Allocations Overview
- Jordan Junkermeier
Contents
Overview
There are new fields on the Account, Case, and Opportunity object (as seen below). Which allows you to set your Allocation of Hours (Number of Hours) and/or Allocation of $(Dollar amount). As your users track time the # of Hours Tracked and the $ of Hours Tracked will be automatically rolled up to that record and update the balance fields. You can also add this feature to an other Standard or Custom objects in Salesforce. See Track Allocations on Objects Using Time Tracking Flow Template.
Video Demonstration and Set Up
Fields
The following fields have been added to these objects.
Objects | Field Name | Description |
|---|---|---|
Account, Case, & Opportunity |
| Number field - Set the amount of hours allocated to this record. |
Account, Case, & Opportunity |
| Currency field - Set the Dollar amount allocated to this record. |
Account, Case, & Opportunity |
| Number field - Show the sum of |
Account, Case, & Opportunity |
| Currency field - Show the sum of |
Account, Case, & Opportunity |
| Currency field - Is a formula field that subtracts |
Account, Case, & Opportunity |
| Number field - Is a formula field that subtracts |
Flow Templates for Additional Object Set Up
See Track Allocations on Objects Using Time Tracking Flow Template.
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