Salesforce to Salesforce: Implementation Guide
December, 2009
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Safe Harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our quarterly report on Form 10-Q filed on July 31, 2007 and in other filings with the Securities and Exchange Commission. These documents are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
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Agenda
High Level Business Overview
Step by Step Configuration
Next Steps
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Customers need to Collaborate with Partners
YOU ResellersManufacturers
Agencies
Vendors
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Cross-company collaboration is very difficult
Complex, Expensive Integration
October, 2007
Different IT Teams
Different Infrastructure
Different Platforms
Different Standards
Your Infrastructure Partner Infrastructure
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Until Now. Connect and Collaborate with Partners in Clicks
Salesforce.com revolutionizes how companies share information
“ ”
The Multi-Tenant Business Network
CollaborateSubscribePublishInvite
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FREE for ALL Customers
Activate Inside Salesforce
Setup > Customize > Salesforce to Salesforce
Send Invitation to Contact
Start Sharing Data
One-click linkedIn style invitations Collaborate on business sensitive data with customers, partners and suppliers
FREE for ALL Customers, including Group and Contact Edition
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Features added based on customer feedback One-step Invitations
Share Leads
Enhanced Reporting with CRTs
Share Opportunities & Custom Objects
Pick list value mapping
Share Accounts & Contacts
Share Tasks
Mass Invitations
Mass share records
Share Related Lists
Share Lookup/Reference & formula fields
API and Workflow – Forward and Stop Sharing
Share Product Catalogs and Opportunity Products
1:Many – share records with multiple companies
Invitation Templates
Auto-Accept Records
Auto-Map Subscribed Fields
Share Cases with Public Comments
Share Attachments
Log Errors in Connection Audit
Connection Finder
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Agenda
High Level Business Overview
Step by Step Configuration
Next Steps
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Objects supported as of December 2009
Leads
Opportunities
Accounts
Contacts
Tasks (Send Email, New Task, Open Activity, Activity History, Log a Call)
Any Custom Object
Product Catalog & Opportunity Products
Cases and Case Comments (public only)
Attachments
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1. Find out which of your partners use Salesforce CRM
• Option available via: Setup|App Setup|Customize|Salesforce to Salesforce|Connection Finder
• Select logo on setup page (used on survey)• Customize email template if needed (include Contact:
Partner Survey URL)• Send customized survey to partner contacts who can
respond on Salesforce CRM usage• Responses are captured on partner contacts record• Salesforce to Salesforce used to send invites to
connect to partner contacts who use Salesforce CRM
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2. Enable Salesforce to Salesforce Org preference
Administrators may enable ‘Salesforce to Salesforce’ by accessing it in the setup tree.
• Once the Org preference is enabled, it cannot be disabled
All sides need to turn this preference on
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3. Customize your communications using templates
Email templates available once the Salesforce to Salesforce org preference is enabled
The templates can be customized and may include company logo, header etc (use html format when creating email template)
The customized invitation email needs to have the Connection URL for the contact to complete the invitation process
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4. Assign authorized internal users to manage your connections
System Administrators and users with Modify All Data automatically have this permission enabled
All other Salesforce profiles need to be given this permission by the Admin
Permission necessary to access the connections and templates tab
Permission necessary to send invitation, accept invitations and make any changes to connections
Permission necessary to ‘mass share’ records using the ‘Forward to Connections’ list view feature
Permission necessary to create ‘accept views’ on the relevant objects – more details to follow..
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5. Add the Connections tab for profiles with the Manage Connections permission
Connections tab necessary to manage all relationships
Only users with Manage Connections permission can access this tab
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6. Add the External Sharing related list to page layouts
External Sharing related list may be added to shared entity page layouts
• Do not add to layouts for user Profiles that shouldn’t be able to forward records
Ability to manually stop sharing record with a connection only available via this related list
• Best practice: do not include in portal page layouts
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7. For Related Records Add Two Columns to the Related List Page Layouts
Individual Tasks & Opportunity Products may only be shared in this manner
Method to share any related record (e.g. Contact on shared Account record)
Received Connection column: shows name of connection that sent the record
Sent Connection column: pick one or more connections to forward the record
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8. Define Invitation Templates to ease administration of connections
Customize by partner type
Industry specific template library
Apply to 1000s of new invitations
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9. Invite a contact to connect as you would on linkedin
Company A Company B
Free to send & accept invitations and share records (all editions including Group)
Only users with Manage Connections permission may send an invitation
Only contact with email address may be selected
Connection inherits applied templates Publish object/field rules
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10. Or Invite multiple contacts to connect at one go
‘Invite to Connect’ option visible on the Contacts tab – list view action
Only users with Manage Connections permission will see this option
Option to apply active template to all new invitations
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11. Contact accepts the invitationReceives Email
Logs into Salesforce
Accepts Invitation
All editions (except Personal) may accept invitations
Acceptance is free (as is sending an invitation)
Only users with Manage Connections permission may accept an invitation
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12. Manage your cross-company relationships using the Connections tab
One connection per relationship
Connections may be terminated at any time by either side
Only users with Manage Connection profile permission may access the Connections tab
Connection history available for audit tracking
