Corporate Profile 47Billion Information Technology
A G S009 Tcheleshev 091907
1. Getting Started with Custom Objects John Johnson, ASCAP Cory Haber, Furnished Quarters Sara Rimer, Danaher Motion Edward Tcheleshev, salesforce.com Patricia Orr, salesforce.com Track: Admin I: Getting Started
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3. Why Use Custom Objects? High user adoption 3 1 Single View of All Data & Reporting 2 Seamless Upgrades 4 Ease of Use
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6. Streamline Business Processes with Custom Objects Inventory Tracking Purchase Requisitions Project Management Human Resources IT Helpdesk Salesforce License Management Training Center and Class/Instructor Tracking Multi Product View for Cases Success Stories for Products Pre call Plan and Trip Report Litigation Tracking Employee Management - Collections & Adjustments - PTO Tracking - Employee Equipment - Sales Collateral - Recruiting Going from Paper to Process Getting Control of your Data & Processes Ways to Help Yourself
7. John Johnson Asst. Vice President - Licensing [email_address] Getting Control of your Data & Processes! Leveraging Custom Objects to Increase Visibility and Adoption!
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10. Implementation Of Salesforce SFA/Custom Objects Timeline Began Using Salesforce SFA Built, deployed, trained Employee Info/PTO Objects Litigation Tracking – Built, Deployed and used by GL October 2005 January 2006 July 2006 Ongoing Notes PTO Tracking Crashed Deploy new functionality in New Releases Expand Functionality based on user requests, business process needs Training, Migration, Adoption Custom Objects Drive Adoption
27. Lost paperwork Slow response times Inefficient High cost Accounting Purchase Requisition Payment Requests Sales Operations Project Management Budgeting Information Technology IT Helpdesk IT Inventory Customer Service Tenant Credits Human Resources HRForce Sales & Marketing Oppty Management Campaigns Leads
28. Accounting Purchase Requisition Payment Requests Sales Operations Project Management Budgeting Information Technology IT Helpdesk IT Inventory Customer Service Tenant Credits Human Resources HRForce Sales & Marketing Oppty Management Campaigns Leads Ease of Use High User Adoption Single View/Reporting Seamless Upgrades
29. Sara Rimer Global CRM Systems Manager [email_address] Ways to Help Yourself! Leveraging custom objects as a means of making YOU more efficient .