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Install and configure Resource Hero
Setting up your company’s resources
The Resource Hero Matrix and Time Tracking interfaces
Assign Resources and Distribute Hours on the Manage Assignments Screen
Gain Insights with Reports and Dashboards
Setup Resource Hero on a custom or standard object
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
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?
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
How to use mobile time tracking
How to setup mobile time tracking
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 – Setup and use
We’ll help you get set up and get going with Resource Hero.
We’re here if you need additional help beyond the basics.
Have more questions?