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Presentation from February 2, 2010 Dallas Salesforce.com User Group Meeting
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Dallas User Group MeetingFebruary 2010
Dreamforce Recordingshttp://www.salesforce.com/video/dreamforce.jsp
Dreamforce 2009 Announcementshttp://www.salesforce.com/chatter
http://www.salesforce.com/video/?v=y3-pEDst3uk
Dreamforce 2009 Announcementshttp://www.salesforce.com/chatter
Dreamforce 2009 Announcementshttp://www.salesforce.com/content
Dreamforce 2009 Announcementshttp://www.salesforce.com/content
Coming by End of Q1
Free for Enterprise/Unlimited Editions
Look out for Webinar by SFDC in February
Spring 2010 Release - HighlightsNew User Interface:
Spring 2010 Release - Highlights
New UISetup > Customize > User Interface > Enable New User Interface Theme
– Available with Spring 2010 Release
– 100% CSS Compliant
– Turned OFF by default
– Once enabled, Organization Wide, and no going back!
– Setup Pages stay the same
– Must use IE 7, Firefox 3, Safari to use New Interface
Spring 2010 Release - Highlightshttp://www.youtube.com/user/salesforce#p/c/74AA5E2EFF3957A1
Easy-to-Remember URLs
blogs.salesforce.com
answers.salesforce.com
ideas.salesforce.com
features.salesforce.com
testimonials.salesforce.com
usergroups.salesforce.com
Non-Profit Update
Non-Profit OpportunitiesLife Science Foundation Deborah Vollmer Dahlke 512.699.4493 dvd@TLSFoundation.org See Appendix C + BPR doc.
Beyond Batten Disease Foundation
Cori Cuellar ccuellar@beyondbatten.org TBD
Greenlights for NonProfit Success
Kim Wilson (512) 477-5955 ext. 248 wilsonk@greenlights.org Administration mentoring, workflow & customer portal reg & donation setup
Partners in Education Audrey Glaser 512.637.0974 AGlaser@austinpartners.org Grant/Contract tracking, dashboard creation, data cleanup
The Austin Stone Community Church
Douglas Drinka doug@austinstone.org Customer Portal CustomizationVisualforce DevelopmentFinancial Services Integration (Credit Card processing, EFT, financial software integration)Deduplication
Rainforest Partnership Maurine Winkley (512) 420-0101 maurine@rainforestpartnership.org Moving from excel to salesforce.com. Looking for transition help
SAGE Ministries Kristi Hvidbjerg (866) 623-4328 kristih@sageministries.org TBD
Ventana del Soul Claire Scott Goodwin (512) 707-7447 csgoodwin@ventanadelsoul.org TBD
VinCare Services of Meghan Morrison 415-823-4717 Meghan@swiftriverconsulting.com Web-to-lead or other form for volunteer management
Austin Free-Net Dale Thompson; Drew Glass
dale@austinfree.net; drew@austinfree.net TBD
Sales Leadership Group
Hands-on Help Group
Unused Features
Content Management
Work Flow
Custom Objects
Custom Screens
Quotes, Orders, Fulfillment
Why?
Most SFDC documentation describes the benefits &
features of the SFDC feature – more like a sales
presentation rather than an instruction guide.– Need best practice guides
• What do you need to consider before implementing this feature?
– Need basic instructions to set the function up
Outsource vs Do it Yourself
I’m somewhere in the middle of not having the time to
figure it out and do it myself
vs
Hiring an expert to do it for me…..
Too little time and too little $$
Basic INSTRUCTION; one small step at a time might be
the answer for a lot of us
Smaller Groups – Shared Experiences
How do you use Salesforce???
Share your experiences
We probably have many mutual needs and someone in
this room may have already addressed an issue that
you are struggling with
Suggestion
Small regularly scheduled training sessions
Cover mutually agreed upon agenda
Limit initial agenda to basic How To’s
Get more sophisticated as needs grow
Flexible schedule
Little or no cost – depending on talent available
What to we need?
Training facility – meeting place
Trainers– Volunteers
– Professionals
– Paid professionals – last resort
– Trainees/participants
Training Room
FREE! Seats up to 14 people comfortably Wireless access Projection After hours access Close proximity to present meeting site 3330 Keller Springs @ Midway Rd (just outside the
West End of Airport Tunnel
Easy-to-Remember URLs
blogs.salesforce.com
answers.salesforce.com
ideas.salesforce.com
features.salesforce.com
testimonials.salesforce.com
usergroups.salesforce.com
Questions
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