Cases within Cloud Coach

Use this lesson will go over how you can incorporate SalesForce Cases into your projects and how to allow end-users to view all of their case work in addition to their project work. Learning Objectives How to relate and create Cases in your Cloud Coach Projects How users can view and make updates on Cases

Meet

Learning objective of this unit Viewing upcoming and past meetings Ability to create a meeting from scratch Ability to create a meeting from a template Meetings Overview End users have the ability to view upcoming, past and create their own meetings all within the My Day page. For a full overview of meetings click here

Time

Time Entry is a powerful metric that can be used to set realistic expectations for projects, clients, and management. For example, you are consistently having to work 50-60 hour weeks on your project work to complete it by the deadline. Without accurately tracking your time, you will have no data. Time entry allows you to

Case Time Entry Component

One of the top Cloud Coach features is our time entry capabilities. This even extends past Cloud Coach’s core objects and can be used on other Salesforce native objects such as Cases. This lesson will walk through how to add the Time Entry component onto the Case page layout. Let’s begin! Learning Objectives Ability to

Cloud Coach Admin Tab – Starter & Connect

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

Kanban Project Creation

Now that we know how to navigate to the project creation wizard, now it’s time to create projects! In this trail you will learn the basics of creating Kanban projects from scratch, creating projects using templates, and even how to create a project template. Learning Objectives Ability to use managed board processes Ability to create

Water-Scrum-Fall Project Creation

Now that we know how to navigate to the project creation wizard, now it’s time to create projects! In this trail you will learn the basics of creating Water-scrum-fall projects from scratch, creating projects using templates, and how to create Water-scrum-fall project templates. Learning Objectives Create a Water-scrum-fall project using templates Create a Water-scrum-fall project

Project Methodologies in Cloud Coach

The Waterfall Waterfall projects are designed and built in a sequential manner to allow for steps to flow into each other. While the waterfall model has been around for a while, it is still popular today. In Waterfall projects, it’s easy to follow the project plan and display project deliverables. Some examples of industries that

Project Creation Wizard

This module is going to give you a basic overview of the project creation wizard. It will cover the different ways you can navigate to get into the Project Creation Wizard and even how to create project templates! Let’s begin! Learning Objectives Users should be able to navigate to the project creation wizard. Users should

Timeline Terminology Overview

The best way to understand how to manage your tasks and timelines is to define the terminology. Learning Objectives Understand Cloud Coach’s terminology Definining Timeline Terminologies Below we will define some common terminology you will see and use within Cloud Coach and within these training documents. Click here if you would like to view object

Managing Waterfall Project Plans

This module will cover everything you may need to know about your waterfall project. It will cover the different waterfall project views, how to add phases, add tasks and how to remove phases and tasks. Learning Objectives Understand the functionality of each view within the Waterfall model. Users should be able to filter and sort

Managing Kanban Project Plans

This module will cover different kanban project views, adding cards, adding board members, and how to remove cards. Learning Objectives Understand the functionality of the Kanban timeline view Users should be able to filter and sort their cards within a variety of ways Users should be able to add and remove cards and card members

Managing Water-Scrum-Fall Project Plans

This module will cover everything from different water-scrum-fall project views, adding phases, adding tasks, adding boards, and how to remove phases and tasks. Learning Objectives Understand the functionality of each view within the water-scrum-fall model. How to create a normal task and a kanban task. How to transfer cards across different kanban boards. Water-scrum-fall Timelines

Cross Project View

The Cross Project View gives users the ability to see how multiple related or unrelated projects are progressing. This is a powerful tool for project owners that are running multiple projects or for executives who would like a quick glance at how specific projects are performing. Within the Cross Project View you have the Overview

Resource Management – Starter

If you are working in the Cloud Coach app you will see a tab labeled Resourcing, if you are not seeing this tab use the app launcher and search “Resourcing” and you will be able to see the Cloud Coach Resourcing tab. Let’s go over some core functionality of this tab. How to Set Up

Cloud Coach Object Relationship Structure

This lesson is designed to help end-users visualize the object structure behind Cloud Coach. Lookup relationships: SalesForce allows users to use lookup relationships to relate objects in a one-to-many relationship but allows for the relationship to be optional. Note: For example, an Account may have zero to many Projects related however, a Project can only

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

Field Sets in Cloud Coach

Cloud Coach uses Field Sets. Field Sets allow each org to customize what data is shown and where. Field Sets allow for different combinations of Fields to be displayed which can be both Managed and Custom Fields on the Managed Objects. They’re easy to edit and do not require custom coding knowledge to use

Configure Project Creation Details

Overview for Project Creation Customizing what Fields are available when creating a Project is as simple as adding those Fields to a Field Set. Included in our managed Package are two Field Sets that control what data is collected on Projects and Project Tasks when a Project is Created: New Project and New Project Task

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

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

Waterfall Project Creation

Now that we know how to navigate to the project creation wizard, now it’s time to create projects! In this lesson you will learn the basics of creating Waterfall projects from scratch and creating projects using templates. Learning Objectives Create Waterfall Projects from scratch Create Waterfall Project using templates Manual Waterfall Project Creation Navigate

Resource Management – Connect

If you are working in the Cloud Coach app you will see a tab labeled ‘Resourcing’. If you are not seeing this tab: Navigate to the app launcher. Search ‘Resourcing’. Select the Resourcing option. Let’s go over the key features of the Resourcing tab. Resources Load: (1) Time Period This left-side panel allows you to determine what

Meetings

Cloud Coach meetings provide powerful collaboration tools that can be linked to many different items and objects in your organization. Cloud Coach meetings include minutes, assigned resources, and other functionalities that we will go over in this lesson. Learning Objectives Ability to create meetings in the Project app, My Day, and within the Meetings tab

Stakeholders

Stakeholders are any individuals that can impact the outcome of a project. Stakeholders can be internal, external, or even a mixture of both. By identifying stakeholders and assessing their level of interest, project managers can address and manage stakeholder expectations. A mismatch in stakeholder expectations can cause issues with buy-in and overall adoption

Resource Management – Enterprise & Ultimate

If you are working in the Cloud Coach app you will see a tab labeled Resourcing. If you are not seeing this tab: Navigate to the app launcher. Search “Resourcing”. Select the Resourcing option. Let’s go over the key features of the Resourcing tab. Resources Load: (1) Time Period This left-side panel allows you to determine what

Documents

The Document tab in Cloud Coach gives you the ability to capture all the additional information that typically doesn’t have centralized storage space. For example, in the Files and Links tab, a Project Owner can save a signed-off change order directly on the project plan, allowing project team members to have quick access to what

Goals & Requirements

Setting goals helps stakeholders understand the measurables and outcomes for your project. In the project management ecosystem, SMART goals create better project outcomes and provide clarity for internal team members. SMART stands for: S: Specific – Goals must be stated clearly. M: Measurable – Goals must have a way to objectively gauge progress

Stakeholder Responsibility View

Using tools such as a RACI matrix helps project owners manage the level of stakeholder involvement and expectations based on the project deliverable or activity. RACI is a very simple and straightforward way to document who is Responsible, Accountable, who should be Consulted, and who should be Informed based on key activities. In Cloud Coach

External Project View

Communication is key for successful projects, especially with external and executive stakeholders. The hardest part of keeping everyone on the same page is the amount of time and effort it takes to compile the most up-to-date information and sending it on time. This is where the External Project View (EPV) in Cloud Coach can help!

