Your projects, and project management needs, are unique. Cloud Coach is highly customizable and allows you to create new fields on the project, phase, task, and ticket levels. These custom fields allow you to capture data specific to your business needs. The Cloud Coach custom fields are based on the types of custom fields in Salesforce, including text, number, percent, and pick list. When you create the field, you can also determine who can see and edit the field. Custom fields behave like standard fields - they can be reported on, history tracked, and set as required if necessary. You can even add new relationship fields to link objects together such as Account and Ticket. Custom fields can be added to page layouts; create related lists from relationships and more.

Creating Custom Fields

There are several different types of fields you can select when creating your custom field. Finding the right field for the kind of data you’re collecting is very important.

• Auto-number: Auto-number is often used when you want to assign an ID to a record, outside of it’s Salesforce record ID. You can use this when referencing projects or tickets to external parties, or on invoices. You can easily search for and report on these record numbers.
  
  

• Checkbox: A checkbox allows you to assign a true or false attribute to a record. When the box is checked the value is true; unchecked the value is false.
  
  

• Currency: The currency field allows you to enter a currency amount. The system will automatically format the field as the selected currency for the organization, so users do not have to enter currency symbols.
  
  

• Date: Using a date field will allow the user to either type in a date, or select a date from a pop-up calendar. Date fields allow you to group by week, month, quarter, and year when reporting. (There is also date/time field that will allow you to enter a time as well as a date. This field is useful when setting deadlines and entering call or meeting times.
  
  

• Formula: Formula fields automatically calculate values based on other fields on the object. For example, you could use a formula to determine how many days are left to complete a project based on the end date, and today’s date.
  
  

• Lookup Relationship: A lookup relationship and a master detail relationship give you a method to link multiple records together.
  
  

• Number: A number field allows you to enter a number. This is a real number – any leading zeros will be removed. Numbers entered into number fields can be referenced in formula fields.
  
  

• Pick List: A pick list is a drop down list on your record that allows you to select only one value. One example of a pick list would be when selecting a project contract status.
  
  

• Multi-Select Pick List: A multi-select pick list is similar to a standard pick list that users can only select from pre-populated values. However, a multi-select pick list allows the user to select multiple values – like multiple types of communication they are interested in.
  
  

• Text Entry: There are three different kinds of text entry fields: text area, text area long, and text area rich.
  
  

• Text Area: Allows up to 255 characters, displayed as one line of text.
  
  

• Text Area Long: Allows up to 131,000 characters. The text can be displayed as paragraphs of text, and provides a large box to type in.
  
  

• Text Area Rich: Displays a formatting toolbar in the text box for basic formatting, like bold, italics, underline, numbered lists, bulleted lists, hyperlinks, and images. Only the first 254 characters of the rich and long text areas will be included in reports.