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!

Cloud Coach Tiers

Starter

Enterprise

Ultimate

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Course Content

Automating Meeting Creation

Automating Project Creation

8 mins

Platform Event Flow: Resource Assigned to Project Notification

8 mins

External Deliverables and Task Notes Notification Flow

8 mins

Timesheet Approvals

10 mins

Related Courses

Managing Stakeholders

Customize User Interfaces

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Cloud Coach specializes in enterprise-class project, PSA & PPM software built for businesses that want to make strategic investments in their success.