How to Use Salesforce for Project Management

Every project manager looks for the software that will make business operations faster. That’s why they are in constant look for project management tool that has ab easy learning curve and will make their business operations faster. Salesforce project management tool is one such software.

How to use the software

They are various ways in which you could use the salesforce project management software. According to salesforce professionals, the software can be used through various methods. Some of them will be listed below:

1.Through the method of teams

The project management tool of salesforce takes into consideration of two teams. One is known as the account team and the other opportunity team.  Account teams generally a group of people who works on shared account. These are people who have contact with account opportunities, account contact. Through this tool, the management gets informed of people working in a particular project.  In addition, since all the information is maintained in one centralized system it saves lot of time in communication.

Opportunity teams are basically a group of people who works on the basis of the opportunity. For example, let’s say salesforce customers have problems in their profile. Then the opportunity team will take care of the issues. The opportunity team will check all the issues  that the customer is having like user’s account information, account settings and solve the issues at the earliest possible timeSalesforce development companylike Algoworks states that by managing the two teams the work of the project manager is simplified.

2. Task notifications are never missed by customer re

Task notifications are new feature that has come to the project management software.  Salesforce development companylike Damco solutions have stated that this new feature helps the customer representative to complete their daily tasks. Since the reminder pops on the homepage of the customer representative, the customer representative is able to manage to run the platform smoothly.  Now this is the feature that is available in salesforce lightening, so people who are familiar its lightning components can use this feature to complete their work within deadlines

3. Helps in collaboration

Now there are a lot of times when the management needs individual teams to pass project information. The project management software of salesforce has a new feature known as the team chatter; through this feature the salesforce professional is able to communicate with each department so that everybody is informed if the project has any new information added to it.   According to salesforce development company in the United States, the project management tool has a useful feature known as files and follows. With the help of the files feature a salesforce professional will have privilege to make files restricted to private or public.  The following feature will notify each and every salesforce professional with automatic notifications if changes are made in the project while working.

4. Helps in field history tracking

This one of the great features that is available in the project management tool.  With the help of this feature, the salesforce professional is able to see all the changes that are made in a particular field. For instance, let’s say yesterday a salesforce professional has added certain new values in a particular field.  Then the next day, a new salesforce professional can see the changes in the values just by clicking the field history tracking option. The option will let the new salesforce professional know that who is responsible for changing the values and what time the changes have been taken place. The project manager of salesforce could act as authority and could approve or disprove as many changes as the induvial wants In addition the project manager is also allowed to see , if so many changes are required in a particular file.

 

5. User reports always updated

Managing a project is a challenging task. This is because, if one of the team members goes off track then the entire project can end up in disappointment. In order to mitigate this issue, project manager of salesforce use the feature of a project management tool known as a report of open opportunities. Here all the modifications can be saved that have been done in the past month or week. In addition, it shows the project manager the last modified data, the last person to modify it and last activity done.

6. Use of App exchange

Despite project management tool has several advantages, but is not the complete solution. This is because the project management tool is made keeping the CRM as the top priority. When a project management solution is used from app exchange then the platform will act as a complete solution.  The app exchange has a feature that is termed as inspire planner.  With the help of this application a Project manager could manager their business operations faster and better.  Besides making business operators faster, the application will allow you use time tracking features, external and internal sharing of projects and also create project template.

Why these tips should be followed

Realize that you can’t act as an ideal salesforce professional if you don’t use these tips for the project management tool. These features that are stated above are basically guides to help you utilize the project management tool to its full potential.  If you don’t use these tips and go by tradition use of the platform then it would take your hours managing a business operation, whereas these tips will solve your problem within a matter of few minutes.  Experienced salesforce professionals have been utilizing these tips to manage the salesforce platform efficiently.

Why administrators use the project management tool

With the migration of the salesforce platform from classic to lighting, salesforce has taken a big leap forward in the technological world. Now, project management tool with lightning features can be great for large enterprises, but it’s not suitable for small, enterprises. Think of a company who has millions of customers to deal with every day. To deal with their problems they would need a project management tool to solve their questions.

In case of small business owners who deal with 1000 customers every day such a vast number of features available in the project management tool might not be useful for them. For this the administrators use a draft and allocate method. Here the administrators tell the business owners to draft a business plan stating their goals and features. Once done the administrators make use of the project management tool to meet the specific needs of the business owner and not use all the features that rea available in the platform

Final thoughts

Salesforce project management tool has been build keeping the needs of the customer in mind.  This a customer driven software that is dedicated to meeting the customers’ needs at all costs. With the help of this tool a project manager can manage all information in one centralized system. 

In addition, all the updates of the project can be updated from the the tool and so that every department of the organization knows about the project updates. Doing this the management doesn’t have to communicate with each and induvial department personally and since the updates can be sent to all departments with the help of the software

Chitiz Agrawal

12+ years of experience in Salesforce.com CRM Platform and Java technologies. Involved in various stages of Software Development Life Cycle (SDLC) including analysis, requirement engineering, architecture design, development, enhancements, testing, deployment and maintenance of standalone, multi-tier, web-based, and portals based object oriented enterprise applications. • Certified DEV 401 developer, ADM 201 Administrator and Sales Cloud Consultant. • 8+ years of Techno-Functional experience with Salesforce.com/Force.com platform in providing CRM solution. • Ability to independently perform development, testing, implementation, documentation and updating. • Ability to work independently and engage supervisor as needed and to handle full workload and meet proposed deadlines. • Excellent Interpersonal, Communicational, Organizational and Team Leading skills Specialties: Salesforce.com: Sales Cloud, Service Cloud, Force.com: Custom Cloud Salesforce.com: Reporting and Analytics of Sales, Service, Custom Cloud Data Analysis, Data Cleansing, Data Normalization, Data Migration, Salesforce.com Data Loader JavaScript, XML, SOAP, WSDL, HTML, AJAX, Web Services JDK, J2EE, Servlets, JSP.

Chitiz Agrawal

12+ years of experience in Salesforce.com CRM Platform and Java technologies. Involved in various stages of Software Development Life Cycle (SDLC) including analysis, requirement engineering, architecture design, development, enhancements, testing, deployment and maintenance of standalone, multi-tier, web-based, and portals based object oriented enterprise applications. • Certified DEV 401 developer, ADM 201 Administrator and Sales Cloud Consultant. • 8+ years of Techno-Functional experience with Salesforce.com/Force.com platform in providing CRM solution. • Ability to independently perform development, testing, implementation, documentation and updating. • Ability to work independently and engage supervisor as needed and to handle full workload and meet proposed deadlines. • Excellent Interpersonal, Communicational, Organizational and Team Leading skills Specialties: Salesforce.com: Sales Cloud, Service Cloud, Force.com: Custom Cloud Salesforce.com: Reporting and Analytics of Sales, Service, Custom Cloud Data Analysis, Data Cleansing, Data Normalization, Data Migration, Salesforce.com Data Loader JavaScript, XML, SOAP, WSDL, HTML, AJAX, Web Services JDK, J2EE, Servlets, JSP.

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