Can you use salesforce for project management


Using Salesforce for Project Management

  1. Managing with Task Notifications. Salesforce has a feature called Task Notifications that displays respective tasks to be completed by your team members.
  2. Effective Communication. You should maintain proper communication with the team to ensure that the projects under your command are carried out efficiently.
  3. Tracking Changes with Field History. …

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Table of Contents

How to use Salesforce CRM effectively for project management?

  • Lists with tasks, subtasks and milestones that feature due dates, statuses and assignees.
  • Tools for managing and tracking tasks with respect to their dependencies.
  • Convenient views of the project structures — Kanban, Gantt chart, calendar-based or in rows, for example.
  • Collaboration features, such as feeds, chats and forums.

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How can I monitor my project using Salesforce?

  • Ensuring that systems and networks are running and available during the defined hours of operation.
  • Implementing non emergency requests during scheduled outages.
  • Performing and testing backups.
  • Maintaining performance measurements, statistics, and system logs.
  • Monitoring security controls and performance and escalating problems when they occur.

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How to manage projects on Salesforce?

Extra features that make TaskRay convenient for project management include the following:

  • Cloning template projects.
  • Check-off of subtasks marked complete.
  • Full integration with Salesforce objects that lets a user manage related tasks without leaving an account or opportunity tab.

How to implement Salesforce successfully?

  • Prioritize data hygiene. Your business may need to clean up and standardize existing data to improve its quality and resolve or prevent duplicate data. …
  • Integrate your data. Next, your organization will need to connect all existing Salesforce apps to Customer 360. …
  • Get a 360-degree view of your customers. …

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Does Salesforce have project management tool?

Manage your projects using this native Salesforce project management software. Inspire Planner – True Project Management for Salesforce. CATEGORIES Project Management Inspire Planner is a powerful yet easy-to-use Salesforce project management tool. Ideal for customer onboarding, PSA and projects of any shape & size.

What do project managers use Salesforce for?

0:263:20How to Use Salesforce for Project Management – YouTubeYouTubeStart of suggested clipEnd of suggested clipBut you can also use it for managing customer onboarding. The app uses behavior-based triggers toMoreBut you can also use it for managing customer onboarding. The app uses behavior-based triggers to send messages that nudge prospective. Customers toward buying your product.

How do I create a project management app in Salesforce?

0:0027:25Creating a Project Management App in Salesforce – Part 1 – YouTubeYouTubeStart of suggested clipEnd of suggested clipWelcome to 21 knots salesforce how-to thursdays in this two-part. Series we’ll be building a projectMoreWelcome to 21 knots salesforce how-to thursdays in this two-part. Series we’ll be building a project management app that will be tied to accounts.

Is CRM a project management tool?

A project management system built on a CRM platform allows teams to easily understand tasks and projects that relate to cultivating the customer relationship. Workflows can be established and the client can be nurtured and given the service they deserve. It’s all possible with a CRM project management solution.

How do I run a project in Salesforce?

Create a ProjectPress Command + Shift + P on Mac or Ctrl + Shift + P on Windows to make the command palette appear.Make sure the new prompt starts with >Type SFDX: Create Project and press Enter to select the standard template.Type the project name VSCodeQuickstart and press Enter.More items…

Does Salesforce have a project object?

Salesforce PMT “provides a global view of your project portfolio to better manage and monitor projects, and project resources” (source: Salesforce). A project object tracks project status, and related tasks, cases tracks risks and issues, with Einstein Analytics dashboards for insights.

What is project in Salesforce?

Projects give you hands-on practice with Salesforce technologies via step-by-step instructions. You’ll gain new skills — and confidence — faster than you thought possible. Sort. Newest. Newest.

How do I create a Gantt chart in Salesforce?

You simply need to create a task list, specify the start and finish dates, and the software will automatically plot the tasks over time. And once you set up task dependencies, then no matter how you change your tasks, your Salesforce Gantt chart will be recalculated accordingly in real-time.

What is task management in Salesforce?

Salesforce task management software is the place where all the information you need in one single place where one can easily pull data to see what’s working and what isn’t. This broad knowledge helps you manage your resources better and target more profitable clients.

What are the plugins for Salesforce?

Here are three highly rated Salesforce project management plugins available on AppExchange: Taskfeed, TaskRay and Mission Control. All three are Salesforce-native, so they seamlessly integrate into the platform and use its CRM data. If set up properly, each can increase the efficiency of your customer-facing teams. Also, these three apps are Lightning-ready and optimized for Salesforce1 mobile.

What is Salesforce Tasks?

1. Salesforce tasks can be used to create and assign tasks to one or multiple users. The tasks tab includes the tasks assigned to you and your colleagues; it also shows file attachments. The system sends reminders and email notifications to make users aware of updates to task statuses.

Is there a project management module for Salesforce?

For now, there is no project management module on Salesforce cloud platforms. Though rich platform capabilities can be used for almost every task mentioned above, a lack of specific project entity implies that the platform needs customization to be used for end-to-end project management.

Is Salesforce enough for project management?

Out-of-the-box capabilities of Salesforce are not enough to fully satisfy most companies ’ project management needs. Therefore, to arm your customer-facing team with all necessary functionality, you need either to customize your Salesforce CRM system or use a plugin available via AppExchange.

Why do project managers need Salesforce?

