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

Stage Gates

Stage Gates give projects clear points along the project plan where approval can be discussed and given. Learning Objectives: Understand how to configure Stage Gate Processes. Add Stage Gates to a Project. Manage Stage Gates on a Project. Use Stage Gates in Project Templates. View Stage Gates across Projects. Configure Stage Gate Processes The first