Assigning Project Work – Load/Quick Assign (Spring ’23 Release)
Assigning Project Work – Load/Quick Assign Learning Objectives: Know how to assign project work to resources using the Load/Quick Assign method. New Resourcing Model These resource modes have merged to provide the same UI and functionality from the Load Based resource model and the Quick Assign model. The reason these two now share functionality is that…
Assigning Project Work – Spring ’23 Release
Assigning Project Work – Spring ’23 Release Learning Objectives: Know how to assign project work to resources. Understand the different modes for assigning project work to resources. New Resourcing Model There have been some backend changes and rework of the object structure for resourcing. The new resourcing object structure brings simplicity and easier reporting on…
Template Performance
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 if any changes may be needed to either…
Getting Started Copy
Getting Started Learning Objectives After completing this certification, you’ll be able to: Find the Project Task, Ticket, Cards, Cases, Salesforce Tasks, and Checklist items you are assigned. Filter to find Project-specific assignments. Locate the different areas you can edit a record that you are assigned. Locate meetings in which you are a meeting attendee. Create…
My Day Home
Tired of having to jump from one tab to another in order to complete out the work you’re responsible for? Let us introduce you to My Day Home, aka the holy grail for end-user work. My Day Home is going to show you assigned project responsibilities in one spot! Learning Objectives What information is displayed…
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
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
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
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
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
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
Adding Projects to Related Lists
Cloud Coach makes use of Field Sets, allowing each org to customize what data is shown and where. Field Sets allow for different combinations of Fields to be displayed and 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
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
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
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
My Day Overview
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
Assigning Project Work – Quick Assign
Assigning team members in Starter is designed to be quick and easy. You can assign a user using the Resourcing tab or directly in the task side panel. Let’s go through how you can navigate to each of these areas. Using Quick Assign as your resource model allows for a lot of flexibility. This way
Setting Up Your Skill Matrix – 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
Understanding Resourcing by Tier
Resourcing is key for successful projects and successful teams. Having an effective team, requires you to understand who is working on what, who needs work, and who has the skills necessary to complete open work. There are a lot of different ways companies allocate resources for their projects and define Business as Usual (BAU) for
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
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
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 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
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
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
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
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
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
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
Cloud Coach Admin Tab – Starter & Team
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
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
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
To Do
Tired of having to jump from one tab to another in order to complete out the work you’re responsible for? Let us introduce you to To Do, aka the holy grail for end-user work. To Do is going to show you everything from Cloud Coach Project Task, Kanban Cards, Salesforce Tasks, and even Salesforce Cases
Files and Links 3
Learning objective of this Lesson: Different types of documents you can store on the project When you might use a Link over a File How can you create and delete documents on projects Intro to Files & Links: At Cloud Coach we want to provide your users a space to store, quickly access, and view
Files and Links 2- remove
Learning objective of this Lesson: Different types of documents you can store on the project When you might use a Link over a File How can you create and delete documents on projects Intro to Files & Links: At Cloud Coach we want to provide your users a space to store, quickly access, and view
Files and Links
Learning objective of this Lesson: Different types of documents you can store on the project When you might use a Link over a File How can you create and delete documents on projects Intro to Files & Links: At Cloud Coach we want to provide your users a space to store, quickly access, and view
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
Files and Links
Learning objective of this Lesson: Different types of documents you can store on the project When you might use a Link over a File How can you create and delete documents on projects
