An introduction to Salesforce.com for volunteer board members of Columbia Business School Alumni of MetroDC (January 2014) Introduces Apps, Tabs, and key objects within the data model instantiated.

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

2. 
Objects

Tabs


Objects are data representations of things such as

Apps

Tabs are where objects “live”


CONTACTS, ACCOUNTS, TASKS, EVENTS, EMAILS
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
SALESFORCE INTRODUCTION
--- SO LET’S LOGIN

3. LOGIN.SALESFORCE.COM

4. TABS & APPS

5. 
CBS Board



Board Meetings
Agendas, Minutes, Resolutions
Salesforce Chatter


Planning


Events & Other Projects
CBS Communications


Social Collaboration
Campaigns, Mailchimp, Social Media Analysis
Content
KEY APPS – AND THEIR FUNCTIONS

6. 
Our Alumni Public [APP]

[CONTACTS] tab/object

[ORGANIZATIONS]/ACCOUNT tab/object
KEY TABS FOR ALUMNI VOLUNTEERS

7. 
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
CONVENTIONS

8. 
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
BUSINESS NEEDS MET – WITH
VARIATIONS IN TASK AND TYPE

9. 
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
ETYMOLOGY: USUALLY INSTRUCTIVE
ANALYSIS

10. 
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
CBS ALUMNI INSTANCE OF
SALESFORCE: AN ANALOGY

11. ORGANIZATION NAME IS MEANT TO
CONVEY INFORMATION

12. HERE IS HER CONTACT PAGE

13. ACCOUNT RECORD VIEW
Clicking on Darren
WHAT IT LOOKS LIKE
CONTACT RECORD VIEW

14. 
Centered on ACCOUNTS with CONTACTS
SALESFORCE.COM’S DATA
ARCHITECTURE

15. 
Typical example is an alum relocating to DC
who uses the website form to notify us
TYING IT ALL TOGETHER:
ADDING AN ALUM MANUALLY

16. EASY FOR YOU: NEW ALUM

17. 
Adding alumni manually

Sending a MailChimp outbound email

Data Hygiene Tasks

Google Apps & Volunteer Collaboration & Project Management

Web-presence & Social Media: Wordpress, LinkedIn, Facebook
AN INVENTORY OF KEY TASKS WITH ADOBE
CAPTVATE TRAINING MATERIALS IN UNDER
DEVELOPMENT1