Professional Version – 2.302 Timecard Overview New Objects Time Entry Timesheet Permission Set Cloud Coach Professional Licensing Users Custom Settings Approval Process External Project View Basic Configuration Branding TIMECARD OVERVIEW Project team members can track administrative or project time spent. Regular time tracking is considered a best practice to increase […]
Customize Tabs
OVERVIEW Once Cloud Coach is installed, the Milestones Projects app is found by clicking on the app finder and selecting it from the provided list. The app comes pre-configured with the most commonly used tabs to help users navigate quickly and easily. However, an org can customize by adding […]
Configure Timecard Project Assistant (Cloud Coach Professional)
NAVIGATION To customize columns on the Project Assistant tab, go to Setup → Project → Edit Timecard Project Assistant Field Set TIME ENTRY TAB 1. Project → Edit Timecard Project Assistant Field Set Most fields can be custom configured, however fields with marked with ‘*‘ are required and hard […]
Configure Timecard Time Entry (Cloud Coach Professional)
NAVIGATION To customize Time Entry, go to Setup → Time Entry → Quick Entry Field Set TIME ENTRY TAB 1. Time Entry → Edit Quick Entry Field Set Most fields can be custom configured, however fields with marked with ‘*‘ are required and hard coded into the page which means […]
Configure External Project View Details (Cloud Coach Professional)
NAVIGATION To customize the External Project View details, go to Setup → Project → Edit Site Field Set ADD TASK OVERLAY 1. Project → Edit Site Field Set Most fields can be custom configured, however fields with marked with ‘*‘ are required and hard coded into the page which […]
Configure External Project View List Tab (Cloud Coach Professional)
NAVIGATION To customize the Add Task overlay go to Setup → Project Task → Edit Site Field Set ADD TASK OVERLAY 1. Project Task → Edit Site Field Set Most fields can be custom configured, however fields with marked with ‘*‘ are required and hard coded into the page […]
Relating Projects to Objects
RELATING PROJECTS TO OBJECTS Since Fundamentals is built natively on Salesforce, integrating Projects with standard (Opportunities, Accounts, etc) and custom objects is as easy as creating a field. In the case of standard objects like Opportunities, Accounts, Cases, and Campaigns, Fundamentals already has a lookup field that allows you to […]
Configuring Fundamentals Security
STANDARD SECURITY Permission Sets: The security model of Fundamentals was purposely made simple to make administering the product as easy as possible. Out of the box there are two permission sets: CCMI | Minimum User Permissions – grants a user access to all standard Fundamentals functionality and views. A user […]
Fundamentals Migration: Sandbox to Production
FUNDAMENTALS MIGRATION: SANDBOX TO PRODUCTION It’s considered a best practice to test and configure any software installation on the Salesforce platform in a sandbox before activating it in production. This gives users and admins time familiarize themselves with the product, and to configure the software for specific business needs […]
Project Permissions
OVERVIEW Permission sets allow users to access various tools and functions through a collection of settings and permissions. They are found in profiles and extend functional access. While a user can only have one profile, they may have multiple permission sets and various types of users can be assigned […]