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Partner Roadmap Webinar (August 3, 2017)

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Partner Roadmap Webinar August 2017

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Partner Roadmap Webinar (August 3, 2017)

  1. 1. Partner Roadmap Webinar AppExchange (ISV) and Consulting Partner Teams @partnerforce ​John Richter, Director, Partner Community
  2. 2. Forward-Looking Statements* ​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. *as a Salesforce Partner, please refer to your Partner Non-Disclosure Agreement (NDA) as outlined in the SPPA – http://p.force.com/sppa
  3. 3. Partner Roadmap Webinar - Agenda ​:: Release Readiness ​:: Consulting Partner Innovation Awards ​:: Partner Community Updates ​:: Q&A (Team)
  4. 4. Partner Roadmap Webinar Series ​What’s New & What’s Next for Partners Next Webinar: ​Thursday, Sept. 7, 9am Pacific ​ISV Onboarding & Lightning Accreditation http://p.force.com/roadmap
  5. 5. New Trailhead Modules http://p.force.com/trailhead AppExchange Product Licensing & Customer Support Coming in September 2017: Customer Success for AppExchange Partners Building a Commerce Cloud Practice (SI)
  6. 6. Lightning Round ​Lightning Accreditation (Consulting Partners) • New Accreditation Path announced yesterday - http://p.force.com/lightningnow • Lightning Transition Specialist Superbadge (Coming Sept. 5) • Lightning Master (Specialization) announced ​Lightning Ready Apps (AppExchange Partners) • Readiness Requirements (updated deck) – http://p.force.com/lightningready • New Lightning Tour dates announced ​Updates on the Lightning Experience http://p.force.com/lightningnow http://p.force.com/lightningready (SI) (ISV)
  7. 7. Trust Notifications (Sign up today!) Near real-time email notifications regarding incidents and maintenances posted to our Trust Status site (status.salesforce.com). Self-subscription model including preferences for: ● Instance (NA51, AP5, EU7, CS10…) ● Language (7 languages) ● Event Type (Maintenance, Performance Degradation, Service Disruption) ● Service of Interest (Core Service, Live Agent, Search…)
  8. 8. Quip Update Logan Randolph ​http://p.force.com/quip
  9. 9. Quip for Partners ​Work smarter, collaborate more effectively, increase productivity http://p.force.com/quip • Getting Started tips • Free offer for partners • New Blog post • Use Cases • Product Overview • Sales Resources • Collaboration Group • FAQ
  10. 10. Release Readiness Paul van der Staay Kyle Rowley Mickey Bennett Mike Broome Jon Roldan ​http://p.force.com/releases
  11. 11. Seamless Releases August 3, 2017 Kyle Rowley, Senior Director, Release Management krowley@salesforce.com Paul van der Staay, Senior Release Manager pvanderstaay@salesforce.com Michael Broome, Release Manager mbroome@salesforce.com
  12. 12. Which Clouds are in scope for this presentation? Sales Service CommunityAnalyticsApps (Platform) … and which are NOT in scope for this presentation? Marketing Commerce IoT
  13. 13. Major Release Process Apr May Jun Jul SepAug Oct Monthly Sprint Reviews Release Sprint Staggered Release Scrum Teams Sign Off 2 Release Roadmap Scrum Teams and Functional Areas Sign Off Partner Pre-Release Go Live Pre-Release Ends Feature Freeze Release Freeze Done Done Done Release to Internal Sandbox & Production Instances SB/R0 Releases SB = 2/3rds of CS instances (Sandbox Preview) R0 = Two instances where Salesforce has largest orgs R1/R2 Releases R1 = 25% of prod instances R2 = All remaining instances Branch locked and check-in approval required Incomplete features are turned off Development begins on next 600,000 automated JUnit and Selenium tests Continuous performance testing 120 million Apex tests written by customers Other production tests
  14. 14. Deploying Major Release with Minimal Disruption Thu Database Scripts Create New Schema for Use After the Application Release Release Weekend A Few Weeks Prior to the Release Fri Fri/Sat/Sun Preinstall Release 5 Minute Release Window to Switch to New Version of DB Schema and Application Weekend After Coverage
  15. 15. Patch Release Process Patch Freeze One Week ‘Sprint’ Finish Testing Staggered Release Without Downtime Cloud Executives Sign Off on Release Quality Thurs Thurs TuesMon WedFri Thurs Branch Locked Check-in Approval Required EUx/NAx Release Internal and CSx Release APx Release Checkpoint with Support 600,000 automated JUnit and Selenium tests Continuous performance testing Release to Internal Sandbox Instance
  16. 16. What Version?
