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By Gregory Heath
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Extensibility Unleashed!!!Learn how to personalize LCRMPRESENTED BY
GREGORY HEATH
LINTON MYERS
ANNA PATTY
Tuesday, October 7, 2014
10:45 AM to 12:00 PM
Take-away statement…
“Can we build it? Yes we can!”
#bbcon
#luminatecrm
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Tweet this now
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.
What is Salesforce?
1. Cloud-based CRM (Contacts, Opportunities,
Campaigns)
2. Platform (for development)
3. Ecosystem of vendors/applications (Blackbaud)
Ecosystem
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
What is Luminate CRM?
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NEW Luminate CRM Functionality
UPDATED Salesforce Functionality
What does that mean?
• Luminate CRM is part of the 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?
What does flexibility/extensibility mean?
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Are you …
Painting a room?
Adding some furniture?
Reorganizing a room?
Or are you …
Calling Norm Abrams?
Adding a new addition?
Renovating a house?
What does flexibility/extensibility mean?
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What does flexibility/extensibility mean?
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What does flexibility/extensibility mean?
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What makes LCRM extendable?
• Platform is meant to be built upon
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What makes LCRM extendable?
• Tools built in to extend
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What makes LCRM extendable?
• Clicks not code (can be done by mere mortals)
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What makes LCRM extendable?
• AppExchange (iTunes for Salesforce)
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Contest for best Lego building!
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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
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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?
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What are you going to see today?
• Four main types of extensibility
• UI flexibility
• Process automation
• My personal examples as a client
• Customization
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UI Flexibility
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Process Automation
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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!
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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.
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Step 1:
Sign-up Online
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Step 2:
Information is instantly
entered into Luminate
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Step 3:
Process new volunteer using
the Volunteer Checklist
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Step 4:
Record volunteer hours
as they are completed
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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!
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Anna
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You mean, I can do that?
• Show custom application
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You mean, I can do that?
• Build custom application
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See? That was neat, huh?
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What did you see today?
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Luminate CRM is built on the Salesforce platform:
Customize the user experience
Create new features and integrations
Automate processes and tasks
Use the AppExchange
Questions, yes
Answers, maybe
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Don’t forget to complete
a session survey! Each completed survey enters you into a drawing to win a
complimentary registration to bbcon 2015 in Austin, Texas*.
*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be
exchanged, applied to, or combined with any other offer.
You too can build things… With or without Legos.