teach for all's strategic use of salesforce for goal tracking
DESCRIPTION
Presentation on Teach For All's development of Salesforce for use by 22 of its national organizations. Presented at The Small & Mighty Organization session at Dreamforce 2013. Slides developed and presented by Kristi (Kleinfelter) Phillips, Director, Data Management at Teach For All.TRANSCRIPT
The Small & Mighty OrganizationTeach For All’s Strategic use of Salesforce for Goal Tracking
Kristi (Kleinfelter) Phillips
Director, Data Management
Teach For All
One day all children will have the opportunity to attain an excellent education.
Kristi (Kleinfelter) PhillipsDirector, Data ManagementTeach For [email protected]
Roll-up summary formulas count progress to our goals.
University[Account]
Candidate[Contact]
Application Tracker[Custom Object]
Annual Goals[Custom Object]
Goals Set
Progress Achieved
Workflows & formulas breakdown progress even
further.
Joined reports analyze impact.
