Resource Allocation Configurations

    The Resource Allocation page allows you to create Salesforce Tasks for booking vacation time or reserving time for a future project.


    This help article will walk you through the necessary configurations to ensure that you are able to see the time booked for a resource.


    1. Click on the Gear Icon at the top right corner and go to Setup.

    2. Click on Object Manager.

    3. Enter "Task" in the Quick Find box at the top right corner and click on Task.

    4. Go to Fields & Relationships.

    5. Enter "Type" in the top right corner and click on Type.

    6. Click on Set Field-Level Security at the top.

    7. Set to Visible for all user profiles and click on Save.






    AdministrationResource Management

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