Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
CloudBudget, Budgeting on Salesforce
Budgeting on the Salesforce platform for any organization
- Industries
- GovernmentPublic SectorNonprofit
- Business Need
- ProductivityFinanceCollaboration
- Requires
- None
- Compatible With
- Sales CloudGovernment CloudNonprofit Solutions
Say good bye to spreadsheet budgeting limitations! CloudBudget brings flexible budgeting to any size organization via the Salesforce platform. Contact CloudBudget at info@cloudbudget.com to learn more and set up a live demo.


Watch Video
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- None
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudGovernment CloudNonprofit Solutions
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloperEssentials
App Details
- Version
- CloudBudget3.0/CB3 V1.58 Security review 1.58.0
- Listed On
- 01/05/2012
- Latest Release
- 08/22/2023
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyMultiple CurrenciesManaged PackageLightning App Builder
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 42Custom Tabs: 50Custom Apps: 1
- Lightning Components
- Global: 34App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
Save Time and Money CloudBudget solves spreadsheet budgeting difficulties by bringing powerful planning tools within the reach of all organizations via the Salesforce platform: ✅ Removes the hidden costs inherent to spreadsheet budgeting approaches ✅ Embedded financial logic ✅ Analytic dimensions ✅ Dynamic, customizable reporting (planned, actual, forecast, variance, dimensions) ✅ Workflow - approval process ✅ Customizable interface and dashboards ✅ Import and Export to and from Excel ✅ Mobile interface Dedicated modules for planning: ✅ Income ✅ Expenses ✅ Accounts Receivables ✅ Accounts Payable ✅ Employee related expenses ✅ Taxes ✅ Consolidation Users gain: ✅ No more formula errors ✅ A affordable yet powerful solution ✅ Fast implementation ✅ Scalability ✅ Workflow control ✅ Easy integration with Salesforce and other force.com apps
Need help?
CloudBudget
Chapel Hill, NC, USA