A G S009 Tcheleshev 091907

Getting Started with Custom Objects John Johnson, ASCAP Cory Haber, Furnished Quarters Sara Rimer, Danaher Motion Edward Tcheleshev, salesforce.com Patricia Orr, salesforce.com Track: Admin I: Getting Started

Safe Harbor Statement ,[object Object],[object Object],[object Object]

Why Use Custom Objects? High user adoption 3 1 Single View of All Data & Reporting 2 Seamless Upgrades 4 Ease of Use

Build New Apps Without Coding or Scripting Customize with Clicks not Code ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],All Customizations Are Upgraded With Zero Customer Effort Builder

Data Model What data is captured and how it is structured Security & Sharing User access controls and permissions Forms & Layouts How data is displayed and captured Workflow How business processes are represented Build It! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],1 2 3 4

Streamline Business Processes with Custom Objects Inventory Tracking Purchase Requisitions Project Management Human Resources IT Helpdesk Salesforce License Management Training Center and Class/Instructor Tracking Multi Product View for Cases Success Stories for Products Pre call Plan and Trip Report Litigation Tracking Employee Management - Collections & Adjustments - PTO Tracking - Employee Equipment - Sales Collateral - Recruiting Going from Paper to Process Getting Control of your Data & Processes Ways to Help Yourself

John Johnson Asst. Vice President - Licensing [email_address] Getting Control of your Data & Processes! Leveraging Custom Objects to Increase Visibility and Adoption!

All About ASCAP ,[object Object],[object Object],[object Object],[object Object],[object Object],Largest Performing Rights Organization in the World – Collects fees for public performance of music and distributes royalties to songwriters & publishers

Case Study – Key Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Implementation Of Salesforce SFA/Custom Objects Timeline Began Using Salesforce SFA Built, deployed, trained Employee Info/PTO Objects Litigation Tracking – Built, Deployed and used by GL October 2005 January 2006 July 2006 Ongoing Notes PTO Tracking Crashed Deploy new functionality in New Releases Expand Functionality based on user requests, business process needs Training, Migration, Adoption Custom Objects Drive Adoption

The Solution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Employee Info ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Litigation Tracking ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Results ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Cory Haber Web Applications Manager [email_address] Moving from Paper to Process! Getting the Organization to think Platform First

All About: ,[object Object],[object Object],[object Object],[object Object],[object Object],Furnished Quarters is the leading provider of furnished apartments in Manhattan, northern New Jersey and Boston metropolitan regions.

Key Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

From Paper to Process How did we get away from excel and/or paper? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Example – Purchase Requisitions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Purchase Requisition – Old Workflow

Purchase Requisition – New Workflow

Case Study Purchase Requisition – Results ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Lost paperwork Slow response times Inefficient High cost Accounting Purchase Requisition Payment Requests Sales Operations Project Management Budgeting Information Technology IT Helpdesk IT Inventory Customer Service Tenant Credits Human Resources HRForce Sales & Marketing Oppty Management Campaigns Leads

Accounting Purchase Requisition Payment Requests Sales Operations Project Management Budgeting Information Technology IT Helpdesk IT Inventory Customer Service Tenant Credits Human Resources HRForce Sales & Marketing Oppty Management Campaigns Leads Ease of Use High User Adoption Single View/Reporting Seamless Upgrades

Sara Rimer Global CRM Systems Manager [email_address] Ways to Help Yourself! Leveraging custom objects as a means of making YOU more efficient .

[object Object],[object Object],[object Object],[object Object],[object Object],At Danaher Motion we leverage our vast experience in electromagnetic, mechanical and control technologies to help our customers build better machines, faster. Our products have been improving the efficiency and productivity of complex manufacturing operations for over 70 years through trusted brand names such as Dover, Kollmorgen, Pacific Scientific, Portescap and Thomson. Our breakthrough innovations are based on application experience around the globe and across many industries, including: medical, textile, semiconductor, electronic assembly, packaging, aerospace and defense among others.

Custom Object Needs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Salesforce License Manager Application ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

License Manager – The Solution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

License Manager Custom Screen Entry View

Audit Dashboards- By Approval Person Marketing Department Product Management Operations West Sales West Sales East Operations East

License Manager– Results ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Imagine it. Learn it. Use it. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Resources to Help You Get Started ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

John Johnson AVP – Licensing Sara Rimer Global CRM Administrator QUESTION & ANSWER SESSION Cory Haber Web Applications Manager

5. Successforce Services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],We strive to improve, t hank you for filling out our survey. ,[object Object],[object Object]

A G S009 Tcheleshev 091907

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A G S009 Tcheleshev 091907