Orlando SFDC User Group 12/2011

#OSUG Makes Big Plans
Orlando Salesforce User Group Meeting
December 2, 2011

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#Corelando: The Center of the #OSUG
Universe
 Network, Schmooze, Connect
 Welcome!
 Demo: Visual Workflow
– Presented by Joshua Hoskins, Orlando SFDC User Group Leader

 2012 #OSUG Gives Back
– Non-Profit: YWAM

 #CORELando
– Annual Survey
– SFDC Jobs Board
– 2012 Happenings

Welcome!
Jennifer Phillips, @CRMjen
Joshua Hoskins, @jhoskins
#OSUG, @OrlandoSFDC

#Corelando: The Center of the #OSUG
Universe
 It’s all about YOU (literally)
– Ways to connect
– Who do you know
– How much can you help
– Feedback is progress
 Annual Surveys

Use Case

 Come Out With PRIDE
 4-day Event + Mini Events leading up to Event
– Kickoff, Allied Events, Parade, F&B, Vendor Fair, VIP
 80+ Parade Entries
 80+ Vendors
 ~50 Main Event Volunteers
 20 Core Volunteer w/ Full Time Jobs
– Over 10,000 volunteers hours

Today

 Vendor Registers on Eventbrite or Paper is Received
 Manual Welcome / Thanks You Emails from Outlook
 Manual Communications Leading up to the Event
– Order Confirmation / Upsell Opportunities
– Booth Placement, Ad Placement, Parking Passes, etc.
– All by different Teams, Ops & Development

The Challenge

 No single system has a compressive view of the
transaction or customer.
 All Email Communication Is Manual, Most cannot be
seen by more than (1) person.
 No Self-Service options is available.
 Too Many People one both sides are involved.
– Application Submitted may not be the Organizer for the Parade
Float
 Main Day: I paid for a Tent where is it?

The Need / The Future

 A 360 Degree View of All
Customer/Prospects/Opportunities & Transactions
– Accurate & Reliable
 Self-Service Option
– Registration
– Order Administration & Confirmation
 Workflow Automation

How do we get there?

 Custom Objects
– Customers, Order, Order Items w/ Record Types
 Native Workflow
 And…

Orlando SFDC User Group 12/2011

Where do you begin?

 What is the Process?
– Visio
– Pencil & Paper
– Whiteboard

http://bit.ly/uPb4Sp

2012 #OSUG Gives Back:
Non-Profit Support Project Update

2012 Non-Profit Skills Donation

 Goal: Harness the skills of our UG Members to help local Non-
Profits
 2012 Non-Profit Q1 / Q2
– Youth With a Mission
– UG Membership just about 1 year
– Initial NP OSUG “Guinea Pig”
 2012 Non-Profit Q3 / Q4
– UG Nominations

2012 Non-Profit: Youth With a Mission

 Needs
– Scoping
• Joshua Hoskins | Jennifer Phillips
– Data Migration
• Dan Burgondy: Burgondy Technologies
– Configuration
• Admin
• Marketing / SFA
• Integration: Quickbooks / Google
– How to help?
• Project Kickoff in January

Looking for Salesforce.com People?

 Online Job Board
– Job Board for Admins
– Job Board for Developers

 Company Introductions

www.HireOn-Demand.com > Employers > Headcount Guidelines

Wrap It Up:
Don’t You Want to get (even more) Involved?

#OSUG 2012
 Jobs Connection
 Community Update
–2012 Goals
•Cloud Coder Clinic 2
•Social 2
•Non-Profit Donation 2
•UG Meetings 3

 JOIN HERE
 Dreamforce to YOU -
Florida
–March
– 2 – 3 Tracks
– Dates in January
–Agenda in development

Self- Help and Community Resources for
Customer Success

salesforce.com/success
Free online resources to help our customers succeed

Orlando SFDC User Group 12/2011

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