Productive Ways to Integrate Salesforce in Project Management

Integrate Salesforce

Innovation has dramatically grown to a vast extent over the last decade, invading each area all around the world with its inventive applications and robotized programs like Integrate Salesforce. The businesses including medical care, IT, transport, money, training, and automobiles have benefitted the most from this development and other industries too are benefitting.

Project management is the essential wellspring of income for any organization, and particularly in the IT organization, it is really huge. Therefore, the tasks allotted to any team member in an IT organization must be totally confirmed and checked for any blunders routinely until the submission to the mentioned client… The project management application is the tool that can give the fundamental capacities or applications to facilitate the responsibility of each task in the IT business.

If we talk about managing IT projects, Salesforce Integration is the well-known cloud-based software process specialized for Customer Relationship Management (CRM), which is the most basic component of project management.

Salesforce development is done in a way that assists you and your sales team to perform effective management of customer databases. However, as a project manager, the knowledge of how Salesforce works and how to utilize it to an ideal level is likewise expected to be more prominent.

Why  Consider Salesforce Application Integration for Project Management?


Overseeing projects requires astounding organization and communication. This makes Salesforce Integration the perfect option to deal with complex project management. Since many organizations use Salesforce as a unified source for their clients, overseeing client projects inside a similar environment allows for better organization, higher information precision, easy communication, and more collaboration.

In addition, we have stacked up some effective ways of Salesforce integration in your project management:


1. Team Management

The undertaking director is answerable for every one of the urgent capacities running in any business association (IT). Along these lines, he needs to keep up with the work process of the task and resolve each issue relating to the venture, client, and programming. It is an exceptionally difficult and convincing undertaking for some individuals, however, a few venture executives programming like Salesforce can facilitate the gigantic responsibility.  the product gives two principal elements to deal with the colleagues:

Account Teams and Opportunity Teams. Let’s discuss these terms.


1. Account Team

Account Teams are the groups that permit each part to chip away at a solitary record. In this element, each action, arrangement, opportunity, and information that falls under the limits of the concerned record is introduced on a solitary stage, empowering the group to chip away at it adequately. Likewise, account Teams will make your colleagues obviously comprehend their jobs and obligations on a singular premise and permit the venture administrator to screen the group’s presentation with simply a tick of a button.

2. Opportunity Team

Opportunity Teams are the groups that oblige colleagues to chip away at a typical open door or task. The open door in this element is named as the subject that can possibly change into an effective arrangement for the organization. Nonetheless, the Opportunity Teams can’t show the data in a solitary record, handicapping the workers to see the task subtleties on a solitary stage.

3. Task Notification for Sales Team

The outreach group is the fundamental workers who make the application or program to contact individuals and gain business benefits. To make their positions a piece more straightforward, Salesforce presented a component called Task Notifications. It shows every one of the particular errands to be finished by the colleagues with all the applicable data related to it. The Task Notification clearly advises the workers consistently to their individual errands that must be finished, empowering the undertaking to be done without a hitch. In any case, this element is just available in the Lightning variant of Salesforce thus, you would need to overhaul the product to utilize this capacity.

4. Effective Communication with Employees

The undertaking chief needs to discuss viably with their workers to guarantee that the task under their obligation is led effectively. The product offers two elements to keep up with correspondence: Chatter and Files.

Chatter fills in as a typical stage for all the colleagues to speak with one another. Utilizing this element, the undertaking director can introduce specific significant declarations and examine important issues relating to the venture dealing with methods.

Files are the stage that can assist with making specific significant reports and be kept hidden or public by all the colleagues. Utilizing this component, the venture supervisor can kill significant disarray by keeping every one of the interchanges unified.

5. Monitor Changes through Field History

The project manager needs to keep up track of the multitude of changes and exercises performed by the workers connected with a particular undertaking. It is an extremely monotonous and testing task as there are many confounded and straightforward exercises performed at the same time. Along these lines, Salesforce gives the best answer for this issue through Field History.

Field History is the component that can follow the historical backdrop of the relative multitude of exercises performed by the representatives in regard to a particular venture. Utilizing this component, the task chief can see the progressions done by the colleagues on the venture and furthermore the name of the colleague who made changes to the particular undertaking.

6. Managing Project Timelines

The project manager needs to present the undertaking before the cutoff time, and keeping up with the task’s work process in an ideal and powerful way is overwhelming. The Salesforce Report is the element that can assist the administrator with remaining refreshed on his venture courses of events.

Utilizing this instrument, one can recognize the Open Opportunities at the hour of emergency and promptly manage that movement first. It can likewise show the keep going changes made on any action, the name of the colleague who made the adjustments in the undertaking, and the time left for playing out specific exercises connected with the task. The venture choice apparatus can assist the director with reviewing any activities related to a particular task in specific accounts.

7. Benefit of AppExchange

The Salesforce AppExchange will permit the organization to work in different basic and progressed applications, subsequently improving your general capacities.

The AppExchange gives highlights like Inspire Planner that would help the venture chief in dealing with the colleagues by conveying a useful answer for pretty much every issue they face. Utilizing this component, the administrator can allot specific errands to explicit colleagues, track the historical backdrop of each movement and offer fundamental subtleties on interchanges connected with basic ventures.

The Final Words

Project management helps organizations get a maximum return by using minimal resources. And opting for Salesforce integration for managing the team seems seamless, as it allows the team to easily understand projects and tasks. Solvios Technology, LLC is a Salesforce Integration Consultant that offers the best Salesforce solution to small- and large-scale enterprises in the USA.

If you are seeking a salesforce project management solution, schedule a meeting with our consultants today. Call us at (678) 697 6845