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IdeaExchange Reimagined - Shaping Salesforce Products, Scott Allan, Jennifer Sacks

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IdeaExchange Reimagined - Shaping Salesforce Products, Scott Allan, Jennifer Sacks

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Join members of the Salesforce Customer & Market Insights team, who want your help in reimagining how customers can better influence the Salesforce product roadmap. They'll get you up to speed on what's happening with the IdeaExchange, take you through the journey of an idea as it makes it way from conception to production, while soliciting your feedback on how to improve the experience. Come ready to leave your mark on how products get planned.

Join members of the Salesforce Customer & Market Insights team, who want your help in reimagining how customers can better influence the Salesforce product roadmap. They'll get you up to speed on what's happening with the IdeaExchange, take you through the journey of an idea as it makes it way from conception to production, while soliciting your feedback on how to improve the experience. Come ready to leave your mark on how products get planned.

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IdeaExchange Reimagined - Shaping Salesforce Products, Scott Allan, Jennifer Sacks

  1. 1. IdeaExchange Reimagined Czech Dreamin 2019 | 16 August 2019 Sr. Manager, Roadmap Communications @ScottyFromSF Scott Allan Sr. Director, Customer & Market Insights @jennySt0 Jennifer Sacks
  2. 2. Thank You Czech Dreamin Sponsors!
  3. 3. Forward-Looking Statements #safeHarbor 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 product or service availability, 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, new products and services, 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 outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, 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 most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our website. Any unreleased services or features referenced in this or other presentations, 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. #shapeSalesforceProducts :
  4. 4. The Road to IdeaExchange Reimagined (IDXr) Who’s in the room? ● Who attended (or viewed) the True to the Core session at Dreamforce ‘18? ● Who has voted for an idea on the IdeaExchange? ● Who has submitted an idea on the IdeaExchange? #shapeSalesforceProducts
  5. 5. IdeaExchange: Always-On Voting Post and upvote ideas at ideas.salesforce.com #shapeSalesforceProducts :
  6. 6. IdeaExchange: Always-On Voting We’ve accomplished a lot together in 12+ years 1.7 million votes cast 3 million points retired 2,500+ features delivered #shapeSalesforceProducts :
  7. 7. IdeaExchange Pain Points What we’ve heard about the current IdeaExchange ● Salesforce doesn’t develop enough core features ● Product Managers aren’t responding to top ideas ● There’s a lack of transparency around what Salesforce is building ● IdeaExchange technology is outdated : Votes are unlimited Ideas vary in “size” Closing the loop Key Issues #shapeSalesforceProducts
  8. 8. IdeaExchange Reimagined Always-On Voting + Prioritization Exploring the New Program and Product Together #shapeSalesforceProducts
  9. 9. Reimagining the IdeaExchange Starting with our customers Trailblazer Community Salesforce Product Managers + #shapeSalesforceProducts
  10. 10. #shapeSalesforceProducts Reimagining the IdeaExchange Connecting the community to the Salesforce product planning process
  11. 11. #shapeSalesforceProducts Reimagining the IdeaExchange Posting and Upvoting Ideas
  12. 12. #shapeSalesforceProducts Reimagining the IdeaExchange Connecting the community to the Salesforce product planning process
  13. 13. Prioritization List Building Top IdeaExchange Ideas Top ideas not ready for development are updated with a comment Top ideas ready for development go on the Prioritization list #shapeSalesforceProducts
  14. 14. #shapeSalesforceProducts Reimagining the IdeaExchange Connecting the community to the Salesforce product planning process
  15. 15. IdeaExchange Prioritization Landing Page #roadToIDXr#shapeSalesforceProducts CONCEPT
  16. 16. CONCEPT
  17. 17. CONCEPT
  18. 18. CONCEPT
  19. 19. CONCEPT
  20. 20. CONCEPT
  21. 21. CONCEPT
  22. 22. CONCEPT
  23. 23. CONCEPT
  24. 24. IdeaExchange Prioritization Mobile Experience #shapeSalesforceProducts : CONCEPT
  25. 25. #shapeSalesforceProducts Reimagining the IdeaExchange Connecting the community to the Salesforce product planning process 2 Weeks
  26. 26. #shapeSalesforceProducts Reimagining the IdeaExchange Connecting the community to the Salesforce product planning process
  27. 27. CONCEPT
  28. 28. #shapeSalesforceProducts Reimagining the IdeaExchange Connecting the community to the Salesforce product planning process 4 Months
  29. 29. CONCEPT
  30. 30. CONCEPT
  31. 31. IdeaExchange Reimagined and Beyond
  32. 32. Group Discussions Instructions 1. Organize into groups by topic (four topics to be announced) 2. Spend 10 minutes discussing questions for your topic 3. Nominate a spokesperson to summarize, in 2 minutes, your group’s answers #shapeSalesforceProducts :
  33. 33. Known Issues What concepts here should we apply to the Known Issues site? Roadmap Information How can we better communicate product roadmap information? How can we create a better better homepage experience? Meet a Product Manager If you have more chances to meet a product mgr., what would you want to do? IdeaExchange Homepage IdeaExchange and Beyond #shapeSalesforceProducts
  34. 34. Known Issues
  35. 35. Roadmap Information
  36. 36. IdeaExchange Homepage Do you visit the IdeaExchange homepage? What would make it more useful?
  37. 37. Meet a Product Manager Online meetings/webinars
  38. 38. Known Issues What concepts here should we apply to the Known Issues site? Roadmap Information How can we better communicate product roadmap information? How can we create a better better homepage experience? Meet a Product Manager If you have more chances to meet a product mgr., what would you want to do? IdeaExchange Homepage IdeaExchange and Beyond #shapeSalesforceProducts
  39. 39. Join the IdeaExchange Reimagined Chatter Group https://sfdc.co/IDXrGroup Participate in Prioritization 9 Sept. – 22 Sept. #shapeSalesforceProducts
  40. 40. Status Clean-Up ● Open ● Up for Prioritization ● In Development ● In Pilot / Beta ● Delivered (with tags to identify release) ● Closed ○ Not Planned ○ Never ○ Low Activity ○ Retired