  17. 17. Daily Release Process Daily Release Freeze 24 Hour ‘Sprint’ Stage Release and Finish Testing Staggered Release Without Downtime Participating Teams Sign Off on Release Quality 12:00pm 12:00pm 3:00pm3:00pm 6:00pm 8:00am Branch Locked Check-in Approval Required NAx Release Internal, CSx and EUx Release APx Release Minimum 60,000 automated tests Performance testing as required We plan for Daily Releases. Releases outside this schedule are considered Emergency Releases.
  18. 18. ​Daily Releases: • Performance and capacity improvements driven by our proactive monitoring • Critical security fixes to maintain customer trust • Date-driven changes • Emergency changes to unblock critical customer business stopping issues • Changes that need isolation from the larger patch releases What Goes Into Each Type of Release? ​Patch Releases (weekly): • Similar, but less urgent, changes as Daily Releases • Introducing or enhancing Pilot features • Technology updates that do not impact the end-user • Fixes to automated tests ​Major Releases (3x/year): • New and enhanced features Note: Most new features are turned OFF by default. Each Customer’s org administrator decides if & when they will turn ON each feature for their users. • Similar, but less urgent, changes as Patch Releases
  19. 19. Consulting Partner Innovation Awards Matt Morris David Bui-Ford Kurt Buhler ​http://p.force.com/innovation
  20. 20. Dreamforce 2017 Consulting Partner Innovation Awards Matt Morris - Director, Partner Programs David Bui-Ford - Sr. Principal Programs Manager Kurt Buhler - Customer Stories Program Manager
  21. 21. Vision for Consulting Partner Innovation Awards Recognize Consulting Partners’ achievements and promote compelling customer success stories that showcase Salesforce innovation and generate momentum across our Partner ecosystem to accelerate customer success. Recognition, Momentum, and Evangelism
  22. 22. Dreamforce 2017 Partner Innovation Awards Timeline Submission process open Deadline for submissions Winners Notified Innovation Awards Ceremony Wednesday 7/25/2017 Thursday 8/31/2017 Tuesday 10/10/2017 Sunday 11/5/2017 Key Dates, Actions, and Milestones
  23. 23. Benefits ● 6 invitations to the Innovation Award Ceremony and Reception ● Innovation Award Trophy ● Photo Opportunity with Salesforce Alliances Leadership ● Salesforce Blog Post by Tyler Prince ● Recognized on signage at the Dreamforce AppBash ● Partner Innovation Award Winner sign to showcase in Partner Dreamforce booth (if applicable) ● Winners Highlighted in the Partner Community ● Post Dreamforce press release opportunity ➔ 6 invitations to the Innovation Award Ceremony and Reception ➔ Photo Opportunity with Salesforce Alliances Leadership ➔ Salesforce Blog Post by Alliances Leadership ➔ Recognized on signage at the Dreamforce AppBash ➔ Partner Innovation Award Winner sign to showcase in Partner Dreamforce booth (if applicable) ➔ Winners Highlighted in the Partner Community ➔ Post Dreamforce Press Release Opportunity Benefits - or What do I Win when I WIN?
  24. 24. Benefits ● 6 invitations to the Innovation Award Ceremony and Reception ● Innovation Award Trophy ● Photo Opportunity with Salesforce Alliances Leadership ● Salesforce Blog Post by Tyler Prince ● Recognized on signage at the Dreamforce AppBash ● Partner Innovation Award Winner sign to showcase in Partner Dreamforce booth (if applicable) ● Winners Highlighted in the Partner Community ● Post Dreamforce press release opportunity Benefits - or What do I Win when I WIN?
