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How to Use Salesforce for Project Management?

Salesforce for Project Management

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.

Using Salesforce for Project Management


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:

1. Managing Task Notifications


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.

2. Effective Communication


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.

3. Tracking Changes with Field History


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.

4. Stay in Sync with Project Timelines


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.

Consider Salesforce for Project Management to Stay On Track


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.

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