Compatible with all Salesforce clouds and editions Professional and higher, Milestones PM+ comes with project management features that can be quickly customized by admins. Get immediate 360-degree visibility to all of your programs, projects, milestones, tasks, time, risks and issues – right from within your company's CRM.
Provide optimal productivity and a worry-free experience with better project management in Salesforce – easily and affordably. Check out the Milestones PM+ Overview to learn more.
Download XML Template | View XML Template | Use your own project file
Open Milestones PM+ in Salesforce and go to the Import Template tab>File Location>Upload File.
Open Milestones PM+ in Salesforce and go to the Milestones PM+ Settings tab. Learn more in the admin guide.
Recommended. Project Template Settings>Realtime Project Creation: enable/check. Time Tracking Settings>Default Object and Object 1: set to “MPM4_BASE__Milestone1_Task__c”
The most popular use case for Milestones PM+? Creating a project from an opportunity. Full instructions and more information here.
/apex/MPM4_BASE__Milestone1_Import_Project?&Id={!Opportunity.Id}
Milestones PM+ is free to download from the AppExchange and available for up to five users (see Product Installation, Permission Sets, Assigning User Licenses); additional user seats can be ordered for $20/month/user. Milestones PM+ requires a Saleforce user license compatible with accessing ISVforce/OEM apps.
Milestones PM+ Starter Packs are development service packages to enhance the out-of-the-box app and tailor it for your organization. Designed for all skill levels of Salesforce and Milestones PM+, Starter Packs focus on bringing project management success without exhaustive effort from your valuable time.
Milestones PM+ and all Passage apps keep up to date with Salesforce, diligently testing with the latest versions before releasing Milestones PM+ updates, ensuring app stability and security.
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