Project managers need access to holistic project views to make sure things are staying on track. Salesforce provides a powerful drag-and-drop report and dashboard builder that enables them to easily organize the data they need to see.

Why is Salesforce used?

Since many companies use Salesforce as a unified source of truth about their customers, managing customer projects within the same environment allows for better organization, higher data accuracy, easier communication, and more collaboration. Lots of great external project management tools exist, but using multiple different systems can lead …

What is Salesforce chatter?

Salesforce’s built-in communication tool, Chatter, allows users to communicate directly on Salesforce records or within separate Chatter groups. Teams can stay current on the latest project updates in the same environment they’re working in.

What is Salesforce document generator?

Salesforce document generators can take all of the information that would otherwise be included in a report (plus some) and create sophisticated reporting documents instantly. You can include Salesforce dashboard charts, lists of Account team members, and even sections of a project’s Chatter feed.

What is S-docs in Salesforce?

As the only 100% native document generation and e-signature solution for Salesforce, S-Docs is built to work with your custom Salesforce processes, out of the box. Being native also means S-Docs is faster, much more secure, and incredibly easy to use.

Why are project templates important?

For repetitive projects that follow the same format, project templates can save hundreds of hours in the long run so that you can spend more time managing your team and delivering exceptional results.

Why is it important to keep track of time spent on a project?

Time Tracker. Keeping track of hours spent on tasks is important for both ensuring a project is moving along on schedule and planning out timelines for future projects.

Why do project managers use Salesforce?

However, Salesforce is so vast that utilizing its capabilities for project management can be tough.

What are the two options for Salesforce?

To help teams work together, Salesforce has useful two options; Account Teams and Opportunity Teams .

What are Salesforce task notifications?

Task Notifications are a new Salesforce feature from the Winter ‘18 release. They are visual reminders of Tasks that need to be completed by the User. Up to three reminders can pop up on the User’s page at a time, allowing them to stay on top of what they need to do and keep your project timeline running smoothly. This feature is easy to enable but is currently only available in Lightning. If you use Lightning, you should set up Task Notifications to keep your team on track and stay ahead on your project deadlines!

Can you use Salesforce as a CRM?

Despite using native Salesforce for project management functions, it is not a complete solution since Salesforce’s main function is to be a CRM. However, you can use a project management app from the AppExchange to have a complete project management solution on Salesforce.

Introduction to Salesforce

Salesforce is a Cloud-Based Enterprise platform. It provides easy-to-use business applications, that can generate relevant customer experience. Salesforce is a tool that allows staying connected with Customers, Prospects, Partners, Sales, and Market Services globally.

Project Management Features in CRM

We explored how the capabilities of leading project management tools apply to customer relationship management (CRM) and put together the following list of CRM project management features:

Introduction to Salesforce for Project Management

Now that you have an overview of Salesforce, let’s understand Salesforce for Project Management.

Leading Salesforce for Project Management Plugins on AppExchange

Below mentioned are the three highly-rated Salesforce project management plugins available on AppExchange: Taskfeed, TaskRay, and Mission Control. All three are Salesforce-native, so they seamlessly integrate into the platform and use its CRM data. If set up properly, each can increase the efficiency of your customer-facing teams.

Main Benefits of Salesforce for Project Management

In comparison to external software, native Salesforce for Project Management apps have clear benefits. They are built using Salesforce technology, so no additional integration is needed to work seamlessly with both standard and custom objects within Salesforce.


There are three main options in Salesforce for Project Management. First, built-in features that can satisfy the very basic needs of small teams. Second, external project management solutions need to be integrated with Salesforce.

Does Salesforce help with dependencies?

Sadly, Salesforce will not help you in case of the task dependencies. For example, if the project milestone delivery date changes for the marketing manager then dependent tasks for the sales reps will remain unchanged. Still, you can use the Salesforce process builder here to create custom processes to fill the gap.

Is Salesforce CRM enough?

Sometimes, the Salesforce CRM is not enough alone to fully satisfy the project management needs of Companies but it does satisfy the most. To arm your marketing team, you need a plug-in that could improve the project management functionalities. I will suggest starting your journey with free plug-ins first, take the trial then you can buy them if comfortable for you. Further, you should hire the Salesforce Consultant to find custom solution for tough use cases. They can always help you in the best way and suggest best business solutions too.

Written By… Lucy Mazalon

Lucy heads up Operations at, Founder of THE DRIP and Salesforce Marketing Champion 2020.

Project Record

The project detail pages are impressive. Predefined status reports show project health (and why a project is ‘at risk’), plus the ‘path to green’ that makes a suggested next best action.

Risks and Issues Logs (Salesforce Cases)

Risks and issues are managed using Salesforce Cases (why Service Cloud licenses are a pre-requisite).

Resource Allocation

Resource Allocation is a grid interface for project managers to enter their resource needs. Each row is an individual user, detailing their role in the project and their % utilisation for the specific project, month by month.

Embedded Analytics (with Einstein Analytics)

Insights across the whole portfolio are delivered using Einstein Analytics. The assumption is this is an Einstein Analytics app that will enable customers to ‘plug in and play’ these dashboards. See charts and graphs below that show ‘portfolio capacity’, ‘portfolio health overview’, ‘portfolio by region’, and ‘cases per project’.


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