Orlando SFDC User Group 12/2011Presentation Transcript
#OSUG Makes Big PlansOrlando Salesforce User Group MeetingDecember 2, 2011
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#Corelando: The Center of the #OSUGUniverse Network, Schmooze, Connect Welcome! Demo: Visual Workflow – Presented by Joshua Hoskins, Orlando SFDC User Group Leader 2012 #OSUG Gives Back – Non-Profit: YWAM #CORELando – Annual Survey – SFDC Jobs Board – 2012 Happenings
#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
Demo: Visual Flow
Use Case Come Out With PRIDE 4-day Event + Mini Events leading up to Event – Kickoff, Allied Events, Parade, F&B, Vendor Fair, VIP 80+ Parade Entries 80+ Vendors ~50 Main Event Volunteers 20 Core Volunteer w/ Full Time Jobs – Over 10,000 volunteers hours
Today Vendor Registers on Eventbrite or Paper is Received Manual Welcome / Thanks You Emails from Outlook Manual Communications Leading up to the Event – Order Confirmation / Upsell Opportunities – Booth Placement, Ad Placement, Parking Passes, etc. – All by different Teams, Ops & Development
The Challenge No single system has a compressive view of the transaction or customer. All Email Communication Is Manual, Most cannot be seen by more than (1) person. No Self-Service options is available. Too Many People one both sides are involved. – Application Submitted may not be the Organizer for the Parade Float Main Day: I paid for a Tent where is it?
The Need / The Future A 360 Degree View of All Customer/Prospects/Opportunities & Transactions – Accurate & Reliable Self-Service Option – Registration – Order Administration & Confirmation Workflow Automation
How do we get there? Custom Objects – Customers, Order, Order Items w/ Record Types Native Workflow And…
Cloud-Based Flow Designer
Where do you begin? What is the Process? – Visio – Pencil & Paper – Whiteboard
Enough Slides for Now - Demo
2012 #OSUG Gives Back:Non-Profit Support Project Update
2012 Non-Profit Skills Donation Goal: Harness the skills of our UG Members to help local Non- Profits 2012 Non-Profit Q1 / Q2 – Youth With a Mission – UG Membership just about 1 year – Initial NP OSUG “Guinea Pig” 2012 Non-Profit Q3 / Q4 – UG Nominations
2012 Non-Profit: Youth With a Mission Needs – Scoping • Joshua Hoskins | Jennifer Phillips – Data Migration • Dan Burgondy: Burgondy Technologies – Configuration • Admin • Marketing / SFA • Integration: Quickbooks / Google – How to help? • Project Kickoff in January
Looking for Salesforce.com People? Online Job Board – Job Board for Admins – Job Board for Developers Company Introductions
Wrap It Up:Don’t You Want to get (even more) Involved?
#OSUG 2012 Jobs Connection Community Update –2012 Goals •Cloud Coder Clinic 2 •Social 2 •Non-Profit Donation 2 •UG Meetings 3 JOIN HERE Dreamforce to YOU - Florida –March – 2 – 3 Tracks – Dates in January –Agenda in development
Self- Help and Community Resources forCustomer Success
salesforce.com/success Free online resources to help our customers succeed