AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Cloud Coach - Project Portfolio Management (PPM) for the Enterprise

Project Portfolio Management (PPM & PMO) 100% native to Salesforce

Overview

Control your end to end PPM process from demand intake through to project outcomes in one place, with: - Strategic Goals & KPI's - Demand intake - Scoring and Prioritization - Project Execution / PMO - Portfolio Status - Dashboard Analytics

1 of 14

See How Cloud Coach - Project Portfolio Management (PPM) for the Enterprise Works

  • COST v BENEFIT PLANNING Plan your spend on the areas that are going to bring the best returns for your company. Cloud Coach lets you perform a full cost-benefit analysis on all demand, so you can prioritize based on business benefits & strategic goals

  • EXECUTIVE APPROVALS Get the signoffs you need with our enterprise approvals engine. Leverage automatic routing of approvals for proposed projects to the right person at the right time based on criteria such as cost, department and risk analysis

  • EXECUTE IN ONE PLACE No more juggling between multiple systems. Cloud Coach lets you execute your project delivery in the the same place you do your portfolio planning, allowing you to accurately track planned versus actual - costs, benefits and KPI's

Cloud Coach - Project Portfolio Management, provides you with all the tools you need to run your PMO effectively, including: ORGANIZATIONAL STRATEGY ✔ Strategic Goals & KPI's ✔ Business Unit's & Functional Areas ✔ Portfolios & Programs DEMAND INTAKE ✔ Ideas ✔ Business Requests ✔ Investment Pipeline ✔ Stage Gate / Phase Gate PRIORITIZATION ✔ Costs ✔ Benefits ✔ Risks ✔ Scorecards RESOURCES ✔ FTE's by Skill / Role ✔ Forecasts ✔ Capacity EXECUTION ✔ Project Templates & Charters ✔ Gantt Charts ✔ Task Assignments & Notifications ✔ Resource Load & Capacity ✔ Risks, Issues, Change Requests ✔ Document Management ✔ Time Tracking & Time Sheets ✔ Project Financials & Approvals ✔ Multi Currency Support RESULTS ✔ PMO Project View ✔ Cross Project Views ✔ Project Profitability KPI Reporting

Categories

Business Needs
Project Management
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.
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.
No Limits
Lightning Ready
Multiple Currencies
Salesforce Shield
Managed Package

More from

  • Cloud Coach - Customer Onboarding for Salesforce
    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.
    Project ManagementDashboards & Reports

  • Cloud Coach | Professional Services Automation, Project & Resource Management
    Our Salesforce-Native PSA solution helps companies with 50+ employees boost project delivery through powerful project & resource management. It supports Fixed Price & Time and Materials models, streamlines onboarding, and improves financial visibility.
    ProductivityProject Management