  25. 25. Join the Consulting Partner Innovation Awards Group on Partner Community Download the Customer Story Template and Fill in with Solution Details Launch the Survey - complete all questions and attach .ppt of Story Keep Your Eyes on p.force.com/i nnovation for updates Step 1 Step 2 Step 3 Step 4 Innovation Award Steps
  26. 26. Judging Criteria ● Incorporation of key technologies ● Compelling nature of the business challenge ● Customer ROI and/or measurable success ● Social – inclusion of Chatter and integration with other social technologies ● Mobile – solution can be accessed across a range of devices ● Ecosystem Breadth – inclusion of multiple partner solutions
  27. 27. Enabling Franchise & Retail Success Salesforce Confidential CHALLENGE SOLUTION RESULTS COMPANY OVERVIEW ________ is the world’s largest chain of ____________ and a leader in _______. ______ has _________ centers throughout the United States. Established in _______ have served more than 45 million ______. For more information, visit: ___________ LOCATION _________ EMPLOYEES __________ INDUSTRY ___________ COMPETITOR Microsoft Dynamics, QlikView, FranConnect SOLUTION(S) Sales Cloud, Service Cloud, Chatter, Community Cloud, Pardot, Wave GO LIVE DATE: _______ COMPANY PROFILE ▪ New franchise sales were stagnant, and tracked in a proprietary, siloed system with no intelligence or contextualized data. ▪ Support cases were tracked in over 4 different systems, none of which were integrated or available to the franchisees for visibility. ▪ Internal communication and collaboration was overwhelmingly done by email and phone, and effort was routinely duplicated or lost because of a lack of centralized data and employee turnover. ▪ Mobile accessibility to existing customer data was not possible except by digging into email archives and a few shared files, neither of which had comprehensive data. ▪ Franchisees lacked comprehensive visibility to their performance metrics and support interactions. ▪ Analytics were difficult to work with, and siloed in a separate system that didn’t provide accurate results. ▪ Migrate franchise development staff from _______ to Sales Cloud Lightning with a robust lead development process using Web 2 Lead, Sales Path, Collaboration. ▪ Unify all support teams onto a single platform with Service Cloud, Console, and Community Cloud collaboration with franchisees for Case resolution. ▪ On-board the entire company onto Chatter and drive engagement with team recognition and celebration, collaborative problem solving, executive engagement, and centralize franchise management around Chatter. ▪ Deploy Salesforce1 mobile access & customizations to internal employees and franchisees for real-time Case management, collaboration, analytics, and more. ▪ Launch a custom Partner Community for franchisees with real-time visibility to Cases, financials, & KPIs. ▪ Build new performance dashboards in Wave Analytics providing dynamic and contextual insights on franchises. ▪ 1,200% growth in new franchise sales YTD, and integrated the franchise development process into the full lifecycle of customer support & analytics. ▪ 16,000+ Cases generated since go-live, with a 75+% reduction in time to resolution since initial launch; Consolidated customer view across all support teams. ▪ 22,000+ user-generated Chatter posts since internal launch, and incredible buzz and enthusiasm generated around company goals and performance from the bottom to the top of the organization. ▪ First ever mobile engagement with franchisees by regional operations managers, uploading pictures and support cases from franchises in real time. ▪ 600+ franchises engaging with custom KPI dashboards, support cases, financial data, and more. ▪ Unprecedented insights into operational performance, highlighting gaps & trends not previously identified. ​Digital Transformation with a connected ecosystem Customer Logo
