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To Share or Not to Share Stephanie Hlad,  Employers Direct Insurance Company Dave Hamburg,  On-Q/Legrand Kevin Gaither,  Business.com Track: New System Administrators
Stephanie Hlad Marketing Operations Manager  Employers Direct Insurance   Company Dave Hamburg   Webmaster Kevin Gaither Director, Inside Sales Nancye Michaelian Customer Success Manager salesforce.com Moderated By: On-Q/Legrand Business.com
Safe Harbor Statement ,[object Object],[object Object],[object Object],[object Object]
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
To share or not to share…that is the question!
To share or not to share…that is the question! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
To share or not to share…that is the question! ,[object Object],Organization Wide Defaults Role Hierarchy Sharing
Role Hierarchy ,[object Object],[object Object],[object Object]
Organization Wide Defaults ,[object Object],[object Object],[object Object],[object Object],[object Object]
Sharing Rules ,[object Object],[object Object],[object Object]
Best Practices from our Customer Experts ,[object Object],[object Object],[object Object]
Employers Direct Insurance Company ,[object Object],[object Object],INDUSTRY:  Insurance EMPLOYEES:  160 GEOGRAPHY:  US SHARING MODEL:  Private # USERS:  106 EE
[object Object],Roles USER ROLE Stephanie Administrator Kevin Administrator David  Audit Barbara Audit Joyce Claims Avo Claims Amber Claims LuAnne Claims Jill Claims Kathy Lead Owner Denise Lead Owner Evan Lead Owner Doug Lead Owner Oscar Loss Control Anne Loss Control Chuck Loss Control Jaime Loss Control
Role Hierarchy - Example
R = read C = create E = edit D = delete Legend: ,[object Object],Profiles Permissions   Administrator Executive Lead Owner: Only their Leads and Accounts Market Researcher Help Desk Account   R/C/E/D R R/C/E/D R/C/E/D   Campaign   R/C/E/D R       Contact   R/C/E/D R R/C/E/D R/C/E/D R/C/E/D Document   R/C/E/D R R/C/E/D R/C/E/D   Opportunity   R/C/E/D R R/C/E/D R/C/E/D   Product   R/C/E/D         Asset   R/C/E/D         Case   R/C/E/D   R    R/C/E/D Contract   R/C/E/D         Lead   R/C/E/D R R/C/E/D R/C/E/D  
Example of Profile Set Up
On-Q/Legrand ,[object Object],[object Object],[object Object],INDUSTRY:  Tech Manufacturer EMPLOYEES:  160 GEOGRAPHY:  US, Canada,    Caribbean   SHARING MODEL:  Happy medium # USERS:  61 EE
Sharing – Org Wide Defaults/Sharing Rules ,[object Object],[object Object]
Exceptions to Organization Wide Defaults ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Considerations When Establishing  ,[object Object],[object Object],[object Object],[object Object],[object Object]
Challenges We Overcame ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],What's the best way? There is no one size fits all solution!
The On-Q Sharing Set Up ,[object Object],[object Object],[object Object],[object Object]
Business.com ,[object Object],[object Object],[object Object],INDUSTRY:  Online Media EMPLOYEES:  85 GEOGRAPHY:  US SHARING MODEL:  Public # USERS:  50 PE
Advanced Features – Page Layouts ,[object Object],[object Object],[object Object]
Advanced Features – Page Layouts ,[object Object],[object Object],[object Object],[object Object]
Advanced Features – Field Level Security ,[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],Advanced Features – Field Level Security
Key Takeaways ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Stephanie Hlad Marketing Operations Manager Dave Hamburg Webmaster Kevin Gaither Director, Inside Sales QUESTION & ANSWER SESSION Employers Direct Insurance Company On-Q/Legrand Business.com
Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],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 103, ####   For example, “ Session 123, 5555 ” Session ID:  103 Session ID # Scores for 4 categories SMS Voting powered by:

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To Share or Not to Share

  • 1. To Share or Not to Share Stephanie Hlad, Employers Direct Insurance Company Dave Hamburg, On-Q/Legrand Kevin Gaither, Business.com Track: New System Administrators
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  • 14. Role Hierarchy - Example
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  • 29. Stephanie Hlad Marketing Operations Manager Dave Hamburg Webmaster Kevin Gaither Director, Inside Sales QUESTION & ANSWER SESSION Employers Direct Insurance Company On-Q/Legrand Business.com
  • 30.