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Cloud Coach Milestones - FREE Project Management for Salesforce




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Project Management
Simple Project Management for Salesforce

Get started quickly with simple project management. Cloud Coach Milestones Project Management is easy to administer, fast for your team to pick up and always FREE! ####Perfect for small teams or smaller businesses looking for a RISK-FREE option

  • 100% Native to Salesforce. Turn opportunities into projects, link deliverables to accounts, and leverage the Salesforce reporting capabilities you already know to view project management KPI's
  • Visualize your projects in your favorite way, with drag and drop kanban boards, dependency-based Gantt charts, or table-based list views
  • Assign the project work out to your team, collaborate with Chatter, and complete tasks quickly and easily with the Cloud Coach Action Framework
Whether you’re focused on customer on-boarding, consulting / implementations, marketing campaigns, or any other type of projects, Cloud Coach Milestones makes project management easy, with capabilities including:####✔ Project Templates##✔ Automated Project Creation##✔ User-Friendly Gantt Charts ##✔ Drag and Drop Agile Boards##✔ Task Assignments ##✔ Notifications of Assignment##✔ Resource Assignment Reporting##✔ Use sub-task checklists for detailed to-do lists##✔ Collaborate on projects and tasks##✔ Use communities to collaborate with your customers##✔ View project progress with visual Cross Gantt charts##✔ Alerts & Notifications##✔ Project Progress Reporting##✔ Seamlessly connect to your existing Salesforce data##✔ Friendly & helpful support####And if your user requirements change as your business grows, then Cloud Coach is the right choice for your company. With our platform of 4 project management tools covering PM needs from simple through to advanced, no matter how quick your business grows, we have got you covered.####Cloudcoach is your one-stop for project management solutions that are 100% native on the Salesforce platform. Learn more at


  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited,, Developer, and Performance EditionsProfessional & Up
  • Built 100% on the Lightning Platform, providing reliability and performanceNative App
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits
  • Provider has pledged 1% of their product, profit, equity, or time to support the communityPledge 1%

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: 11
  • Custom Applications: 1
  • Custom Tabs: 4

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
No additional system requirements


Additional Information

Package Name
Cloud Coach Milestones
Cloud Coach Milestones / 2.107.0
First Release
Latest Release
Cloud Coach
Global Offices

Project Management, PSA and PPM solutions for companies looking to get a strategic edge

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