  28. 28. NOTES ■ Press release ■ Customer quotes ■ Executive quotes QUANTITATIVE RESULTS ■ 600+ franchises deployed on Partner Community and Salesforce1 Mobile ■ 150+ internal support users deployed on Service Cloud, Sales Cloud, App Cloud, Analytics Cloud, Chatter ■ 22,000+ user-generated Chatter internal company collaboration posts since internal go-live ■ 1,200+% increase in new franchisee deposits year over year ■ 100+% increase in support case volume handled without increasing headcount of support team members ■ 16,000+ Cases, 48,000+ Case Comments since go-live ■ 75% reduction in time to resolution for support Cases More Detailed Info and Quantitative Results ​Color Commentary and Notes About Details of Implementation Salesforce Confidential Customer Logo
  29. 29. Competitors of Salesforce engaged in sales cycle: Microsoft Dynamics, QlikView, FranConnect Previous technology replaced by Salesforce: Homegrown _____ database, AS/400, QlikView, email, spreadsheets Salesforce products deployed: Sales Cloud, Service Cloud, App Cloud, Community Cloud, Chatter, Pardot Customer Business Model (B2B, B2C, or Both) Both Salesforce Product features: Lightning, Mobile, Partner Community, Wave Analytics, Live Agent, Knowledge, Pardot,& more If using Service Cloud, list use case (e.g. customer support, call center, field service, telesales, etc) Franchise support call center, consumer support call center, regional operations management Integrations: MS SQL Server Data Warehouse, AS/400, MS Dynamics AppExchange Apps/Partners DBAmp, GeoPointe (ArrowPointe), TaskRay (Bracket Labs), Solution ‘Go Live’ date: ______________ MORE DETAILS Solution Detail Salesforce Confidential Customer Logo
  30. 30. Partner Community Updates (1 of 3) ​Release Readiness Journey (Aug. 10) • Best practices for all partners (new Product webinars) – http://p.force.com/releases ​DF17 Consulting Partner Innovation Awards • Deadline is August 31 to submit – http://p.force.com/innovation ​Quip for Partners – new benefit for all partners (5 licenses) • New benefit for all partners (5 licenses) – http://p.force.com/quip ​Technical Support Case Pack for Partners • Great benefit for partners who need deeper support – http://p.force.com/casepack ​Trailhead Updates – 1 new module released this week • “Licensing and Support” – http://p.force.com/trailhead ​News You Can Use for AppExchange (ISV) Partners & Consulting Partners (SI)
  31. 31. Partner Community Updates (2 of 3) ​Certification Journey Guide has been updated • Now includes Commerce, Field Service Lightning, Specialists – http://p.force.com/certification ​Environment Hub • New training released– http://p.force.com/hub ​Dreamforce Updates (95 days and counting) • DF discount code has been updated – http://p.force.com/dreamforce ​Sponsorships • New events for 2018 added – http://p.force.com/sponsorships • AMP promotion – http://p.force.com/amp ​Partner Sales Org Chart • New updates – http://p.force.com/GTM ​News You Can Use for AppExchange (ISV) Partners & Consulting Partners (SI)
  32. 32. Partner Community Updates (3 of 3) ​Partner Quarterly Update Webinar • Next event is on August 29 – check the calendar ​Technical Enablement Webinar • Next event is on August 17 at 9am Pacific – check the calendar ​AppExchange Partner Survey (Vanessa Cordero) • Email going out this month to select AppExchange Partners ​Trust Notifications • Email going out this month to select AppExchange Partners ​News You Can Use for AppExchange (ISV) Partners & Consulting Partners (SI)
  33. 33. Partner Community ​Your one-stop shop for education, enablement, and engagement http://partners.salesforce.com/ • Partner Program Details • Communications • Training • Deal Registration • Collaboration • Webinars & Recordings • Office Hours • Sales & Enablement Resources • Support
  34. 34. Keeping Up With The Partner Community ​Lots of options to stay in touch Options URLs Official: Partner Community Group (daily) p.force.com/official Twitter @partnerforce (daily) p.force.com/partnerforce Alerts! for Partners p.force.com/alerts Trust Notifications status.salesforce.com Partner Roadmap Webinars (monthly) p.force.com/roadmap Partner Newsflash (monthly) p.force.com/newsflash Partner Topics (any time) p.force.com/topics Ask a Question! (any time) p.force.com/question