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Orlando SFDC User Group 10/2011
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Orlando SFDC User Group 10/2011


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  • 8:45a  -    9:00a: WELCOME! What’s happened since last time? (Jennifer) CCC Winter12 / Dreamforce
  • 8:45a  -    9:00a: WELCOME! What’s happened since last time? (Jennifer) CCC Winter12 / Dreamforce Ways to connect Surveys Tell your friends, users, family about this group.
  • 9:00a  -  9:45a: Winter12 Release Highlights (Joshua)
  • 9:45a - 10:15a: Corelando Connections: Jobs, Resources, Events (Jennifer) 10:15a  - 10:30a : OSUG Announcements & Close of Meeting (Feedback Welcome – Format, Content, Value) (Jennifer & Joshua)
  • 9:45a - 10:15a: Corelando Connections: Jobs, Resources, Events (Jennifer) 10:15a  - 10:30a : OSUG Announcements & Close of Meeting (Feedback Welcome – Format, Content, Value) (Jennifer & Joshua)
  • 9:45a - 10:15a: Corelando Connections: Jobs, Resources, Events (Jennifer) 10:15a  - 10:30a : OSUG Announcements & Close of Meeting (Feedback Welcome – Format, Content, Value) (Jennifer & Joshua)
  • And that’s what we deliver with Sales Cloud 2 that now includes Chatter. Sales Cloud 2 with Chatter lets you collaborate in real-time across Sales and other parts of your company. It includes the best Cloud 2 features like status updates, profiles, and feeds so sales people can share in real time. And works just like facebook so you already know how to use it.With Sales Cloud 2, you choose the people, application data, and documents that matter most to you and changes are pushed to you in real time.And since it’s built on the salesforce infrastructure, it’s inherently a secure private application that you can trust. It inherits all the robust sharing and security rules that our 72,000 customers have come to depend on.
  • Transcript

    • 1. #Winter12 Release ParyOrlando Salesforce User Group MeetingOctober 20, 2011
    • 2. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services 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 developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of, inc. is included in our annual report on Form 10-K for the fiscal year ended January 31, 2009 and our other filings. These documents are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available., inc. assumes no obligation and does not intend to update these forward-looking statements.
    • 3. #Corelando: The Center of the #OSUGUniverse  Network, Schmooze, Connect  Welcome!  Winter 12 Highlights – Presented by Joshua Hoskins, Orlando SFDC User Group Leader  Wrap It Up! – 2011 Meetings – On tap for 2012? • #DF2UFL • #CCC
    • 4. Welcome!Jennifer Phillips, @CRMjenJoshua Hoskins, @jhoskins #OSUG, @OrlandoSFDC
    • 5. #Corelando: The Center of the #OSUGUniverse  It‘s all about YOU (literally) – Ways to connect – Who do you know – How much can you help – Feedback is progress  Annual Surveys Coming  If you build it…TELL somebody!
    • 6. Winter 12 Highlights!
    • 7. Winter „12: Welcome to the Social Enterprise  Valuable Resources – Success Portal: – Release Portal: resources/releases/# – Facebook: 48 – AppExchange: – Consultant Portal: – Salesforce Answers:
    • 8. Winter „12: Welcome to the Social Enterprise
    • 9. Collaboration Cloud
    • 10. Chatter Messages
    • 11. “Like” for Chatter Comments - BEFORE
    • 12. “Like” for Chatter Comments - AFTER
    • 13. Sales Cloud
    • 14. Social Contacts
    • 15. Social Contacts – Enhancement from Ideas! – See your Contacts‘ social network profiles – directly in SFDC – The Social Contacts feature is enabled by default for organizations created after October 7, 2011 ONLY • Older Orgs need to enable • Enabled post-release (beginning late October) – Social Networks in this release: • Linked In, Facebook, Twitter • uses public APIs to display social information – can‘t guarantee future availability if there is a change.
    • 16. Salesforce for Outlook  Unresolved Items: Batch edit for up to 50 item.  Unresolved Items: Recommendations  Add up to 10 emails to Salesforce at one time  Salesforce for Outlook on 64-bit and 32-bit versions of Outlook 2010 is now supported
    • 17. Analytics
    • 18. Analytics  Dashboard Filters – Choose the Data to display using a drop-down – No longer have to clone the dashboard  CRM Dashboards by Labs – Sales & Marketing – Customer Service  Enhanced Reports Tab  Mobile Dashboards iPad App
    • 19. Dashboard Filters
    • 20.
