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Data Modeling Best Practices in Force.com Mary Scotton Developer Evangelist salesforce.com @rockchick322004
Carolyn Adams VP of Client Services Outbox Systems @CarolynBAdams
Data Modeling Best Practices in Force.com What is up with Standard & Custom Objects? Mary Scotton Developer Evangeist salesforce.com @rockchick322004
Carolyn Adams VP of Client Services Outbox Systems @CarolynBAdams
Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Agenda • Overview • Modeling People • Modeling Events • Modeling Revenue • Modeling New Business Functions • Q&A
Custom Objects
You’re on your own
Standard Objects
Salesforce does the work for you
Consideration Standard Custom
Availability
• All Salesforce instances
• Platform Users: Accounts & Contacts only
• Just your Salesforce instance
• Platform Users: All custom objects
Relationships
• Built-in relationships (e.g., Opp and Forecasts)
• Can’t be the Detail object in a Master-Detail
• More flexibility when adding fields and relationships
AppExchange
• Consumer: Many extensions to standard objects
• Publisher: All customers have standard objects
• Consumer: Less apps available
• Publisher: More control over the object behavior
Standard vs Custom Objects What are the differences?
Use to introduce a
demo, video, Q&A, etc. Use Case: Event Management
Mother-Son Bowling
Modeling People
Contacts
Mary & Noelani Scotton
Gabriel Scotton
Household Form # Custom Obj Accounts
Data Model: People
Contacts
Mary Scotton Noelani Scotton Gabriel Scotton
Accounts “1 household has many people”
Scotton Household
Accounts & Contacts Always use these. Always. Really.
• Salesforce1 Mobile App powers • Name & Address fields • Send an Email, Mass Email • Activities:
– WHO (Contact, Lead) – WHAT (Account, Custom Obj, others)
Modeling Events
PTA Events Activities (Events) Custom Obj Campaigns
Contacts
Data Model: Events
Contacts
Mary Scotton Noelani Scotton Gabriel Scotton
Campaign
“1 event has many attendees”
Campaign Member
“1 contact can attend many events”
Mary Scotton | MSBowling 2014 Noelani Scotton | MSBowling 2014 Gabriel Scotton | MSBowling 2014
MSBowling 2014
Campaigns & Campaign Members These make event attendee management easy.
• Start & End Date • Member Management • Built-in List View Filter on Contacts • Can populate them directly from reports (on Contacts or Leads, using Standard Report Types)
Use to introduce a
demo, video, Q&A, etc. Demo
Mother-Son Bowling
Place Customer or
Partner logo in white area of
slide, centered horizontally
Carolyn Adams VP of Client Services
Use to introduce a
demo, video, Q&A, etc.
Use Case: Managing Recurring Revenue in Salesforce From Bookings, to Scheduled Revenue, to on-going Asset management
What is Recurring Revenue? Is my company in a recurring business model?
Examples: • Subscription-based Products (software licenses)
• Recurring Services (support plans, maintenance contracts, retained professional services)
New Business
Modeling Recurring Revenue How do I manage my recurring business?
Managing a recurring revenue model brings a lot of questions:
• Where do we track current versus expired subscriptions?
• How do we quote subscriptions, especially on a line-by-line basis (i.e. individual devices or memberships)?
• What is the process for upgrades and add-ons? • How can sales stay on top of the upcoming renewals?
Data Model: Recurring Revenue Let’s stick to out-of-the-box functionality
Opportunities can have product lines attributed to them so you know what is being sold.
Those lines can be scheduled to be fulfilled over time.
Those products and schedules can update Assets on the Account which represent the customer’s full portfolio of products owned.
Accounts
Opportunities
Opportunity Products
Product Schedul
es
Assets
Use to introduce a
demo, video, Q&A, etc. Demo
Product Schedules
Would custom objects work for recurring revenue?
• Yes However, they have limited customizations (e.g., can’t add custom fields or customize the related list)
*Recurring Revenue in Salesforce is ingrained in many other aspects *Deviating from the standard functionality will limit your Salesforce potential
– Limit ability to use other standard features: forecasting, etc. – Can’t use AppExchange packages that rely on standard objects – You’re off the release train…
*
Use to introduce a
demo, video, Q&A, etc. Use Case: New Business Function
OK, now it’s a good time for custom objects
Modeling New Business Functions Yes, this is a good time to create custom objects
• Projects • Invoices • Job Openings • Expenses • Surveys • Proposal Forms (RFP’s)
Use to introduce a
demo, video, Q&A, etc. Extra Credit
Adding more power to your data model
Record Types FTW !
• Create subcategories for your data
• Allow different views, processes & picklists for different records
• Only available in Enterprise Edition and above
Rename Tabs and Labels
• Make standard objects match your business terminology
• Supports all (supported) languages
• WARNING: Does not change object names in Setup (confusion may and will occur)
Mary Scotton Developer Evangeist salesforce.com @rockchick322004
Carolyn Adams VP of Client Services Outbox Systems @CarolynBAdams