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salesforce.com training materials for on-ramping board members of Columbia Business School Alumni of MetroDC
salesforce.com training materials for on-ramping board members of Columbia Business School Alumni of MetroDC
salesforce.com training materials for on-ramping board members of Columbia Business School Alumni of MetroDC
salesforce.com training materials for on-ramping board members of Columbia Business School Alumni of MetroDC
salesforce.com training materials for on-ramping board members of Columbia Business School Alumni of MetroDC
salesforce.com training materials for on-ramping board members of Columbia Business School Alumni of MetroDC
salesforce.com training materials for on-ramping board members of Columbia Business School Alumni of MetroDC
salesforce.com training materials for on-ramping board members of Columbia Business School Alumni of MetroDC
salesforce.com training materials for on-ramping board members of Columbia Business School Alumni of MetroDC
salesforce.com training materials for on-ramping board members of Columbia Business School Alumni of MetroDC
salesforce.com training materials for on-ramping board members of Columbia Business School Alumni of MetroDC
salesforce.com training materials for on-ramping board members of Columbia Business School Alumni of MetroDC
salesforce.com training materials for on-ramping board members of Columbia Business School Alumni of MetroDC
salesforce.com training materials for on-ramping board members of Columbia Business School Alumni of MetroDC
salesforce.com training materials for on-ramping board members of Columbia Business School Alumni of MetroDC
salesforce.com training materials for on-ramping board members of Columbia Business School Alumni of MetroDC
salesforce.com training materials for on-ramping board members of Columbia Business School Alumni of MetroDC
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salesforce.com training materials for on-ramping board members of Columbia Business School Alumni of MetroDC

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An introduction to Salesforce.com for volunteer board members of Columbia Business School Alumni of MetroDC (January 2014) …

An introduction to Salesforce.com for volunteer board members of Columbia Business School Alumni of MetroDC (January 2014)

Introduces Apps, Tabs, and key objects within the data model instantiated.

Published in: Technology, Business
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  • 1. USING OUR INSTANCE OF SALESFORCE.COM KEY CONCEPTS FOR VOLUNTEERS: Accounts/Organizations, Contacts, Affiliations
  • 2.  Objects  Tabs   Objects are data representations of things such as  Apps  Tabs are where objects “live”   CONTACTS, ACCOUNTS, TASKS, EVENTS, EMAILS A kind of “category” page or home for those objects, with robust search functionality Apps are Groups of Tabs & Objects organized around a task or functionality SALESFORCE INTRODUCTION --- SO LET’S LOGIN
  • 3. LOGIN.SALESFORCE.COM
  • 4. TABS & APPS
  • 5.  CBS Board    Board Meetings Agendas, Minutes, Resolutions Salesforce Chatter   Planning   Events & Other Projects CBS Communications   Social Collaboration Campaigns, Mailchimp, Social Media Analysis Content KEY APPS – AND THEIR FUNCTIONS
  • 6.  Our Alumni Public [APP]  [CONTACTS] tab/object  [ORGANIZATIONS]/ACCOUNT tab/object KEY TABS FOR ALUMNI VOLUNTEERS
  • 7.  Salesforce.com “Object Types” such as CONTACT, ACCOUNT, ORGANIZATION, AFFILIATION will be presented in all-caps to confirm their usage in a given sentence as referring to the database-aspect of the word  Such Object Types correspond closely (but not perfectly)with the navigation tabs in Salesforce.com  “Not perfectly” because tabs can be given a display alias that is shorthand & human-centric  Example: ACCOUNT is the Object Type and ORGANIZATION is the tab alias for ACCOUNT CONVENTIONS
  • 8.  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 have automated LinkedIn feeds  Club-Alumni interactions, both outreach/marketing and event participation BUSINESS NEEDS MET – WITH VARIATIONS IN TASK AND TYPE
  • 9.  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  Put more properly, LEADS enter the pipeline funnel and are converted into ACCOUNTS with CONTACTS ETYMOLOGY: USUALLY INSTRUCTIVE ANALYSIS
  • 10.  Use an ACCOUNT Record with Naming Convention to Represent the Alum  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 as intimacy grows with some alums and we would want to mange HOUSEHOLDS  Simply add a spousal contact to the Alum account – and you’ve got a nice parallel to the Alum Household’s relationship to the school CBS ALUMNI INSTANCE OF SALESFORCE: AN ANALOGY
  • 11. ORGANIZATION NAME IS MEANT TO CONVEY INFORMATION
  • 12. HERE IS HER CONTACT PAGE
  • 13. ACCOUNT RECORD VIEW Clicking on Darren WHAT IT LOOKS LIKE CONTACT RECORD VIEW
  • 14.  Centered on ACCOUNTS with CONTACTS SALESFORCE.COM’S DATA ARCHITECTURE
  • 15.  Typical example is an alum relocating to DC who uses the website form to notify us TYING IT ALL TOGETHER: ADDING AN ALUM MANUALLY
  • 16. EASY FOR YOU: NEW ALUM
  • 17.  Adding alumni manually  Sending a MailChimp outbound email  Data Hygiene Tasks  Google Apps & Volunteer Collaboration & Project Management  Web-presence & Social Media: Wordpress, LinkedIn, Facebook AN INVENTORY OF KEY TASKS WITH ADOBE CAPTVATE TRAINING MATERIALS IN UNDER DEVELOPMENT1

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