Admin: Configure the External Project View

This lesson will walk admins through the process of setting up the External project view for their users. This lesson will also highlight custom settings they can activate or remove based on their companies requirements Learning Objectives: Set up the External Project View. Understand the fieldsets displayed in the External View. Review custom settings related

Color Tags

Color tags are a new feature within Cloud Coach projects that allow for further organization and customization of project tasks. Color tags can be set on project tasks in the Waterfall and Water-Scrum-Fall Learning Objectives: Understand what color tags are. Learn how to set up color tags in a Cloud Coach project. Creating Color Tags

Checklist Project Creation

Checklists are a new project type supported in the Fall ’21 Cloud Coach release. Checklist projects consist of grouped checklist items that allow users to toggle completion as they go. Checklist items can be moved around within their groups and can also be moved between groups. Learning Objectives: Understand what a checklist project is

Milestones

Milestones in Cloud Coach give project managers a way to zoom out from the day-to-day task management on a project to see the larger pieces of work that are being completed. For example, an onboarding project plan that has a couple of phases for Project Kickoff and Requirements Gathering could be rolled into a single

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

Tickets

Tickets are a way to track issues and risks right from your Cloud Coach supported Salesforce organization. To make use of tickets, users must understand the basic operations Cloud Coach supports when using tickets. Learning Objectives: Understand what tickets are. Understand basic ticket operations. Understand that time can be entered on tickets

Time, Rates, & Costs

In order for org users to use skill rates and skill costs, administrators must enable a few different fields on some Cloud Coach objects in Setup. Learning Objectives: Understand what skill rates are. Understand what skill costs are. Learn how to add skill rate and skill cost to work types. Learn how add calculated cost

Rate Cards

Rate cards allow for clients and organizations to determine an agreed-upon skill Rate for particular projects or engagements. This will override the default user rate as time is being entered against a project based on the primary work type of a task. Learning Objectives: Understand what rate cards are. Learn how to create a rate

Expenses

In order to add expenses to a project’s financials, expense areas must be created first. Expense areas are organized sections of expenses that can be applied to multiple projects once they are created in an org. Learning Objectives: Understand what expense areas are. Learn how to create expense areas and apply them to project financials

Retainers

Retainers are an important tool used to track hours or dollars spent on projects. Dollar amounts are based on the user rate or if the project has a rate card associated with it depending on the primary work type of the task they entered time against. This lesson will walk through how retainers work

Invoices

Invoices can be used to send summaries of costs to customers in an easy to understand, external format. However, invoices must be enabled by an administrator before they can be used

Financials Dashboard, Summary, and Project Time

In order to add expenses to a project’s financials, expense areas must be created first. Expense areas are organized sections of expenses that can be applied to multiple projects once they are created in an org. Learning Objectives: Understand what expense areas are. Learn how to create expense areas and apply them to project financials

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

Pick Up

Your data is only as good as your end-user, so how do you get better end-user cooperation? First, give them a user-friendly tool and second is to empower the user. That’s the goal of My Day. My Day allows your end-users to have one spot for everything they will need to accomplish throughout the day

External Deliverables

Communication is key for successful projects, especially with external and executive stakeholders. The hardest part of keeping everyone on the same page is the amount of time and effort it takes to compile the most up-to-date information and sending it on time. This is where the External Project View (EPV) in Cloud Coach can help!

My Day Home

Tired of having to jump from one tab to another in order to complete the work you’re responsible for? Let us introduce you to My Day Home. My Day Home is going to show you assigned project responsibilities in one spot!  Learning Objectives Understand what information is displayed in the Home tab of My Day....

Financial Benefits

In order to add expenses to a project’s financials, expense areas must be created first. Expense areas are organized sections of expenses that can be applied to multiple projects once they are created in an org. Learning Objectives: Understand what expense areas are. Learn how to create expense areas and apply them to project financials

Revenue Recognition

In order to add expenses to a project’s financials, expense areas must be created first. Expense areas are organized sections of expenses that can be applied to multiple projects once they are created in an org. Learning Objectives: Understand what expense areas are. Learn how to create expense areas and apply them to project financials

Getting Started with My Day

Learning Objectives By the end of this certification, you’ll be able to: Identify and locate your assignments, including: Project Tasks, Tickets, Cards, Cases, Salesforce Tasks, and Checklist items. Filter assignments to focus on specific projects or priorities. Edit records you are assigned across various areas of My Day. Locate meetings where you are a participant....

Navigating the My Day Home Section

Learning Objectives After completing this lesson, you’ll be able to: Explain the purpose and functionality of the My Day Home tab. Identify and describe the features of the sub-tabs within My Day Home: Dashboard, Schedule, Lists, Kanban, and Checklist. What is the My Day Home Tab? Rather than navigating through multiple pages, having a centralized...

Picking Up Work

Learning Objectives After completing this lesson, you’ll be able to: Understand the purpose of My Day Pick Up. Locate items to ‘Pick Up’ and self-assign. Introduction to My Day Pick Up The Pick Up tab was added to My Day to provide more flexibility in how project tasks are assigned. Instead of requiring a Project...

Managing Meetings in My Day

Learning Objectives After completing this lesson, you’ll be able to: Locate past and upcoming meetings and documentation. Create a new meeting with agenda items, minutes, internal notes, action items, and attendees. Introduction to My Day Meetings Whether you’re collaborating with a small team or coordinating across departments and clients, meetings are a key part of...

Logging Time with Timesheets

Learning Objectives After completing this lesson, you’ll be able to: Understand how to track time using the Timesheet in My Day. Introduction to My Day Time The Time tab is your central hub for time tracking. Its streamlined design makes it easy to build your weekly timesheet and ensure you’re logging time to the correct...

Using the My Day Dashboard

Learning Objectives After completing this lesson, you’ll be able to: Identify and access your assigned Project Tasks, Tickets, Cards, Cases, Salesforce Tasks, and Checklist items. Customize and edit your My Day Dashboard to suit your preferences. Apply filters to find assignments specific to a particular project. Locate and utilize different areas within My Day to...

Using the My Day Schedule

Learning Objectives After completing this lesson, you’ll be able to: Navigate and interact with the My Day Schedule to manage your daily tasks. Access and identify your assigned Project Tasks, Tickets, Cards, Cases, Salesforce Tasks, and Checklist items. Use filters to locate assignments specific to individual projects. Identify and access the different areas where you...

Working with Assignment Lists

Learning Objectives After completing this lesson, you’ll be able to: Navigate and interact with My Day Lists to manage your assignments. Identify and access your assigned Project Tasks, Tickets, Cards, Cases, Salesforce Tasks, and Checklist Items. Apply filters to find assignments specific to individual projects. Locate and utilize various areas where you can edit assigned...

