Customer Onboarding

Dashboards in Salesforce for Project Management

10 min read7th of October 2022

In project management, managing your projects in an organized manner is the key to success. Dashboards in Salesforce overview A study from the National Journal of Production Research demonstrates that visual management systems (like dashboards in Salesforce) support the...

Record Types and Page Layouts in Salesforce

7 min read30th of September 2022

In this article we will discuss two features of the Salesforce platform: record types and page layouts. In order to create a page layout, we must learn the fundamentals of a Salesforce record type first. What is a Record...

Cloud Coach appoints Heather Cooper as new CEO

3 min read21st of July 2022

Cooper, previously COO, to take over as CEO with immediate effect Colorado, July 21, 2022 – Cloud Coach, a Project Management, PSA & PPM solution provider built on the Salesforce platform, today announced Heather Cooper has been appointed Chief Executive...

Cloud Coach launches Water-Scrum-Fall capabilities for Salesforce

3 min read18th of May 2022

https://vimeo.com/manage/videos/685541821 Cloud Coach’s innovative Water-Scrum-Fall functionality blends agile and waterfall project management capabilities, helping organizations run projects in a way that matches how people work in practice Colorado, May 18, 2022 – Cloud Coach, a Project Management, PSA &...

Case Study: How Cloud Coach replaced spreadsheets, ServiceNow, Sharepoint, MS Project and Outlook at Wellstar

6 min read2nd of March 2022

https://vimeo.com/manage/videos/705705290 Cloud Coach was introduced to Wellstar Health Systems Enterprise Project Management Office (EPMO) by Salesforce in late 2019. The EPMO is a large business function representing the organization at a strategic level in collaboration with Wellstar’s executive team...

What you need to know about becoming a Salesforce Administrator

3 min read24th of January 2022

Are you considering becoming a Salesforce Administrator? Below we outline what you need to know, from how to prepare through to where to get practice tests! About the Salesforce Administrator Exam and Program The Salesforce Administrator credential is designed...

Is Agile the Future of Project Management?

12 min read17th of November 2021

You may have heard the words “Agile”, “Scrum” and “Sprint” before. Maybe even the phrase “Agile will take over the world”… okay maybe not the last one, but over the past decade, the agile method has taken the project...

Kanban Boards vs Gantt Charts: What to use?

12 min read11th of October 2021

Depending on your business practices, your preferences as a project manager, and the types of projects you are leading, it can be difficult to decide which type of approach suits the project the best.  Keep in mind that the...

A Guide to Water-Scrum-Fall Project Management

10 min read7th of October 2021

Water-scrum-fall. Wagile. Scrumfall. There’s a lot of terminology floating around to describe one project management methodology – but what is it… and are you already using it? The short guide explains everything you need to know. What is Water-Scrum-Fall?...

Using Salesforce Kanban Boards for Project Management

10 min read6th of October 2021

In an ideal world of project management, tasks start, follow a linear progression to completion, and then are closed out so that the project team can move onto the next task. However, many tasks do not follow a linear...