How can I keep track of my Salesforce maintenance projects?
As a busy Salesforce admin, your hands are full juggling update and change requests from across your company to...
Cloud Coach Blog
How can I improve my customer onboarding?
After you’ve worked really hard to close a new customer, the last thing you want to do is drop the ball when...
Brandi Johnson
Apr 21 2017 5 min readWhere can I see all the project details for a client?
In this week’s two-minute video, the Cloud Coach team explores the Project related list and answers the...
Nic Widhalm
Apr 21 2017 5 min readCan I get a Portfolio View of my Projects?
This week the Cloud Coach team discusses launching the Cross-Project Gantt view from a related list, and answers...
Nic Widhalm
Apr 14 2017 4 min read
How can I get my team working on projects together?
Chances are, you’re not working on projects alone. Whether you need a variety of skills to accomplish your...
Brandi Johnson
Apr 14 2017 5 min readWhere can we see KPIs on our department’s projects?
This week the Cloud Coach team dives into Business Units and shows how you can link projects with departments and...
Nic Widhalm
Apr 10 2017 4 min readCan we customize projects like we do leads or opportunities?
There are hundreds of ways to run projects – from simple spreadsheets and whiteboards to complex project...
Brandi Johnson
Mar 31 2017 4 min readHow to Launch a Project from RemedyForce
In this week’s two-minute video, the team discusses how you can launch a Cloud Coach Project from...
Nic Widhalm
Mar 17 2017 4 min read
Use Task Health to Keep Projects on Track
When you’re managing a project and trying to meet a deadline, the status of each task is important –...
