Presentation from Salesforce.org Higher Ed Summit 2017 by: Watt Hamlett of ACF Solutions Practically all uses of Salesforce in Higher Ed require integration with other campus systems. When it comes to making the right data from these systems available for the right users and processes at the right time, there are several approaches available, each with pros and cons. In this workshop, we will look at three dominant approaches for making data from external systems available to Salesforce users: custom views, Salesforce Connect, and data replication. Participants will be guided through a worksheet to help them assess the best approaches for their needs.

1. Choosing the Right Integration Approach
Friday, April 28, 2017

2. Today’s Journey
Introductions
Why CRM?
Three integration approaches
Three examples
Decision worksheet
Discussion

3. About Us: ACF Solutions, an Attain Company

4. About You
Who’s gathered around the campfire today?

5. Why CRM?

6. InsightEfficiency Effectiveness
What benefits will you get?
Why CRM?

7. Three Integration
Approaches

8. Data Replication Custom View Salesforce Connect

9. Data Replication
Overview
What is it?
Copying data from an external system into Salesforce
on a regular basis
How is it done? Via bulk file imports, ETL tool/middleware, or APIs
How fresh is
the data?
Depends on interval
What does it
take to setup
and maintain?
Setup: Varies; license for ETL tool; DBA/developer/advanced
admin Ongoing: ETL license fees, updating integration logic,
reviewing error logs, working within API limits, data storage
monitoring

10. Data Replication
Capabilities
View data in Salesforce
Search data in Salesforce
Update data in Salesforce
Field-level security
Formula/roll-up fields
Workflow/Process Builder/Triggers
Reporting/Marketing Segmentation

11. Data Replication Custom View Salesforce Connect

12. Custom View
Overview
What is it?
Making data from an external system visible
within or from Salesforce
How is it done? Via coding a frame or window that displays the data
How fresh is
the data?
Typically real-time
What does it
take to setup
and maintain?
Setup: A developer to code the data pull and layout
Ongoing: A developer to make any updates

13. Custom View
Capabilities
View data in Salesforce
Search data in Salesforce
Update data in Salesforce
Field-level security
Formula/roll-up fields
Workflow/Process Builder/Triggers
Reporting/Marketing Segmentation

14. Data Replication Custom View Salesforce Connect

15. Salesforce Connect
Overview
What is it?
Enabling data from an external system to behave (mostly)
like Salesforce data without having to replicate it
How is it done? Via ODATA protocol, External Objects, and configuration
How fresh is
the data?
Typically real-time
What does it
take to setup
and maintain?
Setup: Salesforce Connect license; ODATA-ready system or
middleware; configuration Ongoing: Salesforce Connect
license fees; ODATA middleware; config changes

16. Salesforce Connect
Capabilities
View data in Salesforce
Search data in Salesforce
Update data in Salesforce
Field-level security
Formula/roll-up fields
Workflow/Process Builder/Triggers
Reporting/Marketing Segmentation

17. Capability Comparison
View data in Salesforce
Search data in Salesforce
Update data in Salesforce
Field-level security
Formula/roll-up fields
Workflow/Process Builder/Triggers
Reporting/Marketing Segmentation

18. Resource Comparison
Setup
People
Technology $$ $ $$$
Ongoing
People
Technology $$ $ $$$
SF Data Storage $ - -

19. Three Examples

20. Data Replication Custom View Salesforce Connect

21. Alumni Engagement
Ellucian Advance
Alumni bio/demo data
Data Replication
Cvent
Event registrations
Data Replication
Contacts/Accounts
Event registrations
Event registrations

22. Alumni Engagement

23. Alumni Engagement

24. Data Replication Custom View Salesforce Connect

25. Advising & Accessible Education
Smart Integration
Data Replication
Contacts/Accounts
Cases
Courses
PeopleSoft
Student
bio/demo data (basic)
Academics
Grades
CoursesData Replication
Custom View

26. Advising & Accessible Education

27. Advising & Accessible Education

28. Advising & Accessible Education
Leland Stanford
[lstandford1 | 00000001: GR Senior Co-Term]
[Admitted 2013]
00000001

29. Advising & Accessible Education

30. Data Replication Custom View Salesforce Connect

31. Continuing Ed Enrollment Services
Contacts/Accounts
Courses
Banner Student
Student
bio/demo data
Academics
Grades
Courses
Test Scores
Salesforce Connect
Data Replication

32. Continuing Ed Enrollment Services

33. Continuing Ed Enrollment Services
CV
CV
CV

34. Continuing Ed Enrollment Services

35. Chart Your Course

36. Integration Decision Criteria
Data
Replication
Custom
View
Salesforce
Connect
• Stay focused on CRM goals & objectives
• Understand where data lives and
how it is governed
• Be familiar with the capabilities and costs
of each approach
• Know your people

