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@SFDCFoundation
/Salesforce.comFoundation
@SFDCFoundation
/Salesforce.comFoundation
Yale University:
Fostering Campus
Communities
August 14, 2013
1%
Time • Equity •
Product
500,000
+Hours Service
18,000
Non-profit
organizations
$50 M+
Grants
Featured Presenters
Lisa Hammitt
VP, Marketing
salesforce.com
Dave DeMichele
Cloud Architect
Yale University
Colleen Whelan
Director, SaaS/PaaS Practices
Yale University
Salesforce Communities
Engagement Never Stops
Safe Harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any
such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could
differ materially from the results expressed or implied by the forward-looking statements we make. All statements other
than statements of historical fact could be deemed forward-looking, including any projections of product or service
availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or
plans of management for future operations, statements of belief, any statements concerning new, planned, or
upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and
delivering new functionality for our service, new products and services, our new business model, our past operating
losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting,
breach of our security measures, the outcome of any litigation, risks associated with completed and any possible
mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability
to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful
customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger
enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com,
inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form
10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on
the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are
not currently available and may not be delivered on time or at all. Customers who purchase our services should make
the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation
and does not intend to update these forward-looking statements.
How Do You Communicate with Your Students and
Alumni?
Chief
Community
Officer
7 questions to become a student centric organization:
How do you
listen to every
Student to
increase
success?
How do you
engage on
every channel?
How do you
connect
students to
faculty?
How do you
service your
applicants,
students &
alumni, when
and where they
need it?
How do you
create and
manage
applicant,
student, and
alumni
communities?
How do you create
a network of jobs
and career
services?
How do you deliver
social and mobile
apps that create a
positive ROI?
5 63
4 7
1
2
Become Student-Centric with Communities
Crowd-source the
best solutions /
support
by engaging the
community of
parents and alumni
Engage the entire
ecosystem to
increase
outreach on
university
affairs, events
and programs
Efficiently identify
student and
faculty needs
while identifying
financial and
academic gaps
and overlap
Leverage your
alumni networks
for recruiting
and career
opportunities.
5 63
4 7
1
2 Build mission
success by
servicing your
applicants/
students/alumni/
faculty/staff
anytime and
everywhere
Deliver student-or
service-oriented
apps that provide
expertise and tap
into millions of
‘relevant’
conversations
Deepen
engagement by
reaching your
students/
constituents
across every
channel
Re-imagine every student (constituent) touch point
Parent Networks
Volunteer Engagement
Student application
and admission
Faculty Engagement
Q&A
Alumni Outreach
Program Outreach
Course Selection
Onboarding
Student Services
Financial Aid
Registration
Students
Engagement
Records
What Challenges Do Communities Buyers Face?
Outreach
• Efficiently identifying
influencers and active
prospects
• Identifying successful
outreach / prospecting
campaigns
• Unleashing the power
of your stakeholder /
partner networks to
expand your reach
Engagement
•  Engaging when, where
and how constituents
need / want it
•  Providing access to
faculty, staff, alumni
•  Providing information
about events and
deadlines
•  Increasing student
engagement to
increase retention and
student success
Service
•  Enabling constituent
self-service /
awareness
•  Real-time and
collaborative case
resolution
•  Effective peer support
•  Sharing resources,
ideas and content
Cases IdentityCanvasTouch CustomizationCollaboration
REST &
SOAP APIs Workflow Reporting
Communities of Any Type
1
2
3
Communities of Interest
Communities of Shared
Purpose
Communities of Action
Communities is built off of the success
of Chatter
Market Leadership Customer SuccessStrong PR Coverage
Magic Quadrant Leader
Total Economic Impact
#1 Enterprise Social Network
Technology of
the Year
Innovative Company
1
2
3
4
5
MAP – Map out goals
INVEST – Invest in a community
manager
BUILD – Build Community with
Community
ENGAGE – Engage Hearts and
Minds
MEASURE – Measure, Learn and
Repeat
ENGAGE to Build Thriving Communities
FIVE STEPS
TO
CREATING A
VIBRANT
COMMUNITY
.
Salesforce Delivers the Requirements for a
Successful Community
Social Collaboration
Branding &
Customization
Business Processes
Mobile Access
Security & Reliability
Social Intelligence
Yale	
  University:	
  Fostering	
  Campus	
  Communi6es	
  
