The document summarizes a presentation about extending and customizing Luminate CRM. It discusses how Luminate CRM is built on the Salesforce platform and provides flexibility through tools that allow customizing the user experience, creating new features and integrations, automating processes and tasks, and using the AppExchange. Specific examples are provided of how the organization customized Luminate CRM to track board membership and volunteer management processes. Attendees are encouraged that they too can learn to extend and build custom applications within Luminate CRM.

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. Take-away statement… “Can we build it? Yes we can!” #bbcon#luminatecrm
2 #bbcon
Tweet this now

4. 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.

5. What is Salesforce?
1.Cloud-based CRM (Contacts, Opportunities, Campaigns)
2.Platform (for development)
3.Ecosystem of vendors/applications (Blackbaud)

6. Ecosystem

7. 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

8. What is Luminate CRM?
8 #bbcon
NEWLuminate CRM Functionality
UPDATEDSalesforce Functionality

9. 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?

10. 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?

11. What does flexibility/extensibility mean?
11 #bbcon

12. What does flexibility/extensibility mean?
12 #bbcon

13. What does flexibility/extensibility mean?
13 #bbcon

14. What makes LCRM extendable?
•Platform is meant to be built upon
14 #bbcon

15. What makes LCRM extendable?
•Tools built in to extend
15 #bbcon

16. What makes LCRM extendable?
•Clicks not code (can be done by mere mortals)
16 #bbcon

17. What makes LCRM extendable?
•AppExchange (iTunes for Salesforce)
17 #bbcon

18. Contest for best Lego building!
18 #bbcon

19. 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

20. 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

21. 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

22. 22 #bbcon

23. UI Flexibility
23 #bbcon

24. Process Automation
24 #bbcon

25. 25 #bbcon

26. 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

27. 27 #bbcon

28. 28 #bbcon

29. 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

30. Step 1: Sign-up Online
30 #bbcon

31. Step 2: Information is instantly entered into Luminate
31 #bbcon

32. Step 3: Process new volunteer using the Volunteer Checklist
32 #bbcon

33. Step 4: Record volunteer hoursas they are completed
33 #bbcon

34. 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

35. 35 #bbcon

36. 36 #bbcon

37. 37 #bbcon

38. You mean, I can do that?
•Show custom application
38 #bbcon

39. You mean, I can do that?
•Build custom application
39 #bbcon

40. See? That was neat, huh?
40 #bbcon

41. 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

42. Questions, yesAnswers, maybe
42 #bbcon

43. 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.