Yes, all tiers of Cloud Coach can be tailored to your requirements using the point and click customization tools of the Salesforce platform, such as adding custom fields & changing page layouts, adding workflows & approvals, and leveraging the latest lightning has to offer. Cloud Coach also fully complies with standard Salesforce security setup, so you can configure sharing settings of projects and control user access through permission sets and profiles. Cloud Coach runs in both Classic and Lightning versions of Salesforce.

Cloud Coach runs on Salesforce Enterprise Edition and above.

In order to trial Cloud Coach Starter you will need to have an existing Salesforce subscription for your users (a Platform Starter user is sufficient or any Sales or Service Cloud user also works). However, all paid subscriptions do not require any pre-existing Salesforce subscription.

Cloud Coach offers standard support which includes dedicated CSMs for goal setting, a specialized technical support team for issues and bugs, and ongoing enablement resources such as our Cloud Coach Academy. Premium Success can be purchased for expedited response times, product roadmap visibility, and additional training resources.

We provide a two ways for your customers to engage with you on project delivery. Firstly we have our ‘External Project View’ which allows you to provide a real time read only status of your project to your customers, and if your customers need read write access to update records and enter chatter about the project then you can show your Cloud Coach projects through a paid customer community. Both the External View and the Communities options are fully controllable by you, so you can determine what information to show externally and what to only show internally.