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Using Salesforce for Project Management

Using Salesforce for Project Management

Using Salesforce for Project Management Tasks Leverage the power of SFDC to streamline your project management process and enhance client satisfaction. With Salesforce’s array of features, you can efficiently track project milestones and foster effective communication within your project team. Successful project outcomes hinge on effective project management, ensuring alignment among stakeholders, setting realistic expectations,

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Kanban View in Salesforce

What is a Kanban view in Salesforce? Kanban views show records in a graphical way that helps you monitor your work and keep deals moving ahead. Kanban views are available for most objects, with exceptions such as tasks. What are the limitations of Kanban view in Salesforce? You can’t activate a contract in a Kanban

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