When we talk about Salesforce, all we can think about is its CRM features to help companies to improve client relationships. But the truth is Salesforce is so much more than that. If you have been using Salesforce for a long time, you’ve probably heard about the concept of using Salesforce for project management. But if not, this article is just for you.
To manage projects, you’d require excellent communication and organization, and that’s something Salesforce is good at. Many companies hire Salesforce managed services to acquire help from certified experts to manage project tasks. Salesforce can easily facilitate complex project management, being a unified source of truth about customers and their project requirements. It allows you to organize tasks better, ensuring better collaboration and data accuracy.
Salesforce has out-of-box capabilities, which make it great for project management. Let’s evaluate some of the Salesforce project management features that can be great for managing projects while supercharging your workflow.
Good communication is key to ensuring efficient Salesforce development, and that’s where Chatter is used. It is a built-in communication tool by Salesforce that allows users to interact on Salesforce records or even within different Chatter groups.
Using Chatter can save a lot of time waiting for email responses and approvals. You can even customize Chatter and use it for:
With the object Salesforce Tasks, you can easily assign tasks to individuals or groups of individuals. It even allows you to set reminders to ensure users finish the assigned tasks on time.
It’s easy to view tasks in multiple ways as you can view access list views, kanban, table, or split view. It’s an excellent way for Salesforce users to let the team know everything that is required to be done for any project.
To make sure the tasks for any project are on the right track, project managers tend to get holistic project views through reports and dashboards in Salesforce. With Salesforce, you can access the drag-and-drop report and dashboard builder to organize data easily and view the project status and progress.
These reports can even be customized to overview project details, timelines, budgets, or overdue tasks. They can even help executives stay current on the status of projects running.
For any project to complete on time, it is essential to ensure proper teamwork. The Salesforce’s Account Teams feature can be a great help to enable smoother employee teamwork.
Account Teams are groups of users with access to different Account records, Opportunities, Cases, and Contacts. It even helps to keep everyone involved in their responsibilities and ensure they all have access to the needed information.
To ensure successful project delivery, it is essential to keep tracking every project task and status while being notified about every change with the record. Salesforce makes all of this possible by enabling you to access the best project management features.
You can leverage a lot while using Salesforce for project management. If you want to know it all, contact us to get a detailed understanding with our certified Salesforce consultants.
When we talk about any development project, we are concerned about the coding and functionalities. But it is equally important to devise ways to manage the project efficiently. Development teams have started using Salesforce for project management to track every project activity and stay on the expected timeline.
Salesforce has numerous features that allow easier management of projects, tracking, and reporting every detail and change. The user should be aware of all these features to maximize the use of Salesforce for managing projects efficiently.
For a successful Salesforce development project, your team must efficiently manage the customer database. However, to use Salesforce for project management, you should know how Salesforce works and how it can be used to the optimum level.
So, here we have listed some ways to use Salesforce for project management:
Salesforce has a feature called Task Notifications that displays respective tasks to be completed by your team members. It also shows all the relevant details related to these tasks.
This feature helps to notify the team members regularly. It keeps them updated about the tasks that are completed or need to be completed on time. You should note that Task Notifications are only available in the Lightning version of Salesforce.
You should maintain proper communication with the team to ensure that the projects under your command are carried out efficiently. Two highly used Salesforce features can help to maintain effective communication- Chatter and Files.
Chatter brings all the team members on a common platform to communicate easily with each other. The feature is helpful in case any important announcements have to be made. On the other hand, Files help you create important documents, keeping them private or public for your team members and keeping the communication centralized.
During any Salesforce development project, you need to track every activity performed by different team members related to the project. It can be tedious to manage all the simultaneous changes. Tracking all the activities of different team members will be difficult. You can use Salesforce for project management to handle this issue by tracking changes through Field History.
Field History helps you track the history of all the tasks performed by each team member. You can see all the changes made by your team members, knowing the name of the person responsible for any respective change.
For any project, it is important to ensure that all your projects and activities related to them are performed in the right way. With Salesforce project management, you can use Salesforce Reports to stay updated on any activity related to a concerned project. This tool will be vital for projects that might face the risk of being delivered late.
You can create Reports with the tool related to Open Opportunities and filter the same using suitable Time Filters. You can then view activities performed by your team members based and find out when the project was last modified and who is responsible for the modification.
In any development project, there is much to focus on for the team and development. They have to perform many tasks and handle the activities of every employee working on the project. Using Salesforce for project management gives the team access to many tools and solutions that make tracking project activities and changes easy.
But using Salesforce to manage projects is only possible when the user is aware of all the Salesforce capabilities and functionalities. Contact us to connect with Salesforce experts who know the ins and outs of CRM and can offer the best project support for your business.
