In Salesforce, you You are able to track document individual Sessions inside of a Case. Sessions can be identified as a “Delivery” Session or a “Planning” Session.
To add a Session to a Caseyour 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.
