Resources to get started:
- Help and Training Documents & Videos: We made it easy for you to get the help that you need – right inside the app. Just open Cloud Coach Fundamentals in your org, then the “Getting Started” tab.
- Sample Data: If you need a bit of inspiration to get started with your projects, you can load our sample data set. It comes with example projects that you can customize and use for your own business. (Please note, you must have the permission set “CCMI | Admin Permissions” assigned in order to use sample data.)
- Configuration Support: Using basic Salesforce tools like Field Sets, Lookups, and Process Builder, you can easily integrate Cloud Coach Fundamentals with your existing business processes. Learn more about configuration options in the Fundamentals Knowledge Base.
Attend our free open forum each Friday at 12:30pm EST to answer questions, give useful hints and tips, and provide guidance on industry best practices