Milestones PM+ Demo Kit

Cross-industry, Salesforce-native Project and Process Management

• Create projects from anywhere in Salesforce with ease: any object, custom and standard; manually with the click of a button or automatically with Flow; from scratch, a template, or file upload. No coding knowledge needed!
• Have project and related data right alongside opportunities, accounts, contacts, or any other Salesforce record.
• Sync project tasks to Salesforce Calendars as Events or Tasks.
• Design the product to meet 100% of all project management needs.

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.

Demo Org Setup

Installation

1. Download Milestones PM+ from AppExchange (free)

   Make sure the demo user is assigned the “MPM+ Full Access” permission set.

2. Download Demo Kit: Production | Sandbox

Optional Customization

Sample Project Data

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.

Custom Settings

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”

“New Project” Button on Opportunity

The most popular use case for Milestones PM+? Creating a project from an opportunity. Full instructions and more information here.

1. Setup>Opportunity>Buttons, Links, and Actions>New Button or Link
2. For Display Type, select “Detail Page Button.”
3. For Behavior, select any.
4. For Content Source, keep as “URL.”
5. In the large input box, paste

   /apex/MPM4_BASE__Milestone1_Import_Project?&Id={!Opportunity.Id}

6. Save. Go to Page Layouts and add the button.

Pricing and App Access

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.