Use Opportunity teams when you need someone to work on a specific Opportunity but you don’t want them to have access to Account information. Depending on your Security Settings, the Opportunity team will not be able to see Account information like Contacts, Cases, and the Account itself. Opportunity teams are Users who all work an Opportunity together. Using Account teams helps your team know exactly what their role is on each project, saves time by keeping communication in one spot, and helps you see who is doing what for each Account. They are given access to the Account, any Account Contacts, any Account Opportunities, and Account Cases. By utilizing these team settings, your Users will be set up to successfully work quickly together, making you a better project manager.Īccount teams are Users who all work on an Account together. To help teams work together, Salesforce has useful two options Account Teams and Opportunity Teams. People who work well together can complete projects quicker, better, and have more enjoyment doing it. To help, we’ve consolidated a list of our favorite 6 easy ways you can start using Salesforce for better project management today! Manage Your Team: Account & Opportunity Teams

However, Salesforce is so vast that utilizing its capabilities for project management can be tough. Many project managers also use Salesforce in one way or another to support projects and run their teams. It can be scheduled to run as frequent as every hour.Every project manager should look for ways to become better at what they do. The schedule that Salesforce fetches data from Mavenlink on.Like with the above, you can define a template to the applied to this project as well as which stage should trigger the creation of it. Configure, if desired, the creation of a Business Development project earlier in the sales lifecycle.Define which Opportunity stage should be mapped to which Mavenlink Project status.Define a template to be applied to each newly created project.Configure which Salesforce Opportunity stage(s) should automatically create a Mavenlink project.Communication within a project is bidirectional between Salesforce Chatter and the Mavenlink Activity Feed.Summary information about that project feeds back to the Salesforce Opportunity.When the Opportunity reaches your predefined trigger stage, a Mavenlink project is automatically created and the 2 are linked for future updates. The integration creates a Mavenlink project automatically from a Salesforce Opportunity.This can drive repeat business and build stronger relationships. Sales teams can see key metrics about the projects they sold, and have relevant information with which to reach out and follow-up with customers. This allows service delivery teams to begin project execution more effectively. Mavenlink projects can be created automatically and pre-populated with important information from the Opportunity. The integration also facilitates cross-platform communication within a project. Accelerate project kickoff by planning for deals in the pipeline to foster successful client engagements.Ĭonnect Mavenlink with Salesforce to automate project creation from Opportunities and to provide Salesforce users with key information about Mavenlink projects. For further information, please reach out to your Account Manager or Client Success Manager, or email Salesforce integration makes it possible to create successful client engagements from “proposal” to “project delivered”. Setup can be arranged through your Account Manager in coordination with a Solutions Engineer. Mavenlink's Salesforce app is available on the Salesforce AppExchange. This integration is available for purchase in Enterprise plans.

Salesforce project management template