Where 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...
Cloud Coach Blog
Can 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 –...
Brandi Johnson
Mar 17 2017 3 min readHow Can I Group My Projects Together?
This week the team discusses how you can group your projects together using Salesforce list views and the Cloud...
Nic Widhalm
Mar 13 2017 4 min read
Launching Projects from Salesforce Cases
Cases are commonly used in Salesforce to manage a variety of customer interactions after an opportunity has...
Brandi Johnson
Mar 10 2017 3 min read
Using Project Templates to Streamline Marketing Campaigns
One of the powerful things about Salesforce is the visibility it gives you into your prospect to customer...
Brandi Johnson
Feb 17 2017 3 min readFlagging an Issue on a Project
When an issue occurs on a project, there’s no easier way of reporting on it than using Cloud Coach Tickets....
Nic Widhalm
Feb 17 2017 4 min readCreating Project Templates
When you’re launching repeatable projects, nothing speeds up your day like using Project Templates in Cloud...
