In Salesforce, you You are able to track document individual Sessions inside of a larger Case. Sessions can be identified as a “Delivery” Session or a “Planning” Session.
To
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add a Session to
...
your case, follow these steps. Click the images to enlarge.
On the Case record page, click on the New Sessions button
Add Session details
Session Type: Either “Planning” or “Delivery”
Session Date:Date of the individual Session
Session Hours: How many hours the Session was
Session Notes: Optional notes about the Session
Click Save
Done! You will be sent back to the Case page where you will see your new Session.
