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Why Attend “Run Your Projects on Salesforce – Live”?

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When you’re investing hundreds or thousands of dollars on a software package, it’s probably a no-brainer to attend their user conference to expand your skill set and maximize your ROI. But, what about when you’re using free software, like Cloud Coach Milestones? Here are five reasons you should attend the Cloud Coach conference Run Your […]

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How can I set rates and costs for a particular skill?

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With Cloud Coach PSA, users can quickly and easily set rates and costs on skill types for automatic budget creation. In this week’s video, the team discusses how you can tag rates and costs against a particular skill in just two minutes! TRANSCRIPTION: Hello everyone, thanks for joining us. I’m Nick from Cloud Coach and […]

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How can I assign team members to work on project tasks?

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As a project leader, you need to quickly and efficiently assign team members to work on your project tasks. With Cloud Coach Milestones, we make it easy to assign team members in several different ways. Method 1: When you create a new project As you’re creating a new project, you can add resources to work […]

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How Can I Track My Time Using Salesforce Chatter?

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This week the Cloud Coach team discusses the three ways you can quickly capture time, including using Salesforce Chatter. TRANSCRIPTION: Hello everyone, Nic here from Cloud Coach. Today we’re going to be discussing how we can track time using Salesforce Chatter. I’m going to start on our project for Customer Onboarding. To review a couple […]

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