Salesforce CPQ for Professional Services Automation
What is CPQ The term CPQ refers to “Configure, Price, Quote”. Practically speaking, it’s a category of sales...
Cloud Coach Blog
What are Salesforce Milestones?
Milestones break a project into the key moments or significant completion points along the project lifecycle....
Cloud Coach
Sep 24 2021 6 min read
How to create Reports in Salesforce
There’s lots of information and data in your org, but you need to visualize trends, progress, and the...
Cloud Coach
Sep 21 2021 10 min read
Salesforce List Views for Project Management
What are List Views in Salesforce? List Views within Salesforce give users the ability to create and, more...
Cloud Coach
Aug 6 2021 9 min read
Talking Stage-Gates with Hostess Brands
A stage-gate (sometimes called a phase gate) is a project management technique, ideal for large organizations with...
Cloud Coach
Sep 16 2021 14 min read
Process Builder vs Flows: navigating Salesforce automation
Process Builder and Flows are both built using the same Salesforce feature called Lightning Flow. But what are...
Cloud Coach
May 19 2021 7 min read
6 Cloud Coach features that will help you onboard customers faster on Salesforce
Salesforce is a powerful tool for customer relationship management, but organizations can sometimes overlook how...
Cloud Coach
Apr 10 2021 8 min read
Choosing the right Salesforce-native project management app
If you’re thinking about running your projects on Salesforce, it can be hard to know where to start. A quick...
Cloud Coach
Feb 10 2021 5 min read
Cloud Coach… going downhill fast
In February, Cloud Coach took part in the RethinkAbility Ski Challenge 2021, at Winter Park, Colorado. The...
