Dear PT,
At our company, we automate many business processes using Salesforce® Flow. We are having difficulties integrating these automated processes into our project management function. How can we create a comprehensive PM function tied to our Salesforce usage?
Starr Terpeck in Tool, TX
Dear Starr,
Business process automation is certainly a time saver and error preventer. That’s why it is important to use a project management solution that can interface properly with Salesforce. Milestones PM+ is 100%-native to Salesforce and works seamlessly with Flows. The app’s customizable templates can allocate resources and track progress, while taking advantage of your automations. You can even take advantage of Milestones PM+ Starter Packs to accelerate your implementation.
Learn how to merge process automation and project management.
Sincerely,
PT
***
Check out other Ask PT advice columns.
Submit your own question to PT. You may see it used in a future installment in this series.
