salesforce for intranet & new extensions slides
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Raoul Lake Sales Director
Financial Services, Real Estate & Non-profit
Dorothee Clauss Sales Engineer
Financial Services, Real Estate & Non-profit
Speakers
Objectives & Agenda
Objective: • Understand how you can use Salesforce as part of your intranet strategy • Leverage what you already have licensed today for intranet • Learn about advanced capabilities for a sophisticated intranet strategy
Agenda • Importance of an intranet • Salesforce perspective - Employee Communities • Demo - Basic & Advanced Intranets • Other Extensions – Event Monitoring, Process Builder, Lightning Connect • Summary • Q&A
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.
The Customer Success Platform Connect with your customers in a whole new way
Sales Service
Marketing
Community Apps
Analytics
Importance of an Intranet Every organisation needs one
An Intranet is an organisation-wide resource containing content and tools for employees
Purpose • Share corporate information • Foster Collaboration • Enable Business Process
HUGE Productivity Enabler • Enables employees to carry out their work efficiently and effectively • Reduces cost of doing business by enabling work tasks to be carried out at speed • Facilitates collaboration across functional and geographic silos • Provides access to specialist resources and content • Automates routine tasks
Example Uses for an intranet
Policies & Procedures File publishing & sharing
Employee directory & profiles Corporate news & announcements
Training resources Certification tracking Events calendar
Expert knowledgebase Travel bookings and approvals
Corporate dashboards Performance management Benefits & pay information
Log Tickets – IT, HR, Legal, Procurement, etc Lists of accredited suppliers
Affiliate & partner organisations Travel approvals
Best practice processes Customer stories
Candidate employee referrals Employee recognition
Social groups Foundation volunteering
Product collateral Industry information & trends
Corporate Intranets Today
$2 Billion per year spent on legacy intranets.
Gartner Forecast Enterprise Software Markets 2010 to 2017 1Q13 3.29.13
Static Files
Not Conversations
Yesterday’s Documents
Not Real Time
Company News
Not Relevant to Me
Directories
Not Profiles
Links
Not Apps
Desktop
Not Mobile
Mobile Changed How We Live, But Not How We Work
Corporate Updates Access to Experts Secure Files Employee Network Business Apps Enterprise Search
Your Company Life
News Recommendations Personal Files Social Networks Apps Search
Your Personal Life
Your work email is lonely
The Evolution of Technology That Led to Communities
WEBSITES
A secure space to share information
Content is static and hard to find
UI is old and hard to navigate
Does not work on mobile/tablet
A place to browse content
No personalization/relevancy
Cant take action or run a business process
Creates siloed information
Collaboration with multiple users
Disconnected from business processes
Cant take action directly
Creates siloed information
PORTALS
Enterprise Content Collaboration
MOBILE & SOCIAL
4 Years of Major Product Innovations Every 4 Months
Salesforce1 Platform Services Force.com Heroku Wave
Spring ‘12 – Winter ’13 Spring ‘13 – Winter ‘14
Groups, Feed, Files Collaborate on Transactions
Answers, Ideas, Content Chatter Desktop Trending #Topics Dashboard Alerts
Chatter Activity Statistics Criteria Based Filters Recommendations Private Messages
Approvals in the Feed Customer Groups
Chatter Mobile
Winter ‘11 – Winter ‘12
Chatter Influence Chatter Messenger Chatter Quick Start
Bookmarks Polling
Rich Link Previews Influence Configuration New Chatter Desktop New Chatter Mobile
Un-Follow Automation Communities (Pilot)
Brandable Login (Pilot) Chatter Connect (Pilot)
Spring ‘12 – Winter ‘13
Badges and Goals Salesforce Canvas Social Intelligence
Chatter Topics Topics Network
Publisher Actions Files Connect (Pilot)
Federated Search (Pilot) Files Sync (Pilot)
Communities Site.com CMS Integration Communities Moderation Communities Branding
Spring ‘13 – Winter ‘14
13
Topic SME Endorsements Topics on Objects
Knowledgeable on Profiles 3rd Party Apps in Chatter Mobile Publisher Actions Profile Based Rollouts
Hidden / Unlisted Groups File & Audit Moderation Community Templates Community Reputation Engagement Console
Community Designer (Pilot) Files Connect (GA)
Spring ‘14 – Winter ‘15
Deliver Your Mobile Company Community Faster
Give employees all the information they need on any mobile device
Build enterprise apps built with clicks and code
Run on any device with HTML5
Localize feeds and experiences with geo-location and native phone data
End-to-end security
Mobile Productivity
+29%
Native / Hybrid / HTML5 Drag and drop development Rich SDK Comprehensive APIs Authorization with OAuth 2.0 Security Policies and Identity Geolocation Offline cache Mobile Communities
Increase Collaboration with Every Employee on Chatter
Consume updates and take action
Make business processes social
Stay abreast of updates, anywhere
+31% Fewer Meetings
Drive productivity by getting work done right in your feed
Discover Experts with Social Profiles and Real-Time Feeds
Build employee social profiles and collaboration groups around key influencers
Track and follow trends, people, and information in one central feed
Get answers and support from everyone in the company
Drive productivity by getting the right information to the right people faster