“Academic	
  Hub”	
  Proof	
  of	
  Concept	
  
	
  Dave	
  DeMichele 	
   	
   	
   	
  Colleen	
  Whelan	
  
	
  Cloud	
  Architect 	
   	
   	
   	
  Director,	
  SaaS/PaaS	
  Prac4ces	
  
	
  dave.demichele@yale.edu 	
   	
  colleen.whelan@yale.edu	
  
	
  	
  	
  	
  	
  	
  	
  	
  @DaveDeMichele	
  
August	
  14,	
  2013	
  
“Academic	
  Hub”	
  Safe	
  Harbor	
  Statement	
  
This	
  presenta;on	
  may	
  contain	
  aspira;onal	
  statements,	
  
assump;ons,	
  and	
  personal	
  opinions	
  based	
  on	
  the	
  
results	
  of	
  the	
  proof	
  of	
  concept	
  ac;vi;es	
  conducted	
  as	
  
part	
  of	
  the	
  Salesforce	
  Communi;es	
  Pilot	
  period.	
  
	
  
These	
  statements,	
  screen	
  shots,	
  and	
  other	
  images	
  are	
  
illustra;ve	
  of	
  the	
  vision	
  and	
  work	
  completed	
  over	
  the	
  
course	
  of	
  a	
  few	
  months.	
  Names	
  and	
  some	
  Yale-­‐specific	
  
details	
  have	
  been	
  changed	
  for	
  the	
  purposes	
  of	
  this	
  
presenta;on.	
  
	
  
	
   	
   	
  Et	
  cetera,	
  et	
  cetera.	
  
Higher	
  Ed	
  Technology	
  Expecta6ons	
  
The technology revolution is driving expectations higher as our
constituents interact with state-of-the-art consumer technology side-by-
side with applications developed and supported byYale.
	
  
Consumerized	
  
Func;ons	
  and	
  feels	
  like	
  systems	
  found	
  on	
  the	
  consumer	
  web	
  
Personalized	
  
Understands	
  who	
  I	
  am	
  in	
  the	
  context	
  of	
  what	
  I	
  am	
  doing	
  
Democra6c	
  
Intui;ve	
  features;	
  don’t	
  need	
  a	
  manual	
  to	
  get	
  started	
  
Social	
  
Includes	
  a	
  useful,	
  integrated	
  social	
  component	
  
Mobile	
  
Func;ons	
  effec;vely	
  on	
  smart	
  phones	
  	
  
and	
  tablets	
  
	
  
Exis6ng	
  Student	
  Technology	
  Landscape	
  
Over 100 pages of paper forms
No standard “Community” offering to University organizations
Disconnected systems requiring duplicate data entry
Exis6ng	
  Student	
  Technology	
  Experience	
  
Historically,Yale administrative departments
have developed systems to meet specific
administrative needs.This often resulted in a
fragmented user experience.
We envisioned an opportunity to adopt a
constituent-centric perspective and create
an integrated experience for students,
faculty, and staff.
Student	
  Life	
  
Academic	
  Pursuits	
  
Administra6ve	
  
Responsibili6es	
  
Harmonized	
  Systems	
  of	
  Engagement	
  &	
  Record	
  
To transition towards a constituent-centric vision, we propose the
development of a world-class system of engagement integrated with
legacy systems of record.
Cons;tuents	
   System	
  of	
  Engagement	
   Systems	
  of	
  Record	
  
“Academic	
  Hub”	
  Proof	
  of	
  Concept	
  Project	
  
	
  	
  	
  	
  Project	
  par;cipa;on	
  from:	
  
	
  Yale	
  Informa;on	
  Technology	
  Services	
  
	
  Associate	
  Vice	
  President	
   	
  	
  
	
  Office	
  of	
  the	
  Registrar	
  
	
  Deans,	
  Masters,	
  administra;ve	
  personnel	
  
	
  Student	
  representa;ves	
  
	
  
Short duration project (3 months) to test drive our concept and the
emerging Salesforce Communities platform.
Academic	
  “Hub”	
  Proof	
  of	
  Concept	
  Vision	
  
Enable an one-stop shopping experience for academic administrative tasks
and processes. Create an interactive “Common Room” to transact and interact.
	