Using the My Day Kanban View

Learning Objectives After completing this lesson, you’ll be able to: Navigate and interact with My Day Kanban to manage your assignments. Identify and access your assigned Project Tasks, Tickets, Cards, Cases, Salesforce Tasks, and Checklist Items. Apply filters to find assignments specific to individual projects. Locate and utilize various areas where you can edit assigned...

Completing Checklist Work

Learning Objectives After completing this lesson, you’ll be able to: Navigate and interact with My Day Checklist to manage your assignments. Identify and access your assigned Project Tasks, Tickets, Cards, Cases, Salesforce Tasks, and Checklist Items. Apply filters to find assignments specific to individual projects. Locate and utilize various areas where you can edit assigned...

FAQ

FAQ Below you can find frequently asked questions about My Day.  Home Is the My Day Dashboard tab viewable by users with all types of licenses? Yes! Anyone with a Cloud Coach license will be able to use the My Day Dashboard. Organizations can decide if they would like to allow or restrict users from...

My Day Certification Exam

Course Completion You’re almost done! To finish this course and earn your My Day Certification, you must pass the end-of-course exam below. There are 35 questions, and you will have 2 attempts to earn a passing score of 80% or higher.  From the Cloud Coach team, thank you for the time and dedication you’ve put into...

Getting Started with Cloud Coach

Learning Objectives After completing this certification, you’ll be able to: Create all four project types and understand best practice for when to use each. Create a project template. Update and complete project work. Understand the purpose of the Cross Project View and interact with each section within the CPV. Use the features within Cloud Coach...

Creating and Managing Waterfall Projects

Learning Objectives After completing this lesson, you’ll be able to: Create Waterfall Projects including multiple phases, sub phases, tasks, and sub tasks with interphase dependencies. Manage Waterfall Projects including making changes to the timeline, updating a task, utilizing buttons and features in the Timeline View, and making mass updates using List and Phase View. Introduction...

Creating and Managing Kanban Projects

Learning Objectives After completing this lesson, you’ll be able to: Create Kanban Projects including selecting a board process, creating cards, determining card details, and adding board members. Manage Kanban Projects including moving cards, editing card details, assigning and reassigning cards, and utilizing color tags. Introduction to Kanban Projects A Kanban project consists of a board,...

Creating and Managing Water-Scrum-Fall Projects

Learning Objectives After completing this lesson, you’ll be able to: Create Water-scrum-fall Projects including multiple phases, sub phases, tasks, and sub tasks with interphase dependencies AND Kanban boards and cards. Manage Water-scrum-fall Projects including making changes to the timeline, updating a task, utilizing buttons and features in the Timelines View, making mass updates using List...

Creating and Managing Checklist Projects

Learning Objectives After completing this lesson, you’ll be able to: Create Checklist Projects including creating groupings and checklist items, tags, and determining checklist item details. Manage Checklist Projects including assigning a resource to a checklist item, reassigning items, reordering items, filtering, and creating additional groupings and items. Introduction to Checklist Projects If you need the...

Working with Project Templates

Learning Objectives After completing this lesson, you’ll be able to: Understand best practices of creating and using project templates. Identify the project sections and objects that are cloned over when creating a new project from a template. Introduction to Project Templates Though all projects are unique, their success and repeatable processes can be duplicated. A...

Creating Custom Components for Project and My Day Dashboards

Salesforce Admins can add custom components to Project and My Day dashboards! These can be used to display custom reports, flow screens, and other lightning components specific to each business. This lesson will walk through three use cases for components as a template your team can use later on!   Note: These will be the...

Managing Project Controls

Learning Objectives After completing this lesson, you’ll be able to: Understand the fundamentals of RAID and Tickets. Create Tickets related to tasks, cards, or projects. Introduction to Project Controls The Controls section of a project is home to any Tickets or Cases created that are related to that specific project. Tickets Tickets are often created...

Working with Project Documents

Learning Objectives After completing this lesson, you’ll be able to: Upload files and links important to the completion and success of a project. Create meetings related to the project with attendees, agenda items, minutes, action items, and more. Introduction to Documents Files & Links Meetings The Documents section of a project organizes Files/Links and Meeting...

Managing Project Financials

Learning Objectives After completing this lesson, you’ll be able to: Understand the purpose of Project Financials. Interact with the various tabs within the Financials section of a project. Understand and create Rate Cards and Retainers. Introduction to Project Financials Projects often drive financial activity. Whether incurring costs, generating revenue, or both, financial transactions can be...

Automating Meeting Creation

Meetings can be automatically created using Flow. Only a Salesforce Administrator can create and activate the process, and it uses an invokable Apex class that comes with your Cloud Coach package. The automation can be triggered from any Standard or Custom object such as Case, Ticket, or Project and can include other criteria such as...

Resourcing a Project

Learning Objectives After completing this lesson, you’ll be able to: Understand how to resource your projects in the way that makes sense for each project or resource. Introduction to Project Resourcing Resource assignment is a foundational pillar of project management. The people putting effort into project work ultimately drive project completion, making strategic resource allocation...

Navigating the Cross Project View

Learning Objectives After completing this lesson, you’ll be able to: Understand the purpose of the Cross Project View. Interact with the various tabs within the Cross Project View. Introduction to the Cross Project View Jamie works on multiple projects and needs an easy way to track how they are progressing. She needs to see if...

Introduction to Resourcing

Learning Objectives After completing this lesson, you’ll be able to: Understand what a resource is. Understand work types and how they are used in various places of a project. Create work types and expertises and assign them to resources. Introduction to Resourcing What is a Resource? A resource is a necessary asset whose main role...

Using Resource Management Tools

Learning Objectives After completing this lesson, you’ll be able to: Understand the purpose of the Resource Overview tab. Interact with the Load, Placeholders, Capacity, and Planned vs. Actuals sections. Introduction to the Resource Overview Tab Understanding your current, future, and past resource needs is important for resource management and planning. In the Resource Overview tab,...

Managing BAU Resourcing

Learning Objectives After completing this lesson, you’ll be able to: Understand the purpose of BAU. Create BAU types and allocate BAU time to users. Introduction to BAU Business As Usual or BAU breaks down the allocations made for each user, but the main purpose of the BAU tab in Cloud Coach is to create time...

Cloud Coach Admin Overview

Cloud Coach Admin Overview Learning Objectives After completing this lesson, you’ll be able to: Understand the purpose of Cloud Coach Admin. Interact with the various tabs within Cloud Coach Admin. Introduction to Cloud Coach Admin Note: If you do not see this tab, that means you do not have the CC Admin permissions.  The Cloud...

User Interface

Cloud Coach Admin: User Interface Learning Objectives After completing this lesson, you’ll be able to: Understand the purpose of the User Interface tab in CC Admin. Interact with the various sub tabs within the User Interface tab. Introduction to the User Interface Tab Brad is the Salesforce Admin for a large company that has multiple...

