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DreamTeam Project Management




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Project Management
Project, resource, and document management with time & expense!

DreamTeam is the leading Project & Portfolio Management (PPM) application on the AppExchange, offering comprehensive Project & Document Management, Resource Management, Collaborative Calendaring, Time & Expense, Portfolio Reporting and Project Workflow.

  • Project & Portfolio Management - Create, update, and manage projects, tasks, and resources. Visualize project status with detailed Gantt Charts and portfolio reports.
  • Document Management - Organize hierarchical folders and versioned documents. Launch, edit, upload, and share files directly from your desktop
  • Time & Expense - Individual contributors can mark tasks complete, create timesheets, and log expenses through the easy to use Project Calendar
DreamTeam is native to, storing all project data in your Salesforce account. Add users and contacts as resources; link projects to accounts and opportunities; link documents to projects and share; and expose Salesforce customizations in project views. Works with Salesforce reporting, workflow, triggers and chatter, extending familiar tools to enterprise PPM!####DreamTeam is fully compatible with Microsoft Project, allowing users to import projects in to Salesforce, and track in DreamTeam’s collaborative environment. Individual contributors can mark tasks complete, log timesheets, and submit expenses. Key executives have vital project status and metrics from Salesforce reports.####Project managers have a time and expense interface to correct mistakes, import/export data, or generate timesheets for consultants. There is also a Portfolio Reporter that compares planned versus actual work and includes powerful interfaces for resource utilization and leveling. ####The end result is better and faster output, whether you're managing a new product release, an expansive marketing campaign, a professional services engagement, or any project critical to your success.


  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited,, Developer, and Performance EditionsProfessional & Up
  • View and edit this package’s code and metadataEditable Code

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 18
  • Custom Applications: 1
  • Custom Tabs: 1

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Other System Requirements
Requires the free DreamFactory Player

Support Metazoa Support features qualified Customer Success Engineers who can address questions directly or escalate the issue if necessary. Metazoa Support is available Monday – Friday from 5 AM to 5 PM PST (8 AM to 8 PM EST) excluding major holidays.

Additional Information

Package Name
3.3 / 1.0
First Release
Latest Release
Metazoa (formerly DreamFactory)
San Francisco, California, USA

Located in California, Metazoa is dedicated to building, marketing, supporting, and selling Snapshot, the world’s finest Change and Release Management application for Salesforce. Metazoa was founded in 2018 by key members of DreamFactory Software. Metazoa purchased the rights to the original Snapshot product from DreamFactory, and subsequently released a major upgrade. Our team is pleased to continue working together and taking care of the customers we love, both old and new.

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