  	
  	
  	
  	
  Improve	
  flexibility	
  in	
  ini;a;ng	
  many	
  of	
  	
  
	
  	
  	
  	
  	
  the	
  manual	
  administra;ve	
  processes	
  and	
  	
  
	
  	
  	
  	
  	
  student	
  requests.	
  
	
  	
  	
  	
  	
  Increase	
  and	
  visibility	
  and	
  progress	
  tracking	
  	
  
	
  	
  	
  	
  	
  of	
  requests.	
  
	
  	
  	
  	
  	
  Promote	
  collabora;on	
  and	
  an	
  enhanced	
  	
  
	
  	
  	
  	
  	
  user	
  experience.	
  
Facilitate	
  Ac6ons,	
  Content,	
  and	
  Communi6es	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
	
  
	
  
	
  
	
  
University	
  
Courses	
  Ac;vity	
  
	
  
	
  
	
  
	
  
	
  
Semester	
  Arrival	
  Onboarding	
  Acceptance	
  
April	
   May	
   June	
   July	
   Aug	
   Sept	
   Oct	
   Nov	
   Dec	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
	
  
	
  
	
  
	
  
Classes	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
	
  
	
  
	
  
	
  
Student	
  
Ac;ons	
  
Content	
  
Communi;es	
  /	
  
Groups	
  
New	
  Student	
  	
  
Timeline	
  
Onboarding	
  Ac;vity	
  
	
  
	
  
	
  
	
  
	
  
Admin	
  Ac;vity	
  
	
  
	
  
	
  
	
  
	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
	
  
	
  
	
  
	
  
Assigned	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
	
  
	
  
	
  
	
  
Elec;ve	
  
Illustra(ve	
  Scope	
  
Yale	
  Academic	
  Hub	
  Proof	
  of	
  Concept	
  Demo	
  
	
  
	
  
	
  
DEMO	
  
Yale	
  Academic	
  Hub	
  Proof	
  of	
  Concept	
  Demo	
  
	
  
	
  
	
  
DEMO	
  
	
  	
  	
  	
  Tech	
  Stuff:	
  
	
  2	
  months	
  development	
  ;me	
  by	
  single	
  experienced	
  
programmer	
  	
  
	
   	
  -­‐	
  No	
  prior	
  Apex	
  experience.	
  
	
   	
  -­‐	
  Would	
  have	
  taken	
  much	
  less	
  ;me	
  with	
  an	
  experienced	
  
	
  programmer! 	
  	
  
	
  Community	
  is	
  a	
  combina;on	
  of	
  out-­‐of-­‐the-­‐box	
  widgets	
  and	
  
tabs	
  as	
  well	
  as	
  custom	
  Visualforce	
  pages	
  and	
  Apex	
  code	
  
	
   	
  	
  
As we progressed through the development of the Academic “Hub” Proof of
Concept, we realized the power and possibility of creating multiple, inter-connected
communities.
Administra6ve	
  
Responsibili6es	
  
Academic	
  
Pursuits	
  
Student	
  Life	
  
Mul6ple,	
  Inter-­‐connected	
  Communi6es	
  
Administra6ve	
  
Responsibili6es	
  
Teaching/	
  
Learning/	
  
Research	
  
Engagement	
  
Administra6ve	
  
Responsibili6es	
  
Engagement	
  
Giving	
  
Engagement	
  
Students	
  
Faculty	
   Alumni	
  
Staff	
  
Ques6ons?	
  
