How To Use Salesforce For Project Management?
Share
Sign Up to our social questions and Answers Engine to ask questions, answer people’s questions, and connect with other people.
Lost your password? Please enter your email address. You will receive a link and will create a new password via email.
Please briefly explain why you feel this question should be reported.
Please briefly explain why you feel this answer should be reported.
Please briefly explain why you feel this user should be reported.
1. Utilize Salesforce’s Customizable Task Manager: Create tasks using the Salesforce task manager. Assign each user a task, set deadlines and add necessary details. This will enable you to easily monitor progress and manage resources.
2. Utilize Chatter for Collaboration & Communication: Chatter is Salesforce‘s in–platform messaging system. It allows easy collaboration and communication with your team and clients across projects.
3. Utilize Kanban Views for Project Visibility: In Salesforce, you can create a Kanban view of your project to get an overview of all current tasks and their status. This makes it easier to track progress and continue tasks quickly.
4. Utilize Reports & Dashboards to Monitor Projects: You can create customized reports and dashboards to help you analyze data and make informed decisions on how to best manage your projects.
5. Utilize Automation Tool to Streamline Your Tasks: Utilize Salesforce‘s automation tool to create automated processes for tasks such as lead generation, data entry, sales tracking, and more. This will help streamline your project and provide improved visibility.