salesforce.com training materials for on-ramping board members of Columbia Business School Alumni of MetroDC

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An introduction to Salesforce.com for volunteer board members of Columbia Business School Alumni of MetroDC (January 2014)

Introduces Apps, Tabs, and key objects within the data model instantiated.

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salesforce.com training materials for on-ramping board members of Columbia Business School Alumni of MetroDC

  1. 1. USING OUR INSTANCE OF SALESFORCE.COM KEY CONCEPTS FOR VOLUNTEERS: Accounts/Organizations, Contacts, Affiliations
  2. 2.  Objects  Tabs   Objects are data representations of things such as  Apps  Tabs are where objects “live”   CONTACTS, ACCOUNTS, TASKS, EVENTS, EMAILS A kind of “category” page or home for those objects, with robust search functionality Apps are Groups of Tabs & Objects organized around a task or functionality SALESFORCE INTRODUCTION --- SO LET’S LOGIN
  3. 3. LOGIN.SALESFORCE.COM
  4. 4. TABS & APPS
  5. 5.  CBS Board    Board Meetings Agendas, Minutes, Resolutions Salesforce Chatter   Planning   Events & Other Projects CBS Communications   Social Collaboration Campaigns, Mailchimp, Social Media Analysis Content KEY APPS – AND THEIR FUNCTIONS
  6. 6.  Our Alumni Public [APP]  [CONTACTS] tab/object  [ORGANIZATIONS]/ACCOUNT tab/object KEY TABS FOR ALUMNI VOLUNTEERS
  7. 7.  Salesforce.com “Object Types” such as CONTACT, ACCOUNT, ORGANIZATION, AFFILIATION will be presented in all-caps to confirm their usage in a given sentence as referring to the database-aspect of the word  Such Object Types correspond closely (but not perfectly)with the navigation tabs in Salesforce.com  “Not perfectly” because tabs can be given a display alias that is shorthand & human-centric  Example: ACCOUNT is the Object Type and ORGANIZATION is the tab alias for ACCOUNT CONVENTIONS
  8. 8.  We use Salesforce.com to keep track of many kinds of alumni data  Biographical Data tends to be non-dynamic  Name; DoB; School Year  Note: Household data is on occasion dynamic  Employer and career data is more dynamic, and so we have automated LinkedIn feeds  Club-Alumni interactions, both outreach/marketing and event participation BUSINESS NEEDS MET – WITH VARIATIONS IN TASK AND TYPE
  9. 9.  Salesforce.com – the very name belies its origins in sales & pipeline management.  Whereas an alumni club is most interested in people  Sales/pipeline management is most interested in accounts  Put more properly, LEADS enter the pipeline funnel and are converted into ACCOUNTS with CONTACTS ETYMOLOGY: USUALLY INSTRUCTIVE ANALYSIS
  10. 10.  Use an ACCOUNT Record with Naming Convention to Represent the Alum  MBA’97: Kowitt, Darren  EMBA’08: Panos, Nicholas  And create a CONTACT record on that Account for the Alum  This initially counterintuitive approach yields benefits longer term as intimacy grows with some alums and we would want to mange HOUSEHOLDS  Simply add a spousal contact to the Alum account – and you’ve got a nice parallel to the Alum Household’s relationship to the school CBS ALUMNI INSTANCE OF SALESFORCE: AN ANALOGY
  11. 11. ORGANIZATION NAME IS MEANT TO CONVEY INFORMATION
  12. 12. HERE IS HER CONTACT PAGE
  13. 13. ACCOUNT RECORD VIEW Clicking on Darren WHAT IT LOOKS LIKE CONTACT RECORD VIEW
  14. 14.  Centered on ACCOUNTS with CONTACTS SALESFORCE.COM’S DATA ARCHITECTURE
  15. 15.  Typical example is an alum relocating to DC who uses the website form to notify us TYING IT ALL TOGETHER: ADDING AN ALUM MANUALLY
  16. 16. EASY FOR YOU: NEW ALUM
  17. 17.  Adding alumni manually  Sending a MailChimp outbound email  Data Hygiene Tasks  Google Apps & Volunteer Collaboration & Project Management  Web-presence & Social Media: Wordpress, LinkedIn, Facebook AN INVENTORY OF KEY TASKS WITH ADOBE CAPTVATE TRAINING MATERIALS IN UNDER DEVELOPMENT1

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