Cloud Coach Admin Tab – Enterprise & Ultimate

Cloud Coach Admin allows Salesforce Administrators and Cloud Coach Users to adjust specific Cloud Coach settings. The admin section allows users to create and edit existing Board Processes to use in their Kanban projects and define color tag labels within their project tasks and cards. If you are a Salesforce Administrator this view also allows

How to Navigate to Cloud Coach

Now that you (or your Salesforce Admin) have installed Cloud Coach and assigned the correct permission sets and licenses, you are ready to start. This is a quick lesson going over the ways you can navigate to the Cloud Coach app in Salesforce Lightning and Salesforce Classic. Learning Objectives Find the Cloud Coach app

Cloud Coach User Interfaces

Cloud Coach was designed with the intention to increase usability and efficiency. We use custom Salesforce Objects for our Project, Phase, Task, and Sub Task records for efficiency and ease of use. If you ever need to navigate back to the standard Salesforce record pages, you can do that as well. Most of our objects