37. Worksheet

38. Discussion

39. Thank You

40. Extra Slides

42. Basic Layout
First level text is set at 20 point Salesforce Sans and does not have a bullet
• Second line bullets are 18 point Salesforce Sans
• Third level text is set at 16 point Salesforce Sans
• Limit the number of bullets on a slide
• Fourth level text
How to Create a Paragraph Heading
Use the same Basic Layout and remove second line bullet from sentence
Spacing of Paragraphs
The spacing between paragraphs is automatically set
Subtitle placeholder 24 points

43. Basic Layout – Mountain Footer
First level text is set at 20 point Salesforce Sans and does not have a bullet
• Second line bullets are 18 point Salesforce Sans
• Third level text is set at 16 point Salesforce Sans
• Limit the number of bullets on a slide
• Fourth level text
How to Create a Paragraph Heading
Use the same Basic Layout and remove second line bullet from sentence
Spacing of Paragraphs
The spacing between paragraphs is automatically set
Subtitle placeholder 24 points

44. 2-Column Layout
Either of these placeholders can hold text,
table, charts, smart art, or media.
Either of these placeholders can hold text,
table, charts, smart art, or media.
Subtitle placeholder

45. 2-Column Layout – Mountain Footer
Either of these placeholders can hold text,
table, charts, smart art, or media.
Either of these placeholders can hold text,
table, charts, smart art, or media.
Subtitle placeholder

46. 3-Column Layout
These three placeholders can
hold text, table, charts, smart
art, or media.
These three placeholders can
hold text, table, charts, smart
art, or media.
These three placeholders can
hold text, table, charts, smart
art, or media.
Subtitle placeholder

47. 3-Column Layout - Mountain Footer
These three placeholders can
hold text, table, charts, smart
art, or media.
These three placeholders can
hold text, table, charts, smart
art, or media.
These three placeholders can
hold text, table, charts, smart
art, or media.
Subtitle placeholder

48. Salesforce Content Salesforce Content Salesforce Content
Lorem ipsum dolor sit amet,
consectetur
Cras egestas mauris ut
faucibus cursus
Pellentesque et risus ac
turpis maximus
Lorem ipsum dolor sit amet,
consectetur
Cras egestas mauris ut
faucibus cursus
Pellentesque et risus ac
turpis maximus
Lorem ipsum dolor sit amet,
consectetur
Cras egestas mauris ut
faucibs cursus
Pellentesque et risus ac
turpis maximus
Subtext placeholderSubtext placeholder Subtext placeholder
3-Column With Titles
Subtitle placeholder

49. Placeholder for textPlaceholder for text Placeholder for text
Subtitle placeholder
3-Column Photos Layout

50. 4-Column Layout
These placeholders
can hold text, tables,
charts, images, or
media.
These placeholders
can hold text, tables,
charts, images, or
media.
These placeholders
can hold text, tables,
charts, images, or
media.
These placeholders
can hold text, tables,
charts, images, or
media.
Subtitle placeholder

51. Subtitle placeholder
4-Column Footer Layout
Salesforce ContentSalesforce Content Salesforce Content Salesforce Content

53. Chapter 1 Chapter 2 Chapter 3

54. Chapter 1 Chapter 2 Chapter 3

55. Chapter 1 Chapter 2 Chapter 3

56. “Quote”
Tab indent for name
Customer Hero A
You may need to reset layout in layout pull down menu to reset
You may need to crop and resize aspect ratio of images to create circle
Use line spacing to create more or less space between lines
Logo

57. Customer Hero B
You may need to reset layout in layout pull down menu to re set all of the elements
You may need to crop and resize aspect ratio of images within the mask so image doesn’t stretch
Use line spacing to create more or less space between lines
Logo

58. Vertical Split Layout
Subtitle placeholder
Lorem ipsum dolor sit amet,
consectetur
Cras egestas mauris ut
faucibus cursus
Pellentesque et risus ac turpis
maximus

59. Photo Content Layout
Subtitle placeholder
Lorem ipsum dolor sit amet, consectetur
Cras egestas mauris ut faucibus cursus
Pellentesque et risus ac turpis maximus

60. Text, images, charts, tables
can be put in this
placeholder.
Third Split Sign Layout
Subtitle placeholder

61. Text, images, charts, tables
can be put in this
placeholder.
Third Split Sign Layout 2
Subtitle placeholder

62. Text, images, charts, tables
can be put in this
placeholder.
Third Split Layout
Subtitle placeholder

63. Text, images, charts, tables
can be put in this
placeholder.
Third Split Layout
Subtitle placeholder

64. Third Split Layout 3
Text, images, charts, tables can
be put in this placeholder.
Subtitle placeholder

65. Third Split Layout 2 - Example
Text, images, charts, tables can
be put in this placeholder.
Subtitle placeholder

66. Text, images, charts, tables can be put in this placeholder.
Third Split 3 Dark Orange Layout
Text, images, charts, tables can
be put in this placeholder.
Subtitle placeholder

