Course
Time
3 hours 0 mins
Admin Certification
This course is designed for designated Cloud Coach or Salesforce Admins and Implementation Partners, equipping them with the skills to customize and configure the platform to meet their organization’s unique needs. Topics covered include modifying the user interface, creating processes, granting access, custom reporting, and implementing basic automation.
Cloud Coach Tiers
Starter
Connect
Enterprise
Ultimate
Course Content
Getting Started
Getting Started as a Cloud Coach Admin
Package & Release Information
Access & Permissions
Determining & Granting the Right Access
Granting External Support Access
Configuring the External Project View & Customer Portal
Configuring the User Interface
Understanding the Cloud Coach Interface
Customizing Page Layouts & Field Sets
Configuring Project Sections and Tabs
Building Project Section Dashboards
Creating & Managing Color Tags
Configuring Lightning Components for Cloud Coach
Creating a Custom App
Project Processes
Configuring Board Processes
Setting Up Stage Gates & Milestones
Data & Configuration Management
Moving Configuration Between Orgs
Configuring Cloud Coach Custom Settings
Various Configuration in Cloud Coach Admin
Reporting
Building Custom Report Types and Folders
Automation
Creating Validation Rules
Building Approval Processes
Scheduling Apex Jobs
Building Flows for Cloud Coach
Automating Project Billing
Exam
Cloud Coach Admin Exam
