USING OUR INSTANCE OF SALESFORCE.COMKEY CONCEPTS FOR VOLUNTEERS:Accounts/Organizations, Contacts, Affiliations

SALESFORCE INTRODUCTION--- SO LET’S LOGIN

Objects

Tabs

Apps

Objects are data representations of things such as CONTACTS, ACCOUNTS, TASKS, EVENTS, EMAILS

Tabs are where objects “live” 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

LOGIN.SALESFORCE.COM

TABS & APPS

APPSIn the dropdown

KEY APPS – AND THEIR FUNCTIONS

CBS Board Board Meetings

Agendas, Minutes, Resolutions

Salesforce Chatter Social Collaboration

Planning Events & Other Projects

CBS Communications Campaigns, Mailchimp, Social Media Analysis

Content

KEY TABS FOR ALUMNI VOLUNTEERS

Our Alumni Public [APP] [CONTACTS] tab/object

[ORGANIZATIONS]/ACCOUNT tab/object

CONVENTIONS

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

BUSINESS NEEDS MET – WITH VARIATIONS IN TASK AND TYPE

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

ETYMOLOGY: USUALLY INSTRUCTIVE ANALYSIS

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

CBS ALUMNI INSTANCE OF SALESFORCE: AN ANALOGY

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

ORGANIZATION NAME IS MEANT TO CONVEY INFORMATION

HERE IS HER CONTACT PAGE

WHAT IT LOOKS LIKE

Clicking on Darren

ACCOUNT RECORD VIEW

CONTACT RECORD VIEW

SALESFORCE.COM’S DATA ARCHITECTURE

Centered on ACCOUNTS with CONTACTS

TYING IT ALL TOGETHER: ADDING AN ALUM MANUALLY

Typical example is an alum relocating to DC who uses the website form to notify us

EASY FOR YOU: NEW ALUM

AN INVENTORY OF KEY TASKS WITH ADOBE CAPTVATE TRAINING MATERIALS IN UNDER DEVELOPMENT1

Adding alumni manually

Sending a MailChimp outbound email

Data Hygiene Tasks

Google Apps & Volunteer Collaboration & Project Management

Web-presence & Social Media: Wordpress, LinkedIn, Facebook