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

Admin: Set Up 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

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!

Requirements

While goals provide your team with high-level expected project outcomes, requirements help break each goal into a specific set of deliverables to ensure each goal reaches completion. Requirements don’t define ‘how’ a goal will be delivered, but instead provide the ‘what’ will be delivered. This allows for clear communication between stakeholders without including details

Goals

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

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

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

Assigning out Project Work – Time Based

Learning Objectives: How to assign projects to team members. How to determine what tasks should be assigned to each user. Time-Based Resource Model Overview Time-Based Resource Overview: To use time-based resourcing, your project must be set up in the time-based resource project model. To set up the time-based resource model: Navigate to the project you

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

Setting Up Your Skill Matrix – Team

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

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 out Project Work using 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

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

Creating a Project Overview

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

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