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!
Hit the ground running by understanding how to assign your team members out to your project plans within Cloud Coach.
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.
Learn how to keep your project under control by managing issues, risk and change requests effectively.
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!
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!
Meetings & Documents
Learn how to capture all your project meetings, minutes, action items and other project documents in one place.