2026/01/13
The AI-powered assistant offers app support by answering questions and providing helpful resources right at your fingertips. It will suggest prompts based on what object (Project, Task, etc.) you’re currently viewing and recommend knowledge articles and next-steps after it responds.
2025/09/01
Last updated 10/21/25
There are significant limitations with the roll-up summary fields provided out of the box in Salesforce. If you are curious to learn more about the limitations, check out the resource links at the bottom of the blog.
2025/04/15
Have you been interested in Milestones PM+ — or Salesforce project management, for that matter? Looking for an affordable way to improve task organization?
2025/01/09
2024/09/05
Valuable resources are available to Salesforce partners for a variety of purposes and audiences – from code samples to the Partner Learning Camp. One group, Official: Partner Delivery Readiness, has shared numerous files including past webinars and templates. Below is a selection of materials focusing on project management.
2024/07/02
2024/02/29
In Salesforce, many businesses need to see aggregated data from child records on a parent record. For example, to show the sum or average of closed won Opportunities on a Custom Object, like Industry. They may always want to choose the first or last child record, and from that selection, display a key piece of text, such as the first Campaign that triggered a response at an Account. This sounds like it should be straight-forward to put together, but it could be more difficult to create than you'd think.
2023/11/10
“Frequent use of standardized risk management practices” is a key driver of project success (Project Management Institute [PMI], 2023), yet one-third of users with risk management functionality in their PM software don’t use it (Capterra, 2021).
2023/06/26
2022/05/11
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