View, Share, and Sync Files From Any Device
made social
synced everywhere
files and knowledge articles
Files are integrated into your business processes
Frictionless file sync & sharing across devices
Access files from across repositories
Trusted security of salesforce.com
+31% Less Email
Consume, Share and Edit the Latest Files, Wherever You Are
Manage Websites and Content On A Single Platform
Manage and edit content libraries without code
Build pages quickly with drag and drop
Integrate employee generated files, applications, and social feeds
Build, publish, and maintain internal content with point and click technology
Control Access, Single Sign-on, and Sharing with Identity
social automate administrate
trust
single sign-on and user management
Centralized access management and user provisioning
Control data and app access by role or profile
Fully customizable identity management built on open standards
One single login for all your employees’ cloud apps
Employees Access All Your Apps within the Same Platform
Build custom apps for your employees
Over 3 million custom apps
1800+ applications on AppExchange
Quickly deploy and integrate any employee app to your intranet
DEMO: Basic Intranet
Basic Intranet • Publish/access files (eg. polices & procedures, product sheets, corporate information) • Collaborate on files and custom topics (eg. topics, • Log/manage tickets (eg. HR, IT, Legal, Procurement)
• Provide basic Self-Help
Salesforce Intranet Capabilities • Files • Chatter • Universal Search • Cases
• Identity, for Single-sign-on
DEMO: Advanced Intranet
Advanced Intranet • Automate basic business processes – eg. track training & compliance, forms, approvals • Publish Corporate Metrics • Self-Help • Performance Management • Single Sign-on
Salesforce Intranet Capabilities • Access Sharepoint & Other Repositories
• Self-Help
• Forms • Process Orchestration • Single-sign-on • Work.com • Dashboards & Reports
Event Monitoring Visibility into user actions and behavior for every Salesforce application
Support Provide better, data-driven support for your end users Audit Improve the security of your data Optimize Fine-tune your application portfolio and business process
How Does It Work?
• Analyze the data – Use any analytics tool – Leverage pre-built integrations
with AppExchange partners – Option to export to CSV file
• Take Action – Improve app performance – Initiatives to increase adoption – Modify governance policies – Automation using triggers and
workflow
1 2 3 • Capture Data – 28 event types captured – 30 days of events retained – One day lag from event
occurrence to when it is available in the API
Process Builder Automate your business. Faster.
Simple: Design with point & click simplicity Powerful: New Actions with the power of code Flexible: Match the way your business works Visual: View & Collaborate on your process
Super Powers for Admins Process Without Programming
• Built for all Admins - from beginners to advanced
• Easy edit lets users respond quickly
to business changes • Creates a shared canvas for IT and
the Business to collaborate
Needs updated screenshot
Add powerful actions with a
single click
Salesforce1 Lightning Connect
Fast Point and click integration in minutes Real-time External data by reference – not copied Extensible The full power of Salesforce1 Platform behind external data
The fastest, easiest way to integrate any data source with Salesforce
External Data Sources
Salesforce Apps
(Custom adapters)
C O N N E C T
Salesforce1 Lightning Connect: How it Works
OData Connector
Determining Licence Type Capability Matrix (simplified)
Base Employee Enablement CRM & Applica<on Objects Tickets & Self-‐Help Extensions
Salesforce Licence Type: ChaFer Files & Content
Ac<vi<es & Tasks
Business Process
Account & Contact
Sales & Marke<ng Custom Case
Object Knowledge Files Connect
Lightning Connect
Event Monitoring Work.com
ChaFer (free) ü ü ü $ $
ChaFer Plus ü ü ü ü $ $ $ $
Employee Help Desk Only ü ü ü ü R.O. 2 ü R.O. $ $ $ $
Employee Communi<es ü ü ü ü R.O. 10 ü R.O. $ $ $ $
Force.com EE/UE/PXE ü ü ü ü ü 200/2000/2
000 R.O. $ $ $ $
Sales/Service Cloud PE/EE ü ü ü ü ü ü 50/200 ü $ $ $ $ $
Sales/Service Cloud UE ü ü ü ü ü ü 2000 ü $ $ $ $ $
Sales/Service Cloud PXE ü ü ü ü ü ü 2000 ü ü $ $ $ ü
Key to Success: Top Design & Architecture Considerations
ü One Integrated Collaboration Network (Engaged Employees + HR teams)
ü Social Intelligence (Information & Expertise Discovery)
ü One Federated Search (Quick Information Discovery)
ü Collaborative HR Support Processes (Employee Journey)
ü Collaborative & Integrated Knowledge (Case Deflection)
ü One Stop Hub for Information (Usability & Efficiency)
ü One Security & Sharing Architecture (Personalization)
ü Seamless Integration to HR Support & HCM Apps (Easy Data Access)
ü Mobility first (Access on the Go)
ü Social Engagement & Motivation (Satisfied Employees + HR Teams)
ü Social & Engagement Analytics (Continuous Improvement)
Webinar Summary
One place to work Set up effort easy and quick We have done and continue to do all heavy lifting in technology innovation • 3 releases a year • You focus on leveraging that for your business • AppExchange Apps – eg. Silverline, Watercooler
Leverage your investment • You have it today for existing salesforce users (Sales/Service PE and above, Force.com) • Can extend across the whole enterprise for low cost using Employee Communities • Automate standard processes • Access external content
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