	
  
	
  
	
  
Thank	
  You	
  
	
  Dave	
  DeMichele 	
   	
   	
   	
  Colleen	
  Whelan	
  
	
  Cloud	
  Architect 	
   	
   	
   	
  Director,	
  SaaS/PaaS	
  Prac4ces	
  
	
  dave.demichele@yale.edu 	
   	
  colleen.whelan@yale.edu	
  
	
  	
  	
  	
  	
  	
  	
  	
  @DaveDeMichele	
  
	
  

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Yale university fostering campus communities webinar slides

  • 2. 1% Time • Equity • Product 500,000 +Hours Service 18,000 Non-profit organizations $50 M+ Grants
  • 3. Featured Presenters Lisa Hammitt VP, Marketing salesforce.com Dave DeMichele Cloud Architect Yale University Colleen Whelan Director, SaaS/PaaS Practices Yale University
  • 5. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 6. How Do You Communicate with Your Students and Alumni? Chief Community Officer 7 questions to become a student centric organization: How do you listen to every Student to increase success? How do you engage on every channel? How do you connect students to faculty? How do you service your applicants, students & alumni, when and where they need it? How do you create and manage applicant, student, and alumni communities? How do you create a network of jobs and career services? How do you deliver social and mobile apps that create a positive ROI? 5 63 4 7 1 2
  • 7. Become Student-Centric with Communities Crowd-source the best solutions / support by engaging the community of parents and alumni Engage the entire ecosystem to increase outreach on university affairs, events and programs Efficiently identify student and faculty needs while identifying financial and academic gaps and overlap Leverage your alumni networks for recruiting and career opportunities. 5 63 4 7 1 2 Build mission success by servicing your applicants/ students/alumni/ faculty/staff anytime and everywhere Deliver student-or service-oriented apps that provide expertise and tap into millions of ‘relevant’ conversations Deepen engagement by reaching your students/ constituents across every channel
  • 8. Re-imagine every student (constituent) touch point Parent Networks Volunteer Engagement Student application and admission Faculty Engagement Q&A Alumni Outreach Program Outreach Course Selection Onboarding Student Services Financial Aid Registration Students Engagement Records
  • 9. What Challenges Do Communities Buyers Face? Outreach • Efficiently identifying influencers and active prospects • Identifying successful outreach / prospecting campaigns • Unleashing the power of your stakeholder / partner networks to expand your reach Engagement •  Engaging when, where and how constituents need / want it •  Providing access to faculty, staff, alumni •  Providing information about events and deadlines •  Increasing student engagement to increase retention and student success Service •  Enabling constituent self-service / awareness •  Real-time and collaborative case resolution •  Effective peer support •  Sharing resources, ideas and content
  • 10. Cases IdentityCanvasTouch CustomizationCollaboration REST & SOAP APIs Workflow Reporting Communities of Any Type 1 2 3 Communities of Interest Communities of Shared Purpose Communities of Action
  • 11. Communities is built off of the success of Chatter Market Leadership Customer SuccessStrong PR Coverage Magic Quadrant Leader Total Economic Impact #1 Enterprise Social Network Technology of the Year Innovative Company
  • 12. 1 2 3 4 5 MAP – Map out goals INVEST – Invest in a community manager BUILD – Build Community with Community ENGAGE – Engage Hearts and Minds MEASURE – Measure, Learn and Repeat ENGAGE to Build Thriving Communities FIVE STEPS TO CREATING A VIBRANT COMMUNITY
  • 13. . Salesforce Delivers the Requirements for a Successful Community Social Collaboration Branding & Customization Business Processes Mobile Access Security & Reliability Social Intelligence
  • 14. Yale  University:  Fostering  Campus  Communi6es   “Academic  Hub”  Proof  of  Concept    Dave  DeMichele        Colleen  Whelan    Cloud  Architect        Director,  SaaS/PaaS  Prac4ces    dave.demichele@yale.edu    colleen.whelan@yale.edu                  @DaveDeMichele   August  14,  2013  
  • 15. “Academic  Hub”  Safe  Harbor  Statement   This  presenta;on  may  contain  aspira;onal  statements,   assump;ons,  and  personal  opinions  based  on  the   results  of  the  proof  of  concept  ac;vi;es  conducted  as   part  of  the  Salesforce  Communi;es  Pilot  period.     These  statements,  screen  shots,  and  other  images  are   illustra;ve  of  the  vision  and  work  completed  over  the   course  of  a  few  months.  Names  and  some  Yale-­‐specific   details  have  been  changed  for  the  purposes  of  this   presenta;on.          Et  cetera,  et  cetera.  
