Dynamic Milestone Manager
The New Standard for Process Progress Tracking in Salesforce
Why It Matters
Salesforce manages processes — but tracking progress inside those processes is often subjective, inconsistent, and scattered. But what if we could provide “Project Management” -like discipline to every process you’re managing in your Salesforce org?
Dynamic Milestone Manager provides this objective discipline by giving any team clear, automated, and visual progress measurement — without adding extra work. It’s guaranteed to improve the consistency of how your users communicate their progress.
The Problem
Teams can’t easily articulate "Where are we?" in a process.
Managers struggle to measure "When will this be done?" without chasing updates.
Progress reporting is often subjective, inconsistent, or buried in notes.
Different processes on the same object lack a consistent tracking method.
The Solution
Dynamic Milestone Manager brings process-specific milestone tracking to Salesforce with:
Milestone Templates per Object and or Record Type – Match milestones to each process just like you use record types today.
Customize each Milestone by Assigning Key Fields per Milestone – Define the fields that matter for each step.
Automatic Progress Calculation – As fields update, we calculate % Complete per milestone and overall % record progress.
Zero Extra Keystrokes – Progress updates happen as users work normally.
At-a-Glance Dashboard Like UI – Every stakeholder sees milestone status, field values, and overall % complete — instantly.
How It Works
Create Milestone Templates
Per Process, Per Object, or even per Record Type..
Define milestones & assign your key fields.
Assign criteria to all records on an object, or to a record type.
Assign Templates to Records
Automatically applied assigned to records at runtime when the record meets your criteria per process.
Track Field Updates in Real Time
Milestones % advance as data changes.
View & Report Progress
Attractive dashboard like UI on record pages.
Aggregate reports by process, by owner, by team!
Benefits
Real-Time Accuracy — No waiting for manual updates.
Transparency — All stakeholders see the same truth.
Scalability — Works across objects, teams, and industries.
No Change Management Overhead — Users keep working as they already do.
Sign up for a Demo
Upcoming Live Demos
📅 August 21 – 11:00 AM EST & 1:00 PM EST
📅 August 27 – 11:00 AM EST & 1:00 PM EST
📅 August 28 – 11:00 AM EST & 1:00 PM EST
📅 August 29 – 11:00 AM EST & 1:00 PM EST
Duration: 30 minutes
What You’ll See:
Real-world use cases for building milestone templates
Live updates from the user’s perspective
Powerful reporting on progress and completion
How It Works
Create Milestone Templates
Per Process, Per Object, or even per Record Type..
Define milestones & assign your key fields.
Assign criteria to all records on an object, or to a record type.
Assign Templates to Records
Automatically applied assigned to records at runtime when the record meets your criteria per process.
Track Field Updates in Real Time
Milestones % advance as data changes.
View & Report Progress
Attractive dashboard like UI on record pages.
Aggregate reports by process, by owner, by team!
DMM “3 Minute Overview”
Benefits
Real-Time Accuracy — No waiting for manual updates.
Transparency — All stakeholders see the same truth.
Scalability — Works across objects, teams, and industries.
No Change Management Overhead — Users keep working as they already do.