Editor's Notes

  • [Jenny] + [Scott]
  • [Jenny]
  • [Jenny]
    Demographics of those attending / each time there’s an Astro, as shown - we’ll be asking for input
  • [Jenny]

    Brief overview of existing IDX for those who aren’t as familiar

    Oriented around customer success
    Learned along the way how important it is to listen to our customers.

    2004 - Began collecting feedback via cases
    Our brilliant idea for listening to you was service cloud and cases
    you logged it, i want this and this and this.
    we had human beings counting, we have 12 of this and 50 of this. that didn't scale well

    2006 - launched IdeaExchange
    Suggest and vote on new product features you want us to build
  • [Jenny]

    Current IDX accomplishments over the 12+ years it has existed
    Informed our product strategy

    Success = retired 3M points and over 2,000 ideas.
    Something to be proud of.
  • [Jenny]

    you gave us feedback on the idea exchange and we've listened.

    If votes are unlimited - if you can vote for everything, nothing is important. doesn't reflect true priorities.
    Ideas vary in size. One idea may be size S and another may be XL. some ideas could be done by 1 engineer in 1 release, they're simple and easy and we should just do them. but there are other ideas that are multi-year projects, but one vote counts the same for both of of those.
    There's no good closing the loop process right now - there's an idea that's been on there since the dawn of time. but we're not good at saying no. we don't tell you why. we need to fix that.

  • [Jenny]
    Now that we’ve done the quick overview, let’s look at this from the life of an idea
  • [Jenny]
    Two customers to serve: the Trailblazer Community and Salesforce Product Managers
    Improve functionality and usability for both
    Bring the two closer together
  • [Scott]
    New IdeaExchange brings together community voting and product planning process
    Roadmap
    Dreamforce = Prioritization delivery
    Post-Dreamforce = Voting delivery

  • [Scott]
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  • [Carly]
  • [Scott]
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  • [Jenny]
  • [Jenny]
  • [Jenny]
    Spend the next 10 minutes discussing and come up with your 2 minute pitch

  • What concepts here should we apply to the Known Issues site?

  • How can we better communicate product roadmap information?

  • Once an idea is submitted, others can support it by upvoting it
    We’re considering removing the ability to downvote
    QUESTION: how would you feel if you could only upvote an idea?

  • If you have more chances to meet a product mgr., what would you want to do?
  • [Jenny]
    Spend the next 10 minutes discussing and come up with your 2 minute pitch

  • Open, Delivered, Closed (and a few others) - is simple better?

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