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A Focus on Salesforce1 Platform: Customizing
and Multi-org Architecture
Jake Hornsby
CIO, UC Hastings
Cell: 415 518 5396
Email: hornsbyj@uchastings.edu
Customize the Platform to Engage Students ...
Customizing Salesforce for Education
• Current project vision
• Solutions
• Clicks vs. code
• Challenges
• Employee onboar...
Vision: Kaleidoscope
• Vision:
“to create a positive experience for students when conducting their
business transactions a...
Solution and Challenges
•  Overarching solution set
–  Salesforce (portal, CRM, automation)
–  SpringCM (doc mgmt, automat...
• Clicks—Not Code
– Requires commitment to changing
business processes
– Reduces on-going development/
maintenance
– ROI c...
• Need
– Visibility of arrivals/exits
– Identity management
– Reduce administrative burden
– Enforce initial requirements
...
Solution #1: Out of the box
Solution #2: Basic Visualforce
• Need
– Attractive, intuitive interface
– Place for collaboration
– One stop shop for resources
– Potential for external ...
Solution #1: ???
Final word: Things to consider
• Top Level
– Skillsets
– Standard vs. Custom
– Force.com/sites,
Site.com, Drupal or ?
• Wo...
Questions?
Cell: 415 518 5396
Email: hornsbyj@uchastings.edu
Architecting the Force.com Platform at Yale: A
Multi-Org Challenge
Dave DeMichele
Application Architect
@DaveDeMichele
Architecting the Force.com Platform at Yale: A
Multi-Org Challenge
•  2009 - 2010
–  Organic use and growth
–  Primarily stand-alone CRMs
•  2014
–  Nearly 500 licensed users
–  16+ applica...
Scare Factor: Force.com Orgs on Campus
Photos/Characters Courtesy of the Disney/Pixar Film Monster’s Inc.
ITS Managed
Current Force.com Org Landscape
HR ITS
OIA
YSS
AYA
YUP
YCEI
SOM2
AORTI
C
YCA
OSA
WHIFF
LAW
SOM1
UPRES
S
MTL
Success with Clicks: HR Service Cloud
•  Products:
–  Service Cloud / 8X8 VCC / Qualtrics
•  Project highlights:
–  3 mont...
Success with Code: Yale College Reunions
•  Product:
–  Force.com
•  Project Highlights:
–  9 months planning to launch
– ...
Successful “Failure”: Academic Hub POC
•  Products:
–  Service Cloud / Salesforce
Communities (pilot)
•  Project highlight...
Evolving from Point Apps to Enterprise Solutions
•  Bluewolf Best Practices
Engagement
–  Set up a COE
–  Standardize rele...
Three Flavors of Support
Centralized
•  Centralized admin,
support and
development
•  Standard method of
change and releas...
Force.com Projects on the Horizon
•  Continued support model rollout
•  Force.com Yale community of
practice
•  Alumni gap...
Future Force.com Org Landscape
The idea of hubs or domain centers
Admin DC Academic/Alumni DC
Finance DC
Independents
HR
M...
Scare Factor: Apps Supported by ITS
Photos/Characters Courtesy of the Disney/Pixar Film Monster’s Inc.
A Focus on Salesforce1 Platform: Customizing and Multi-org Architecture
A Focus on Salesforce1 Platform: Customizing and Multi-org Architecture
A Focus on Salesforce1 Platform: Customizing and Multi-org Architecture
A Focus on Salesforce1 Platform: Customizing and Multi-org Architecture
A Focus on Salesforce1 Platform: Customizing and Multi-org Architecture
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A Focus on Salesforce1 Platform: Customizing and Multi-org Architecture

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Customize the Platform to Engage Students and Staff:
The Salesforce platform has many strengths, including its flexibility. However, in reality, to use it as an environment that engages students and staff, some customization is needed. Learn how UC Hastings used third party tools and development environments to take advantage of the solid schema developed to produce informative, timely, and, most importantly, attractive pages that are designed to foster a lively community.

Architecting the Force.com Platform at Yale: A Multi-Org Challenge:
Discover how Yale Information Technology Services is learning from past experiences and planning for future growth on the force.com platform in a decentralized, multi-org environment. Hear about completed and current projects, efforts around defining a standard architecture and roadmap, and get a glimpse into what the future holds for force.com at Yale.

