Our customer’s project lifecycle is tracked in two systems. Salesforce is used as project stage tracking to follow through the stages from lead project to active project and eventually closed project. Another time management application is used for project milestone and task to track work delivery. This information is important to:
- issue invoice to their clients based on the billable time of the project
- track the billable/non-billable hours of their staff
The user has to log into both systems to get a full project status.
Track project life cycle status within one Salesforce system
|Related Objects||Standard/Custom object|
|Components||Appexchange + Apex Customisation|