We will cover several of the modules within "Sell Lightning Fast with Sales Cloud" and discuss how Salesforce will be used by CII.December 10, 2018
Alamo Room
Audience: Non-AD staff
Agenda
Welcome to Salesforce
Review the wiki
Getting Around in Salesforce
Contacts
https://cii-today.lightning.force.com/lightning/o/Contact/home
Search
List View Filters
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- Email your Trailhead Profile link to Deborah
Welcome to Trailhead
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WALKTHROUGH - approximately 15 minutes each
Welcome to Salesforce
Watch video about Accounts and Contacts
https://www.youtube.com/watch?v=fmiUtHXMQKg
Review text.
CII Note: CII has disabled lead qualification. At CII, every person record is a contact.
CII Note: Accounts = Companies, whether they are members or non-members.
CII Note: Salesforce has the ability to allow a person to be associated with more than one Account. At CII, people should only be actively associated with one account at any time. We will use “Indirect” relationships to show former employer history.
Get Started with Salesforce
Review text and watch the Search for Records video.
CII Note: CII will limit document uploads due to cost. Use other current file storage options such as the CII Shared “I” Drive or UT Box. Talk to the Information Services team if you think can certain kinds of documents (contracts, member applications perhaps?) might be useful within Salesforce.
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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 of phase 1 ownership (contacts, accounts, groups) to staff, collect feedback and refine as necessary
- Final groups import: JIP and other, historical groups
- 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 till complete
- 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
- Cvent integration in 1Q19
- Techstreet publication store launch and integration with KB
- Quickbooks integration
- Tableau integration
Training and Salesforce support next steps.
- Meet with membership staff to set up opportunities, campaigns, invoices and collections
- AD training session
- Talk to Deborah if you need any training or other support or tweaks. One-on-one sessions or group sessions.
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.
Chatter
Go to Chatter. Post a comment
Contacts
https://cii-today.lightning.force.com/lightning/o/Contact/home
CII How to Article: Search and List Views
Search
Search - use the search bar to find contacts, accounts and other information quickly
https://trailhead.salesforce.com/en/trails/lex_end_usercontent/learn/modules/lex_salesforce_basics/units/lex_salesforce_basics_your_admin
CII Note: Deborah and Ila are your Salesforce admins. Let’s work together to figure out how to make it work best! We will serve as liaisons with Salesforce ticket support, Accelerator services and outside consultants.
CII Note: Calling all future Super Users! We would love for you to help us make the Salesforce experience better for everyone. There’s things you can do to help prior to launch, during launch and afterwards. Let us know if you want to be a super star.
Check Out Reports, Dashboards, Feeds, and More
Chatter for Lightning Experience.
Have extra time? Check out Chatter and tell us what you think. CII is thinking about using it to manage member prospects and loop member ambassadors into the communications flow.
https://trailhead.salesforce.com/trails/lex_end_user/modules/chatter_basics_for_users
_getting_started?trail_id=lex_end_user
- Search for John Smith
- Search for contacts you know
List View and Filters
Use List View Filters for some of your common searches.
Check out this quick 4 minute video.
| Widget Connector | ||
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Calendar
- Add the My CII calendar - this will be a shared calendar for all events.
CII Groups
Committees, teams and CBAs.
Group Managers
- Do you manage a group? Create a personal list view.