  • 16. Higher  Ed  Technology  Expecta6ons   The technology revolution is driving expectations higher as our constituents interact with state-of-the-art consumer technology side-by- side with applications developed and supported byYale.   Consumerized   Func;ons  and  feels  like  systems  found  on  the  consumer  web   Personalized   Understands  who  I  am  in  the  context  of  what  I  am  doing   Democra6c   Intui;ve  features;  don’t  need  a  manual  to  get  started   Social   Includes  a  useful,  integrated  social  component   Mobile   Func;ons  effec;vely  on  smart  phones     and  tablets    
  • 17. Exis6ng  Student  Technology  Landscape   Over 100 pages of paper forms No standard “Community” offering to University organizations Disconnected systems requiring duplicate data entry
  • 18. Exis6ng  Student  Technology  Experience   Historically,Yale administrative departments have developed systems to meet specific administrative needs.This often resulted in a fragmented user experience. We envisioned an opportunity to adopt a constituent-centric perspective and create an integrated experience for students, faculty, and staff. Student  Life   Academic  Pursuits   Administra6ve   Responsibili6es  
  • 19. Harmonized  Systems  of  Engagement  &  Record   To transition towards a constituent-centric vision, we propose the development of a world-class system of engagement integrated with legacy systems of record. Cons;tuents   System  of  Engagement   Systems  of  Record  
  • 20. “Academic  Hub”  Proof  of  Concept  Project          Project  par;cipa;on  from:    Yale  Informa;on  Technology  Services    Associate  Vice  President        Office  of  the  Registrar    Deans,  Masters,  administra;ve  personnel    Student  representa;ves     Short duration project (3 months) to test drive our concept and the emerging Salesforce Communities platform.
  • 21. Academic  “Hub”  Proof  of  Concept  Vision   Enable an one-stop shopping experience for academic administrative tasks and processes. Create an interactive “Common Room” to transact and interact.          Improve  flexibility  in  ini;a;ng  many  of              the  manual  administra;ve  processes  and              student  requests.            Increase  and  visibility  and  progress  tracking              of  requests.            Promote  collabora;on  and  an  enhanced              user  experience.  
  • 22. Facilitate  Ac6ons,  Content,  and  Communi6es                                                                 University   Courses  Ac;vity             Semester  Arrival  Onboarding  Acceptance   April   May   June   July   Aug   Sept   Oct   Nov   Dec                                                                 Classes                                                                 Student   Ac;ons   Content   Communi;es  /   Groups   New  Student     Timeline   Onboarding  Ac;vity             Admin  Ac;vity                                                                           Assigned                                                                 Elec;ve   Illustra(ve  Scope  
  • 23. Yale  Academic  Hub  Proof  of  Concept  Demo         DEMO  
  • 24. Yale  Academic  Hub  Proof  of  Concept  Demo         DEMO          Tech  Stuff:    2  months  development  ;me  by  single  experienced   programmer        -­‐  No  prior  Apex  experience.      -­‐  Would  have  taken  much  less  ;me  with  an  experienced    programmer!      Community  is  a  combina;on  of  out-­‐of-­‐the-­‐box  widgets  and   tabs  as  well  as  custom  Visualforce  pages  and  Apex  code        
  • 25. As we progressed through the development of the Academic “Hub” Proof of Concept, we realized the power and possibility of creating multiple, inter-connected communities. Administra6ve   Responsibili6es   Academic   Pursuits   Student  Life   Mul6ple,  Inter-­‐connected  Communi6es   Administra6ve   Responsibili6es   Teaching/   Learning/   Research   Engagement   Administra6ve   Responsibili6es   Engagement   Giving   Engagement   Students   Faculty   Alumni   Staff  
  • 27. Thank  You    Dave  DeMichele        Colleen  Whelan    Cloud  Architect        Director,  SaaS/PaaS  Prac4ces    dave.demichele@yale.edu    colleen.whelan@yale.edu                  @DaveDeMichele