Category: Webinars

Project Automation [Customer Success Webinar ]

January 25, 2017
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This week the Cloud Coach team dives into Project Automation and discusses… Using Process Builder to auto-launch Projects Automating Meeting Creation Standardizing business workflows

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Project Communication [Customer Success Webinar Series]

December 7, 2016
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This week the team takes a look at Project Communication, and how you can improve internal messaging through… Leveraging Project Gantt views to communicate through Chatter Automating your Risks by using Cloud Coach Tickets Standardizing your communication processes

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Resourcing Deep Dive [Customer Success Webinar]

November 23, 2016
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This week, the Cloud Coach team dives into Resourcing and discusses:  Allocating tasks by resource Managing workload at a glance Forecasting future projects with Resource Requests

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Reporting Tips & Tricks [Customer Success Webinar Series]

November 9, 2016
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In today’s webinar the Cloud Coach Teams discusses tips and tricks to capture Cloud Coach data in Salesforce reports, including: Using Analytic Snapshots for historical reporting on projects Leveraging formula fields and highlighting to customize reports Creating custom Report Types to capture unique data points

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