Modeling Complex Account Hierarchies   Enterprise Track                      Derek Laney: salesforce.com                  ...
Safe HarborSafe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain...
Objectives  Examine 6 modeling patterns  CA – understand best practice for commercial entities  Citi – understand best ...
The Patterns 1. The Ultimate Parent                             GE            Join all levels to the ultimate parent
The Patterns 2. The Selective Parent                            GE                                 GE Health       Join al...
Considerations Reporting  Needs to remain easy Usability  I have to enter all this?  Where do I log my activity?
Irene Von Toussaint      CA Technologies
Example of CA’s Account Hierarchy: Parents                      Parent Account   Child Accounts
Example of CA’s Account Hierarchy: Children        To add Parent Account you use the name search Icon to select the Parent
Living with Parents - Appexchange                      XYA
The Patterns 3. Relationship Groups                     Dad       Mum                   Child 1 Child 2 Partner           ...
Murali Arumugam    Citi Private Bank
The Patterns4. Multiple Parents                          Pharmaceuticals             Department        Clinic       Practi...
Living with Parents4. Multiple Parents              Organisation                                   Activities             ...
Demonstration      XYA
The Patterns5. Relationships                   XYA
The Patterns5. Relationships                   XYA
Continue the conversation
Dreamforce 2010: Modelling Complex Hierachies in Salesforce
Dreamforce 2010: Modelling Complex Hierachies in Salesforce
Dreamforce 2010: Modelling Complex Hierachies in Salesforce
Dreamforce 2010: Modelling Complex Hierachies in Salesforce
Dreamforce 2010: Modelling Complex Hierachies in Salesforce
Dreamforce 2010: Modelling Complex Hierachies in Salesforce
Upcoming SlideShare
Loading in …5
×

Dreamforce 2010: Modelling Complex Hierachies in Salesforce

472 views
419 views

Published on

Dreamforce 2010: How do I represent both my customer and my legal entities to reconcile product servicing with relationship management? And achieve a single view on top of all that? It may sound difficult, but we're ready to walk you through the whole process! Join us as we look at several customer examples and discuss topics like relationship groups and householding, parenting, partners that are also customers, multiple affiliations, reporting, and much more.

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
472
On SlideShare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
13
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Dreamforce 2010: Modelling Complex Hierachies in Salesforce

  1. 1. Modeling Complex Account Hierarchies Enterprise Track Derek Laney: salesforce.com Irene Von Toussaint: CA Technologies Murali Arumugam: Citi Private Bank
  2. 2. Safe HarborSafe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may containforward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertaintiesmaterialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differmaterially from the results expressed or implied by the forward-looking statements we make. All statementsother than statements of historical fact could be deemed forward-looking, including any projections of subscribergrowth, earnings, revenues, or other financial items and any statements regarding strategies or plans ofmanagement for future operations, statements of belief, any statements concerning new, planned, or upgradedservices or technology developments and customer contracts or use of our services.The risks and uncertainties referred to above include – but are not limited to – risks associated with developingand delivering new functionality for our service, our new business model, our past operating losses, possiblefluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of oursecurity measures, the outcome of intellectual property and other litigation, risks associated with possiblemergers and acquisitions, the immature market in which we operate, our relatively limited operating history, ourability to expand, retain, and motivate our employees and manage our growth, new releases of our service andsuccessful customer deployment, our limited history reselling non-salesforce.com products, and utilization andselling to larger enterprise customers. Further information on potential factors that could affect the financialresults of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal yearended January 31, 2010. This documents and others are available on the SEC Filings section of the InvestorInformation section of our Web site.Any unreleased services or features referenced in this or other press releases or public statements are notcurrently available and may not be delivered on time or at all. Customers who purchase our services shouldmake the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes noobligation and does not intend to update these forward-looking statements.
  3. 3. Objectives  Examine 6 modeling patterns  CA – understand best practice for commercial entities  Citi – understand best practice for personal entities  Hear your thoughts and continue the conversation
  4. 4. The Patterns 1. The Ultimate Parent GE Join all levels to the ultimate parent
  5. 5. The Patterns 2. The Selective Parent GE GE Health Join all levels to 1 selected “true” parent
  6. 6. Considerations Reporting  Needs to remain easy Usability  I have to enter all this?  Where do I log my activity?
  7. 7. Irene Von Toussaint CA Technologies
  8. 8. Example of CA’s Account Hierarchy: Parents Parent Account Child Accounts
  9. 9. Example of CA’s Account Hierarchy: Children To add Parent Account you use the name search Icon to select the Parent
  10. 10. Living with Parents - Appexchange XYA
  11. 11. The Patterns 3. Relationship Groups Dad Mum Child 1 Child 2 Partner Lawyer Identify significant members versus “of interest”
  12. 12. Murali Arumugam Citi Private Bank
  13. 13. The Patterns4. Multiple Parents Pharmaceuticals Department Clinic Practice Doctor How are you going to rollup the detail and still have your reports make sense? Doctor
  14. 14. Living with Parents4. Multiple Parents Organisation Activities Works At Scripts Samples Contact XYA
  15. 15. Demonstration XYA
  16. 16. The Patterns5. Relationships XYA
  17. 17. The Patterns5. Relationships XYA
  18. 18. Continue the conversation

×