Salesforce Time Tracking Integration
Hubstaff integrates with Salesforce to allow you to track time against your assigned Salesforce tasks. We sync over Tasks and Opportunities for items that can have time tracked against. Write-back and task completion are also supported for time tracked on opportunities.
You must connect your account in order to see tasks that are assigned to you. Also, connecting an integration allows for time to be sent back to the third-party software.
In order for the integration to work, you need to ensure that the Salesforce API is enabled in your account. Developer, Enterprise, and Unlimited editions of Salesforce all have API enabled by default. Professional edition does not have the API enabled and requires a paid add-on (contact Salesforce to enable it). You can learn more about Salesforce plans and get in touch here:
To get started, make sure you have selected the correct organization on the top right corner of the page. Then click on Integrations on the sidebar menu. Next, select the Salesforce logo from the list of available integrations.
Next, you will be asked to give a name to the integration (you can name your Salesforce integration with any name that you want, it is just for your own reference). After doing that, click the Create Integration button, where you will be taken to Salesforce to authorize the integration with Hubstaff:
Login to your account (if necessary) and authorize the integration:
After logging in, you’ll be asked to allow Hubstaff access to your Salesforce account, click Allow to continue.
If you get an alert that there was an error creating the integration, it is likely you do not have Salesforce’s API enabled on your account. Professional editions do not have the API enabled by default – you must contact Salesforce to get it added to your account as a paid add-on.
Next, you’ll be taken to sync your Salesforce projects. You can choose to sync all existing projects, or manually choose from a list of projects you wish to connect.
Click Confirm to continue.
Next, you’ll be asked to connect users to your integration. You can select/unselect all users, choose individual users, and/or automatically add new users to this integration in the future. Click Finish to complete the integration set-up.
Each individual team member will be sent a confirmation email with a link to connect their Salesforce account.
After clicking the link, you’ll be taken back to Hubstaff to authorize the integration.
Once you have linked your account with a Hubstaff project and have linked some users, you can click the Sync tasks button. Within approximately 5 minutes you and any of your team’s assigned tasks should start showing in their app.
You will now be able to track the exact time spent on tasks and even mark the tasks as completed directly from the app.
Tasks might not sync right away. It can take approximately 5 minutes after linking your team. Also, please keep in mind that each time you add a new project or user to your project management tool, the integration needs be refreshed in Hubstaff for those changes to take effect, then link those accordingly.
Currently, when you add a new project in the project management third-party provider, you need to access the integrations page in Hubstaff > refresh the projects list > link the new project > assign team members to the Hubstaff project that’s linked to the newly added project.
Tasks can be completed outside of Hubstaff in the project management tool to have the time synced as well.
Tasks synchronized with an integration will remain in Hubstaff as a simple task if the integration is deleted.
Subtasks are not supported with this integration.