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Alamo Room 

Audience: Non-AD staff

Agenda

Welcome to CII's Salesforce!

Review the wiki

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Status

What's ready?

• Accounts and Contacts are populated from iMIS - ready for staff
• Groups are populated from iMIS - ready for QA (today!)
• Member list on website is populated by Salesforce data

What is happening this week?

• Training and turn over to staff, collect feedback and refine as necessary
• Event attendance imports to continue
• Contact and Groups synchronization with website will be deployed later this week
  • New contacts in Salesforce are populated in Kentico and vice versa
  • New group members are Salesforce get access to Kentico groups and are reflected in rosters

What is happening next week?

• Event attendance imports to continue
• Member company history to be imported
• Kentico - CII's website to be upgraded from version 9 to version 11

What happens later?

• Other history - pdh, publication orders, downloads to be imported to Salesforce
• Connection to Cvent coming in 1Q19
• Quickbooks integration, Tableau integration

CII's Primary Salesforce Apps

• Sales: Day-to-day, basic management of Accounts and Contacts
• CII Groups:  Committees, research teams, CBAs are found here.
• Salesforce Chatter: Collaborate with each other to learn Salesforce. Also future home for selected members.
• Invoices & Collections: Deployment still in progress. Accounts receivable for membership, publications, other. 

Contacts

https://cii-today.lightning.force.com/lightning/o/Contact/home

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