Quick Win 10. Salesforce in the Project Management area ?

Itsmem0h1t
1 min readMar 24, 2021

Have you seen?

Question : Does Salesforce offers anything in the project management to track end to end project and capabilities natively ? No- Not yet out of the box. perhaps soon..

However, if you wanted to have w/o putting any extra custom efforts and not re-design the wheel, then take alook at these 3 AppExchange products (process management framework) which might fit for your use case and offers rich capabilities to cover the full spectrum.

Disclaimer : NOT PROMOTING ANY PRODUCT; MAKE YOUR DECISION BASED ON CHOICES AND BASED AND CONSIDERING ALL FACTORS.

General Product capabilties includes

  1. Run & Managing project portfolios, Templates.
  2. Project Phases, Project tasks & Milestones.
  3. Time tracking & timesheets, Expenses
  4. Resource Management & utilization planning
  5. Capacity planning
  6. Resource Scheduling
  7. Project Accounting & budget allocation
  8. Tracking Task dependencies
  9. Resource Skills Management
  10. Project automation
  11. Capacity Forecasting & Billable Utilization
  12. Reporting & analysis

Here are list of products for you to explore.

  1. Inspire Planner — True Project Management for Salesforce

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000prucEAA

2. Precursive — Resource Management, Project Management, Services Automation (PSA)

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B40RQEAZ

3. Work-Relay: Streamline business processes and accelerate time to value:

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B4QuVEAV

4. Addtional, If you wanted to do any agile (JIRA ) work manage backlogs, sprints, user stories, defects on Sf natively, check this.

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000ps3jEAA

Please Note: This involves minimum cost possbile for any organization to bear.

Thanks — Mohit

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