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13. Point and click, flexible, cross-company integration using the Publish and Subscribe model
• Opt in and Opt out of object and field sharing relationships
• Each side gets to choose what information to share (democratization)
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14. Publish Objects: customize updates sent to other company
•Both sides may publish one or more standard and custom objects
•Pre-define Publish Object selection using Connection Templates
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15. Publish Fields: customize field updates sent to other company
• Both sides may publish standard and custom fields
• Not supported: system audit fields
• Pre-define Publish Field selection using Connection Templates
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16. Subscribe Objects: customize updates received from other company
Both sides may subscribe to standard and custom objects
Standard may be mapped to Standard and Custom to Custom objects
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17. Subscribe Objects: Automatically accept records using the Auto-Accept feature
• Leads/Cases: active assignment rules run on auto-insert
• Auto-accept now works for all supported entities (including Person Accounts)
Only applicable if a record is shared on its own (not as a child of another record). Child records are inserted and associated by default
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18. Subscribe Fields: customize field updates received from other company
Mapping enforces field type, dimension and precision
Text fields can be mapped to any text field of equal or greater size
Lookup/reference fields (e.g. owner id) can be mapped to text fields (>=80)
Auto-number fields can be mapped to text fields (>=30)
Not supported: system audit fields
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19: Subscribe Fields: ease setup using Auto-Map feature
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20. Enforce process and data integrity with picklist value mapping
Ability to map other company’s picklist (multi-select) values to internal picklist values
Values not mapped, automatically come over during the insert/update
Realizes dream of flexible process integration between connected companies
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21. For leads, cases and custom objects setup Queues to automate sharing of records to connections
Assignment rules may be used with queues to mass share leads, cases and custom objects
A connection may be a member of one or more queues
Related records will not be shared when the parent is shared using
Only caveat is around Public Case Comments – these will be shared once the Case is accepted
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22. Customers can manually forward records, one at a time, to multiple connections
Only ‘published’ fields will be sent (as defined by the connection detail)
Multiple connections may accept the record
Leads/Custom Objects/Cases: change ownership to queues with connections as members
User needs to have Edit CRUD on object and either be the Owner, Owner’s boss or System Administrator
Sharing the record does not remove visibility into record. Internal users continue to have full visibility
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23. Or (manually) Mass Forward Records to Multiple Connections
‘Forward to Connection’ option may be used to forward 1000s of records and child records
• Limit of 100 records per child entity
Only users with Manage Connections profile permission have this option
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24. API access to automate sharing of records
• Api Access to common ‘forward’ and ‘stop sharing’ functions
• 2 new objects: PartnerNetworkConnection & PartnerNetworkRecordConnection
• Criteria based sharing now supported
• API version 15.0 and higher
Write Apex Triggers to automate sharing and stop sharing of records
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25. Share Related Records When Sharing Parent
Only objects Published to and Subscribed by at least one connection will show up in the Related list
Tasks, Attachments and Opportunity Products can be shared using this option.
Only records owned by user or subordinates will be forwarded. System Admins can forward all records
Limit of 100 records per related object when the parent is forwarded manually (screen above)
Similar functionality available via the API. No sharing limits (e.g. Apex trigger on related record where parent is already shared)
Share related records when sharing parent
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26. Or Share Individual Related Records on Shared Parent
Only records owned by user or subordinates will be forwarded. System Administrators can forward all records
2 columns need to be added to the related list page layouts
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27. Customers can create customized list views to manually accept Parent records
Views visible under ‘Recent Items’ section on each Tab
Manage Connections permission required to create views
Users can access views based on assignment (e.g. roles, groups etc)
Section only appears if object has been subscribed to with at least one connection
Views not applicable for Opportunity Products, Comments, Attachments and Tasks
Only records not automatically inserted will show up here (e.g. objects with Auto-Accept checked will not show up in these views)
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28. Child Records Automatically get Related to Shared Parent
Related Opportunities, Tasks and Contacts automatically created and related to parent Account in target org – once Account is accepted
**In exception cases when child records cannot be automatically accepted the user will need to manually accept the record – ‘Parent Record Name’ in list view will show the parent relationship
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29. Customers can run Assignment Rules when manually accepting Leads
Lead fields to trigger workflow/assignment/validation rules:
• Last Name, Company, Status, Phone, Email, Industry, Source, Title, State & No. of Employees
Other subscribed fields come over during the next update (~2mins)
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30. Customers can relate manually accepted opportunities to accounts
Only select fields available during acceptance (the rest come over during the first update, ~2mins)
• Account info (for new accounts): Account Name, Billing City, Billing State/Province and Billing Country
• Opportunity info: Name, Amount, Stage, Close Date
Acceptance only required if the record has been shared on its own (e.g. not as a child of the Account)
New with Spring ’10: Close Date, Name and Stage are no longer required to be subscribed. Additionally these fields can now be mapped to other custom/standard date, text and picklist fields (respectively)
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31. Customers can manually accept Accounts and avoid creating duplicates
Only select fields available during acceptance (the rest come over during the first update, ~2mins)
• Person Account field is checked when incoming Account is of type Person Account.
