Rohit Maheshwari, Salesforce.com Kuntal Vahalia, Salesforce.com Carling Kirk, SED International Bill Emerson, ForceAmp Tra...
Safe Harbor Statement <ul><li>“ Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This pr...
Agenda <ul><li>Importance of Data Quality </li></ul><ul><li>Data Pain Points of a System Administrator </li></ul><ul><li>D...
Data Quality: Importance <ul><li>“ Successful CRM Management requires High Quality Data. Achieving quality data is as much...
Data Quality: Benefits <ul><li>Drive User Adoption </li></ul><ul><li>Increase Productivity </li></ul><ul><li>Provide data ...
Data Pain Points of a System Administrator <ul><li>Mass Data Import </li></ul><ul><ul><li>Import Activities/Cases in Mass ...
Data Quality: Best Practices <ul><li>Import only Clean and Useful Data.  Remember GIGO. </li></ul><ul><ul><li>Use Import W...
Data Quality: Best Practices <ul><li>Search FIRST before creating new records.  </li></ul><ul><ul><li>Use Find Duplicates ...
What is Excel Connector <ul><li>Open source excel add-in </li></ul><ul><ul><li>Bi-directional access to Salesforce.com fro...
Features of excel connector <ul><li>Amazing Synergy </li></ul><ul><ul><li>Rich API functionality +  power of excel =  win-...
Excel Connector Logistics  <ul><li>Download available for Professional Edition customers at </li></ul><ul><ul><li>www.sale...
Carling Kirk System Administrator SED International http://www.sedonline.com [email_address]
SED International   <ul><li>Distributor of a wide range of computer & electronics products </li></ul><ul><li>Headquartered...
# 1 - Quotas Without Opportunities <ul><li>Challenge: </li></ul><ul><li>Minimal Lead Process Time </li></ul><ul><ul><li>No...
# 2: Tracking Sets Of Accounts <ul><li>Mass Creating Tasks </li></ul><ul><li>Custom Account Fields </li></ul><ul><ul><li>C...
# 3: Data Integrity <ul><li>Duplicates, Duplicates, Duplicates! </li></ul><ul><li>User Data Entry Error </li></ul><ul><li>...
Results!  <ul><li>From Using Excel Connector: </li></ul><ul><ul><li>User Adoption Increase </li></ul></ul><ul><ul><li>Incr...
  Demo: The Excel Connector  <ul><li>Key Requirements </li></ul><ul><ul><li>Update User Records </li></ul></ul><ul><ul><li...
Bill Emerson Chief Developer [email_address]
The Solution - QueryAmp <ul><li>QueryAmp – The next generation  </li></ul><ul><ul><li>Full support for 8.0 API Relationshi...
QueryAmp Demo  - Contact / Lead Deduping <ul><li>Contact / Lead Deduplication </li></ul><ul><li>Extensive Update / Delete ...
QueryAmp Demo  - Business Intelligence <ul><li>Cases by Opportunity Pivot Table </li></ul><ul><ul><li>Scenario: We want to...
QueryAmp – The Next Generation <ul><li>3 Versions </li></ul><ul><ul><li>QueryAmp/Pro - Read/Write Admin </li></ul></ul><ul...
Summary <ul><li>Resources available to you: </li></ul><ul><ul><li>AppExchange Excel Connector: </li></ul></ul><ul><ul><li>...
Q&A
Session Feedback Let us know how we’re doing! <ul><li>Please score the session from 5 to 1 (5=excellent,1=needs improvemen...
