Platform Event Flow: Resource Assigned to Project Notification
This will explain how to utilize platform events to create notifications for external deliverable notes created both internally and externally.
External Deliverables and Task Notes Notification Flow
This will explain how to utilize platform events to create notifications for external deliverable notes created both internally and externally.
Automating Project Creation
Overview New Projects can be automatically created using a Process Builder. Only a Salesforce Administrator can create and activate the Process Builder, and it uses an invokable Apex class that comes with your Cloud Coach package. The automation can be triggered from any Standard or Custom Objects such as Opportunity, Case, or Ticket and can
Late Task Notifications
Overview The Cloud Coach Admin Tab was introduced in our Winter ’20 Release. We added the ability to add your own custom Board Processes and edit existing Processes using the Admin Tab. Out of the Box, we have added several Board Processes to choose from, ranging from Admin to Onboarding. Make sure to look through these
Timesheet Approvals
Submit for Approval The Submit for Approval button is an optional button. If this is not needed your Salesforce Admin team has the ability to remove the button off of this page. This submit for approval button utilizes Salesforce standard approval processes, for more information on Salesforce Approvals use the following link. If you do
