Platform & Security

Keeping your data secure is our #1 priority

We know that when you move your business functions to the Cloud there are many things that are important to you, starting with the security of your data.

Built On Salesforce

The world’s leading SaaS platform
When Cloud Coach set out to build the world’s best project delivery suite, we wanted a firm foundation to build our tools on. After studying all the available cloud-based platforms, we settled on the Salesforce platform for its superior:
  • Data security
  • Configuration capabilities
  • Reporting & dashboards
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APPLICABLE TO ALL CLOUD COACH TIERS

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Simple Integration

With your other important business tools
With project delivery being a central part of your business, there are often other tools you want to connect with, such as HCM for user skills & PTO, or a finance system for actual project costings. Cloud Coach gives you integration capabilities including:
  • Point & Click connection to Salesforce apps
  • API access to the Cloud Coach data structure
  • Real time or batched integration ability
Tier

APPLICABLE TO ALL CLOUD COACH TIERS

Success Is Built On Trust

Trust starts with transparency
Cloud Coach is built natively on the Salesforce platform, meaning that Salesforce’s 99.99% availability extends to Cloud Coach too. Platform performance data is available 24 hours a day, 7 days a week at trust.salesforce.com including:
  • System status
  • Security
  • Compliance
Tier

APPLICABLE TO ALL CLOUD COACH TIERS

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Different User Roles?

Control who has access to what
Not everyone in your business has the same needs for their day to day job, so Cloud Coach gives you full control over which type of users can do what:
  • Granular permissions over functional capability
  • Group assignments of profile permissions
  • The ability to lock down data
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APPLICABLE TO ALL CLOUD COACH TIERS

Multiple Departments?

Keep your departmental records separate
Across a large global business you may have many different departments and business units using Cloud Coach each day. Keep your teams focused on their own work with record level security.
  • Restrict visibility by department
  • Use business rules to grant record access
  • Give executive visibility through hierarchies
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APPLICABLE TO ALL CLOUD COACH TIERS

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Avoid Prying Eyes

Reveal just the data a user needs to see
Even down at the individual record level when several users may all have access to the same record, you still might want to hide or restrict certain pieces of information from different users:
  • Hide financial data from end users
  • Make KPI data visible but not editable
  • Control access based on user profiles
Tier

APPLICABLE TO ALL CLOUD COACH TIERS

Want to Learn More?

We’d be happy to provide a bespoke 1:1 demo on how Cloud Coach can benefit for your business.

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Schedule a tailored demo with one of our project specialists.

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  • Our team will reach out within 24 hours to discuss your unique requirements
  • We’ll schedule a 1:1 demo with one of our product specialists  
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A Cloud Coach advisor will be in contact by email within one working day to arrange your demo.