Processes

Cloud Coach Admin: Processes Learning Objectives After completing this lesson, you’ll be able to: Understand the purpose of the Processes tab in CC Admin. Interact with the various sections within the Processes tab. Introduction to the Processes Tab You’ve seen Board, Stage Gate, and Milestone processes in action on projects during earlier lessons. But as...

Data

Cloud Coach Admin: Data Learning Objectives After completing this lesson, you’ll be able to: Understand the purpose of the Data tab in CC Admin. Interact with the various sections within the Data tab. Introduction to the Data Tab Brad is working on new automation using Cloud Coach. He recently spun up a Salesforce Sandbox and...

Various Configuration in Cloud Coach Admin

Learning Objectives After completing this lesson, you’ll be able to: Understand the purpose of the Configuration tab in CC Admin. Interact with the sections within the Configuration tab. Introduction to the Configuration Tab The Configuration tab consists of three areas: Resourcing, Holidays, and Template Scores. Resourcing: This area prompts you to transition to the new...

Managing Stakeholders

Learning Objectives After completing this lesson, you’ll be able to: Understand the importance of project stakeholders and providing them visibility into the project. Introduction Throughout this section, you will learn how to identify and interact with stakeholders, how external stakeholders can be responsible for project deliverables, and how to give external stakeholders visibility into the...

Building & Using Reports

Learning Objectives After completing this lesson, you’ll be able to: Understand how to run reports on Cloud Coach data using Salesforce reporting. Introduction to Reports One of the many benefits of Cloud Coach being native to the Salesforce platform is being able to utilize its Reports and Dashboard engine. As a user in Salesforce, you...

Tracking Goals & Requirements

Learning Objectives After completing this lesson, you’ll be able to: Understand the functionality of the Goals & Requirements section of a project. Introduction to Goals & Requirements Every team wants to deem a project successful, and while delivering the project on time is important, there may be other criteria for calling a project a success....

My Day Overview

Learning Objectives After completing this lesson, you’ll be able to: Understand the purpose of the My Day app. Understand the functionality of the sections within My Day including Home, Dashboard, Pick Up, Meet, and Time. Introduction to the My Day App My Day is designed to give you a focused, centralized view of your work,...

Getting Started as a Cloud Coach Admin

Learning Objectives After completing this certification, you’ll be able to: Understand the Cloud Coach object structure. Assign Cloud Coach access to a user/multiple users. Grant Power Users and My Day users access to appropriate objects using managed permissions. Create the External Project View in an org. Understand where Cloud Coach uses field sets vs page...

Package & Release Information

Package & Release Information Learning Objectives After completing this certification, you’ll be able to: Understand Cloud Coach packages and release schedule. Understand licensing and permissions. Understand the Cloud Coach object structure. Cloud Coach Packages Cloud Coach is a project management, PSA, PPM, and productivity software available as an app on the Salesforce App Exchange. There...

Understanding the Cloud Coach Interface

Learning Objectives After completing this lesson, you’ll be able to: Understand how the Cloud Coach UI is maintained. Understand the areas of Cloud Coach that are hard coded and cannot be modified. Understand the Cloud Coach UI can be modified in certain areas. Introduction to the Cloud Coach UI In Cloud Coach, we use a...

Customizing Page Layouts & Field Sets

Learning Objectives After completing this lesson, you’ll be able to: Understand where page layouts are used and how to edit them. Understand where field sets can be used to customize the Cloud Coach user interface. Understand how record types can be used to modify what users see per record type. Introduction to Page Layouts and...

Configuring Project Sections and Tabs

Learning Objectives After completing this lesson, you’ll be able to: Use Cloud Coach Admin to hide specific sections and sub sections of projects.  Hide selected sections of the External Project View. Use Custom Settings to hide selected sections of the Cross Project View. Identify areas of the product in which you cannot hide tabs. Introduction...

Building Project Section Dashboards

Learning Objectives After completing this lesson, you’ll be able to: Create custom dashboards for varying sections of a project. Create the default My Day dashboard. Understand how Lightning web components can be used to create widgets for use in project and My Day dashboards. Introduction to Dashboards Dashboards summarize data and records in the form...

Creating a Custom App

Learning Objectives After completing this lesson, you’ll be able to:  Understand how to control the UI by creating a new App. Introduction to Creating an App If you wanted to control your users’ initial experience with Cloud Coach, you could create a new Lightning app with a limited experience without all the tabs available. This...

Configuring Board Processes

Learning Objectives After completing this lesson, you’ll be able to: Understand how custom board processes are created. Use Cloud Coach Admin to create new board processes. Introduction to Configuring Board Processes Board Processes Board Processes are used in Kanban, Agile, and Water-scrum-fall projects. The board process is related to the project and serves as a...

Creating & Managing Color Tags

Learning Objectives After completing this lesson, you’ll be able to: Understand the purpose of color tags. Create color tags for use with project tasks and cards in Cloud Coach Admin. Introduction to Creating Color Tags Color Tag Sets allow your organization to implement a standardized color labeling system across projects, providing a consistent way to...

Setting Up Stage Gates & Milestones

Learning Objectives After completing this lesson, you’ll be able to: Understand the purpose of having Stage Gate & Milestone Processes. Create Stage Gate & Milestone Processes. Introduction to Setting Up Stage Gate & Milestone Processes Both Stage Gate and Milestone processes are created in Cloud Coach Admin. As an Admin, you will be responsible for...

Determining & Granting the Right Access

Determining & Granting the Right Access Learning Objectives After completing this lesson, you’ll be able to: Understand how to determine the right access for users. Understand how to grant the right access to users. Add specific Cloud Coach managed fields to the user page layout. Granting Access to Cloud Coach As the Salesforce Admin at...

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.

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.

Granting External Support Access

Learning Objectives After completing this lesson, you’ll be able to: Grant outside access for support from Salesforce or Cloud Coach professionals. How to Grant Outside Access for Support If you ever run into a problem in Salesforce or Cloud Coach and someone from either company needs access to help resolve the problem, you can grant...

Configuring the External Project View & Customer Portal

Configuring the External Project View & Customer Portal Learning Objectives After completing this lesson, you’ll be able to: Explain what the External Project View (EPV) and Customer Portal are used for. Understand at a high level how each is configured in Salesforce. Identify when to use the EPV vs. the Customer Portal to share project...

Moving Configuration Between Orgs

Moving Configuration Between Orgs Learning Objectives After completing this lesson, you’ll be able to: Understand what can be imported and exported using the Data tab in Cloud Coach Admin. Use the Data tab in Cloud Coach Admin to import & export. Introduction to Moving Configuration Between Orgs It is considered best practice to do any...

Configuring Cloud Coach Custom Settings

Learning Objectives After completing this lesson, you’ll be able to: Understand what each of the Cloud Coach managed custom settings can do. Introduction to Custom Settings Some Cloud Coach features can be controlled by using Salesforce Custom Settings. We will go over each custom setting and what it interacts with below. These allow us to...

