--- title: Ask PT About Using Salesforce to Onboard Customers description: Customer onboarding is a critical period to establish long-term relationships. Use Salesforce app Milestones PM+ to automate and project manage success. image: https://www.passagetechnology.com/hubfs/ASK%20PT%20gif15.gif --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) # Ask PT About Using Salesforce to Onboard Customers 2023/03/15 [![Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.](https://www.passagetechnology.com/hubfs/2021/Essential-Salesforce-Guide_Milestones_PMplus.png) ](https://www.passagetechnology.com/en/essential-guide-for-project-leaders-in-businesses-using-salesforce) *Dear PT, * *At our company, we are looking to improve and streamline our customer onboarding process. We sell a number of products and services, and each has a repetitive process to properly deliver and onboard. Usually, we clone a number of Salesforce® Projects, and then make the changes necessary for that customer and purchase. As we’ve seen, this process is sometimes prone to errors and omissions. How can we make improvements?* *Gus Towmer in Welcome, ON, Canada* Dear Gus, It is important to have a seamless onboarding experience for your customers. And to do that, you have to make it seamless for all of your company’s resources and stakeholders. [Milestones PM+](https://www.passagetechnology.com/milestones-pm-plus-overview) is a project management app 100%-native to Salesforce, and with it you can automate your entire onboarding structure for all types of customers, products, and services. The key is setting up Project templates for every situation, which are then initiated by the Closed Won Opportunity.  All Project templates have Milestones and Tasks, allocated and assigned to the appropriate resources for completion. Notifications and emails are triggered. Resources, risks, and issues are tracked throughout. And all of the Project templates for a customer are rolled up to a single Program. With Milestones PM+, onboarding is completely customized and automated with a real-time view of progress. Learn how to [improve customer success with more efficient onboarding](https://www.passagetechnology.com/milestones-pm-plus-use-cases/customer-onboarding-reusable-project-templates).  Sincerely, PT *** Check out other [Ask PT advice columns](https://www.passagetechnology.com/passage-technology-blog/tag/ask-pt). [Submit your own question to PT](https://www.passagetechnology.com/en/ask-pt). You may see it used in a future installment in this series. Tags: [Activity Monitoring](https://www.passagetechnology.com/passage-technology-blog/topic/activity-monitoring), [Project Management](https://www.passagetechnology.com/passage-technology-blog/topic/project-management), [Milestones PM+](https://www.passagetechnology.com/passage-technology-blog/topic/milestones-pm), [Time Tracking](https://www.passagetechnology.com/passage-technology-blog/topic/time-tracking), [Custom settings](https://www.passagetechnology.com/passage-technology-blog/topic/custom-settings), [Gantt chart](https://www.passagetechnology.com/passage-technology-blog/topic/gantt-chart), [Automation](https://www.passagetechnology.com/passage-technology-blog/topic/automation), [Project risks and issues](https://www.passagetechnology.com/passage-technology-blog/topic/project-risks-and-issues), [Ask PT](https://www.passagetechnology.com/passage-technology-blog/topic/ask-pt) | [** Ask PT About Salesforce's “Last Activity” Field ](https://www.passagetechnology.com/passage-technology-blog/ask-pt-about-salesforces-last-activity-field) | [Passage Technology Blog](https://www.passagetechnology.com/passage-technology-blog) | [ Managing Customer Data Storage to Meet Compliance Requirements ** ](https://www.passagetechnology.com/passage-technology-blog/data-storage-compliance) | | --- | --- | --- | [ 7 Popular Use Cases that Lighten the Load for Salesforce Admins ](https://www.passagetechnology.com/passage-technology-blog/use-cases-admins) [ What is technical debt, and how can you avoid it in Salesforce? ](https://www.passagetechnology.com/passage-technology-blog/what-is-technical-debt-and-how-can-you-avoid-it-in-salesforce) [ Learning from Rollup Helper’s Supportive Trailblazer Community ](https://www.passagetechnology.com/passage-technology-blog/rollup-helpers-supportive-trailblazer-community-app-resources) [ Passage Technology News and Updates – Spring 2026 ](https://www.passagetechnology.com/passage-technology-blog/news-spring-2026) [ True Effectiveness with Salesforce Agentforce Requires Elevating Data Quality First ](https://www.passagetechnology.com/passage-technology-blog/true-effectiveness-with-salesforce-agentforce-requires-elevating-data-quality-first) [ Roll-up Solution When a Roll-up Summary Field Can't be Used ](https://www.passagetechnology.com/passage-technology-blog/roll-up-solution-when-a-roll-up-summary-field-can-not-be-used-and-process-builder-does-not-fire-on-delete) [ GDPR and Using the Salesforce Individual Object ](https://www.passagetechnology.com/passage-technology-blog/gdpr-and-the-using-the-salesforce-individual-object) [ Can’t Create Quote From Opportunity in Lightning Using New Quote Button? ](https://www.passagetechnology.com/passage-technology-blog/new-quote-button) [ Rollup Helper vs Declarative Lookup Roll-up Summaries (DLRS) ](https://www.passagetechnology.com/passage-technology-blog/rollup-helper-vs-declarative-lookup-roll-up-summaries-dlrs) [ Passage Technology News & Updates – Winter 2026 ](https://www.passagetechnology.com/passage-technology-blog/passage-technology-news-updates-winter-2026) © 2026 Passage Technology LLC All Rights Reserved. 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