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Create Projects

From your favorite Salesforce records

As a Salesforce Admin, you are presented with many challenges daily, our aim at Cloud Coach is to help you be successful in your role.

  • Get a true 360º view of your accounts
  • Launch projects based on your business rules
  • Connect with any Salesforce based objects
Tier

APPLICABLE TO ALL CLOUD COACH TIERS

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Create Projects

From your favorite Salesforce records

In the role as the go to person with regards to Salesforce questions in your company, you can often be asked ‘Does Salesforce do …………..’. While no one can be an expert of every possible solution available on the AppExchange, one question you can answer with confidence is that ‘Salesforce does do Project Management’. Cloud Coach’s 4 tiered solution means we have a solution no matter if you business users needs are simple or advanced.

  • Get a true 360º view of your accounts
  • Launch projects based on your business rules
  • Connect with any Salesforce based objects
Tier

APPLICABLE TO ALL CLOUD COACH TIERS

Create Projects

From your favorite Salesforce records

Of course helping your colleagues is one thing, but sometimes you need to help yourself also, and that’s where Cloud Coach can lend a helping hand too, by facilitating the management of the backlog of requests for your Salesforce org from building new reports to workflow and user management.

  • Get a true 360º view of your accounts
  • Launch projects based on your business rules
  • Connect with any Salesforce based objects
Tier

APPLICABLE TO ALL CLOUD COACH TIERS

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Create Projects

From your favorite Salesforce records

Cloud Coach is fully native to Salesforce, meaning that you can leverage the skills you already have to tailor it for your company, such as adding custom fields that are specific to your business, or building out the reports your management wants to see. And should you need any help Cloud Coach comes with great support no matter which tier of our solution set you are using.

  • Get a true 360º view of your accounts
  • Launch projects based on your business rules
  • Connect with any Salesforce based objects
Tier

APPLICABLE TO ALL CLOUD COACH TIERS

Create Projects

From your favorite Salesforce records

Finally if your still looking to make the jump to Lightning, then Cloud Coach can provide a project template containing all the tasks you need to make the successful transition to Lightning along with tips and tricks from those that have been through the process already.

  • Get a true 360º view of your accounts
  • Launch projects based on your business rules
  • Connect with any Salesforce based objects
Tier

APPLICABLE TO ALL CLOUD COACH TIERS

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Want to Learn More?

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

Schedule a bespoke demo with one of our project specialists.

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