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Using Personas for Salesforce Accessibility and Security

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Using Personas for Salesforce Accessibility and Security

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Using Personas for Salesforce Accessibility and Security

  1. 1. Using Personas for Salesforce Permissions and Security June 14th, 2017
  2. 2. Today’s Speakers Alex Sutherland VP, Strategy CRM Science @apexsutherland Mike Gerholdt Director, Admin Evangelism Salesforce @MikeGerholdt
  3. 3. Forward-Looking Statements ​ 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 Web site. ​ 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.
  4. 4. Get Social with Us! @SalesforceAdmns #AwesomeAdmin Salesforce Admins Salesforce Admins Salesforce Admins
  5. 5. Watch the Recording The video will be posted to YouTube & the webinar recap page: bit.ly/personasforaccess This webinar is being recorded!
  6. 6. Join the Admin Webinar Group for Q&A! ​ Don’t wait until the end to ask your question! •  We have team members on hand to answer questions in the webinar group. Stick around for live Q&A at the end! •  Speakers will tackle more questions at the end, time-allowing bit.ly/AdminWebinarGroup
  7. 7. Today’s Agenda •  Intro to Personas •  Developing Personas •  Persona Examples •  Lightning Considerations •  Resources •  Q&A
  8. 8. Intro to Personas
  9. 9. Why Should I Use Personas for Security configuration? •  Security configuration without a cohesive design is like trying to do a jigsaw puzzle without looking at the box! •  Personas can be your picture of the completed puzzle •  Personas will make it easier to explain your security configuration to other stakeholders
  10. 10. Key things to keep in mind… •  Personas are not Profiles •  Appropriate security configuration improves user experience •  Less is more!
  11. 11. What are “Personas”? UX Personas for Salesforce Badge on Trailhead •  Groups of users clustered based on shared behavior, motivations, goals, pain points, and other descriptors •  Abstracted from configuration specifics and organizational roles •  Focus on the use cases and tools users need to be productive
  12. 12. Developing Personas
  13. 13. How Do I Develop Personas? Survey & interview your users! Group your research results into common behaviors & patterns Name your Personas according to what they do - i.e. “Pipeline Builder” Build configurations & map Users 1 2 3 4
  14. 14. Translating Persona Behaviors into Permission Configuration •  Look for core behaviors & tasks shared across multiple Personas and enable that functionality in a common Profile - i.e. “Sales User Profile” •  Look for specific behaviors that require granular permissions and can be split into Permission Sets and combined to enable unique Personas - i.e. “Lead Generation”
  15. 15. Persona Example
  16. 16. Pipeline Builder Persona Prospect and nurture leads
  17. 17. Pipeline Builder Persona Security Configuration Pipeline Builder User Features ❏  Marketing User ❏  Salesforce1 User Profile Sales User Profile Permission Sets ❏  Lead Generation ❏  Telephony Integration ❏  Email Integration Role Inside Sales Team Sharing Rules ❏  Leads - R/W on records owned by Outside Sales ❏  Accounts - R/W on records owned by Outside Sales ❏  Opportunities - Read on records owned by Outside Sales
  18. 18. Deal Closer Persona Work and close deals
  19. 19. Side-by-Side Persona Comparison Pipeline Builder User Features ❏  Marketing User ❏  Salesforce1 User Profile Sales User Profile Permission Sets ❏  Lead Generation ❏  Telephony Integration ❏  Email Integration Role Inside Sales Team Sharing Rules ❏  Leads - R/W on records owned by Outside Sales ❏  Accounts - R/W on records owned by Outside Sales ❏  Opportunities - Read on records owned by Outside Sales Deal Closer User Features ❏  Marketing User ❏  Salesforce1 User ❏  Allow Forecasting Profile Sales User Profile Permission Sets ❏  CPQ User ❏  Contract Generation ❏  Email Integration Role Outside Sales Team - Region X Sharing Rules ❏  Leads - Read on records owned by Inside Sales ❏  Accounts - R/W on records owned by Inside Sales ❏  Opportunities - R/W on records owned by Inside Sales
  20. 20. Mapping Users to Personas Create a custom “Persona” picklist field on your User object to help you map users to their primary Personas
  21. 21. New dimensions with Lightning Experience! •  Lightning Pages change the paradigm for page layout assignment •  Page assignment at the Record Type or Profile level now override the App and Org defaults •  Configuration becomes more app-centric vs. profile-centric
  22. 22. Resources
  23. 23. Resources UX Personas for Salesforce Badge on Trailhead: https://trailhead.salesforce.com/trails/build-better-ux/modules/ux-personas-for-salesforce Protect your Salesforce Data Trail on Trailhead: https://trailhead.salesforce.com/trails/security Best Practices on Creating Effective Personas on Medium: https://medium.com/salesforce-ux/best-practices-on-creating-effective-personas-620a5076bdd2 Data Driven Personas at Salesforce on Medium https://medium.com/salesforce-ux/data-driven-personas-at-salesforce-cdd0dd321281 Salesforce Data Security Model - Explained Visually on Dev Site: https://developer.salesforce.com/blogs/developer-relations/2017/04/salesforce-data-security-model-explained- visually.html
  24. 24. Q&A bit.ly/AdminWebinarGroup Survey bit.ly/aw-surveypersonas Slides bit.ly/personasforaccess Wrapping Up
  25. 25. Thank Y u

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