CLOUD MANGEMENT OF ALUMNICLUBS SERIESSALESFORCE.COM ECOSYSTEMUnderstanding & Using:Accounts/Organizations, Contacts, Affil...
CONVENTIONS Salesforce.com “Object Types” such as CONTACT, ACCOUNT,ORGANIZATION, AFFILIATION will be presented in all-cap...
BUSINESS NEEDS MET – WITHVARIATIONS IN TASK AND TYPE We use Salesforce.com to keep track of many kinds of alumni data Bi...
LOGGING IN:LOGIN.SALESFORCE.COMA Successful Login Takes you here
KEY TABS FOR ALUMNI VOLUNTEERS Contacts Organizations
ETYMOLOGY: USUALLY INSIGHTFUL Salesforce.com – the very name belies its origins in sales &pipeline management. Whereas a...
HIERARCHIES & RELATIONSHIPSAMONG KEY OBJECT TYPES Centered on ACCOUNTS with CONTACTS ORGANIZATION records and CONTACT re...
CBS ALUMNI INSTANCE OFSALESFORCE: AN ANALOGY Use an ACCOUNT Record with Naming Convention to Represent theAlum MBA’97: K...
WHAT IT LOOKS LIKEClicking on DarrenACCOUNT RECORD VIEWCONTACT RECORD VIEW
AFFILIATIONS ARE QUITE SIMPLE: 6 KEYFIELDS Employer Alum Role Dates (where known) Status Email & phone have beensupe...
TYING IT ALL TOGETHER:ADDING AN ALUM MANUALLY Typical example is an alum relocating to DCwho uses the website form to not...
AN INVENTORY OF KEY TASKS WITH ADOBECAPITVATE TRAINING MATERIALS IN UNDERDEVELOPMENT Adding alumni manually Sending a Ve...
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Volunteer Training Columbia B-School Alumni of MetroDC: Salesforce.com for Alumni Club Management

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A key concepts primer to be distributed to new volunteers with Columbia Business School Alumni of MetroDC.

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Transcript of "Volunteer Training Columbia B-School Alumni of MetroDC: Salesforce.com for Alumni Club Management"

  1. 1. CLOUD MANGEMENT OF ALUMNICLUBS SERIESSALESFORCE.COM ECOSYSTEMUnderstanding & Using:Accounts/Organizations, Contacts, Affiliations
  2. 2. CONVENTIONS Salesforce.com “Object Types” such as CONTACT, ACCOUNT,ORGANIZATION, AFFILIATION will be presented in all-caps toconfirm their usage in a given sentence as referring to thedatabase-aspect of the word Such Object Types correspond closely (but not perfectly)with thenavigation tabs in Salesforce.com “Not perfectly” because tabs can be given a display alias that isshorthand & human-centric Example: ACCOUNT is the Object Type and ORGANIZATION is thetab alias for ACCOUNT
  3. 3. BUSINESS NEEDS MET – WITHVARIATIONS IN TASK AND TYPE We use Salesforce.com to keep track of many kinds of alumni data Biographical Data tends to be non-dynamic Name; DoB; School Year Note: Household data is on occasion dynamic Employer and career data is more dynamic, and so we haveautomated LinkedIn feeds Club-Alumni interactions, both outreach/marketing and eventparticipation
  4. 4. LOGGING IN:LOGIN.SALESFORCE.COMA Successful Login Takes you here
  5. 5. KEY TABS FOR ALUMNI VOLUNTEERS Contacts Organizations
  6. 6. ETYMOLOGY: USUALLY INSIGHTFUL Salesforce.com – the very name belies its origins in sales &pipeline management. Whereas an alumni club is most interested in people,sales/pipeline management is most interested in accounts Thus, Salesforce.com structures itself around ACCOUNTS As an alumni club, we’re not really worried about “leads” – whichmakes skipping the lead to contact conversion process permissible
  7. 7. HIERARCHIES & RELATIONSHIPSAMONG KEY OBJECT TYPES Centered on ACCOUNTS with CONTACTS ORGANIZATION records and CONTACT records are hierarchically related in aONE-to-MANY relationship (respective to the phrasing of this bullet, not thesalesfore header tab image above) 

 An ORGANIZATION can exist without a CONTACT (if not very usefully) BUT (forour purposes) a CONTACT cannot exist without an ORGANIZATION Affiliations represent time-bounded relationships among, say, an Alum and anEmployer As Affiliations do not have meaning externally to an alum and/or an employer,there is no tab-level navigation to them They must be accessed within the specific record
  8. 8. CBS ALUMNI INSTANCE OFSALESFORCE: AN ANALOGY Use an ACCOUNT Record with Naming Convention to Represent theAlum MBA’97: Kowitt, Darren EMBA’08: Panos, Nicholas And create a CONTACT record on that Account for the Alum This initially counterintuitive approach yields benefits longer term asintimacy grows with some alums and we would want to mangeHOUSEHOLDS Simply add a spousal contact to the Alum account – and you’ve got anice parallel to the Alum Household’s relationship to the school
  9. 9. WHAT IT LOOKS LIKEClicking on DarrenACCOUNT RECORD VIEWCONTACT RECORD VIEW
  10. 10. AFFILIATIONS ARE QUITE SIMPLE: 6 KEYFIELDS Employer Alum Role Dates (where known) Status Email & phone have beensuperseded by LinkedInintegration
  11. 11. TYING IT ALL TOGETHER:ADDING AN ALUM MANUALLY Typical example is an alum relocating to DCwho uses the website form to notify us
  12. 12. AN INVENTORY OF KEY TASKS WITH ADOBECAPITVATE TRAINING MATERIALS IN UNDERDEVELOPMENT Adding alumni manually Sending a Vertical response email Sending a SendGrid email Data Hygiene Tasks Google Apps & Volunteer Collaboration & Project Management Web-presence: Wordpress, LinkedIn, FacebookThis document was prepared for Columbia BusinessSchool Alumni of MetroDC by Succellerator SaaS

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