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Cloud Coach - Customer Onboarding for Salesforce

By Cloud Coach

Cloud Coach: Streamlined Customer Onboarding Solution built on Salesforce

Paid  

Discounts available for nonprofits

Industries
Healthcare & Life Sciences
High Tech
Professional Services
Business Need
Project Management
Dashboards & Reports
People Management
Requires
None
Compatible With
None

For companies with 50+ employees, our Salesforce-native onboarding solution helps manage timelines, stakeholders, and client goals—while tracking time, sharing documents, and managing risks to ensure smooth, efficient project delivery.

  • User friendly Customer Onboarding & Project Management on Salesforce

  • Customer Onboarding made easy on Salesforce

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
None
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer

App Details

Version
Cloud Coach/Cloud Coach 28.6.0
Listed On
02/14/2021
Latest Release
01/16/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If 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: 120
Custom Tabs: 26
Custom Apps: 5
Lightning Components
Global: 4
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
24.911.10
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
11/08/2024

Additional Details

Cloud Coach’s Customer Onboarding solution enables businesses to deliver faster value by streamlining the journey from project kickoff to completion. Built on Salesforce, it offers robust project timeline management, allowing you to track key dates, milestones, and tasks with ease. The resource management tools let you plan, forecast, and assign resources based on role, skills, and location, ensuring efficient project execution. Additionally, Cloud Coach enhances collaboration by allowing internal and external stakeholders to engage seamlessly across projects, meetings, and action items. By following best practices, it shortens onboarding timelines and drives customer satisfaction, making it an ideal solution for businesses looking to improve efficiency and client outcomes.

Need help?

Cloud Coach

Global Offices

STANDARD Support Online support with typically <1 business day response time PREMIUM Support Available for additional cost

Support Phone+1 877 813 5043
Other ResourcesEmailTerms & Conditions