Capability category: Any Project Process

Turn any Salesforce Record into a Project

ANY PROJECT Whether the start point for your project is an opportunity, a case or a custom object, leverage our clone helper to automate the creation of the right project based on your business rules. “Cloud Coach has empowered us to move off of different systems to streamline and optimize our processes.” JACKSON WITHERILL Senior

Create projects from your any salesforce record

Create Projects from your any Salesforce record

Use best practice project templates and Salesforce flows to automatically create projects from any Salesforce record and process you have Select Template based on customer object details Pass details from your Custom Object to the Project Or if you don’t want to use automation use our project creation wizard available in the related record of

Create Projects anywhere with the New Project Wizard 2

Create Projects, anywhere with the ‘Project Wizard’

Not ready to automate Project creation? No problem use the ‘New Project Wizard’ to create Projects anytime Filter Kanban processes by Department Link Projects to any Salesforce record or create them standalone Leverage existing templates or start from new

Choose your Project Methodology

ANY PROJECT Cloud Coach lets you pick from multiple project types for each project, so whether your a traditional waterfall, modern agile or next generation water-scrum-fall company we have you covered.

Waterfall 2


Group your project tasks together into phases to build out your multi-level WBS View your critical path at any time Take progress snapshots Color code tasks such as those with outstanding customer deliverables

Agile Kanban 2

Agile (Kanban)

Define colorful Kanban Board Processes and Columns for different departmental use cases across your organization Move cards between columns to show progress through your process Drag and drop card prioritization Tag and filter cards to quickly find the task at hand

Water Scrum Fall 2


Combine the best of Waterfall and Agile together by integrating Kanban boards into your schedule of tasks Lets each team work the way they want on your project Roll board completion and effort up to your tasks Get the best of both worlds

Skills Based Resourcing

ANY PROJECT Find the right person, with the right skills, and availability at the right time, with our multi level skills based resourcing engine.

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