Salesforce Admin & Development
Manage all your Salesforce work from right within your Salesforce instance.
Want To See It In Action?
Check out our quick overview video of how this use case could work for you within Salesforce.
OR view some screenshots of a working solution.
Salesforce Admin & Development - Highlights Video
Capture Requests
Whether you get requests from your business about new features or reports they want in your Salesforce instance by email, post it note or case, with a Project Management solution from the AppExchange you can:
- Capture requests electronically
- Notify the requester that their request is in the queue
- Chat with the requester about the feature request using chatter
Available in Cloud Coach
APPLICABLE TO ALL PRODUCT TIERS
Organize & Prioritize
With your backlog building from all the requests coming in from your business, you will want to deliver the most value you can to your organization by organizing and prioritizing your requests.
Kanban board from AppExchange Project solutions are a great way to do this, letting you one or multiple boards for different parts of the business, drag and drop prioritization and an easy way for you to update the status of cards as you update them.
Available in Cloud Coach
APPLICABLE TO ALL PRODUCT TIERS
Manage Stakeholders
Managing your stakeholders is critical to your success, whether it’s managing your own team, or identifying all the critical stakeholders at your clients.
With Cloud Coach you get full drag and drop stakeholder management including internal and external resource, placeholders and if you need it RACI definitions
Available in Cloud Coach
APPLICABLE TO ALL PRODUCT TIERS
Plan & Share Releases
Timely and accurate communication of change management to the key stakeholders in your business is a key factor in building your personal brand.
By utilizing a Projects App from the AppExchange you can map out your releases, what’s included and share that information visually on a timeline with the key stakeholders in your business…
Available in Cloud Coach
APPLICABLE TO ALL PRODUCT TIERS
Store Project Documents
Successful projects are about much more than managing timelines, a document strategy is critical to overall success. AppExchange tools like Cloud Coach have document capabilities that grow with each tier, from file and link storage (all tiers) to goals & requirement management in our Enterprise tier.
- Store relevant files and links
- Record & share meeting minutes and actions
- Capture & deliver against requirements
Available in Cloud Coach
APPLICABLE TO ALL PRODUCT TIERS
Report
When you choose a 100% Native to Salesforce Project Management or PSA App from the AppExchange you can know with confidence that you will be able to leverage all the same reporting and dashboarding capabilities as you do with your sales and service information in Salesforce including:
- 24 by 7 availability
- Visual dashboards
- Scheduled reporting
Available in Cloud Coach
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Budget vs Actuals
Tracking the financial performance of your project is an important part of IT’s role. Cloud Coach allows you to prepare your budget, route it for approval, and track changes over time. Then as the actual costs come in over the course of your project, you can update your forecasted position
- Plan & approve budgets
- Track changes over time
- Report on earned value & more
Available in Cloud Coach
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Still confused?
Talk to an advisor who can help point you in the right direction
