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Extensibility Unleashed!!! Learn how to personalize LCRMPRESENTED BY GREGORY HEATHLINTON MYERSANNA PATTY 
Tuesday, October...
Take-away statement… “Can we build it? Yes we can!” #bbcon#luminatecrm 
2 #bbcon 
Tweet this now
Who are these people?!? 
“I am Groot!” 
Gregory Heath 
Marvel Fanatic 
“You can trust me… I’m the Doctor!” 
Linton Myers 
...
What is Salesforce? 
1.Cloud-based CRM (Contacts, Opportunities, Campaigns) 
2.Platform (for development) 
3.Ecosystem of ...
Ecosystem
It’s a package! 
•Use Salesforce as the development platform 
•Use Salesforce CRM content like Contacts, Accounts, Opportu...
What is Luminate CRM? 
8 #bbcon 
NEWLuminate CRM Functionality 
UPDATEDSalesforce Functionality
What does that mean? 
•Luminate CRM is part ofthe Salesforce platform 
•Salesforce is easy to personalize or extend (build...
What does flexibility/extensibility mean? 
10 #bbcon 
Are you … 
Painting a room? 
Adding some furniture? 
Reorganizing...
What does flexibility/extensibility mean? 
11 #bbcon
What does flexibility/extensibility mean? 
12 #bbcon
What does flexibility/extensibility mean? 
13 #bbcon
What makes LCRM extendable? 
•Platform is meant to be built upon 
14 #bbcon
What makes LCRM extendable? 
•Tools built in to extend 
15 #bbcon
What makes LCRM extendable? 
•Clicks not code (can be done by mere mortals) 
16 #bbcon
What makes LCRM extendable? 
•AppExchange (iTunes for Salesforce) 
17 #bbcon
Contest for best Lego building! 
18 #bbcon
Before we get started… 
•Caveats and warnings 
•Pay attention to “Do Not Do” list (available in the Resource Center) 
•Not...
1.Conga Composer 
2.Action Plans 
3.Geopointe 
4.Volunteers for Salesforce 
5.Salesforce for Twitter and Facebook 
6.Proje...
What are you going to see today? 
•Four main types of extensibility 
•UI flexibility 
•Process automation 
•My personal ex...
22 #bbcon
UI Flexibility 
23 #bbcon
Process Automation 
24 #bbcon
25 #bbcon
What did we do? 
Board and Committee Membership 
•What was issue? 
•We needed a way to track board and committee membershi...
27 #bbcon
28 #bbcon
What did we do? 
Volunteer sign-up, Processing & Hours Tracking 
•What was issue? 
•We needed to have all volunteers sign ...
Step 1: Sign-up Online 
30 #bbcon
Step 2: Information is instantly entered into Luminate 
31 #bbcon
Step 3: Process new volunteer using the Volunteer Checklist 
32 #bbcon
Step 4: Record volunteer hoursas they are completed 
33 #bbcon
What did we do? 
•Board and Committee Membership 
•What was issue? 
•We needed a way to track board and committee membersh...
35 #bbcon
36 #bbcon
37 #bbcon
You mean, I can do that? 
•Show custom application 
38 #bbcon
You mean, I can do that? 
•Build custom application 
39 #bbcon
See? That was neat, huh? 
40 #bbcon
What did you see today? 
41 #bbcon 
Luminate CRM is built on the Salesforce platform: 
Customize the user experience 
Cr...
Questions, yesAnswers, maybe 
42 #bbcon
43 #bbcon 
Don’t forget to complete a session survey! 
Each completed survey enters you into a drawing to win a compliment...
How to Personalize Luminate CRM and Salesforce
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How to Personalize Luminate CRM and Salesforce

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By Gregory Heath

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How to Personalize Luminate CRM and Salesforce

