visually aesthetic, but is certainly robust! Kimble (Paid) : time tracking is only one element of the Kimble full-blown solution, which is geared towards granular resource tracking.

Here are some options I have come across working in different Salesforce consultancies: Recording your task entries per client, per task can be a tedious ask, so it’s important to choose a software that makes it as frictionless as possible. Tracking your time is how you track your profitability as a consultant. Project Management & Time Tracking Time Tracking – Kimble, Toggl, Harvest

Creating evernote tasks from salesforce