• Account info (for new accounts): Account Name, Billing City, Billing State/Province, Billing Country & Account Type
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32. Customers can relate manually accepted contacts to accounts
Only select fields available during acceptance (the rest come over during the first update, ~2mins)
• Account info (for new accounts): Account Name, Billing City, Billing State/Province and Billing Country
• Contact info: Name, Title, Mailing City/State/Country, Email, Phone
Acceptance only required if the Contact has been shared on its own (e.g. not as a child of the Account)
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33. Customers can manually accept custom objects including Custom Junction Objects (CJOs)
Ability to link a incoming detail object to a master (special lookup feature)
Fields available during accept: Connection Name, Name (of record), Parent Record Name and Sent Date (other fields come over during the next update)
Acceptance only required if the custom object has been shared on its own (e.g. not as a child of the Account)
When accepting the CJO record, user needs to associate record to the 2 masters
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34. Customers can share records, two levels deep
Partner Org Vendor Org
Order associated to shared Account
Ability to share orders and line items directly with the vendor
New Order from Partner automatically created
Line Items get created automatically
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35. Customers can share Product Catalogs with other companies
Sharing Products is a pre-requisite to sharing Opportunity Products
If Quantity Schedules are Published – then all quantity fields need to be published and subscribed for quantity schedules to work
If Revenue Schedules are Published – then all revenue fields need to be published and subscribed for revenue schedules to work
Only select fields available during acceptance (the rest come over during the first update, ~2mins)
• Product Name, Product Code, Product Family
Acceptance only required if the Product has been shared on its own (e.g. not as a child of an Account)
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36. Customers can share Opportunity Products when collaborating on Opportunities
Forward when sharing opportunity Forward individually after opportunity is shared
Select Price book when accepting Opportunity
Price book picker available when accepting parent Opportunity Criteria for sharing Opportunity Products
• Opportunity must be shared with connections• Product must be shared with connections• Product must be in price book of connection(s) opportunities and price book entry must be active• Sender’s opportunity currency must be active in price book of target’s opportunity
Sales Price and Quantity are required fields. • If connection has schedules enabled on product then Quantity and Sales Price will not be updated• Total price may be published but not subscribed to (can be mapped to another currency field)
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37. Now support for third-party service with Case and public Case Comments
Share ‘Public’ comments
Forward CasesMass Accept Cases
• Cases and Case Comments can be Published and Subscribed• Case required field (s): Subject•Cases can be forwarded manually, by assigning to queue with connection as member and/or using the API•Public comments automatically shared with connected companies if Comments are subscribed by target org• Marking a comment ‘Private’ automatically terminates sharing• Support for Escalation & Assignment rules• Case History report has been modified to include Connections• Additional reports can be built using CRT’s
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38. Share related attachments with connections
1
2
Share related attachments (e.g. contract terms) with connections
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Company A Record Company B Record
Changes tracked in History Audit Trail
39. Shared records automatically kept in synch
History tracking should be turned on fields that need to be audited
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40. Powerful reporting drives real-time visibility cross-company
“Show me Companies I’m connected to”
“Show me Opportunity records shared with connections”
“Show me custom object records shared with connections”
Custom reports may be created using Custom Report Types (CRT)
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41. Modified history related list and reports to track updates from other companies
Updated history reports (leads, opportunities, account, contact, cases and any custom object)
New ‘connection’ column on lead, opportunity, account, contact, case and custom object history related list (only covers fields tracked in history)
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42. Drive workflow and apex triggers on shared records and realize the dream of cross-company business integration
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43. Build intelligence in validation rules to include records shared with Connections (Best Practice)
Record Inserts: customers have the ability to bypass validation rules when a record is accepted by using special connection criteria (see above)
Record Updates: use Connection User in validation criteria to ignore rules
Refer this blog for more details: http://blogs.salesforce.com/prm/2009/02/impact-of-sales.html
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Blog highlighting step by step configuration of existing validation rules and apex triggers to avoid errors can be found here: http://blogs.salesforce.com/prm/2009/02/impact-of-sales.html
44. Errors during inserts/updates are now logged in Connection Audit (Data Integrity)
• Errors created due to validation rules, apex validation checks or bad data (e.g. email value is invalid)
• Failed insert/update:- Logged in connection audit where error occurs- Email sent to connection owners with error
details
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45. Define list view filters on supported object tabs to track records actively shared with Connections
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Agenda
High Level Business Overview
Step by Step Configuration
Next Steps
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Additional product documentation available here..
Blog: http://sites.force.com/blogs/ideaList?c=09a30000000D9xo&category=For+Partners&sort=popular
S2S Website: http://www.salesforce.com/crm/partner-channel-management/partner-collaboration/
Send your questions to Product Management at: [email protected]
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