Building Custom Report Types and Folders

Learning Objectives After completing this lesson, you’ll be able to: Understand how to report on Cloud Coach data. Create custom report types. Create report folders. Introduction to Reporting The standard report types available in Salesforce make running reports on Cloud Coach data much more straightforward, as you don’t have to create all your report types...

Creating Validation Rules

Learning Objectives After completing this lesson, you’ll be able to: Create validation rules for Cloud Coach objects. Introduction to Validation Rules What are Validation Rules? Validation rules make it easy to set standards for data entry in your Salesforce organization. Validation Rules are formulas that validate the data in one or more fields and return...

Building Approval Processes

Learning Objectives After completing this lesson, you’ll be able to: Create approval processes involving Cloud Coach objects. Introduction to Approval Processes What are Approval Processes? Approval processes are a native Salesforce process automation that allows users to submit records for approval to a manager or another person within their org. Approval Processes in Cloud Coach...

Scheduling Apex Jobs

Learning Objectives After completing this lesson, you’ll be able to: Schedule Apex to create blank timesheets. Introduction to Scheduling Apex Salesforce allows you to schedule when specific Apex classes should run; this is called a Scheduled Job. Scheduled jobs allow us to fire automation without a specific triggering event (such as a field update or...

Building Flows for Cloud Coach

Learning Objectives After completing this lesson, you’ll be able to: Create flows to achieve things using Cloud Coach objects. Introduction to Flows What is Flow? Flows empower you to build complex business automation using clicks instead of code. As an admin, Flows are going to be your best friend because you will be able to...

Overview

Getting Started Learning Objectives After completing this certification, you’ll be able to: Develop further the skill sets needed to implement Cloud Coach. Know general best practices for implementing Cloud Coach and creating a solution design. Cloud Coach Implementation Certification Who Should Complete the Cloud Coach Implementation Certification? The Cloud Coach Implementation Certification training is intended...

Set the Scene

Set the Scene ACME Corp’s Sales team has been collaborating with Sunny Tech Corp for the past 3 months during Sunny Tech’s software evaluation cycle. Sunny Tech sought a native Salesforce Project Management tool to streamline operations and enhance team transparency from Sales to Onboarding. Currently, Sunny Tech relies on spreadsheets, leading to process failures...

Solution Design

Solution Design Learning Objectives After completing this lesson, you’ll be able to: Understand the solution design options commonly used when implementing Cloud Coach. Solution Design Options These are the most common configuration tools used in an implementation and will be referenced throughout this certification. As an Onboarding team member, you will be responsible for determining...

Initiation

Initiation Learning Objectives After completing this lesson, you’ll be able to: Understand best practices for solution design for Initiation. SOW – Initiation Project Initiation is the first phase of the project lifecycle, focusing on defining and planning the project. The primary goal of this phase is to determine the triggers for project creation and establish...

Timelines

Timelines Learning Objectives After completing this lesson, you’ll be able to: Understand best practices for solution design for Timelines. SOW – Timelines The primary goal of this implementation section is to train the client on the robust features of Cloud Coach Project Timelines and the Gantt chart. Additionally, this phase provides an opportunity to identify...

Documents

Documents Learning Objectives After completing this lesson, you’ll be able to: Understand best practices for solution design for Documents. SOW – Documents The primary goal of this implementation section is to train the client on the robust features of Cloud Coach Meetings, Files & Links, the External Project View, and External Deliverables.  Additionally, this phase...

Controls

Controls Learning Objectives After completing this lesson, you’ll be able to: Understand best practices for solution design for Controls. SOW – Controls The primary goal of this implementation section is to train the client on the robust features of Cloud Coach Project Controls. Additionally, this phase provides an opportunity to identify the custom record types,...

Resourcing

Resourcing Learning Objectives After completing this lesson, you’ll be able to: Understand best practices for solution design for Resourcing. SOW – Resourcing The primary goal of this implementation section is to set up and train the client on the robust features of Cloud Coach Project Resourcing and Resource Management tools.  SOW – Resourcing Resourcing –...

Financials

Financials Learning Objectives After completing this lesson, you’ll be able to: Understand best practices for solution design for Financials. SOW – Financials The primary goal of this implementation section is to train the client on the robust features of Cloud Coach Project Financials. Additionally, this phase provides an opportunity to identify the custom fields needed...

Summary

Summary Learning Objectives After completing this lesson, you’ll be able to: Understand best practices for solution design for Project Summary. SOW – Summary The primary goal of this implementation section is to train the client on how to use the Cloud Coach Project Summary section for Milestones and/or Stage Gates. Additionally, this phase provides an...

Reporting

Reporting & Dashboards Learning Objectives After completing this lesson, you’ll be able to: Understand how to consult on Cloud Coach reporting and dashboards.  SOW – Reporting & Dashboards The primary goal of this implementation section is to train the client on reporting on Cloud Coach data using Salesforce reports and Cloud Coach dashboards. Additionally, you...

Template Performance

Template Performance Learning Objectives Understand the functionality of Template Performance. Introduction Projects cloned from a Project Template will have the ability to track performance by comparing the templates duration and estimated hours and then comparing it to the cloned projects’ actuals. This will give project owners a true understanding of how their projects perform and...

Project Setup

Project Setup Learning Objectives Understand how to use project settings to control which sections and dashboards show for a project.  Introduction   Not all projects are managed in the same way. Reasons such as industry regulation, best practices, and stakeholder preference may drive the removal of access to sections of project information. The Project Settings...

Project Dashboards

Project Dashboards Learning Objectives Understand how to create project dashboards. Introduction Each project section features a comprehensive, out-of-the-box dashboard. Building on the “My Day” dashboard concept, we’ve expanded this to the project level, centralizing the most critical project details in one location. These dashboards can be individually created and customized for each project section and...

External Project View Communication

External Project View Communication Learning Objectives Understand how to communicate on the External Project View with external stakeholders. Understand how to access communication threads and how to respond to notes. EPV Communication Being able to communicate amongst stakeholders straight from the External Project View on external-facing records eliminates navigating away to email, where the context...

External Project View Dashboards

External Project View Dashboards Learning Objectives Understand the purpose of EPV dashboards. Know how to create dashboards for the different sections of the EPV. External Project View Dashboards Overview Dashboards serve as a nice visual of summarized project information. They can be customized on a project-by-project basis and can be customized for each individual section...

Permissions

Permissions Learning Objectives After completing this lesson, you’ll be able to: Understand best practices for managing permissions for Cloud Coach access. Permission Recommendations Permissions & Personas When implementing Cloud Coach, it’s important to keep permission requirements in mind throughout the build and customization. Asking open-ended questions about user permissions can often lead to overly complex...

Power User Exam

Power User Exam You’re almost done! To finish this course and earn your Power User Certification, you must pass the end-of-course exam below. There are 35 questions and you will have 2 attempts to earn a passing score of 80% or higher.  From the Cloud Coach team, thank you for the time and dedication you’ve put into...

