How to Create the Perfect Handoff from Sales to Customer Success A good start can set the tone for any journey. You jump on the train, find a quiet window seat, pop in your... Cloud Coach Nov 11 2022 14 min read
Cloud Coach Tips & Tricks: Utilizing Field Sets to Enhance Your Project UI One of the many benefits of using Cloud Coach is the ability to customize your UI in order to visualize the... Cloud Coach Oct 20 2022 7 min read
Work Breakdown Structure (WBS) in Project Management What is a Work Breakdown Structure (WBS)? Today a work breakdown structure is a frequently used tool in project... Cloud Coach Oct 14 2022 7 min read
Dashboards in Salesforce for Project Management In project management, managing your projects in an organized manner is the key to success. Dashboards in... Cloud Coach Oct 7 2022 10 min read
Record Types and Page Layouts in Salesforce In this article we will discuss two features of the Salesforce platform: record types and page layouts. In order... Cloud Coach Sep 30 2022 7 min read
Cloud Coach appoints Heather Cooper as new CEO Cooper, previously COO, to take over as CEO with immediate effect Colorado, July 21, 2022 – Cloud Coach, a... Cloud Coach Jul 21 2022 3 min read
Cloud Coach launches Water-Scrum-Fall capabilities for Salesforce Cloud Coach’s innovative Water-Scrum-Fall functionality blends agile and waterfall project management... Cloud Coach May 18 2022 3 min read
Case Study: How Cloud Coach replaced spreadsheets, ServiceNow, Sharepoint, MS Project and Outlook at Wellstar Cloud Coach was introduced to Wellstar Health Systems Enterprise Project Management Office (EPMO) by Salesforce... Cloud Coach Mar 2 2022 6 min read
What you need to know about becoming a Salesforce Administrator Are you considering becoming a Salesforce Administrator? Below we outline what you need to know, from how to... Cloud Coach Jan 24 2022 3 min read