67. Text, images, charts, tables can be put in this placeholder.
Third Split 3 Light Orange Layout
Text, images, charts, tables can
be put in this placeholder.
Subtitle placeholder

68. Basic Dark Layout
This slide is made for easy layout of text, charts, tables, images, and other media
First level text is set at 20 point Salesforce Sans
• Second line bullets are 18 point Salesforce Sans
• Third level text is set at 16 point Salesforce Sans
• Limit the number of bullets on a slide
• Fourth level text
Fifth level text for text sourcing
Example of subtly highlighted text
Example of boldly highlighted text
Subtitle placeholder

70. Stage Content Layout With Mountains - Low
Use the stage for highlighting devices

74. Stage Content Layout With Mountains - Example
Use the stage for highlighting devices, text primarily in white

75. Stage Content Layout With Mountains - High
Use the stage for highlighting devices, text primarily in white

76. Use the stage for highlighting devices, text primarily in white space
Stage Content Layout with Plains - Low

77. Use the stage for highlighting devices, text primarily in white space
Stage Content Layout with Plains – Low –Example

78. Use the stage for highlighting devices, text primarily in green space
Stage Content Layout with Plains - High

81. Charts and Graphs Font Treatment
Change all text within charts to the Salesforce Sans font.
It is recommend that you also change number values to
Salesforce Sans, however you may keep Numerical values
as associated with bars as Arial for ease of use.
If you are Creating a chart with number values that are not
built into the template change them Salesforce Sans
1st Quarter
2nd Quarter
3rd Quarter
4th Quarter
Insert a text box
here to focus on
this one large
piece
4.3
2.5
3.5
4.5
Series 1
Chart Title
Category 1 Category 2 Category 3 Category 4

82. Example of a Bar Chart (Custom)
4.3
2.4
2.0
2.5
4.4
2.0
3.5
1.8
3.0
4.5
2.8
5.0
2.9
4.0
2.0
3.2 3.1
2.5
Series 1 Series 2 Series 3
Chart Title
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6
Chart title or slide subtitle
Source: placeholder

83. Example of a Bar Chart (Custom)
4.3
2.4
2.0
2.5
4.4
2.0
3.5
1.8
3.0
4.5
2.8
5.0
2.9
4.0
2.0
3.2 3.1
2.5
Series 1 Series 2 Series 3
Chart Title
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6
Chart title or slide subtitle
Source: placeholder

84. Example of a Pie Chart (Default and Custom)
Chart title or slide subtitle
1st Quarter
2nd Quarter
3rd Quarter
4th Quarter
Insert a text box here to
focus on this one large
piece
Source: placeholder
Default
1st Qtr 2nd Qtr 3rd Qtr 4th Qtr
Custom

85. Example of a Line Chart (Default & Custom)
0
1
2
3
4
5
6
Category 1 Category 2 Category 3 Category 4
Default
Series 1 Series 2 Series 3 Series 4
Chart title or slide subtitle
Source: placeholder
0
6
Category 1 Category 2 Category 3 Category 4
Series 1 Series 2
4.3
4.4
Custom

86. Lorem ipsum dolor sit amet,
consectetur adipiscing elit..
• Key takeaway one
• Key takeaway one
• Key takeaway one
Example of a Chart with Supporting Text
Subtitle placeholder
Source: placeholder
1st Quarter
2nd Quarter
3rd Quarter
4th Quarter
Insert a text box
here to focus on this
one large piece

87. Example of Charts Using the 2 Column Layout
8.2
3.2
1.4
1.2
Salesforce
IaaS
PaaS
On Premise
Service
Subtitle placeholder
Source: placeholder
$12B Q1
58%
Q4
9%
Q3
10%
Q2
23%
Source: placeholder

88. Example of a Table
Column title Column title Column title
Row title $00.00 $00.00 $00.00
Row title $00.00 $00.00 $00.00
Row title $00.00 $00.00 $00.00
Row title $00.00 $00.00 $00.00
Row title $00.00 $00.00 $00.00
Table title or slide subtitle
Source: placeholder

