See what has been updated throughout our releases
Install Resource Hero in your sandbox or production
Configure Resource Hero on the Opportunity object
Set up your company’s Resources
Learn about the Resource Hero interfaces
Gain Insights with Reports and Dashboards
Setup Resource Hero on a custom or standard object
The Resource Hero Matrix
The Tracking Lightning Component
The Manage Assignments Lightning Component
How to use mobile time tracking
How to setup mobile time tracking
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)?
Do I need a Resource Hero license for all Salesforce users?
Customize the list of available resource assignment roles
Customize which columns display in the matrix
Create a matrix on fields other than Forecast and Actual
Manage Resource Hero Security Settings
Change org-wide Resource Hero configuration settings
Resource Forecast Validation Rule Considerations
Assign a Resource Team from Opportunity
Configure Enhanced Capacity
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
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
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?