Nudge

TIME TRACKING GUIDE

Time tracking inside Salesforce for consultants

How consultants can capture billable work close to Salesforce while protecting sensitive CRM and browser data.

THE SHORT ANSWER

A Salesforce time tracker should keep the timer within reach without reading CRM records or page content. The consultant should choose the client, project, task, and description, while site access remains explicit and revocable.

Keep permissions narrow

A trustworthy extension explains why it needs each permission and asks for access only on sites the user chooses.

Preserve delivery context

The useful output is not just elapsed time—it is an entry connected to the correct client, project, task, and outcome.

Sync to the same account

Web and Chrome capture should resolve to one signed-in identity so entries can be reviewed in the same workspace.

COMMON QUESTIONS

What consultants ask

Does Nudge read Salesforce records?

No. Nudge does not read CRM records, page text, forms, typed content, cookies, passwords, or browsing history.

Is Salesforce required?

No. Nudge Time works on the web and can be enabled on other work sites you choose.

One operating system for the work—and the client story.