89. Example of a Table
Table title or slide subtitle
Column title Column title Column title
Row title Lorem ipsum dolor sit amet,
consectetur adipiscing elit.
Suspendisse congue turpis
maximus dignissim posuere.
Quisque sit amet justo ultrices,
finibus massa eu, vehicula dui.
Lorem ipsum dolor sit amet,
consectetur adipiscing elit.
Suspendisse congue turpis
maximus dignissim posuere.
Quisque sit amet justo ultrices,
finibus massa eu, vehicula dui.
Lorem ipsum dolor sit amet,
consectetur adipiscing elit.
Suspendisse congue turpis
maximus dignissim posuere.
Quisque sit amet justo ultrices,
finibus massa eu, vehicula dui.
Row title Lorem ipsum dolor sit amet,
consectetur adipiscing elit.
Suspendisse congue turpis
maximus dignissim posuere.
Quisque sit amet justo ultrices,
finibus massa eu, vehicula dui.
Lorem ipsum dolor sit amet,
consectetur adipiscing elit.
Suspendisse congue turpis
maximus dignissim posuere.
Quisque sit amet justo ultrices,
finibus massa eu, vehicula dui.
Lorem ipsum dolor sit amet,
consectetur adipiscing elit.
Suspendisse congue turpis
maximus dignissim posuere.
Quisque sit amet justo ultrices,
finibus massa eu, vehicula dui.

90. Example of a Table
Table title or slide subtitle
Intro heading text
Key takeaway
text here, table
title text here
Some additional detail text. If
this table is presented in large
room, do not use this chart,
because it will be too small
to read.
If this is going to be presented
online or other personal
presentation space, this text is
as small as it should go.
Column title, can be
multi-line
Column title, can be
multi-line
Column title, can be
multi-line
Row title Lorem ipsum dolor sit amet,
consectetur adipiscing elit.
Suspendisse congue turpis
maximus dignissim posuere.
Quisque sit amet justo
ultrices, finibus massa eu,
vehicula dui.
Lorem ipsum dolor sit amet,
consectetur adipiscing elit.
Suspendisse congue turpis
maximus dignissim posuere.
Quisque sit amet justo
ultrices, finibus massa eu,
vehicula dui.
Lorem ipsum dolor sit amet,
consectetur adipiscing elit.
Suspendisse congue turpis
maximus dignissim posuere.
Quisque sit amet justo
ultrices, finibus massa eu,
vehicula dui.
Row title Lorem ipsum dolor sit amet,
consectetur adipiscing elit.
Suspendisse congue turpis
maximus dignissim posuere.
Quisque sit amet justo
ultrices, finibus massa eu,
vehicula dui.
Lorem ipsum dolor sit amet,
consectetur adipiscing elit.
Suspendisse congue turpis
maximus dignissim posuere.
Quisque sit amet justo
ultrices, finibus massa eu,
vehicula dui.
Lorem ipsum dolor sit amet,
consectetur adipiscing elit.
Suspendisse congue turpis
maximus dignissim posuere.
Quisque sit amet justo
ultrices, finibus massa eu,
vehicula dui.

91. Example of a Table
Column title Column title Column title
Row title $00.00 $00.00 $00.00
Row title $00.00 $00.00 $00.00
Row title $00.00 $00.00 $00.00
Row title $00.00 $00.00 $00.00
Row title $00.00 $00.00 $00.00
Table title or slide subtitle
Source: placeholder

92. 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.

93. Text
Trailhead Flags & Signs
Learn more about
Lightning!
Visit the Lightning Experience
Theater in the Campground
NEW
more time with your
customers
25%
more time with your
customers
25%
Text here25%
Text here25%
faster decision making
+48%For longer
text
25%

94. Design Elements
Nature
Housing
Equipment
Animals
(Animals should always be smaller than the official Mascots)
Transportation
Lighting
Shadow
(Resize and layer as needed)

95. Official Mascots
Salesforce brand characters

96. Iconography
Icons play a big part to keep
things playful. The line art icons
are geeky and have Trailhead’s
outdoor spirit.
We’ve begun to use more line
art in our design for contrast
against the flat artwork
direction.
If you choose line art, suggest
being consistent and using less
of the cartoon style throughout
your deck
Line Art Icons

97. iPadAir Vertical 2
iPhone6
iPadAir Horizontal 2
Galaxy 7
Mobile Phones and Watches
Devices are to scale in relationship to one another, use this slide as a reference
Apple
Watch

98. Computers
Macbook Pro Retina Display
(Browser bar is removable)
Thunderbolt Monitor for Desktop
(Browser bar is removable)
Dell Laptop
Dell Monitor

99. Salesforce Corporate and Signature Logos
Note new Salesforce tagline as of February 2016

100. Salesforce.org
NOTE: The vertical logo (top) is the main logo. Only use the horizontal version (bottom) if the vertical
version absolutely cannot fit.

101. Salesforce Brand Extension Logos

102. Additional Logos

103. Salesforce1