  1. 1. Extensibility Unleashed!!! Learn how to personalize LCRMPRESENTED BY GREGORY HEATHLINTON MYERSANNA PATTY Tuesday, October 7, 2014 10:45 AM to 12:00 PM
  2. 2. Take-away statement… “Can we build it? Yes we can!” #bbcon#luminatecrm 2 #bbcon Tweet this now
  3. 3. Who are these people?!? “I am Groot!” Gregory Heath Marvel Fanatic “You can trust me… I’m the Doctor!” Linton Myers Solutions Architect “I have no idea who these people are!” Anna Patty Dev. & Comm. Coord.
  4. 4. What is Salesforce? 1.Cloud-based CRM (Contacts, Opportunities, Campaigns) 2.Platform (for development) 3.Ecosystem of vendors/applications (Blackbaud)
  5. 5. Ecosystem
  6. 6. It’s a package! •Use Salesforce as the development platform •Use Salesforce CRM content like Contacts, Accounts, Opportunities and Campaigns •Built our own content and “packaged it” into an application •Gets installed just like you would something on iTunes •This is how LCRM is created: •Master package for CRM •Secondary package for Direct Response •Secondary package for MultiCenter
  7. 7. What is Luminate CRM? 8 #bbcon NEWLuminate CRM Functionality UPDATEDSalesforce Functionality
  8. 8. What does that mean? •Luminate CRM is part ofthe Salesforce platform •Salesforce is easy to personalize or extend (build on) •Luminate CRM is an example of the same flexibility you have just by using Salesforce What can I (as a mere mortal) do to change or add to Luminate CRM?
  9. 9. What does flexibility/extensibility mean? 10 #bbcon Are you … Painting a room? Adding some furniture? Reorganizing a room? Or are you … Calling Norm Abrams? Adding a new addition? Renovating a house?
  10. 10. What does flexibility/extensibility mean? 11 #bbcon
  11. 11. What does flexibility/extensibility mean? 12 #bbcon
  12. 12. What does flexibility/extensibility mean? 13 #bbcon
  13. 13. What makes LCRM extendable? •Platform is meant to be built upon 14 #bbcon
  14. 14. What makes LCRM extendable? •Tools built in to extend 15 #bbcon
  15. 15. What makes LCRM extendable? •Clicks not code (can be done by mere mortals) 16 #bbcon
  16. 16. What makes LCRM extendable? •AppExchange (iTunes for Salesforce) 17 #bbcon
  17. 17. Contest for best Lego building! 18 #bbcon
  18. 18. Before we get started… •Caveats and warnings •Pay attention to “Do Not Do” list (available in the Resource Center) •Not everything will work for you •Test first in sandbox 19 #bbcon
  19. 19. 1.Conga Composer 2.Action Plans 3.Geopointe 4.Volunteers for Salesforce 5.Salesforce for Twitter and Facebook 6.Project Management Tools 7.Apsona 8.Wealth Application 9.Classifications 10.Giving Societies/Groups What do most clients add? 20 #bbcon
  20. 20. What are you going to see today? •Four main types of extensibility •UI flexibility •Process automation •My personal examples as a client •Customization 21 #bbcon
  21. 21. 22 #bbcon
  22. 22. UI Flexibility 23 #bbcon
  23. 23. Process Automation 24 #bbcon
  24. 24. 25 #bbcon
  25. 25. What did we do? Board and Committee Membership •What was issue? •We needed a way to track board and committee membership that would be clear and concise and would allow for easy reporting and tracking. •Campaigns would be too messy and hard to maintain. •Classification Types would have been mixed with other classifications (employee, donor, etc.). •How did we solve it? •We created a custom object at the contact level to manage the information! 26 #bbcon
  26. 26. 27 #bbcon
  27. 27. 28 #bbcon
  28. 28. What did we do? Volunteer sign-up, Processing & Hours Tracking •What was issue? •We needed to have all volunteers sign up online and include required information for running background checks. •We wanted to track the processing of new volunteers from sign-up to background checks to placement . •We also needed to track hours volunteered, but in a much simpler way than what is built into Luminate CRM with the Volunteer Job Shift object. •How did we solve it? •We created a volunteer sign-up form using “Volunteers for Salesforce.” •We created a custom object to track the volunteer process. •We created a custom object to record volunteer hours. 29 #bbcon
  29. 29. Step 1: Sign-up Online 30 #bbcon
  30. 30. Step 2: Information is instantly entered into Luminate 31 #bbcon
  31. 31. Step 3: Process new volunteer using the Volunteer Checklist 32 #bbcon
  32. 32. Step 4: Record volunteer hoursas they are completed 33 #bbcon
  33. 33. What did we do? •Board and Committee Membership •What was issue? •We needed a way to track board and committee membership that would be clear and concise and would allow for easy reporting and tracking. •Campaigns would be too messy and hard to maintain. •Classification Types would have been difficult to separate fro •How did we solve it? •We created a custom object at the contact level to manage the information! 34 #bbcon Anna
  34. 34. 35 #bbcon
  35. 35. 36 #bbcon
  36. 36. 37 #bbcon
  37. 37. You mean, I can do that? •Show custom application 38 #bbcon
  38. 38. You mean, I can do that? •Build custom application 39 #bbcon
  39. 39. See? That was neat, huh? 40 #bbcon
  40. 40. What did you see today? 41 #bbcon Luminate CRM is built on the Salesforce platform: Customize the user experience Create new features and integrations Automate processes and tasks Use the AppExchange
  41. 41. Questions, yesAnswers, maybe 42 #bbcon
  42. 42. 43 #bbcon Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon2015 in Austin, Texas*. *Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cashvalue and may not be exchanged, applied to, or combined with any other offer. You toocan build things… With or without Legos.

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