How to manage projects in salesforce


Salesforce Project Management Best Practices

  • Define Desired Outcomes. Clearly define the desired outcomes for your project up-front. … The outcome may include…
  • Get Stakeholder Approval. All large sales projects need the approval of sales management – and sometimes upper company…
  • Conduct Capacity Planning. Do you have the capacity to complete the project as…


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.

More items…

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.

More items…

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. …

How do I manage a project in Salesforce?

0:243:20How to Use Salesforce for Project Management – YouTubeYouTubeStart of suggested clipEnd of suggested clipTaking a similar approach you can also use journey builder to guide new customers through onboardingMoreTaking a similar approach you can also use journey builder to guide new customers through onboarding. One way you can do this is by creating an onboarding drip campaign with journey builder.

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 project management tool does Salesforce use?

Mavenlink, Asana, and Clarizen, for example, all offer apps on Salesforce AppExchange. This is a great way to integrate the project management software solutions you already use, but there’s no need to worry if you don’t use a PM tool.

How do I become a project manager in Salesforce?

Becoming a Salesforce Project ManagerHave experience configuring Sales Cloud (this is likely the cloud you will start with unless you want to become a marketing consultant).Seek out opportunities for attending client-facing interactions, such as requirements gathering, project kick-off meetings, and training sessions.More items…•

What is Salesforce projects?

Salesforce Project on Order Management System Application The order management system is a Salesforce app and environment meant to facilitate the creation and approval of orders generated by a firm’s clients.

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.

How do tasks work in Salesforce?

Tasks in Salesforce provides to-do items that needs to be completed by a user to whom the task is assigned. Tasks can be easily related to leads, contacts, campaigns, contracts.

What is the full form of SFDC?

1. SFDC is Salesforce(.) DotCom. SFDC stands for SalesForceDotCom. The company would have retained just SF.

What do Salesforce project managers do?

A project manager is an expert in planning, maintaining accountability and managing resources to deliver a project successfully for a client. They enjoy being organised and using project management software to plan everything out successfully.

What is a Salesforce product owner?

The Salesforce Product Owner is essentially business and customer-oriented. He/she ensures that continual product value is aligned with customer and business needs. By maintaining a detailed view of the product, with domain knowledge of the customer and data, the Product Owner can better manage the product backlog.

What is the role of Salesforce business analyst?

Salesforce business analyst is a project-based, business-improvement role. Business analysts help guide businesses to improve business processes and efficiency in Salesforce. They elicit, document, and analyze requirements around business challenges, and then produce data-driven solutions.

How does Salesforce Process Builder work?

With Salesforce Process Builder, you can: Without spending too much time on the Process Builder, it basically works like this: Each process has a trigger, one or more criteria, and one or more actions. From there, you can schedule actions for execution at a chosen time or launch immediate action .

Why use Salesforce chatter?

In Salesforce Chatter, you can send files and communicate with your entire team in real time.

Is Salesforce good for project management?

The way that project management solutions– in this case, a CRM– make this happen is reporting and dashboards. This way you can actually SEE what’s happening with the numbers in an easy-to-perceive format. Salesforce is really good about their level of customization when it comes to reports and dashboards, so you can really dial it in to fit what you need as a project manager or owner. Reports and Dashboards from Salesforce will offer the following by way of functionality and features:

Can you use Salesforce Process Builder without upgrading?

It’s available in both Classic and Lightning, so you can use it without having to upgrade if you choose not to. Salesforce Process Builder is all about helping you automate certain parts of your workflows when you can, all while keeping track of all that data in one place. With Salesforce Process Builder, you can:

Can you use Salesforce for task management?

If you want to use Salesforce for task management, be sure to enable task notifications. Also, if you want to get the most out of task management in the platform, it’s probably best that you use Salesforce Lightning so that you can have notifications and reminders (Salesforce Classic doesn’t provide this).

Is Salesforce good?

Salesforce is really good about their level of customization when it comes to reports and dashboards, so you can really dial it in to fit what you need as a project manager or owner. Reports and Dashboards from Salesforce will offer the following by way of functionality and features:

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.

How to manage projects in Salesforce?

There are three main options for managing projects in Salesforce. First, built-in features that can satisfy the very basic needs of small teams . Second, external project management solutions that need to be integrated with Salesforce. However, with this option, you are likely to hit some difficulties and limitations in your integration. Third, the easiest and the most efficient option is a Salesforce project management app from AppExchange like Inspire Planner. Only such Salesforce-native apps can provide you with a truly seamless integration and flexibility. The question is, which option will you choose?

What is a native app in Salesforce?

Having a project management app integrated in Salesforce also allows you to further expand the functionality with thousands of other apps from AppExchange.

What is native project management?

They are built using Salesforce technology, so no additional integration is needed to work seamlessly with both standard and custom objects within Salesforce. It also means that your project management software updates will be compatible with the latest Salesforce releases and new functionality.

Is there a project management feature in Salesforce?

Salesforce today offers so much more than just CRM features. However, if you want to manage projects directly in Salesforce, you will be disappointed to find out that there is no full project management functionality. Instead, you have these options: Available but limited Salesforce features. Well-known project management apps.

Can Salesforce be integrated with Salesforce?

Moreover, integration with Salesforce is likely to be supported only by specific plans of your project management tool as well as Salesforce editions. In most cases, that would mean that you would need to upgrade to more expensive plans on both platforms.

The original article from December 2015

We all know too well that Salesforce is far more than a CRM. Salesforce is now used by thousand of business for running their sales, support and even ERP. Have you been thinking about how Salesforce would work for project management?

360º view of your customer

Your projects often involve your customers or partners. Take a client project for a marketing agency or professional service business: you can track leads, manage sales in Salesforce then when it comes to the delivery you are using another system, or no system at all.


Salesforce provides a far more capable reporting engine than many of your tradition go-to project management solutions. Reporting isn’t an afterthought with Salesforce.


So how do you actually see a project or a task? Salesforce does not provide this out of the box. You can roll your own and start from scratch with a few custom objects or get a head start with an app from the AppExchange. Try Milestones PM as a free option.

Collaboration and Files

Modern project management must, must, mus t have some form of activity feed. Salesforce comes to the table with Chatter which has been used for CRM and support for years now. Chatter provides a feed based activity feed. People can follow one another or even specific records (like projects and tasks) and files.


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