Introduction to Cloud Coach

Introduction to Cloud Coach Learning Objectives Understand what Cloud Coach is and its role as a Salesforce-native project management and professional services automation tool. Welcome and Introduction What is Cloud Coach? Cloud Coach is a Salesforce-native tool designed to make project management and professional services automation (PSA) easier and more efficient. Think of it as...

Automating Project Billing

Learning Objectives After completing this lesson, you’ll be able to: Understand the out-of-the-box options for project billing automation. Introduction to Project Billing What are Billing Methods? Billing methods are an essential aspect of any business transaction, as they determine how clients are charged for services. There are various billing methods available and the choice of...

Work Types

Work Types Learning Objectives Understand how work types are used in Cloud Coach. Use work types when resourcing projects. Work Types In Cloud Coach, work types are used for budgeting labor costs and matching project tasks to the appropriate resources.  For example, you might have the work type ‘Project Manager’ with a default cost and...

Expertise

Expertise Learning Objectives Understand how expertise are used in Cloud Coach. Use expertise when resourcing projects. Expertise As we know now, work types can be assigned to specific users. But knowing what a user is capable of outside of just their work types (think certificates/degrees, coding languages, spoken languages, jr/sr level) would also be really...

Project Level Resourcing

Project Level Resourcing Learning Objectives Understand how to use the Project Level tab in project resourcing. Project Level Resourcing The Project Level tab allows a project owner to identify when a resource for a certain work type will be needed during the project’s duration. They estimate the time necessary for a resource or work type...

Task Level Resourcing

Task Level Resourcing Learning Objectives Understand how to assign project tasks to resources using Task Level resourcing tab. Understand how to assign project tasks to resources using the resourcing section in the project task side panel. Task Level Resourcing The Task Level tab can be used to assign resources to individual tasks. This is a...

Resource Capacity

Resource Capacity Learning Objectives Understand the functionality of the Capacity tab. Resource Capacity A Resource Capacity graph is a visual tool used in project management and resource management to display the available capacity of various skills within a team over a period of time, typically by month. It helps managers and team leaders understand how...

Resource Planned vs Actuals

Resource Planned vs Actuals Learning Objectives Understand the functionality of the Planned vs Actuals tab. Understand how to run reports on estimates vs actuals resourcing data. Introduction The Planned vs. Actuals tab and Estimates vs. Actuals reporting both play roles in tracking resource usage. While Planned vs. Actuals provides essential visibility into weekly assignments and...

Capabilities

Capabilities Learning Objectives Understand the functionality of the Capabilities tab. Capabilities The Capabilities tab shows information about users including their cost & rate, skills, and expertise. This tab can be used to find information about your resources, edit or add skill and expertise assignments, update the user cost and rate, or reassign project work. Selecting...

Work Types & Expertise

Work Types & Expertise Learning Objectives Understand how to create and assign work types to users. Understand how to assign work types to tasks. Understand how to create and assign expertise to users. Understand how to save expertise filters on project tasks. Work Types Work Types are created in the Resourcing tab in the Work...

Business As Usual

Business As Usual Learning Objectives Understand the purpose of the BAU tab in Resourcing. Business As Usual Business As Usual or BAU shows the existing assignments made for each user, but the main purpose of the BAU tab in Cloud Coach is to create time allocations that are not related to project work. Creating BAU for a user relays...

Resource Load

Resource Load Learning Objectives Understand the functionality of the Resource Load tab. Resource Load The Load tab is a consolidated view of assignments by user. You can select which users to display using filters or filter presets. The information about assignments provides insights into how resources are allocated and if they are over/under-allocated. If some...

Creating Project Templates

Creating Project Templates Learning Objectives Understand how to create project templates. Project Templates Project templates serve as pre-designed frameworks or blueprints that streamline the initiation of new projects. Think of them as ready-made structures, equipped with predefined tasks, milestones, and resources, which can be easily customized to suit specific project requirements. These templates not only...

Cloud Coach Academy Table of Contents

Table of Contents Use this as a guide to explore the topics covered in courses and lessons throughout the Academy. The orange headings below represent courses, the underlined headings represent lessons within courses, and the bullet points represent the topics that are found within lessons.  Cloud Coach Academy Table of Contents   Getting Started Introduction...

Cloud Coach Admin Exam

Cloud Coach Admin Exam You’re almost done! To finish this course and earn your Admin Certification, you must pass the end-of-course exam below. There are 25 questions and you will have 2 attempts to earn a passing score of 80% or higher.  From the Cloud Coach team, thank you for the time and dedication you’ve put...

Resource Placeholders

Resource Placeholders Learning Objectives Understand the functionality of the Placeholders tab. Resource Placeholders Resource Placeholders are used to indicate the resources by skill required for the project, phase, or task assignments. They are particularly useful during the planning phase of a project when the specific individuals who will perform the work or tasks have not...

Project Versioning

Project Versioning Learning Objectives Understand the purpose of project versioning and how to create multiple versions of a project. Project Versioning Project Versioning enables the creation of multiple versions of a project plan with distinct differences. Create alternative versions or scenarios of a project plan to explore different approaches, options, or decisions before settling on...

Cloud Coach Tiers

Cloud Coach Tiers Learning Objectives Understand the differences between the Cloud Coach Tiers. Tiers Cloud Coach offers four product tiers, from our Starter package with the basics for project management to our most powerful Ultimate package which is perfect for PMOs and portfolio management. It’s important to be aware of which tier you have access...

Introduction to PSA

Introduction to PSA Learning Objectives After completing this certification, you’ll be able to: Understand what a Professional Services Automation (PSA) system is including how it evolved and how it is used to meet business needs today. Professional Services Automation (PSA) What is a PSA Tool/System? PSA, or Professional Services Automation, is a suite of software...

Setting Users Up for Success

Setting Users Up for Success Learning Objectives After completing this lesson, you’ll be able to: Understand how to set new users up for success. Setting Users Up for Success One of the best ways to set new users up for success is by providing enablement resources. Cloud Coach’s free Academy offers self-paced lessons for in-the-moment...

Implementation Process

Implementation Process Learning Objectives After completing this lesson, you’ll be able to: Understand Cloud Coach’s process for implementations. Implementation Process The guide below is a high-level outline of the implementation process. For a document with more detail, please click here.   Executive Summary Objective: Provide an overview of the implementation process, key phases, and objectives....

Product Tiers

Product Tiers Learning Objectives After completing this lesson, you’ll be able to: Understand that the client’s product tier impacts implementation. Product Tiers Cloud Coach offers four product tiers to meet the needs of a variety of use cases! A client’s tier directly impacts the implementation as some product tiers have access to more features than...

Account Configuration

Account Configuration Learning Objectives After completing this lesson, you’ll be able to: Understand best practices for configuring the Cross Account View, Customer Segments, and other account specific features. SOW – Account Configuration The primary goal of this section is to train the client on the Cross Account View, Account List Views, and more. You will...

