December 10, 2018

Alamo Room 

Audience: Non-AD staff

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/content/learn/modules/lex_salesforce_basics/lex_salesforce_basics_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.

Calendar

• Add the My CII calendar - this will be a shared calendar for all events.

CII Groups

Committees, teams and CBAs.

Group Managers

1. Do you manage a group?  Create a personal list view.

Test Protocol