So, for example, we have a customer that we have defined 10 total "tasks" or milestones to complete in the Campaign. You can choose the contacts that would be responsible for which tasks, and when that Campaign is kicked off - those tasks are placed on the respective parties Outlook calendars via ics pushes. So, we could have 6 of the tasks that need to be completed by the customer, and 4 that need to be done by seperate internal resources,
Reporting on when tasks are being completed would be part of this, in case there are dependencies/independencies between tasks, a subsequent task would be delayed/sped up depending on whether something has been completed or not.
Basically, this is a project plan functionality I'd like to be able to emulate in SF.
Thanks,
Sean
1 件の回答
You may want to look at the app called Milestones PM from Force.com Labs. It's Aloha, so no tab/object count goes against your org, it's pretty slick, and it is free!
