Salesforce for Project Management: What You Need to Know

Publish date:

• 26th July, 2021

“Operations keeps the lights on, strategy provides a light at the end of the tunnel, but project management is the train engine that moves the organization forward.” Quote by Joy Gumz

If you are in project management domain and looking at Salesforce to handle the same, then this blog is for you. As we know, Salesforce does not come with organic 100% project management functionality. Not to be disappointed, let's look at the options present in the Salesforce universe on this topic.

Basic project management features. If your overall requirements are rudimentary, such as monitoring the work of employees as well as collaborating with small teams, then one does not need to look beyond Salesforce. However, these features are no solution for focused project management apps like Codleo's very own ProjecLeo, but with small teams and minor task requirements, it is good enough.

External Project management apps. As the need escalates in companies with time, one needs to move to project apps present in the market such as Microsoft Project, Asana, Monday.com, Smartsheet, etc. These are terrific tools / apps outside the Salesforce universe.  And yes, they can be integrated with your Salesforce CRM using API or third-party apps. However, The data is parked outside of Salesforce, which causes its own security risks. To integrate, etc, the services of an experienced partner like Codleo Consulting is needed for smooth integration and support. There are costs involved, obviously, to ensure that everything syncs to work for you.

Salesforce-native project management apps on AppExchange. A viable option for consideration are project management apps that are native to Salesforce and are available on AppExchange. These include Inspire Planner, TaskRay, Mission Control, Milestones PM+, and others.

Listed below are some reasons to onboard Salesforce-native project management apps present in AppExchange:

• Integration issues. Since it is built on Salesforce technology, there are no integration requirements when it comes to both standard and custom objects within Salesforce. It also infers that all PM software updates are in sync with the newest Salesforce releases and latest functionalities.

• Flexibility. Apps built on Salesforce technology can be personalised in a myriad ways, just the way you or your company want them. The same may be achieved by adding personalised objects and fields, workflow rules, and so on.

• Get an end-to-end view of all clients. Each member of the project gets A-Z insight into the client in real - time and has access to information in the form of reports & dashboards.

• Security. All information is securely hosted internally in Salesforce, and it abides by the company's present security settings and sharing rules.

A reliable and great PM app is ProjecLeo, where A to Z of project management is included.  Native to Salesforce, it is your one-stop shop for all PM requirements. For details on the Projecleo app, contact us today for a demo. It's time to make PM a piece of cake.

Struggling to manage projects within Salesforce? Get a free consultation with Codleo Consulting to see if our custom Salesforce solutions can streamline your workflow.

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About the Author

Arun Sharma

Arun Sharma, the Chief Operating Officer (COO), focuses on business expansion, product development, and strategic growth. His skills include project and account management, where he improves operations and boosts efficiency. With a growth-driven approach, he leads innovation and ensures projects are completed successfully. His strategic insights have been key to achieving steady results and building long-term client relationships.