Make your Salesforce Project More Successful by Inviting a BA to the Party (Or Thinking Like One)


Today I welcome my good friend, Garry Polmateer as a guest blogger at CRMFYI. Garry is not only a Salesforce community rockstar, but he's planned and executed some great Salesforce implementations,

A Little Help from My Friends


In a demonstration of community and collaboration, Mike Gerholdt and I have created a blog post / demo video of utilizing inline Visualforce to display rich text info in standard page layouts without

Chatter-vantage #1 - No Need to Rush the Stage


Salesforce has created a conference attendee experience using Chatter that blows away all other conferences. Their Dreamforce Attendee Portal allows attendees to connect with speakers before, during

I Need You; to Join The Salesforce Channel Community


If you follow me on Twitter, it's hard to miss my regular status updates like,  "21 videos were posted to The Salesforce Channel today," but what's that all about? The Salesforce Channel is a website

Calling All Heroes! You Belong at Dreamforce


Earlier this year, I wrote about being a hero to your users, and the gist of it was that through social media, you can surround yourself with fantastic people who will make you a hero to your users. I

» guest blog post

The Higher Ed Cloud; Studentforce + Chatter = Brilliant

Posted on by Jeff Grosse in Chatter, Force.com, Mobile, News | 257 Comments

Today’s guest post is by Ed Schlesinger, better known as @studentforcenow on Twitter. Ed is a father and a businessman who has an incredible vision for the possibilities of cloud computing to help higher education. His brainchild, Studentforce is a unique portal for universities which connects students to faculty and administration to everyone. With the announcement of Chatter, Ed immediately saw the amazing potential that Chatter would have on Studentforce and I want you to hear what he’s poured his heart into. Let it spur you on to think of new and deeper uses for Chatter in your daily work and life.

The Higher Ed Cloud

Salesforce.com and its forward thinking management, employees and partners whose efforts have sparked the revolution that is happening NOW; even as I type this response, should be lauded for its accomplishments. However, while having a ‘great’ idea; one that resonates with all of us and becomes just plain common sense should be celebrated, its the execution on that idea that is the true measure of a game changing technological, financial and sociological success that is the shift that benefits us all. That is the true accomplishment salesforce.com can beat its chest about – execution.

In order to reinforce that momentum and truly democratize the availability and use of powerful enterprise class SaaS, studentforce endeavors to place the platform in the hands of those who truly know how it can be used – students. Delivering on Don Tapscott’s 1998 prognostication “… that the most revolutionary force for change is the students themselves. Give children [students] the tools they need and they will be the single most important source of guidance on how to make the schools relevant and effective” is a tall order made possible by the force.com platform; and, more recently, the introduction of Chatter – a secure medium by which students collaborate with one another; faculty do the same; and, each group shares with one another. Student Chatter + Faculty Chatter creates a dimension of conversation and collaboration never before available.

Recently published studies report that faculty (80%) use social medium; and, a growing number (30%) use collaboration tools, available as a service to communicate with their students incorporated into lesson plans. We already know that students (and others) have already enthusiastically embraced social medium and its growth is accelerating throughout the world. But there still exists a disconnect between faculty, students and staff on campus. As the further ‘commercialization’ (by no means a bad thing) of collaboration platforms evolve it seems to be at the expense of PRIVACY. That will inhibit the execution of a great idea. Ironically, security and privacy must be intact so that collaboration and sharing can occur. Think about it – strange; right?

With Chatter layered within the force.com architecture, we now have a platform that is secure; private where necessary; and, holds the promise of exponentially increasing the transfer of ideas …. so the execution of those ideas can occur. Chatter also ” … brings the data alive” by automating the notification of important events as they occur and delivering them specifically relevant to the tasks they are associated with. And its MOBILE; available on my Blackberry, iPhone, iPad and yeah – future mobile devices.

What better audience is there to take a wonderful idea (SaaS + Collaboration + Mobile); effectively executed for businesses, non profits and individuals than those who have grown up using these tools? And, by giving students ” … the tools they need” a generation of productive, knowledge seeking students will be able to execute on the ideas that have not yet been thought of as they become citizens participating in business, teaching and life long learning.

Studentforce Chatter Use Cases

Here are a few possible use cases for Chatter in the Higher Ed space off the top of my head. There are probably many, many more that I have not thought of or have not yet been even considered until Chatter has been deployed among students, faculty and university admins.

