Cloud Coach Blog

Onboarding Customer Success Managers: The Definitive Guide

14 min read25th of November 2022
With demand outstripping the supply of talented customer success managers at the moment, simply identifying and hiring a dedicated customer success manager will feel like a big win for your business. However, that’s just the start of the journey....

Work Breakdown Structure (WBS) in Project Management

7 min read14th of October 2022
What is a Work Breakdown Structure (WBS)? Today a work breakdown structure is a frequently used tool in project management. The Project Management Book of Knowledge (PMBOK) defines a WBS as “A hierarchical decomposition structure that presents work that...

Dashboards in Salesforce for Project Management

10 min read7th of October 2022
In project management, managing your projects in an organized manner is the key to success. Dashboards in Salesforce overview A study from the National Journal of Production Research demonstrates that visual management systems (like dashboards in Salesforce) support the...

Record Types and Page Layouts in Salesforce

7 min read30th of September 2022
In this article we will discuss two features of the Salesforce platform: record types and page layouts. In order to create a page layout, we must learn the fundamentals of a Salesforce record type first. What is a Record...

Cloud Coach appoints Heather Cooper as new CEO

3 min read21st of July 2022
Cooper, previously COO, to take over as CEO with immediate effect Colorado, July 21, 2022 – Cloud Coach, a Project Management, PSA & PPM solution provider built on the Salesforce platform, today announced Heather Cooper has been appointed Chief Executive...

Cloud Coach launches Water-Scrum-Fall capabilities for Salesforce

3 min read18th of May 2022
https://vimeo.com/manage/videos/685541821 Cloud Coach’s innovative Water-Scrum-Fall functionality blends agile and waterfall project management capabilities, helping organizations run projects in a way that matches how people work in practice Colorado, May 18, 2022 – Cloud Coach, a Project Management, PSA &...

What you need to know about becoming a Salesforce Administrator

3 min read24th of January 2022
Are you considering becoming a Salesforce Administrator? Below we outline what you need to know, from how to prepare through to where to get practice tests! About the Salesforce Administrator Exam and Program The Salesforce Administrator credential is designed...

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