How to Track Time on Salesforce

2 Min Read

Can you track time in Salesforce?

Salesforce doesn’t include full time tracking out of the box, but there are three practical ways to do it: build it yourself with custom objects and fields, bolt on a dedicated time-tracking app, or use a PSA platform that has time capture built in. Which one fits depends on how much billable-hour accuracy your business actually depends on.

Option 1: Custom objects and fields

For light needs, a Salesforce admin can create a custom “time entry” object related to projects, tasks, or cases, with fields for hours, date, billable flag, and user. It’s free and flexible, but it’s also manual — someone builds and maintains it, and consultants still have to remember to log entries. It works for simple cases and breaks down as volume and reporting needs grow.

Option 2: A dedicated time-tracking app

The AppExchange has standalone time apps that layer onto Salesforce. They’re quicker to deploy than a custom build, but they often track time in isolation from your projects and billing, which recreates the fragmentation that causes time to slip in the first place.

Option 3: PSA with time capture built in

The most complete option is a professional services automation platform where time tracking is part of the same system as your projects, resourcing, and billing. Time entered against a task flows straight into project actuals and invoicing, with billable and non-billable clearly separated. Because capture happens inside the daily workflow rather than as a separate end-of-week chore, accuracy goes up and revenue leakage goes down.

Making time capture actually happen

Whatever the mechanism, the hard part isn’t storing time — it’s getting people to log it accurately, in the moment. The most reliable setups reduce friction: quick entry, sensible defaults, and suggestions based on calendar and project activity, so consultants confirm their time rather than reconstruct it days later. That’s the difference between a timesheet that’s technically submitted and one that’s actually right.

Cloud Coach captures time natively on Salesforce as part of project delivery, so billable hours are recorded where the work happens.

Track Time Natively on Salesforce

Time tracking belongs inside your CRM. See how Cloud Coach captures time on Salesforce — book a demo.

Time tracking belongs inside your CRM. See how Cloud Coach captures time on Salesforce — book a demo.

Customer Onboarding, PSA, & Customer Success solutions that drive efficiency and results.

© 2026 Cloud Coach - All Rights Reserved

Customer Onboarding, PSA, & Customer Success solutions that drive efficiency and results.

© 2026 Cloud Coach - All Rights Reserved

Customer Onboarding, PSA, & Customer Success solutions that drive efficiency and results.

© 2026 Cloud Coach - All Rights Reserved