Salesforce partners often work with multiple clients at the same time. This requires the users to regularly switch between many login accounts and having to keep track of orgs and deployments across multiple clients.
Project Manager (formerly Clients Manager) helps to streamline this setup and make it easy for users to organise, partition and group deployments by project, all within a single login account.
License requirement
This feature requires Essentials Plus licenses.
Default number of projects
Note that the default number of projects is set to 20. If you need more, please contact Essentials Support through the in-app chatbot (blue button in the lower right corner of the Essentials application). When your team hits the 20-project-limit, the Add Project button in the upper right corner of the Project Manager screen (in Admin Settings) will disappear. Once your limit has been restore, this button will reappear.
Activating the Project Manager feature
Team Owners can activate the Project Manager feature by navigating to Account Settings / Team and Licenses. Then, check the Enable Project Manager checkbox in the middle of the page. See screenshot below for the exact location of this checkbox.
Define project list
As a team owner, you can add, edit or delete projects from the project list via Settings > Application Settings > Project Manager.
The project list is visible for all members of the team. However, each team member can select a subset of project to work with by enabling the my workspace check-boxes.
Switching projects
After the project list is defined, users can now select to work with a particular project using the project switcher at the top right of the screen below.
When a project is selected, the following behaviours apply :
List views automatically filter orgs, deployments and work items related the selected project.
When users add new orgs or deployments, the system automatically relates these newly added assets with the currently selected project.
When users create new deployments or work items, the system enforces that the source and target orgs must be related to the currently selected project, hence, reduce the risk of cross-project deployments.
Watch the video below to see how to activate and set up the Project Manager: