What is Salesforce resource management and how does it work?
With their mobile-first design, wide customisation and configuration options (including an extensive library of third-party apps via the Salesforce AppExchange), web-based cross-platform accessibility, and real-time synchronisation of data for all users, Salesforce resource management is a reliable, usable, and widely integrable option.
What is resource management software and how does it work?
And as for the company as a whole, resource management software can be used to avoid cost overruns, automate scheduling and notifications, implement resource levelling, establish accurate forecasts, organise teams based on a variety of relevant factors, and more.
How do I get help with Salesforce security questions?
Bring your questions to an Ask the Expert webinar, search sessions and register here, and check out other great events where you can connect with a Salesforce expert. 2. Update your user settings to incorporate profiles, permission sets, roles, and data security.
What is customer resource management software?
Customer resource-management software can act as a form of customer relationship management (CRM), capturing and analysing valuable customer data in order to help organisations better provide their clients with a satisfying customer experience.
The beginnings
When we were 8 people, we used paper and pencil and updated it weekly. As we grew to 20 people and needed to do calculations, we moved onto spreadsheets. When we added additional managers, and needed to collaborate, we moved to Google Sheets.
Success Thus Far
What started as a forecasting solution in 2013 has transformed into a suite of tools and features that can help companies solve a variety of resource management challenges.
What the Future Holds
We’re amid our fourth year in business. We continue to take feedback from our customers and assess the needs of the industry. This year, we have some exciting new features on the horizon, including the ability to find resources based on skills and attributes.
Track skills, availability, capacity and more
Our resource management tools deliver exactly what project and resource managers need to plan and execute projects. Based on over ten years of customer-driven research, Cloud Coach includes the most important tools that project managers depend on.
Build Your Skills Matrix
With Cloud Coach Resourcing, you’re in control of your skills and work-types. Create custom work roles, and then specialize them through secondary skills for dynamic resource assignment.
Match Capabilities
Whether your users have one role or two, Cloud Coach allows you to map your resources to multiple work-types and skills.
Block Out PTO
Allow for non-project work and PTO time in your resource load and capacity planning with Cloud Coach’s Resource Requests, and ensure your users are never overbooked.
Real Time Availability
When it comes time to assign your users to a task, resource allocation couldn’t be easier. With Cloud Coach, you can allocate your resources to tasks in one easy screen.
Company Wide
Of course seeing availability of resources at the task level is great, but what about when you want to look a little wider and view how busy your whole organization is? That’s where Cloud Coach Resource Load comes in:
Available Capacity
When you’re trying to plan for how much work your company can take on in the coming months sometimes, it’s hard to see the forest for the trees. So we created a resource capacity page to give you insights into:
The Complete Guide to Salesforce User Management
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
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Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
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Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.
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Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.
