Category: Salesforce

How to automate project creation

June 2, 2017
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This week the Cloud Coach team┬ádiscusses 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 a departmental view of our projects?

May 12, 2017
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What good is a project management tool if you spend more time looking for your projects and tasks and chasing status updates than you did before you started? Keeping your projects organized in ways that work for you helps put your project management system to work for you – not the other way around. Organization […]

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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 do I limit visibility of project data?

April 6, 2017
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While visibility is one of the biggest benefits of an integrated project management system, there may be some project information that you want to track that not everyone should see. Whether it’s financial information, like profitability, ┬áprioritization (nobody likes to see in black and white that their project is a low priority), or even some […]

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