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Transcript of "A Focus on Salesforce1 Platform: Customizing and Multi-org Architecture"

  1. 1. A Focus on Salesforce1 Platform: Customizing and Multi-org Architecture
  2. 2. Jake Hornsby CIO, UC Hastings Cell: 415 518 5396 Email: hornsbyj@uchastings.edu Customize the Platform to Engage Students and Staff
  3. 3. Customizing Salesforce for Education • Current project vision • Solutions • Clicks vs. code • Challenges • Employee onboarding • Portal • Things to think about First Last Name Title
  4. 4. Vision: Kaleidoscope • Vision: “to create a positive experience for students when conducting their business transactions and reduce the effort spent on processing non- value added transactions and to provide tools for collaboration and communication, thus unifying the community in support of the student”
  5. 5. Solution and Challenges •  Overarching solution set –  Salesforce (portal, CRM, automation) –  SpringCM (doc mgmt, automation) –  Concur (expense mgmt.) •  Sample challenge cases –  Employee onboarding –  Academic portal
  6. 6. • Clicks—Not Code – Requires commitment to changing business processes – Reduces on-going development/ maintenance – ROI can be much higher using native development • Custom Development – Full control over workflows, logic, etc. – Possibly faster in some cases – Easy to apply branding The Decision Point But can we do something in between?
  7. 7. • Need – Visibility of arrivals/exits – Identity management – Reduce administrative burden – Enforce initial requirements • Training/development • Evaluations • Logistics (e.g. facilities/IT/etc. • Challenges – Complicated workflow – Numerous employee types – Lack of existing process – Culture – Data Challenge Case #1: Employee Onboarding
  8. 8. Solution #1: Out of the box
  9. 9. Solution #2: Basic Visualforce
  10. 10. • Need – Attractive, intuitive interface – Place for collaboration – One stop shop for resources – Potential for external portal • Challenges – Path chosen (communities/ force.com) challenging • Lack of branding capabilities • Standard objects ugly • Gap between ‘portal’ and internal platforms Challenge Case #2: Employee Portal
  11. 11. Solution #1: ???
  12. 12. Final word: Things to consider • Top Level – Skillsets – Standard vs. Custom – Force.com/sites, Site.com, Drupal or ? • Workflows/Actions – Flows, triggers, etc. on objects – Visualforce – External API • Communities vs. Internal – Who lives where? – Chatter – Access to objects – Licensing
  13. 13. Questions? Cell: 415 518 5396 Email: hornsbyj@uchastings.edu
  14. 14. Architecting the Force.com Platform at Yale: A Multi-Org Challenge
  15. 15. Dave DeMichele Application Architect @DaveDeMichele
  16. 16. Architecting the Force.com Platform at Yale: A Multi-Org Challenge
  17. 17. •  2009 - 2010 –  Organic use and growth –  Primarily stand-alone CRMs •  2014 –  Nearly 500 licensed users –  16+ applications •  CRM •  Service Cloud •  Chatter collaboration •  Custom Force.com apps The Growth of Force.com at Yale Evolving from point applications to enterprise solutions
  18. 18. Scare Factor: Force.com Orgs on Campus Photos/Characters Courtesy of the Disney/Pixar Film Monster’s Inc.
  19. 19. ITS Managed Current Force.com Org Landscape HR ITS OIA YSS AYA YUP YCEI SOM2 AORTI C YCA OSA WHIFF LAW SOM1 UPRES S MTL
  20. 20. Success with Clicks: HR Service Cloud •  Products: –  Service Cloud / 8X8 VCC / Qualtrics •  Project highlights: –  3 months planning to launch –  Implementation team of 6-8 ITS / 2-4 HR –  165 licensed users –  Reach: University-wide
  21. 21. Success with Code: Yale College Reunions •  Product: –  Force.com •  Project Highlights: –  9 months planning to launch –  Implementation team of 1 ITS / 6 AYA / vendor –  30 licensed users –  Reach: alumni and reunion staff
  22. 22. Successful “Failure”: Academic Hub POC •  Products: –  Service Cloud / Salesforce Communities (pilot) •  Project highlights: –  3 months to prove concept –  POC team of 8 ITS / Vendor –  Target audience: students, faculty and academic admin staff
  23. 23. Evolving from Point Apps to Enterprise Solutions •  Bluewolf Best Practices Engagement –  Set up a COE –  Standardize release processes –  Establish support models
  24. 24. Three Flavors of Support Centralized •  Centralized admin, support and development •  Standard method of change and release management Hybrid •  Shared control of admin, support and development •  Optional central change and release management Decentralized •  Local admin, support and development •  Local change and release management •  COE can offer best practices
  25. 25. Force.com Projects on the Horizon •  Continued support model rollout •  Force.com Yale community of practice •  Alumni gap applications •  Workday gap applications •  Replatform legacy apps •  Org consolidation / domain centers
  26. 26. Future Force.com Org Landscape The idea of hubs or domain centers Admin DC Academic/Alumni DC Finance DC Independents HR Main Org AYA/ ODD YCA LAW SOM Main Org AORTI C OS A Main Org
  27. 27. Scare Factor: Apps Supported by ITS Photos/Characters Courtesy of the Disney/Pixar Film Monster’s Inc.
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