OVERVIEW Creating custom Fields that give a visual representation is an easy at-a-glance way to display data for Users. Take the Traffic Light for example. In this article we will walk you through the process for creating a Heath Traffic Light that is controlled by a picklist. One of the […]
Assigning Permission Sets
Overview In order for Users in an organization to use Cloud Coach Fundamentals or Professional, they must have the appropriate permission set(s) assigned. There are two ways to add users to Cloud Coach; from an individual user’s profile, or bulk assign them from the permission set itself. Assigning permission set(s) […]
Field Sets in Cloud Coach
Overview 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 […]
Configure External Project View (Cloud Coach Professional)
Overview What is the External Project View (EPV)? A live, read only URL that can be provided to anyone with a web browser displaying the latest information pertaining to your Project. A Cloud Coach and/or Salesforce license is not required to view the link. Why use the EPV? Keep external […]