A Focus on Salesforce1 Platform: Customizing and Multi-org Architecture
Jake Hornsby CIO, UC Hastings
Cell: 415 518 5396 Email: [email protected]
Customize the Platform to Engage Students and Staff
Marc Benioff Chairman & CEO
Customizing Salesforce for Education • Current project vision • Solutions • Clicks vs. code • Challenges
• Employee onboarding • Portal
• Things to think about First Last Name
Title
Foundation Pres – PowerPoint Template – 16x9 FY14.pptx
Vision: Kaleidoscope
• Vision: “to create a positive experience for students when conducting their business transactions and reduce the effort spent on processing non-value added transactions and to provide tools for collaboration and communication, thus unifying the community in support of the student”
Solution and Challenges
• Overarching solution set – Salesforce (portal, CRM, automation) – SpringCM (doc mgmt, automation) – Concur (expense mgmt.)
• Sample challenge cases – Employee onboarding – Academic portal
• Clicks—Not Code – Requires commitment to changing business processes
– Reduces on-going development/maintenance
– ROI can be much higher using native development
• Custom Development – Full control over workflows, logic, etc.
– Possibly faster in some cases – Easy to apply branding
The Decision Point
But can we do something in between?
• Need – Visibility of arrivals/exits – Identity management – Reduce administrative burden – Enforce initial requirements
• Training/development • Evaluations • Logistics (e.g. facilities/IT/etc.
• Challenges – Complicated workflow – Numerous employee types – Lack of existing process – Culture – Data
Challenge Case #1: Employee Onboarding
Solution #1: Out of the box
Solution #2: Basic Visualforce
• Need – Attractive, intuitive interface – Place for collaboration – One stop shop for resources – Potential for external portal
• Challenges – Path chosen (communities/force.com) challenging • Lack of branding capabilities • Standard objects ugly • Gap between ‘portal’ and internal platforms
Challenge Case #2: Employee Portal
Solution #1: ???
Final word: Things to consider
• Top Level – Skillsets – Standard vs. Custom – Force.com/sites, Site.com, Drupal or ?
• Workflows/Actions – Flows, triggers, etc. on objects
– Visualforce – External API
• Communities vs. Internal – Who lives where? – Chatter – Access to objects – Licensing
Questions? Cell: 415 518 5396 Email: [email protected]
Architecting the Force.com Platform at Yale: A Multi-Org Challenge
Dave DeMichele Application Architect
@DaveDeMichele
Marc Benioff Chairman & CEO
Architecting the Force.com Platform at Yale: A Multi-Org Challenge
Foundation Pres – PowerPoint Template – 16x9 FY14.pptx
• 2009 - 2010 – Organic use and growth – Primarily stand-alone CRMs
• 2014 – Nearly 500 licensed users – 16+ applications
• CRM • Service Cloud • Chatter collaboration • Custom Force.com apps
The Growth of Force.com at Yale Evolving from point applications to enterprise solutions
Scare Factor: Force.com Orgs on Campus
Photos/Characters Courtesy of the Disney/Pixar Film Monster’s Inc.
ITS Managed
Current Force.com Org Landscape
HR ITS
OIA
YSS
AYA
YUP
YCEI SOM2
AORTIC
YCA
OSA
WHIFF
LAW
SOM1 UPRES
S
MTL
Success with Clicks: HR Service Cloud
• Products: – Service Cloud / 8X8 VCC / Qualtrics
• Project highlights: – 3 months planning to launch – Implementation team of 6-8 ITS / 2-4 HR – 165 licensed users – Reach: University-wide
Success with Code: Yale College Reunions
• Product: – Force.com
• Project Highlights: – 9 months planning to launch – Implementation team of 1 ITS / 6
AYA / vendor – 30 licensed users – Reach: alumni and reunion staff
Successful “Failure”: Academic Hub POC
• Products: – Service Cloud / Salesforce
Communities (pilot)
• Project highlights: – 3 months to prove concept – POC team of 8 ITS / Vendor – Target audience: students, faculty
and academic admin staff
Evolving from Point Apps to Enterprise Solutions
• Bluewolf Best Practices Engagement
– Set up a COE – Standardize release processes – Establish support models
Three Flavors of Support
Centralized • Centralized admin,
support and development
• Standard method of change and release management
Hybrid • Shared control of
admin, support and development
• Optional central change and release management
Decentralized • Local admin, support
and development • Local change and
release management
• COE can offer best practices
Force.com Projects on the Horizon
• Continued support model rollout • Force.com Yale community of
practice • Alumni gap applications • Workday gap applications • Replatform legacy apps • Org consolidation / domain
centers
Future Force.com Org Landscape The idea of hubs or domain centers
Admin DC Academic/Alumni DC
Finance DC
Independents
HR
Main Org
AYA/ODD
YCA
LAW
SOM
Main Org
AORTIC
OSA
Main Org
Scare Factor: Apps Supported by ITS
Photos/Characters Courtesy of the Disney/Pixar Film Monster’s Inc.
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