MEET YOUR TEAM’S UNIQUE NEEDS WITH TASKRAY

TaskRay provides Professional Services teams with a quick & efficient way to manage, track time and cost, report and collaboration on tasks and projects while linking to existing Salesforce data. 

Our Professional Services in Salesforce use case recipe includes detailed visual and written instructions on how to:

  • Create a custom time object in Salesforce and link it to TaskRay.
  • Add other important fields, such as Rate, Billable Hours, and Total Cost.
  • Customize reports to visualize valuable time data.

Download your Recipe for Success with step-by-step instructions for Professional Services Success in Salesforce!

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