Detailed Review of Customized Timeline/Milestone Process

Robot measures a customized timeline process on a chalkboard.

Summary of Findings

Customized Timeline/Milestone Process by AppSolu is a Salesforce app which measures the time between record updates. It is intended to be used as a management measurement tool for standard processes. For example, to measure the average time it takes to close an opportunity. As for project management, I believe it would only be applicable for measuring standard repeatable projects like field installations. It wouldn’t be very applicable to custom projects like an internal re-engineering effort or software development project.

Customized Timeline/Milestone Process (CTMP) is a much better tool than Flowdometer which is also available on the Salesforce AppExchange. CTMP has a more user-friendly interface and considerably more functionality. However, Flowdometer is free while CTMP is not.

Pricing

CTMP costs $500/company/month or $6,000 per year.

Review Methodology

To review CTMP, I reviewed the demo and the available documentation. I also installed CTMP into a sandbox environment and setup my own opportunity measurements.

You can also perform your own assessment by installing CTMP into a sandbox. Please note that you must first install an app called Asynchronous Process Manager and then install CTMP.

How Does CTMP Work?

You are essentially setting up an automated stopwatch. You define when a timestamp should be recorded for specific updates to Salesforce records. You can then generate alerts and create reports based on these timestamps.

You basically define the object to monitor, markers which are when the timestamp should be recorded, and actions to be taken when a marker is triggered. The user interface to setup all of this is very user-friendly.

An example would be:

  • Select Opportunities.
  • Define a marker to measure the elapsed time for each opportunity stage. For example, when the value of the ‘stage’ field changes.
  • Define an action triggered by a marker. For example, send an email alert when an opportunity becomes qualified.
Customized Timeline/Milestone Process screenshot

Advanced Features

CTMP has some really nice advanced features which make it very easy and flexible.

  • Record Filters – Define filters to limit the types of records that are measured. For example you could only measure opportunity stages for a specific account.
  • Triggered Actions – The timestamp marker can trigger a variety of actions to be taken. In essence, they have built a nice user interface to define custom record-triggered flows. There are even options on how to time the action. For example, you can schedule the action to trigger when the marker starts/ends or relative to its target time. Some of the actions are:
    • Send an email.
    • Update a record.
    • Lock/Unlock a record.
  • Aggregate Measurements – You can define an aggregate measurement (i.e. count, sum, average, etc.) with a custom grouping for a marker. For example, you could measure the average time to close an opportunity grouped by account.
  • Targets – When you define a marker it is very easy to define a target goal, which is then displayed on the record page to let users know if they are on schedule. In fact, you can easily add several Lightning Web Components to an object’s Lighting Record Page so users can see the CTMP stats.
  • Dynamic Target Dates – The target date can be set based on the start of the process or it can also be set based on the value of certain fields. For example, you can set a target date of an opportunity stage to be X days from the opportunity’s close date. Available fields are things such as: close date, last stage change, last modified date, etc.
  • Timestamp Based on Child Records – Not only can you trigger the timestamp based on a field in the main object being updated, you can also trigger the timestamp based on child record updates. For example, if you create projects as child records of your opportunities, you can create a marker that completes when a project is added to the opportunity.
  • Record Workflow – You can also build a Timeline Task which is a workflow related to the Salesforce object. The user will follow the workflow in the CTMP Lightning web component on the record page. The workflow options are: upload file, review content or answer questions. Timestamps will be taken at each step in this workflow.

Weaknesses

I only found one weakness: a lack of standard reports and dashboards. Two very basic reports are provided with the app and no dashboard. The report types have already been created so it should be very easy to create your own custom reports and dashboards.

In Conclusion

If you want to measure your standard Salesforce processes you should consider Customized Timeline/Milestone Process. The advanced features and user-friendly interfaces make it worth the price versus the free Flowdometer.

Additional Reference

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