Salesforce

Create Meeting Templates in Cloud Coach

3 min read10th of February 2016
As a busy project manager, you may find yourself often having very similar types of meetings – such as project kick-off meetings or status update meetings. In the same way that you create project templates to streamline project creation...

Cloud Coach Celebrates the 10th Birthday of the Salesforce AppExchange

5 min read14th of January 2016
This week, the Salesforce AppExchange is celebrating it’s 10th birthday! The AppExchange changed the way that IT departments and users connected with developers and service providers that demonstrate a deep expertise in the Salesforce platform that we all know...

Using Process Builder to Alert Project Managers of Task Health Changes

5 min read5th of January 2016
When you’re a busy project manager, keeping track of all of the details for your projects can be challenging. Using Salesforce Process Builder, you can automate notifications, including email alerts or chatter posts to let you know about important...

Automate Project Tracking with Salesforce Scheduled Reports

10 min read9th of December 2015
Scheduling reports in Salesforce can help automate your project tracking. Scheduled reports are useful for reviewing projects in meetings, on the go, or at times when you aren’t able to login to Salesforce and run the report yourself. In...

The Salesforce Economy – Creating 1 million jobs by 2018

3 min read4th of November 2015
Last week, Salesforce unveiled new research from IDC that analyzed the economic impact of Salesforce on local economies in the United States and around the world. The results indicate we’re on the cusp of a massive economic opportunity driven...

Automate Complex Project Processes with Salesforce Visual Flows

9 min read30th of September 2015
Salesforce provides many tools to automate your business’s repetitive processes. These tools include approvals, process builder, workflows, and visual workflows. A Visual Flow allows you to automate complex business processes. Flows contain variables, resources, and actions. Visual Flows aren’t...

Automate Project Processes with Salesforce Process Builder

11 min read23rd of September 2015
When using Cloud Coach for project management, you can use Salesforce process builder to streamline and automate some of your most common tasks. Salesforce process builder is a workflow tool you can use to automate business processes. It has...

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