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Customization of Salesforce.com



Subject
e.g., Lilac festival, meeting,

"type" drop down Sub categories:
planning, administration, reporting
participation
follow-up

Other programs
e.g. 2009 381 Projects

Create Timeraiser-specific investments:
e.g. 2009 Volunteers - Hamilton
e.g. 2008 Volunteers - Hamilton

"programming" drop down Timeraiser sub-categories:
  • Art Plan (e.g. helps outreach to art community)
  • Agency Plan (e.g helps RSVP with agencies)
  • Awareness Plan  (e.g. adding info to media campaign file, media appearance)
  • Event Plan (e.g. contacting vendors, looking at floor plan, etc)  
  • Event Volunteering (e.g. all the tasks the day of, including set-up/tear down)
  • Leadership Committee (e.g. regularly scheduled meetings)
  • Neighbourhood Day (e.g Toronto and Calgary's annual campaign)
  • Participant Plan (e.g. helps at workshop, adds info to CF.ca site)
  • Resource Plan (e.g. helps recruit volunteers, helps connect with corporations)
  • Selection Day (e.g. art or agency selection)
  • Street Campaigns (e.g. Stephen Avenue, Sparks Street, Soapbox)



Salesforce.com Configuration Overview

Certified Partners
  • Appirio - Calendar Sync, Project Management
  • Vertical Response -

Apps from AppExchange (apps that we like)
  • Skype for SFDC - adds full Skype integration to your Salesforce organization
  • FTP Enhancements - stores attachments on your own servers (FTP, Amazon S3, Local Hard Disk). It gives you unlimited storage, data ownership and features like versioning, bigger files support
  • Report Collaboration for Google Spreadsheets - export any reportable information in Salesforce to Google Spreadsheets for further analysis & share the report with both Salesforce & non-Salesforce users.
  • Appirio Calendar Sync - a simple tool to keep your Salesforce calendar synchronized with your Google Calendar.
  • Twitter
Things to Check out from Salesforce.com
  • Just because your apps run in the cloud doesn't mean they can't integrate with other systems. Force.com has APIs and adapters to integrate with your single sign-on, back-office ERP, desktop apps, middleware, and other systems. Plus, you can easily synch up with other cloud computing platforms like Amazon Web services, Facebook, and Google App Engine. Watch the webinar: http://www.salesforce.com/platform/it.jsp


Attachments (1)

  • FrameworkSalesforceUserGuide.pdf - on Mar 2, 2010 2:14 PM by Anil Patel (version 1)
    1548k View Download