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Your Golden Ticket to Clean Data Excel Connector

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Your Golden Ticket to Clean Data Excel Connector

  1. 1. Rohit Maheshwari, Salesforce.com Kuntal Vahalia, Salesforce.com Carling Kirk, SED International Bill Emerson, ForceAmp Track: Professional Edition Your Golden Ticket to Clean Data: Excel Connector
  2. 2. Safe Harbor Statement <ul><li>“ Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements the achievement of which involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results 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 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. </li></ul><ul><li>The risks and uncertainties referred to above include - but are not limited to - risks associated with the integration of Sendia Corporation’s technology, operations, infrastructure and personnel with ours; unexpected costs or delays incurred in integrating Sendia with salesforce.com, which could adversely affect our operating results and rate of growth; any unknown errors or limitations in the Sendia technology; any third party intellectual property claims arising from the Sendia technology; customer and partner acceptance and deployment of the AppExchange and AppExchange Mobile platforms; interruptions or delays in our service or our Web hosting; our new business model; breach of our security measures; possible fluctuations in our operating results and rate of growth; the emerging market in which we operate; our relatively limited operating history; our ability to hire, retain and motivate our employees and manage our growth; competition; our ability to continue to release and gain customer acceptance of new and improved versions of our CRM service; unanticipated changes in our effective tax rate; fluctuations in the number of shares outstanding; the price of such shares; foreign currency exchange rates and interest rates. </li></ul><ul><li>Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time, including our Form 10-K for the fiscal year ended January 31, 2006. These documents are available on the SEC Filings section of the Investor Information section of our website at www.salesforce.com/investor . </li></ul><ul><li>Any unreleased services or features referenced in this or other 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 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, except as required by law. </li></ul>
  3. 3. Agenda <ul><li>Importance of Data Quality </li></ul><ul><li>Data Pain Points of a System Administrator </li></ul><ul><li>Data Quality: Best Practices </li></ul><ul><li>AppExchange Excel Connector </li></ul><ul><li>AppExchange Excel Connector-A customer’s viewpoint </li></ul><ul><li>QueryAmp- A Partner Product </li></ul><ul><li>Q&A </li></ul>
  4. 4. Data Quality: Importance <ul><li>“ Successful CRM Management requires High Quality Data. Achieving quality data is as much cultural as a technical issue. Data quality decays rapidly and enterprises should follow a methodology that includes regular measurement of data quality with goals for improvement and deployment of process improvements and technology.” - John Radcliffe, Vice President, Gartner (Gartner Symposium IT Expo -2002) </li></ul>
  5. 5. Data Quality: Benefits <ul><li>Drive User Adoption </li></ul><ul><li>Increase Productivity </li></ul><ul><li>Provide data visibility </li></ul><ul><li>Accurate Analytics </li></ul><ul><li>Customer Satisfaction </li></ul>
  6. 6. Data Pain Points of a System Administrator <ul><li>Mass Data Import </li></ul><ul><ul><li>Import Activities/Cases in Mass </li></ul></ul><ul><li>Mass Updates/Territory Realignment </li></ul><ul><ul><li>Change Opportunity Stage values/Owner reassignment </li></ul></ul><ul><li>Field Validation </li></ul><ul><ul><li>Ensure Opportunity Close Dates are filled in </li></ul></ul><ul><li>De-Duplication </li></ul><ul><li>Correct Data Linking </li></ul><ul><ul><li>Opportunities are linked to correct Accounts </li></ul></ul><ul><li>Removal of Unused, Redundant and/or Unclean Data </li></ul><ul><ul><li>Clean out Completed Activities from last year. Clean out Disqualified Leads. </li></ul></ul>
