Get started with the basics

1

Install and configure Resource Hero
2

Setting up your company’s resources
3

The Resource Hero Matrix and Time Tracking interfaces
4

Assign Resources and Distribute Hours on the Manage Assignments Screen
5

Gain Insights with Reports and Dashboards
6

Setup Resource Hero on a custom or standard object

Advanced customization

Create a matrix on fields other than Forecast and Actual

Clone Resource Assignments and Forecasts Across Records

Customize the “name” column on the time tracking matrix

Add filtered Resource Hero charts to your page layout

Create a validation rule that gives an error when the assignment rate is too low

Create a filterable revenue report based on actual hours

Frequently asked questions

What editions of Salesforce will Resource Hero work with?

What kind of support can I expect and what will it cost?

How do I update my account details (credit card / ACH, number of licenses, etc)?

How do I add additional Resource Hero licenses?

Do I need a Resource Hero license for all Salesforce users?

Resource Hero Quotes and Invoices

Installing Resource Hero Quotes and Invoices

Grant access to RHA Quotes functionality

Add product lookup fields to page layouts

Add the Generate Quote from Resource Hero button to the Opportunity Lightning Actions

Add the Generate Quote from Resource Hero button to the Quote related list

Setup a default product

How are Opportunity Products identified when generating a Quote from Resource Hero

Mobile Time Tracking

How to use mobile time tracking

How to setup mobile time tracking

Resource Hero Skills

Install and configure Resource Hero Skills

Setting up the list of available skills

Assigning skills to resources

Adding skills requirements and finding the right resource

Record Time Tracking

Record Time Tracking – Setup and use

Need Help With Advanced Setup?

Install & Setup

Install & Setup Services

We’ll help you get set up and get going with Resource Hero.

Advanced Customization

Consultation & Advanced Customization

We’re here if you need additional help beyond the basics.

Call Us (484) 531-4376

Have more questions?

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