Getting Started
Welcome to Cloud Coach! This is a great spot to start if you are new to the tool or would like more information on terminology, product pages, and object structure.
Creating a Project
Long are the days of only Waterfall project management, nowadays project owners take advantage of not only Waterfall but also Agile methodologies and even a combination of both with Water-Scrum-Fall.
Managing Tasks & Timelines
This lesson will give you all the tools you will need to manage your project plans, whether you are using Waterfall, Kanban, or Water-scrum-fall!
Financials
Project financials can be pertinent to the success of a project. With multiple resources within Cloud Coach to keep project financials organized, learn the functionality of each to start using Financials effectively and efficiently.
Assigning Resources
Hit the ground running by understanding how to assign your team members out to your project plans within Cloud Coach.
Managing Stakeholders
Stakeholder management can have a huge impact on the outcome of your projects. This lesson will dive into how project owners can set up and manage stakeholders directly within your project plan!
Customize User Interfaces
Extend your knowledge of the Salesforce platform into customizing the Cloud Coach tool! Cloud Coach supports custom fields, custom reports, custom page layout, and even utilizes Field Sets to allow admins to configure Cloud Coach’s managed VisualForce pages.
Project Controls
Learn how to keep your project under control by managing issues, risk and change requests effectively.
My Day and Time Tracking
The goal for My Day is to allow your end-users to have one spot for everything they will need to accomplish throughout the day. Click here to learn how to interact with My Day!
Cloud Coach Automation
Being native to the SalesForce platform allows SalesForce Admins to extend their knowledge of the platform into customizing and automating Cloud Coach! This lesson will go over commonly asked for automation such as automating project creation!
Meetings & Documents
Learn how to capture all your project meetings, minutes, action items and other project documents in one place.
Goals and Requirements
Learn how you can start to capture and store project goals and requirements directly on within your project!
External Project View
Learn how you can report on project progress to external stakeholders without Cloud Coach licenses!
Milestones and Stage Gates
This lesson will walk through how to use Stage Gates and Milestones within your projects!