  7. 7. Data Quality: Best Practices <ul><li>Import only Clean and Useful Data. Remember GIGO. </li></ul><ul><ul><li>Use Import Wizards </li></ul></ul><ul><li>Data Entry Standards and Conventions </li></ul><ul><ul><li>Mass Update Addresses </li></ul></ul><ul><ul><li>Restrict data set to Picklist values </li></ul></ul><ul><ul><li>Make important fields REQUIRED </li></ul></ul><ul><ul><li>Stay Tuned for Winter’07 </li></ul></ul>
  8. 8. Data Quality: Best Practices <ul><li>Search FIRST before creating new records. </li></ul><ul><ul><li>Use Find Duplicates and Merge Records </li></ul></ul><ul><li>Periodical System Cleaning </li></ul><ul><ul><li>Mass Delete </li></ul></ul><ul><li>Data Quality Monitoring </li></ul><ul><ul><li>Formula Fields/Reports/Dashboards </li></ul></ul><ul><li>Get Management Involved </li></ul><ul><ul><li>Reward users who maintain data quality </li></ul></ul><ul><li>Reach out to salesforce.com Data Services </li></ul><ul><li>Look at AppExchange Partner Tools </li></ul>
  9. 9. What is Excel Connector <ul><li>Open source excel add-in </li></ul><ul><ul><li>Bi-directional access to Salesforce.com from Excel spreadsheet </li></ul></ul><ul><ul><li>Leverages sforce Toolkit for Office </li></ul></ul><ul><li>Purpose </li></ul><ul><ul><li>Enabler: Data Management Activities </li></ul></ul><ul><li>Security </li></ul><ul><ul><li>Login employs the role and the profile </li></ul></ul><ul><ul><ul><li>Drives the visibility and permissions </li></ul></ul></ul><ul><li>Meta-data </li></ul><ul><ul><li>Based on Partner WSDL </li></ul></ul><ul><ul><li>Real time and complete representation of the meta-data </li></ul></ul>
  10. 10. Features of excel connector <ul><li>Amazing Synergy </li></ul><ul><ul><li>Rich API functionality + power of excel = win-win </li></ul></ul><ul><li>Highly functional tool with support for most of database operations </li></ul><ul><ul><li>Query , Update, Insert ,Delete </li></ul></ul><ul><ul><li>Callable Functions </li></ul></ul><ul><ul><ul><li>QuarterNum, sfemail </li></ul></ul></ul><ul><li>Common Use Cases </li></ul><ul><ul><li>ETL tool for wrangling data </li></ul></ul><ul><ul><ul><li>Excel VBA Functions for Data Cleansing and Formatting, Backup </li></ul></ul></ul><ul><ul><li>Advanced Analytics </li></ul></ul><ul><ul><ul><li>Pivot Table Reporting, DSUM functions </li></ul></ul></ul><ul><ul><li>Custom applications </li></ul></ul><ul><ul><ul><li>Advanced Quoting </li></ul></ul></ul>
  11. 11. Excel Connector Logistics <ul><li>Download available for Professional Edition customers at </li></ul><ul><ul><li>www.salesforce.com/developer </li></ul></ul><ul><li>“ Community supported” Free tool </li></ul><ul><li>Dedicated community site to share and learn about excel connector </li></ul><ul><ul><li>http://community.salesforce.com/sforce/board?board.id=Excel_Connector </li></ul></ul>
  12. 12. Carling Kirk System Administrator SED International http://www.sedonline.com [email_address]
  13. 13. SED International <ul><li>Distributor of a wide range of computer & electronics products </li></ul><ul><li>Headquartered in Atlanta, with 6 locations, 150+ vendors, 6,000+ product skus </li></ul><ul><li>Continuously adding new product lines and categories </li></ul><ul><li>60 Sales Users In All Locations </li></ul>INDUSTRY: Distribution EMPLOYEES: 350 GEOGRAPHY: Global PRODUCT(S) USED: SFA, Service & Support, Excel Connector # USERS: 96
  14. 14. # 1 - Quotas Without Opportunities <ul><li>Challenge: </li></ul><ul><li>Minimal Lead Process Time </li></ul><ul><ul><li>No Opportunities </li></ul></ul><ul><li>Possible With Custom User Fields </li></ul><ul><li>Data Loader Inaccessible </li></ul><ul><li>Solution: </li></ul><ul><li>Use Excel Connector To: </li></ul><ul><li>Query A Set Of Users </li></ul><ul><ul><li>Any Number Of Fields </li></ul></ul><ul><ul><li>Use Specific Criteria </li></ul></ul><ul><ul><li>Sort With Excel </li></ul></ul><ul><li>Update User Records </li></ul><ul><ul><li>One Or Multiple Fields </li></ul></ul>