Customer Interaction

Customer Interaction Learning Objectives After completing this lesson, you’ll be able to: Understand best practices for Customer Interactions and how they impact customer health. Customer Interactions Training The Customer Interactions portion of the implementation process contains training on the capabilities of Customer Interactions and how they impact the Account’s health. Recommended Training Ideas: How to...

Performance Monitoring

Performance Monitoring Learning Objectives After completing this lesson, you’ll be able to: Understand best practices for performance monitoring and reports and dashboards available for the CS app. Performance Monitoring Training The Performance Monitoring portion of the implementation process contains training on Account dashboards and example Salesforce reports. Recommended Training Ideas: Examples of reports clients may...

Account Documentation

Account Documentation Learning Objectives After completing this lesson, you’ll be able to: Understand best practices for Account documentation. Account Documentation Training The Account Documentation portion of the implementation process contains training on the capabilities of several documentation features including Goals, Files & Links, Projects, Tickets, Cases, and Salesforce Tasks. Recommended Training Ideas: How to create...

Permissions

Permissions Learning Objectives After completing this lesson, you’ll be able to: Understand best practices for managing permissions for Cloud Coach Customer Success access. Permission Recommendations Permissions & Personas When implementing Cloud Coach, it’s important to keep permission requirements in mind throughout the build and customization. Asking open-ended questions about user permissions can often lead to...

Introduction to Customer Success

Introduction to Customer Success Learning Objectives After completing this certification, you’ll be able to: Understand what a Customer Success system is including how it evolved and how it is used to meet business needs today. Customer Success (CS) What is Customer Success Software? Customer Success software is designed to help businesses manage and enhance their...

Overview & Implementation Process

Overview & Implementation Process Learning Objectives After completing this portion of the certification, you’ll be able to: Develop further the skill sets needed to implement Cloud Coach Customer Success. Know general best practices for implementing Cloud Coach Customer Success and creating a solution design. Cloud Coach Implementation Certification Continued What to Expect The beginning of...

Set the Scene

Set the Scene Sunny Tech Corp has been using the PSA solution for a while now and is very pleased with how it has streamlined the sales-to-onboarding handoff. The Implementation and Onboarding teams can now plan and deliver projects more efficiently. They have saved significant time and money, improved their documentation, and achieved greater transparency...

Implementation Exam

Implementation Exam You’re almost done! To finish this course and earn your Implementation Certification, you must pass the end-of-course exam below. There are 20 questions and you will have 2 attempts to earn a passing score of 80% or higher.  The quiz timer will start as soon as you click ‘Start Quiz,’ so make sure you have enough...

Customer Success App Overview

Customer Success App Overview Learning Objectives Understand the purpose of the Customer Success app. Customer Success App Once you’ve onboarded a new client and implemented your solution, service, or product it’s important to have a plan and process for supporting the client for long-term success! That’s where the Cloud Coach Customer Success app comes into...

Account Overview and Navigation

Account Overview and Navigation Learning Objectives Understand the Overview section of an account and how to navigate between account sections and various accounts. Account Overview The Account Overview tab serves as a central hub for all pertinent information regarding an account. It provides a snapshot of the account’s details, which can be edited and updated...

Account Scorecard, Scorecard Processes, and Metrics

Account Scorecard, Scorecard Processes, and Metrics Learning Objectives Understand the purpose of the Account scorecards, scorecard processes, and metrics. Account Scorecard The Account Scorecard is a high-level view of the health of a specific account. The scorecard displays a letter grade and trending arrow to represent the health of the account as well as individual...

Account Journey

Account Journey Learning Objectives Understand the purpose of the Account Journey tab on an account. Account Journey The Account Journey provides a holistic view of the interactions and activity surrounding the account. Graph: This graph displays the account health score, engagement, satisfaction, and relationship throughout time. It also displays bars to represent the number of interactions...

Cross Account View and Customer Segments

Cross Account View & Customer Segments Learning Objectives Understand the purpose of the Cross Account View and the customer segments.  Cross Account View The Cross Account View provides a birds-eye view of all accounts or a subset of accounts. Use this view to see the health and metrics for accounts and how they are trending....

Account Meetings and Close Meeting Process

Account Meetings & Close Meeting Process Learning Objectives Understand how to create meetings related to accounts and how to run the close meeting process. Account Meetings Whether you’re organizing internal brainstorming sessions, client consultations, or account status updates, our Meetings functionality offers a versatile platform equipped with an array of tools to streamline planning, execution,...

Account Stakeholders

Account Stakeholders Learning Objectives Understand the various ways to track account stakeholders. Account Stakeholders Tracking the stakeholders associated with an account is vital for effective account management and strategic decision-making. Knowing who the stakeholders are, along with understanding their roles and levels of involvement, enables CSMs to tailor their communication and engagement strategies to meet...

Account Goals and Documentation

Account Goals & Documentation Learning Objectives Understand the purpose of the Goals section and how to add relevant files and links to an account. Account Goals As a Customer Success Manager, creating and tracking goals for an account is essential for several reasons. It allows for the alignment of the customer’s objectives with the services...

Account Action Items

Account Action Items Learning Objectives Understand the purpose of the Account action items and how to create them. Account Action Items Account Action Items are a critical component found within the Controls section of an Account. This feature allows users to create, manage, and track various action items directly linked to an account, ensuring all...

Account Projects

Account Projects Learning Objectives Understand how to view related project information for an account. Account Projects Tracking project information related to a specific account is crucial for effective project management and customer success, as it ensures that all initiatives align with the client’s goals and expectations. This visibility allows Customer Success Managers to stay fully...

Project Baselining

Project Baselining Learning Objectives Understand the purpose of the Project Baselining functionality and how to make informed project decisions using baseline data. Introduction Without baseline data, managing a project can feel like driving without a map. You don’t know if you’re still on the right path or veering off course. When teams lack a snapshot...

Agile Project Creation

Agile Project Creation Learning Objectives Create an Agile project manually. Create an Agile project from a template. Agile Projects Agile projects are well-suited for teams that work in dynamic environments where requirements can change frequently. If your project involves evolving needs, multiple deliverables, or continuous feedback, choosing an Agile approach ensures flexibility and adaptability. Agile...

Managing Agile Project Plans

Managing Agile Project Plans Learning Objectives Monitor progress and track Agile project metrics. Complete work efficiently with sprints. Reprioritize tasks as project requirements evolve. Agile Projects Effective Agile project management is about maintaining control while staying adaptable to change. Agile projects require an iterative approach to tracking, adjusting, and prioritizing work, allowing teams to stay...

Creating a Test Plan

Creating Test Plans Learning Objectives Create a test plan, structure it with sections and steps, and assign testers. Save time by templatizing test plans for repeatable processes. Creating a New Test Plan You can create a new test plan on a project at any time. A single project can have multiple test plans for each...

Executing a Test Plan

Executing a Test Plan Learning Objectives Understand how to launch a test run and select specific testers and steps. Understand how to lock test executions.  Starting a Test Run You can start a new test run at any time. To start a new test run: Launch a Test Run: Go to the Test Plans tab...

