Track Time on a Second Object

Time tracking natively will track time to a primary object Account and you can configure a second standard or custom object to track time against as well.

To add another object for the Second Lookup

These objects are already set up for time tracking for the Second Object:

• Cases

• Opportunity

• Lead

It is as simple as creating a look-up relationship on the object Time Tracking Summaries. See the instructions below or the video at the bottom of this page, start the video at 5:10.

1. Go to Setup > Object Manager > Time Tracking Summary

2. Fields & Relationships > New

3. Choose Lookup Relationship > Select the Object you would like to Relate To

4. Specify the Field Label and Name, if you want it different that what the default is shown > Next

5. Choose the user profile access Ensure users who are using time tracking have access > Next

6. Add to the Time Tracking Page layout > Next

7. Specify the Related List Label, if you want it different that what the default is shown > Save

After your look-up relationship field is created, you can now configure the second lookup values on the following features in Time Tracking.

Stopwatch

The second default value for when the Time Tracking List (Stopwatch) is not on an object record and Second Lookup Field when on an object record.

Open

Default settings when a record page properties are not configured

Open

Not on a record page, such as Utility Bar or Home Page

Batch Time Entry

Batch Time Entry will show all the lookup relationships on the Second Record by default. If you want to limit this list, follow the documentation listed here: Configure Second Lookup Options

Easy Calendar

Easy Calendar will show all the lookup relationships on the Second Record by default. If you want to limit this list, follow the documentation listed here: Configure Second Lookup Options

Video