Install the Time Tracking App

Owned by Jordan Junkermeier
Last updated: Jul 08, 2024Version comment
3 min read

Contents

Overview

This article outlines how to install the Time Tracking App into a Salesforce org.

Install Time Tracking in a Sandbox

If you are interested in trying a third-party app, it is always advisable to first take it for a test drive in a Salesforce Sandbox. If you are happy with the app after testing in your Sandbox, it only takes a few minutes to add it to your production Salesforce org.

If you are an administrator in your production Salesforce org but have not installed an AppExchange App in your Sandbox before, here are the steps to follow:

  1. Log in to your production Salesforce org (not your sandbox).

  2. Navigate to the Time Tracking AppExchange listing.

  3. Click Get it Now.

  4. If prompted, click Log in to the AppExchange. On the login page, enter your production username and password.

  5. You will be given two choices: Install in Production and Install in Sandbox. Choose Install in Sandbox.

  6. Select the checkbox next to Terms and Conditions.

  7. Click Confirm and Install.

  8. On the next login page that appears, enter your sandbox username and password.

  9. Click Install.

  10. Review the security details that appear on the next pages and click Next on each page until the Install button appears.

  11. Click Install.

  12. Select an installation option. We recommend Installing for All Users. If you just install for Administrators or Specific Profiles only, you will need to grant object access to the following objects later on: Time Tracking Summary, Time Tracking, Rate Card and User Rate Card..

Once the app is installed, you can find Time Tracking in the App Launcher. Navigate to the Time Tracking App to easily view and explore the app’s features.

Install Time Tracking in Production

  1. Log in to your production Salesforce org.

  2. Navigate to the Time Tracking AppExchange listing.

  3. Click Get it Now.

  4. If prompted, click Log in to the AppExchange. On the login page, enter your production username and password.

  5. You will be given two choices: Install in Production and Install in Sandbox. Choose Install in production.

  6. Select the checkbox next to Terms and Conditions.

  7. Click Confirm and Install.

  8. On the next login page that appears, enter your production username and password.

  9. Click Install.

  10. Review the security details that appear on the next pages and click Next on each page until the Install button appears.

  11. Click Install.

  12. You will be prompted for the number of users and payment information.

  13. Select an installation option. We recommend Installing for All Users. If you just install for Administrators or Specific Profiles only, you will need to grant object access to the following objects later on: Time Tracking Summary, Time Tracking, Rate Card and User Rate Card.

  14. After the app has been installed, navigate to the Installed Packages page in the Setup menu.

  15. Find the Time Tracking app and click Manage Licenses. to assign package licenses to the desired users. If you don’t have enough licenses, you can you can add additional licenses.

Once the app is installed, you can find Time Tracking in the App Launcher. Navigate to the Time Tracking App to easily view and explore the app’s features.

Assign Time Tracking Permission Set

After you have installed the Time Tracking app in either Sandbox or Production, you will need to assign the Time Tracking Permission Set to all users who plan on using the app.

For detailed instructions on how to do this and what is included in the Permission Set, see Time Tracking Permission Set.

Time Tracking is built by Fostering and powered by Salesforce.