1. Salesforce Overview Perkins IT Department
April 2015

2. Topics Purpose Background Salesforce Platform Current uses at Perkins
Future potential uses at Perkins

3. Purpose
Educate IT staff on Salesforce

4. Background
Perkins Products (PP) established a relationship with Salesforce (SF) in 2007 for sales management
Salesforce instance was created and configured for PP
IT invited to use SF in 2013—purposes were not defined at the time

5. Salesforce Platform
Originally built for sales, developed into a platform for virtually anything
Core is CRM—accounts, contacts, leads, campaigns, opportunties
Apps can be developed from scratch or can be download from the App Exchange
Sandboxes can be used for development, experimentation

6. Salesforce Platform Cloud-based Accessible for screen reader users
Integration with Outlook, Google
Mobile-enabled with Salesforce 1 app
Workflow for transaction routing/approvals
Simple reporting/dashboarding within the app is drag and drop
Can be both internal/external facing

7. Salesforce Platform Custom objects can be developed
Granular security through roles, profiles, and users
Page layouts, fields can be customized per role
Compliant with HIPPA/FERPA

8. Important Salesforce Terms
Accounts refer to a group of people either within a company/organization or within a household
Hold demographic information (address, etc)
E.g. Perkins School for the Blind, Nero Household
Contacts are people—usually associated to an account
E.g. David Nero would be a contact, Perkins would be the associated account

9. Licensing Salesforce provides 10 licenses to non-profits for free
Additional licenses are deeply discounted, but can still be costly
Licenses are varied—depends on need of user, ranging from full access to light use/free
16 licenses in 1 instance, 10 in the other

10. Current Setup at Perkins
2 instances of Salesforce
Original instance for PP and procurement
Additional instance for Ed Programs/related
Determined best to keep Ed Programs instance separate

11. Current Uses at Perkins
Perkins Solutions
Leads, Opportunities, Sales Pipeline
Recent interest in expansion
AT Procurement
AT Liaisons create Purchase Orders
Workflow to me for approval/account coding

12. Current Uses at Perkins
Business Partnerships
Track companies that potentially hire/internships for students
A system of record for Ed Programs and Trust
Admissions and Evaluations
Track interest, admissions records, evaluations records

13. Potential Uses at Perkins
Overall Contact Management/CRM
Other Ed Program activities, like JTrack, Community Programs Case Management
Anything where we need to evolve up from an Access Database and/or excel spreadsheet and/or paper

14. Next Steps Continue to support existing SF uses
Experiment with existing opportunities
Explore new opportunities