Stakeholder Testing

Stakeholder Testing Learning Objectives Enable stakeholders to complete assigned test plans directly in EPV. Enable internal users to complete assigned test plans in My Day. Setting Up Stakeholder Access in EPV To allow stakeholders to complete test plans in EPV, follow these steps: Ensure the Stakeholder Contact is Related to the ProjectConfirm that each tester...

Tracking and Analyzing Test Results

Tracking and Analyzing Test Results Learning Objectives Review and analyze test results by test run, step, and assignee. Manage feedback and initiate retesting as needed. Reviewing Test Results View Test Results by Test RunGo to the Test Plans tab to see a list of test runs with visual indicators of results. Colors represent the status...

Introduction to Test Plans

Introduction to Test Plans Learning Objectives Understand what a test plan is and its primary components. Recognize the role of test plans in project workflows. Identify scenarios where test plans add value to Cloud Coach projects. What is a Test Plan? A test plan is a comprehensive document that details the objectives of testing, the...

Creating and Managing Agile Projects

Learning Objectives After completing this lesson, you’ll be able to: Create Agile Projects including epics, stories, sprints, and cards. Manage Agile Projects including moving cards in and out of the backlog, completing cards, monitoring progress, and more. Introduction to Agile Projects An Agile project in Cloud Coach is designed for teams that follow iterative project...

Tracking External Deliverables

Learning Objectives After completing this lesson, you’ll be able to: Create and assign external deliverables to stakeholders. Introduction External Deliverables are specific action items or tasks assigned to external stakeholders, such as clients, partners, or vendors, to ensure their active participation and accountability throughout a project. By defining clear deliverables that external stakeholders are responsible...

Using the External Project View & Customer Portal

Learning Objectives After completing this lesson, you’ll be able to: Access the External Project View (EPV) to view and update completion of external deliverables. Access the Customer Portal to interact with projects. Introduction Cloud Coach offers two powerful ways to share project information with external stakeholders: the External Project View (EPV) and the Customer Portal....

Foundations of Success

Foundations of Success Learning Objectives Understand the fundamentals of Project Management, Professional Services Automation (PSA), Project Portfolio Management (PPM), and Customer Success. Project Management: Turning Ideas into Outcomes At its core, project management is the practice of turning plans into results. It’s about balancing priorities, managing resources, and overcoming challenges to deliver successful outcomes. The...

Phase Level Resourcing

Phase Level Resourcing Learning Objectives Understand how to assign project tasks to resources using Phase Level resourcing tab. Understand how to assign project tasks to resources using the resourcing section in the project phase side panel. Phase Level Resourcing Phase-level resourcing streamlines the process of assigning tasks by allowing you to assign a user or...

Team Workload Visibility

Depending on your role, you may see two additional tabs: Team and Approvals. The Team tab provides managers and team leads with visibility into their team’s assignments and workload for oversight and resource balancing. The Approvals tab consolidates all pending approvals requiring your sign-off in one central location. The remaining lessons will introduce you to...

Managing Approvals

Learning Objectives After completing this lesson, you’ll be able to: Identify and review pending approvals grouped by record type. Take appropriate action on approval requests, including approving, rejecting, or opening records for more context. My Day Approvals The Approvals tab in My Day brings clarity and simplicity to a task that can easily become overwhelming:...

Team

Team Learning Objectives Understand how to use the Team tab to oversee team or department assignments and workload. Overview of Team (1) Team Tab Users with the appropriate permissions will have access to a Team tab. This tab will feel familiar, as it shares the look and feel of the personal My Day dashboard users...

Customer Portal

Customer Portal Learning Objectives Understand the purpose of the Customer Portal and how it supports collaboration with external stakeholders. Navigate the Customer Portal to view projects, deliverables, meetings, test plans, and more. Customer Portal Overview Keeping clients, partners, and vendors aligned is one of the biggest challenges in project delivery. The Customer Portal makes that...

Admin: Configure the Customer Portal

Admin: Configure the Customer Portal Learning Objectives Create and activate a Salesforce Site for the portal. Verify org-wide email settings for secure login. Overview of the Customer Portal Setup The Customer Portal is built on Salesforce Sites, allowing external users to interact with Cloud Coach data without requiring an internal Salesforce license for each user....

Choose the Right Project Type for Your Team

Choose the Right Project Type for Your Team Outcome Statement By the end of this lesson, you’ll know exactly which project type to use in Cloud Coach based on how your team works. Introduction Before you create anything in Cloud Coach, consider this question: Which project type best reflects how your team actually delivers work?...

Create Your Project in Cloud Coach

Create Your Project in Cloud Coach Outcome Statement By the end of this lesson, you’ll have a new project created in Cloud Coach with your core project details in place and the right structure ready for your team to build on. Introduction Now that you know which project type fits your team, it’s time to...

Build a Project Plan Your Team Will Actually Follow

Build a Project Plan Your Team Will Actually Follow Outcome Statement By the end of this lesson, you’ll have a structured project plan in Cloud Coach with phases, tasks, durations, and dependencies in place. This structure gives your team a clear map of the work ahead and gives you a reliable schedule to manage against....

Add Your Team and Make Ownership Clear

Add Your Team and Make Ownership Clear Outcome Statement By the end of this lesson, your project team will be assigned to the project with clear ownership at the task level so everyone knows what they’re responsible for and nothing is left unowned. Introduction A well-structured project plan means very little if nobody knows who’s...

Save Your Project as a Template So You Never Start From Scratch

Save Your Project as a Template So You Never Start From Scratch Outcome Statement By the end of this lesson, you’ll have saved your project as a reusable template, so every future project of the same type starts from a proven structure rather than a blank canvas. Introduction You’ve just built a well-structured project in...

What is Cloud Coach and How Does It Work?

What is Cloud Coach and How Does It Work? Outcome Statement By the end of this lesson, you’ll know what Cloud Coach is, what it’s built to do, and where it lives in your Salesforce environment. Introduction Before you start building projects and managing work in Cloud Coach, it helps to understand what you’re working...

The Concepts Behind How Cloud Coach Works

The Concepts Behind How Cloud Coach Works Outcome Statement By the end of this lesson, you’ll understand the three disciplines Cloud Coach is built around: project management, PSA, and portfolio management, so the features you encounter throughout the course feel purposeful. Introduction Cloud Coach is designed around a set of well-established practices for managing projects,...

How to Navigate to Cloud Coach

How to Navigate to Cloud Coach Outcome Statement By the end of this lesson, you’ll be able to find and open Cloud Coach in Salesforce Lightning and know how to navigate directly to the specific area of the platform you need. Introduction Getting into Cloud Coach for the first time is straightforward. This lesson walks...

Configuring Lightning Components for Cloud Coach

Configuring Lightning Components for Cloud Coach Learning Objectives After completing this lesson, you’ll be able to: Use custom Lightning Components in Cloud Coach dashboards. Introduction Configuring your Project and My Day Dashboards using the provided out-of-the-box widgets and components makes a functional dashboard in no time. But in addition to those provided components, you have...