  • Admissions/student recruiting would be able to identify the ‘right’ fit applicant for the school and engage them through the process. Instead of marketing “TO” the student the school is “ENGAGING” the student applicant through Chatter – all branded with the Universities’ materials
  • The boarding process for new admitted students can be accomplished through single sign on and documents, workflow, etc. can be accomplished through an appealing interface with drag and drop (think eSignatures, etc.). There would be a significant return on investment once this is implemented including, but not limited to: postage savings, printed materials, labor to print and send documents from varied departments at the university, reduction in duplication of effort, significant reduction of errors
  • Even if Chatter was limited ONLY to engaging students from time to time in an efficient manner retention will be dramatically increased
  • Documents, links, events, other information can be shared among user; or, IT designated GROUPS facilitating the transfer of documents, video (‘Lectures On Demand) information securely
  • Faculty can distribute assignments to students in their classes and students can submit completed assignments securely; same with grades or any other information between secure groups. This is a DRAMATIC increase from Learning Management Systems (LMS) such as Blackboard. There is a significant ROI for this application as universities will NO LONGER be captive to expensive maintenance contracts from Client Server based systems. With that said universities that have signed long term contracts with these providers can still improve their users’ experience and increase the return on investment of those systems by front ending them with Studentforce equipped with Chatter
  • Career services will be able to notify students of specific internship opportunities based upon their interests, major, skills, specific qualifications etc. and students will be able to apply to university partners with drag and drop capabilities. Similarly, companies that hire from Universities through specific programs can have access to the PROFILE available in Chatter through Portal or S2S deployment – again; in a secure manner
  • Study Abroad processes will be vastly improved whether it be the student application process where numerous documents are required to be exchanged between students, the home school Study Abroad Office, Scholarship Vendors, Student Loan Vendors, and the Study Abroad school’s admissions, registrar and bursar departments
  • Documents, events, can be shared among students who are Freshman, Sophomores, Juniors, Seniors; students who share a major; share an association with a specific school (IT, Arts & Sciences, etc.) and the combinations of those. Therefore ALL Juniors in IT; or ALL Seniors in Arts & Sciences.
  • References and recommendations required by hiring companies or graduate schools can be transferred through Chatter
  • Financial Aid and other government required documents that require secure transmission (completed tax forms of students that are required by Financial Aid offices; signed Master Agreements for Loans required by banks and government entities, etc.)
  • Emergency Notification and unified communication across campus

Ed Schlesinger
Studentforce

Plan for Success with Tips on Deploying Salesforce Content

Posted on by Jeff Grosse in Content, News, Tips | 20 Comments

I’m excited to bring you a guest blog post today from Mike Gerholdt, a fellow Salesforce blogger and avid Twitterer.

ContentSo your back from Dreamforce and your all jazzed at the announcement Marc Benioff made that Content for Salesforce is now free for all users. Bubbling with excitement you want to go back to the office and implement it now! But before you do, let me give you some tips on implementation that aren’t included in the Help & Training section of Salesforce.com.

1. Workspaces are not folders. It would be really easy to just create workspace that mirror your existing folders from your Document tab—but you must resist the urge! You owe it to your users to make the experience of Content for Salesforce better than the documents tab. Everyone is familiar with folders and subfolders, but Content is different; it uses collaboration spaces called Workspaces to organize the files. If your Document tab was (is) like mine, then you probably have dozens of folders. Workspaces eliminates that, now you can have one workspace for all of your marketing materials. In fact, I did a data dump of all my documents stored in the Documents tab. Then I called a brief meeting with each department to review existing documents, eliminate any old ones, and we group the documents together by type. Which meant I had about four workspaces, one for each department- Marketing, Technical, Sales, Reseller. This made it simple for my users to navigate and find documents.

2. Tag, tag, tag! Content utilizes tags to help organize information. That way within each workspace you can tag a document with a key term to help you find it later. In the example above I set up a Marketing Workspace and within that workspace I placed all of our Case Studies and tagged it – Case Study. Additionally, I also tagged each case study with the products mentioned in it, and the state that company resides in. Why? Imagine you’re a sales rep talking with a customer in Indiana about your xyz widget. Now all the rep has to do is click on the following tags- Case Study, XYZ Widget, Indiana- and boom all the case studies for that product in that state appear. This is a big time saver and your sales rep doesn’t have to say the dreaded “let me get back to you on that.

3. Make the transition easy for yourself and your users. Now that you can utilize the API to move content I would recommend it or there are free tools on the AppExchange to help you out. I used Dox from Dreamfactory to make my life easier.

Sharing and collaboration is really what makes Content a more powerful tool than the documents tab. So think of your users when setting up the workspaces, it can be tempting to prevent everyone from authoring documents. But people really want to share, so make sure at least every department or workgroup has one workspace that they collaborate in. Along those lines, Content will be a big shift for your organization. Many of your users will have established templates and go to documents in the documents tab- as well you may have workflows that prompt users to send documents at particular stages of a project or opportunity. So make the transition easy on your users by moving all of your files from the Documents tab to Content, but don’t immediately take away the Documents folder.

4. Workspaces are like a garden. If gone unattended they will be full of weeds and junk. In my first paragraph I told you that I set up my workspaces to mirror our departments in the company. Additionally I also made one person the ‘Manager of the Workspace’. As administrators we have a lot to manage, I found it effective if each workspace had its own gardener—someone to keep after it and enforce and clean up tags as well as watch for duplicate content. When you have your initial department meeting- think about common terms that you can tag each document with and put those in place as ‘suggestions’ for your users when they upload content.

5. Train, train, train. The look and feel of content is going to be different from the stale Documents tab. So when you roll it out, I would suggest starting with your power users first. Then what I did is host a training class in my company to get the rest of my users on board. At that training class I made a custom users guide (which I host in Content and link to from the homepage) to help some of them who may struggle through the process. In addition, I hold monthly webinars to reinforce the training. During those webinars I make sure to point out useful content packs that have been created since the last time we met. I also try to bring on the user who created it give best practices and help my slow adopters.

Overall, the migration to Content for us was simple and its paid dividends to our staff by giving them the ability to track and manage all of our collateral in one location. Our customers have told us they really appreciate not receiving large files in emails and having the ability to download only certain documents. It’s been a positive and smooth transition for us and I look forward to its integration with Chatter.

You can follow Mike on Twitter @mikegerholdt and be sure to read his blog.  Thanks Mike for tips that can make us all successful.  I know I’m really excited to roll out Content, now that it’s free, and your tips are at the top of my planning session.