Blog

How can I get email notifications about new tasks?

May 5, 2017
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Nobody wants projects and tasks to fall behind. Get a jump start on tasks by notifying your team when tasks are assigned to them. Since Cloud Coach Milestones is built on Salesforce, it’s easy to automatically send emails to your team when they’ve been an assigned a new task. Step 1: Create your email template. 

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Can I Use Project Charters?

April 30, 2017
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In this week’s two-minute video, the team answers the question “Can I use project charters?” by looking at the “Project Charter” object and discussing how it can be used with Cloud Coach Projects to streamline your project planning and demand intake.

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How can I keep track of my Salesforce maintenance projects?

April 28, 2017
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As a busy Salesforce admin, your hands are full juggling update and change requests from across your company to help improve the efficiency of the platform – not to mention testing for each new Salesforce release. Wouldn’t it be nice if you had a way to manage all of your own projects? With Cloud Coach […]

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How can I improve my customer onboarding?

April 21, 2017
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After you’ve worked really hard to close a new customer, the last thing you want to do is drop the ball when you’re getting that customer up and running. Salesforce does a great job of giving you the tools to close deals – from leads through opportunities and accounts, and tools to maintain the customers […]

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