    • 21. : New Tab!
    • 22.
    • 23.
    • 24.
    • 25.
    • 26. Cloud-Based Flow Designer
    • 27. Winter „12: Welcome to the Social Enterprise  Help and Training #Awesomeness  Videos – Building a Website with Siteforce (3:00 minutes) – Editing and Managing Content with Siteforce (2:53 minutes) – Sending Private Chatter Messages (3:15 minutes) – Sharing Files in Chatter (2:45 minutes) – Finding What You Need In Chatter (Updated, 3:47 minutes)
    • 28. Winter „12: Welcome to the Social Enterprise  Help and Training #Awesomeness  Updated Demo – Importing Accounts Using the Data Loader CLI (5:21 minutes)  Tip Sheets and Implementation Guides – Using the Enhanced Reports Tab – Introducing Dashboard Filters – Visual Workflow Implementation Guide—Beta
    • 29. Winter „12: Welcome to the Social Enterprise  Help and Training #Awesomeness  Workbooks – Analytics Workbook—Introduces you to dashboards and reports through a series of tutorials. formulas. – Chatter Administrators Workbook—Introduces Chatter, the enterprise collaboration solution, as well as ways to administer Chatter in your organization, such as adding new users, and clearing out feeds. – ISVforce Workbook—Introduces you to application distribution via a series of quick tutorials. Youll create a simple app, package it for distribution, and install it in another org, just as a customer would.
    • 30. Winter „12: Welcome to the Social Enterprise  Help and Training #Awesomeness  Workbooks – Visual Flow Workbook—Introduces you to the Flow Designer through a series of tutorials. Youll learn how to build simple flows that show you how to get user input, update records, and perform calculations.  Developer Guides – Data Loader Developers Guide—A quick start for the Data Loader command-line interface has been added. – Object Reference—Reference information about all standard and custom objects, data types, and related information.
    • 31. Winter „12: Welcome to the Social Enterprise
    • 32. Wrap It Up:Don‟t You Want to get (even more) Involved?
    • 33. What Makes OUR Community?  Jobs Connection  Are YOU a member?  JOIN HERE  Co-workers – Marketing Users – IT Support – Sales Managers – Service Professionals – Content Collaborators – And of course… • ADMINS • Developers
    • 34. Wrap It Up! Upcoming Community Events – [Orlando] Salesforce ‗Corelando‘ December Meeting • Ikea Friday, December 2nd, 2011 – Social & Cloud Coder Co-Lab TBD – [Orlando] Dreamforce to YOU! Florida • Q1 2012 Contact Information – Joshua Hoskins @jhoskins | – Jennifer Phillips @CRMjen |
    • 35. Self- Help and Community Resources forCustomer Success
    • 36. Free online resources to help our customers succeed
    • 37. Free online resources to help our customers succeed Customer Customers‘ 1st stop for free online success resources Resources Learning Center Browse the latest best practices, videos, and interactive training Help Search our knowledge base and contact support for your specific needs Answers Get fast answers from Salesforce customers, partners and employees Ideas Share your ideas and help shape the product roadmap Blogs Updates from our product team, industry experts, and community leaders User Groups Find local user groups to stay up to date on local events and discussions Developers Learn to develop in the cloud and take full advantage of the power of Weekly Tips and Session every Friday at 11am PST - Register online Tricks Webinar
    • 39. Drive Adoption with Chatter Cloud 2: Works like FacebookReal-time Choose the Feeds: people, documents, and apps to followTrusted: Secure, private application
    • 40. 5 Steps to Get Started with Chatter1 Update your profile and upload a photo2 Post your first ―status update‖3 Start following people Start following records4 (accounts, opportunities, etc.) Join or create a group
    • 41. Monitor Usage With Your Personalized AccountReview Sent monthly to System Administrators Tracks usage of Salesforce CRM Helpful metrics to drive user adoption
    • 42. Attend the Getting Started WebinarMonthly live webinarsInvite your team to attendRegister today:Getting Started webinar
    • 43. Explore AppExchange - Over 1,000 Apps Waiting ForYouExtend Success with Apps & Services• Pre-Integrated CRM & Non-CRM Apps• Best of Breed Service Partners 1000+ Apps• Evaluate solutions with test drives, demos 25,700+ Customers and customer reviews have installed one or more apps
    • 44. Need More Assistance: Ask Our Experts
    • 45. Customer Checklist Create a community profile Post a question or idea to the community Explore the customer learning center Join a local user group Sign up to Salesforce Insights newsletter