Salesforce® for 
Project Management & PSA

Manage your Projects, Processes & Workflows on Salesforce

Salesforce AppExchange
Manage your Projects, Processes &
Workflows on Salesforce


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Why Run Your Projects On Salesforce?

There are plenty of options when it comes to managing your projects, PMO and professional services organization. So why choose to run them on the Salesforce platform? Here are some of the top reasons why organizations like yours already choose to run their projects, processes and workflows on the Salesforce platform.

Drive Best Practices

Save time and deliver best practices consistently by automating your key project processes & workflows.

Pick Your Methodology

Whether you want to run your projects in a waterfall or agile manner, there are AppEx solutions for you.

Tailor to Your Business

Change the ‘carpets and curtains’ to your unique needs with point & click configuration of AppEx Apps.

A True Customer 360 View

Link sales and service with your customer onboarding and success projects for a true 360 view.

Delight Executives

Show the ROI & added value your project processes are adding with visual dashboards.

A wide range of Use Cases

From lead generation, helping close complex deals to onboarding your new customers, the way in which you run projects can be the difference between winning and losing for your business. Check out some of the popular use cases, that companies like yours are already leveraging the Salesforce platform for, to bring additional value to their organizations.

Customer Facing

  • Field Service Field Service Deliver more efficiently by combining FSL and Projects Management together. Find Out More
  • Customer Success Customer Success Success doesn’t stop with customer onboarding. Find Out More
  • Professional Services Automation Professional Services Automation Do more with less by maximizing the efficiency of your team. Find Out More
  • Customer Onboarding Customer Onboarding Successfully onboard your customers in less time. Find Out More

Back Office

  • Research & Development Research & Development Plan and execute your R&D in a collaborative environment. Find Out More
  • Salesforce Admin & Development Salesforce Admin & Development Manage all your Salesforce work from right within your Salesforce instance. Find Out More
  • PPM & PMO PPM & PMO Take your PMO to the next level. Find Out More
  • Information Technology Information Technology Business success starts with Information Technology. Find Out More

Customer Facing

Back Office

…but equally it can fit any project process 


If you’re considering running your Projects and/or PSA on Salesforce, then it’s important for you to know that, the capabilities you need from a solution are able to be met on the Salesforce platform. 

Salesforce Project Management Capability Cards

Commonly Capabilities Explained

We’ve taken the common Project, PPM & PSA features and capabilities that companies look for in a solution that they deploy in their organization, and grouped them by functional area such as PPM, or Finances. Then for each commonly requested feature, we have created a unique business capability card for you to view, with key information including Definitions, KPI’s, Best Practices and how that particular capability might be met on the Salesforce platform.

Compare Solutions

We’ve done the hard work for you by  aggregating & grouping all the most popular Project Management and PSA Apps from the AppExchange together, so you can quickly compare all the popular options side by side.

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Got Questions?

Talk to a Cloud Coach advisor who can help point you in the right direction