  15. 15. # 2: Tracking Sets Of Accounts <ul><li>Mass Creating Tasks </li></ul><ul><li>Custom Account Fields </li></ul><ul><ul><li>Custom Field Limit </li></ul></ul><ul><ul><li>Maintenance </li></ul></ul>Solution: <ul><li>Mass Insert Tasks & Opportunities </li></ul><ul><ul><li>Mass Create Tasks With Connector </li></ul></ul><ul><ul><li>Insert Opportunities Instead of Custom Account Fields </li></ul></ul>Challenge:
  16. 16. # 3: Data Integrity <ul><li>Duplicates, Duplicates, Duplicates! </li></ul><ul><li>User Data Entry Error </li></ul><ul><li>Incorrect Ownership </li></ul>Solution: <ul><li>Query & Update Account Records </li></ul><ul><li>Update One Field Or Multiple </li></ul><ul><li>Change Record Ownership </li></ul><ul><ul><li>Without Mass Transfer </li></ul></ul>Challenge:
  17. 17. Results! <ul><li>From Using Excel Connector: </li></ul><ul><ul><li>User Adoption Increase </li></ul></ul><ul><ul><li>Increased Visibility </li></ul></ul><ul><ul><li>Increased Analytics </li></ul></ul><ul><ul><li>Ease Of Troubleshooting </li></ul></ul><ul><ul><li>Created Repeatable Process </li></ul></ul>
  18. 18. Demo: The Excel Connector <ul><li>Key Requirements </li></ul><ul><ul><li>Update User Records </li></ul></ul><ul><ul><li>Task Creation </li></ul></ul><ul><ul><li>Opportunity Creation </li></ul></ul><ul><ul><li>Cleansing </li></ul></ul><ul><li>Key Benefits </li></ul><ul><ul><li>Increased User Adoption </li></ul></ul><ul><ul><li>Efficiency </li></ul></ul><ul><ul><li>Clean Data </li></ul></ul>
  19. 19. Bill Emerson Chief Developer [email_address]
  20. 20. The Solution - QueryAmp <ul><li>QueryAmp – The next generation </li></ul><ul><ul><li>Full support for 8.0 API Relationships </li></ul></ul><ul><ul><li>Powerful Query Builder </li></ul></ul><ul><ul><li>Upsert and 8.0 API Upsert w/External ID </li></ul></ul><ul><ul><li>8.0 API Merge Capability </li></ul></ul><ul><ul><li>Choice of data display format </li></ul></ul><ul><ul><ul><li>Tree for Editing </li></ul></ul></ul><ul><ul><ul><li>List for Reporting </li></ul></ul></ul><ul><ul><li>Support for StrikeIron Web Services </li></ul></ul><ul><ul><li>Additional Query Features not found in SOQL </li></ul></ul>
  21. 21. QueryAmp Demo - Contact / Lead Deduping <ul><li>Contact / Lead Deduplication </li></ul><ul><li>Extensive Update / Delete Capability </li></ul><ul><li>Using the 8.0 API Merge </li></ul><ul><li>Fine tune selection with Query Builder </li></ul><ul><li>Can merge more than 2 at a time </li></ul>
  22. 22. QueryAmp Demo - Business Intelligence <ul><li>Cases by Opportunity Pivot Table </li></ul><ul><ul><li>Scenario: We want to see if there is a relationship between the number of cases vs. the stage or amount of the opportunity </li></ul></ul>
  23. 23. QueryAmp – The Next Generation <ul><li>3 Versions </li></ul><ul><ul><li>QueryAmp/Pro - Read/Write Admin </li></ul></ul><ul><ul><li>QueryAmp/BI - Read only Business Intelligence </li></ul></ul><ul><ul><li>QueryAmp/RT - Runtime for distributing BI Excel Worksheets </li></ul></ul><ul><li>Pricing - TBD </li></ul><ul><li>Beta Available, GA in 1 st qtr 2007 </li></ul><ul><li>QueryAmp will be available for Professional Edition </li></ul><ul><li>Requires Winter 2007 8.0 API </li></ul>
  24. 24. Summary <ul><li>Resources available to you: </li></ul><ul><ul><li>AppExchange Excel Connector: </li></ul></ul><ul><ul><li>http://www.salesforce.com/developer </li></ul></ul><ul><ul><li>For QueryAmp: www.forceamp.com </li></ul></ul><ul><ul><li>www.crmsuccess.com </li></ul></ul><ul><ul><li>Contact salesforce.com Data Services (Rohit Maheshwari): [email_address] ) </li></ul></ul>
  25. 25. Q&A
  26. 26. Session Feedback Let us know how we’re doing! <ul><li>Please score the session from 5 to 1 (5=excellent,1=needs improvement) on the following categories: </li></ul><ul><ul><li>Overall rating of the session </li></ul></ul><ul><ul><li>Quality of content </li></ul></ul><ul><ul><li>Strength of presentation delivery </li></ul></ul><ul><ul><li>Relevance of the session to your organization </li></ul></ul>Save time! Use your cell phone or mobile device to send Feedback via SMS/Text Messaging! Send a message to 26335 In the message body: Session 116, #### For example, “ Session 123, 5555 ” Session ID: 116 Session ID # Scores for 4 categories SMS Voting powered by:

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