Project Management
Can You Do Project Management on Salesforce?
Want to look really good the next time you are asked that question?
Give slick project demos
In just 5 minutes
Cloud Coach Milestones is a new project management tool on the Salesforce platform that is completely free to Salesforce customers. Don’t let the price tag (or lack of it) put you off. This is a tool built with the best practices learned from talking to thousands of Salesforce customers about what they want in a project management tool. Best of all we’ve made it super easy for you to put the app in your demo org, download sample data, and demo with confidence following our suggested click path. You really can look good in a demo in just 5 minutes.
Is it just Salesforce Labs Milestones reskinned?
No. Cloud Coach Fundamentals is a completely new application built from the ground up with the Lightning UI. The best way to think about Cloud Coach Fundamentals is a highly capable product, providing significant business value, available at no cost to customers.
So How Do I Get Started?
- Download Cloud Coach Milestones from the AppExchange
- Use our specialized configuration guide to get ready for a demo in just 5 minutes – including sample data! View Video or Download Configuration Guide
- Follow our suggested click path for demo: View Video or Download Click-Path Guide
We’re here to help
If you have any questions either technical related to our tools or business related on the Project Management, Professional Services Automation or Portfolio Management spaces in general, join us for our weekly customer open forum on Fridays at 12:30 pm Eastern. Reserve your seat!
