Cloud Coach Blog
Water-scrum-fall. Wagile. Scrumfall. There’s a lot of terminology floating around to describe one project...
Using Salesforce Kanban Boards for Project Management
In an ideal world of project management, tasks start, follow a linear progression to completion, and then are...
Cloud Coach
Oct 6 2021 10 min readUsing Gantt Charts for Project Management in Salesforce
What are Gantt Charts? A Gantt chart is a visual representation of a project timeline. It shows the progression of...
Cloud Coach
Sep 28 2021 7 min readSalesforce 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
Sep 27 2021 9 min readWhat 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 readHow 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 readTalking 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 readSalesforce 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 readProcess Builder vs Flows: navigating Salesforce automation
Process Builder and Flows are both built using the same Salesforce feature called Lightning Flow. But what are...