Related List

Can I Use Project Charters?

6 min read30th of April 2017

In this week’s two-minute video, the team answers the question “Can I use project charters?” by looking at the “Project Charter” object and discussing how it can be used with Cloud Coach Projects to streamline your project planning and...

How can I keep track of my Salesforce maintenance projects?

4 min read28th of April 2017

As a busy Salesforce admin, your hands are full juggling update and change requests from across your company to help improve the efficiency of the platform – not to mention testing for each new Salesforce release. Wouldn’t it be...

How can I improve my customer onboarding?

5 min read21st of April 2017

After you’ve worked really hard to close a new customer, the last thing you want to do is drop the ball when you’re getting that customer up and running. Salesforce does a great job of giving you the tools...

projects, Account, Client, Cross-Project Gantt, Related List, Show Gantt

Where can I see all the project details for a client?

5 min read21st of April 2017

In this week’s two-minute video, the Cloud Coach team explores the Project related list and answers the question, “Where can I see all the project details for a client?” TRANSCRIPTION: Hello everyone, Nic here from Cloud Coach, thanks for...

Portfolios, Two-minute video, cross project gantt view

Can I get a Portfolio View of my Projects?

4 min read14th of April 2017

This week the Cloud Coach team discusses launching the Cross-Project Gantt view from a related list, and answers the question, “Can I get a portfolio view of my projects?” TRANSCRIPTION: Hello everyone, Nic from Cloud Coach here. Thanks for...

How can I get my team working on projects together?

5 min read14th of April 2017

Chances are, you’re not working on projects alone. Whether you need a variety of skills to accomplish your project objectives, or multiple hands on deck because of a tight timeline, there are many ways you need to bring your...

Reporting, KPIs, Business Units

Where can we see KPIs on our department’s projects?

4 min read10th of April 2017

This week the Cloud Coach team dives into Business Units and shows how you can link projects with departments and run reports showing KPIs. TRANSCRIPTION: Hello everyone, thanks for joining us this week. So, today we’re going to answer...

Salesforce, security

How do I limit visibility of project data?

7 min read6th of April 2017

While visibility is one of the biggest benefits of an integrated project management system, there may be some project information that you want to track that not everyone should see. Whether it’s financial information, like profitability,  prioritization (nobody likes...

Time Tracking, Timecard, Two-minute video

How do we make sure our teams time entries get approved by the right people?

5 min read31st of March 2017

In this week’s two-minute video, the Cloud Coach team answers the question, “How do we make sure our teams time entries get approved by the right people?” TRANSCRIPTION: Hello everyone, thanks for joining us today. We are going to...

Can we customize projects like we do leads or opportunities?

4 min read31st of March 2017

There are hundreds of ways to run projects – from simple spreadsheets and whiteboards to complex project portfolio solutions. No matter which type of solution you choose, one of the key things to consider is how you can customize the...