Case Milestone & Entitlement Dashboard
Monitor Service Level Agreement milestones in Salesforce Platform.
Salesforce LabsFree
Customize Timeline/Milestone Process
by Liron CohenSalesforcePaid
Track milestones, dependencies, due dates, activities, and status for Salesforce data through customizable timelines.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
Creates custom timelines for Salesforce data, including custom objects, with markers for process milestones. It supports due dates, milestone rules and dependencies, plus automated emails and notifications. An activity-tracking component, status dashboard, and aggregate reports provide process monitoring and performance analysis. The vendor describes it as a no-code Salesforce app.
Key capabilities
from the Salesforce AppExchange listingCustom data timelines
Creates timelines for any data type, including custom objects.
Milestone markers
Displays markers that represent process milestones.
Rules and dependencies
Supports due dates, rules, and dependencies between milestones.
Automated notifications
Provides automation activities such as emails and notifications.
Activity tracking
Includes a component for tracking activities.
Status dashboard
Provides a custom dashboard with a status view.
Aggregate reporting
Produces aggregate reports for performance analysis.
Use cases
- Analyzing sales opportunities and marketing lead lifecycles.
- Tracking customer onboarding, service support requests, and order form timelines.
- Managing contract processes and vendor SLA enforcement.
In the catalog
332 plugins in Salesforce Platform · Analytics
Price distribution: 154 free, 33 freemium, 145 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«avoiding the need for costly development resources or building complex reports. ✅ DRIVE EFFICIENCY: empower the organization with enhanced tracking, measurement, and automation capabilities for any type of data. ✅ MANAGE WITH CONFIDENCE: streamline processes with a maximal view while avoiding blindspots.»