Orlando SFDC User Group 12/2011

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  • Schedule  8:30a  -    8:45a: Arrival/Check-in/Networking (Annual Survey)  8:45a  -    9:00a: Welcome & Introductions  9:00a  -    9:45a: Visual Workflow Demo (Group Request!)   9:45a  -  10:15a: 2012 #OSUG Gives Back: Non-Profit Support Project Update10:15   -   10:30a: SFDC Jobs Board, Community Update, 2012 Meeting Calendar
  • Schedule  8:30a  -    8:45a: Arrival/Check-in/Networking (Annual Survey)  8:45a  -    9:00a: Welcome & Introductions  9:00a  -    9:45a: Visual Workflow Demo (Group Request!)   9:45a  -  10:15a: 2012 #OSUG Gives Back: Non-Profit Support Project Update10:15   -   10:30a: SFDC Jobs Board, Community Update, 2012 Meeting Calendar
  •   8:45a  -    9:00a: Welcome & Introductions  9:00a  -    9:45a: Visual Workflow Demo (Group Request!)   9:45a  -  10:15a: 2012 #OSUG Gives Back: Non-Profit Support Project Update10:15   -   10:30a: SFDC Jobs Board, Community Update, 2012 Meeting Calendar
  • Come Out With PRIDE is a small organization of ~20 volunteers that produces Orlando’s Largest GLBT Celebration annually for the local community.
  •   8:45a  -    9:00a: Welcome & Introductions  9:00a  -    9:45a: Visual Workflow Demo (Group Request!)   9:45a  -  10:15a: 2012 #OSUG Gives Back: Non-Profit Support Project Update10:15   -   10:30a: SFDC Jobs Board, Community Update, 2012 Meeting Calendar
  •   8:45a  -    9:00a: Welcome & Introductions  9:00a  -    9:45a: Visual Workflow Demo (Group Request!)   9:45a  -  10:15a: 2012 #OSUG Gives Back: Non-Profit Support Project Update10:15   -   10:30a: SFDC Jobs Board, Community Update, 2012 Meeting Calendar
  •   8:45a  -    9:00a: Welcome & Introductions  9:00a  -    9:45a: Visual Workflow Demo (Group Request!)   9:45a  -  10:15a: 2012 #OSUG Gives Back: Non-Profit Support Project Update10:15   -   10:30a: SFDC Jobs Board, Community Update, 2012 Meeting Calendar
  •   8:45a  -    9:00a: Welcome & Introductions  9:00a  -    9:45a: Visual Workflow Demo (Group Request!)   9:45a  -  10:15a: 2012 #OSUG Gives Back: Non-Profit Support Project Update10:15   -   10:30a: SFDC Jobs Board, Community Update, 2012 Meeting Calendar
  •   8:45a  -    9:00a: Welcome & Introductions  9:00a  -    9:45a: Visual Workflow Demo (Group Request!)   9:45a  -  10:15a: 2012 #OSUG Gives Back: Non-Profit Support Project Update10:15   -   10:30a: SFDC Jobs Board, Community Update, 2012 Meeting Calendar

Transcript

  • 1. #OSUG Makes Big PlansOrlando Salesforce User Group MeetingDecember 2, 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 salesforce.com, 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 non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, 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. Salesforce.com, 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!  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
  • 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
  • 6. Demo: Visual Flow
  • 7. 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
  • 8. 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
  • 9. 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?
  • 10. 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
  • 11. How do we get there?  Custom Objects – Customers, Order, Order Items w/ Record Types  Native Workflow  And…
  • 12. Cloud-Based Flow Designer
  • 13. Where do you begin?  What is the Process? – Visio – Pencil & Paper – Whiteboard
  • 14. Enough Slides for Now - Demo
  • 15. http://bit.ly/uPb4Sp
  • 16. 2012 #OSUG Gives Back:Non-Profit Support Project Update
  • 17. 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
  • 18. 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
  • 19. Looking for Salesforce.com People?  Online Job Board – Job Board for Admins – Job Board for Developers  Company Introductions
  • 20. www.HireOn-Demand.com > Employers > Headcount Guidelines
  • 21. Wrap It Up:Don’t You Want to get (even more) Involved?
  • 22. #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
  • 23. Self- Help and Community Resources forCustomer Success
  • 24. salesforce.com/success Free online resources to help our customers succeed