Category: Process Automation

How to automate project creation

June 2, 2017
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This week the Cloud Coach team discusses automating your project creation, and answers the question, “How can I quickly turn a sale into a project?”

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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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Automate Project Creation from Opportunities

March 3, 2017
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Once an opportunity closes, that’s when the real work often begins. With Cloud Coach Milestones, it’s easy to streamline the creation of projects from opportunities. In fact, in this video, we break down how to automatically create a project from an opportunity in under 6 minutes. Here’s a written breakdown of how we’re going to […]

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Creating Project Templates

February 10, 2017
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When you’re launching repeatable projects, nothing speeds up your day like using Project Templates in Cloud Coach. In this week’s two-minute video, the team discusses how you can turn a project into a Project Template, and how you can limit editing on that template using Salesforce Permission Sets. TRANSCRIPTION: Hello everyone, Nic from Cloud Coach […]

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