Resource Hero Get the Partner Kit
Resource Hero + Salesforce

For Salesforce Partners & Consultants

Win bigger deals with native resource planning

Your customers rely on Salesforce to drive smarter decisions, yet most lack native tools for resource planning and time tracking. Resource Hero delivers all of it, built 100% on the Salesforce platform.

Get the Partner Kit Watch 90s demo or schedule a call
The Resource Hero Forecast Matrix: a team's forecast hours by person and role, laid out week by week with colour-coded capacity bars.
Find Resources: people ranked by how well they match the criteria, with each one's availability charted alongside.
A utilization report: forecast against actual hours by week, over a table flagging who is over and under capacity.
Plan · track · report

Sound familiar?

Solve your customers' most critical challenges

The objections you hear on every project, and exactly how Resource Hero answers them.

"We can't tell you how busy we'll be next quarter."
● Resource Hero solves it

Forecast Matrix

  • Forecast hours per person, per week, months ahead
  • Watch the workload pipeline fill up before committing to it
  • Model "what if we win this?" with scenario snapshots
  • Drops onto any Salesforce object, including Opportunity
"We don't know a project is in trouble until it's over budget."
● Resource Hero solves it

Project Health & Financial Reporting

  • Forecast vs. actual hours right on the project page layout
  • Gross profit and margin recalculated as time is logged
  • Health indicators surface trouble while it's still fixable
  • Custom financial reports built on your own formulas
"The real numbers live in three spreadsheets and someone's head."
● Resource Hero solves it

One Native Source of Truth

  • 100% on the Salesforce platform, with nothing to sync
  • Forecasts, time, and rates sit on the same records as the work
  • Extend it with their own fields, formulas, and flows
  • No separate login, and their data never leaves the org
"We say yes to work we don't have the people for."
● Resource Hero solves it

Utilization & Availability Reporting

  • See who's overbooked before promising the date
  • Dynamic coloring flags over- and under-utilization live
  • Set a utilization target per person
  • Availability stays visible while the plan is still moving
"I have no idea who's actually overloaded right now."
● Resource Hero solves it

Team Effort Visibility

  • One view of who is working on what, right now
  • Company-wide utilization across teams and departments
  • Forecast vs. tracked effort by project, team, or whole org
  • Slice it with the standard Salesforce report engine
"Finding the right person means asking around until someone says yes."
● Resource Hero solves it

Skills-Based Resource Matching

  • Search the bench by skill, certification, or custom attribute
  • Ranked matches on criteria fit and availability together
  • Assign straight from the search results
  • Skills and certifications tracked on the resource record
"Nobody logs their time until Friday, if at all."
● Resource Hero solves it

Effortless Time Tracking

  • Tap tracking or manual entry, whichever they'll actually use
  • Log from the app home page, any object, or Salesforce mobile
  • Outlook and Gmail side panels for time logged outside the org
  • Billable and non-billable captured in the same entry

Let us help

Want everything you need to bring Resource Hero to your clients?

We've got you covered. Submit this form and we'll send you a link to download the Partner Kit, as editable slides and a ready-to-send PDF.

  • Positioning built for a Salesforce-first conversation
  • The pain points your clients raise, mapped to what solves them
  • Discovery questions to run your first call
  • Customer proof, including a 19% productivity lift
  • Who it's a fit for, and the red flags worth knowing
  • Partner rates and referral terms

Get the Partner Kit

We'll email you the download link.

Under the hood

Powerful features built for success

Everything your customers need to plan, track, and report, built natively on Salesforce.

Resource Forecasting

  • Plan who's on what, weeks or months ahead
  • Spot overbooking before it happens
  • Try a scenario before committing to it
Learn more

Enhanced Time Tracking

  • Track time where the work already happens
  • Methods that fit how people actually work
  • Billable and non-billable in one place
Learn more

Analytics & Reporting

  • Forecast against actuals, live
  • Utilization, revenue pipeline, and margin
  • Built on the standard Salesforce report engine
Learn more

Skills & Resource Matching

  • Find the right person by skill or certification
  • See who's available while you're still searching
  • Organize the bench by role, team, and rate
Learn more

Good to know

Frequently asked questions

Is Resource Hero really 100% native to Salesforce? +
Yes. Resource Hero is built entirely on the Salesforce platform, listed on the AppExchange since 2014. There's no external system to sync, no separate login, and your customers' data never leaves Salesforce.
What do I get in the Partner Kit? +
A co-brandable partner deck, as editable slides you can put your own logo on and as a PDF you can send straight to a client. It covers Salesforce-first positioning, the pain points your clients raise and what solves them, discovery questions for your first call, customer proof, and who Resource Hero is and isn't a fit for.
Can we tailor it to a client's process, or connect it to their other systems? +
Yes, and this is where most of the consulting work lives. Because Resource Hero is native, everything is a standard Salesforce object: add your own fields, formulas, validation rules, and flows, and report on it with the tools your client already uses. It sits alongside whatever else is in their org rather than beside it.
Is there implementation work in it for us? +
Usually. The core app is ready to use as soon as it's installed, but the teams who get the most out of it are the ones whose process is actually modelled: resource and skills data set up properly, rates and utilization targets that match how they bill, custom reporting for their leadership, and integration with the rest of their org. That's your work, not ours.
How long does it take a customer to get up and running? +
Most core functionality is ready to use right out of the box, as soon as it's installed from the AppExchange, and there's no infrastructure to stand up because it installs as a managed package directly into their org. Teams with more complex processes get onboarding help from our team.
Do you support a referral or partner program? +
We do. Request the kit and we'll include the current partner and referral details so you can fold Resource Hero into your practice.

A simpler, more affordable add to their tool kit

Next time a customer needs streamlined resource management, you'll have everything you need to recommend Resource Hero with confidence.

Get the Partner Kit