By Gregory Heath

1. Extensibility Unleashed!!! Learn how to personalize LCRMPRESENTED BY GREGORY HEATHLINTON MYERSANNA PATTY
Tuesday, October 7, 2014
10:45 AM to 12:00 PM

2. Take-away statement… “Can we build it? Yes we can!” #bbcon#luminatecrm
2 #bbcon
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4. Who are these people?!?
“I am Groot!”
Gregory Heath
Marvel Fanatic
“You can trust me… I’m the Doctor!”
Linton Myers
Solutions Architect
“I have no idea who these people are!”
Anna Patty
Dev. & Comm. Coord.

5. What is Salesforce?
1.Cloud-based CRM (Contacts, Opportunities, Campaigns)
2.Platform (for development)
3.Ecosystem of vendors/applications (Blackbaud)

6. Ecosystem

7. It’s a package!
•Use Salesforce as the development platform
•Use Salesforce CRM content like Contacts, Accounts, Opportunities and Campaigns
•Built our own content and “packaged it” into an application
•Gets installed just like you would something on iTunes
•This is how LCRM is created:
•Master package for CRM
•Secondary package for Direct Response
•Secondary package for MultiCenter

8. What is Luminate CRM?
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NEWLuminate CRM Functionality
UPDATEDSalesforce Functionality

9. What does that mean?
•Luminate CRM is part ofthe Salesforce platform
•Salesforce is easy to personalize or extend (build on)
•Luminate CRM is an example of the same flexibility you have just by using Salesforce
What can I (as a mere mortal) do to change or add to Luminate CRM?

10. What does flexibility/extensibility mean?
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Are you …
Painting a room?
Adding some furniture?
Reorganizing a room?
Or are you …
Calling Norm Abrams?
Adding a new addition?
Renovating a house?

11. What does flexibility/extensibility mean?
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12. What does flexibility/extensibility mean?
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13. What does flexibility/extensibility mean?
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14. What makes LCRM extendable?
•Platform is meant to be built upon
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15. What makes LCRM extendable?
•Tools built in to extend
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16. What makes LCRM extendable?
•Clicks not code (can be done by mere mortals)
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17. What makes LCRM extendable?
•AppExchange (iTunes for Salesforce)
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18. Contest for best Lego building!
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19. Before we get started…
•Caveats and warnings
•Pay attention to “Do Not Do” list (available in the Resource Center)
•Not everything will work for you
•Test first in sandbox
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20. 1.Conga Composer
2.Action Plans
3.Geopointe
4.Volunteers for Salesforce
5.Salesforce for Twitter and Facebook
6.Project Management Tools
7.Apsona
8.Wealth Application
9.Classifications
10.Giving Societies/Groups
What do most clients add?
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21. What are you going to see today?
•Four main types of extensibility
•UI flexibility
•Process automation
•My personal examples as a client
•Customization
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23. UI Flexibility
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24. Process Automation
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26. What did we do?
Board and Committee Membership
•What was issue?
•We needed a way to track board and committee membership that would be clear and concise and would allow for easy reporting and tracking.
•Campaigns would be too messy and hard to maintain.
•Classification Types would have been mixed with other classifications (employee, donor, etc.).
•How did we solve it?
•We created a custom object at the contact level to manage the information!
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29. What did we do?
Volunteer sign-up, Processing & Hours Tracking
•What was issue?
•We needed to have all volunteers sign up online and include required information for running background checks.
•We wanted to track the processing of new volunteers from sign-up to background checks to placement .
•We also needed to track hours volunteered, but in a much simpler way than what is built into Luminate CRM with the Volunteer Job Shift object.
•How did we solve it?
•We created a volunteer sign-up form using “Volunteers for Salesforce.”
•We created a custom object to track the volunteer process.
•We created a custom object to record volunteer hours.
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30. Step 1: Sign-up Online
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31. Step 2: Information is instantly entered into Luminate
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32. Step 3: Process new volunteer using the Volunteer Checklist
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33. Step 4: Record volunteer hoursas they are completed
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34. What did we do?
•Board and Committee Membership
•What was issue?
•We needed a way to track board and committee membership that would be clear and concise and would allow for easy reporting and tracking.
•Campaigns would be too messy and hard to maintain.
•Classification Types would have been difficult to separate fro
•How did we solve it?
•We created a custom object at the contact level to manage the information!
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Anna

35. 35 #bbcon

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37. 37 #bbcon

38. You mean, I can do that?
•Show custom application
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39. You mean, I can do that?
•Build custom application
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40. See? That was neat, huh?
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41. What did you see today?
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Luminate CRM is built on the Salesforce platform:
Customize the user experience
Create new features and integrations
Automate processes and tasks
Use the AppExchange

42. Questions, yesAnswers, maybe
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43. 43 #bbcon
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You toocan build things… With or without Legos.