1. Journey Builder for Partners Jake Miller Sr. Software
Engineering Manager [email protected] Joe Misner Director,
Journey Builder [email protected] 2. Safe Harbor Safe harbor
statement under the Private Securities Litigation ReformAct 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 product or service availability,
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, new products and services, 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 outcome of any
litigation, risks associated with completed and any possible
mergers and acquisitions, 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, our
limited history reselling non-salesforce.com products, 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 annual report on
Form 10-K for the most recent fiscal year and in our quarterly
report on Form 10-Q for the most recent fiscal quarter. These
documents and others containing important disclosures 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 presentations, 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. 3. Presentation Topics
Interactions an overview Interactions Design Time Event Definition
Interaction Activities Interactions Run Time Events Route Events
Invoke Interactions Evaluate Goals 1 a b 4. And More Topics Run
Time Troubleshooting Extend Journey Builder Rest Activity Rest
Events 2 3 5. Interactions: An Overview 6. Journey Maps and
Interactions 7. New Features Date Based Trigger Join Activity
Contact History Event Test Mode Interaction Test Mode Multi Entry
and Single Entry Mode Switch to Flow View Event and Activity
Framework Enhancements 8. Design Time and Run Time Design Time
Marketers Model Behavior and 1:1 Customer Interaction Run Time
Customers Perform Some Action An Instance of Interaction is
Instantiated 9. Design Time: Define an Event Definition 10. Build
an Interaction Steps to Build an Interaction 1. Create an Event
Source DE 2. (Optional) Link Event Source DE to Contact Attribute
Group 3. Add a Contact to Master Data Extension or All Subs 4. Go
to JB > Create New Interaction 5. Click Select Event 6. Click
New Event and Step Through Wizard 1. Filter Where Contact Key Is
Not Null 7. Add Desired Activities 8. Publish the Interaction 11.
Contact Builder Common Configuration Master Data Attribute Group
Contacts Master Data Extension Event Source DE Movie Rented
DataExtensions Contact Key Event Source DE PK should not be contact
key DE Linked to Attribute Group Not Required Link Event Source DE
to Attribute Group If Using in a Filter or Decision Filter or
Decisions on Event Source DE consider all records in table All
Subscribers 12. Workflow Document Format Workflow API Version 1.0 {
"key: movie-rented-A", "name": Move Rented", "description": A
sample interaction., "triggers": [], "activities": [], "goals": []
} Interaction API 13. S p l i t IXN Version 1 GET
/Interactions/key:movie-rented-A?versionNumber=1 { "key:
movie-rented-A", "name": Move Rented", "description": A sample
interaction., "triggers": [], "activities": [], "goals": [] } IXN
Version 2 GET /Interactions/key:movie-rented-A?versionNumber=2 {
"key: movie-rented-A", "name": Move Rented", "description": A
sample interaction., "triggers": [], "activities": [], "goals": []
} Interaction Versions 14. Run Time 15. 10,000 Ft. View of Run Time
Data Context Automation Studio Fire Event Activity Event API Event
Router Request Queue Engine Event Fired Event Routed Interaction
Invoked Contacts Contact Event API 16. Event Fired Automation
Studio Fire Event Activity Event API Event Router Validate Data
Payload Write to DE Queu e READ from DE Update High Water Mark 17.
Event Routed Event Router Movie Rented - HorrorMovie Rented -
Comedy Request Queue Retrieves Subscribed IXNS for Event 18.
Interaction Invoked Request Queue Load Interaction Definition
Instantiate Instance Execute All Activities Wait / Persist Load
Data Context Contact Load Interaction Definition Instantiate
Instance Load Data Context Execute All Activities Contact Session
Interaction Instance Session 19. Run Time: Troubleshooting 20.
Contact Tool Activity Type Status na InteractionEventHandled na
EventQueuedForProcessing StartInteractionActivity Completed Trigger
MetCriteria Trigger DidNotMeetCriteria Email Completed Wait Waiting
Wait Completed StopInteractionActivity Completed 21. Extend Journey
Builder: Rest Activity and Rest Event 22. Rest Activity (Custom
Activity) Use Update or query an external resource Features
Supports Multiple Steps In and Out Argument Support 23. Rest
Decision Activity Use Update or query an external resource and
branch based on result Features Supports Multiple Steps In and Out
Argument Support Define N-Possible Outcomes 24. Rest Event (Custom
Event) Use Configure Third Party Endpoint to Send Events Features
Supports Multiple Steps Define Data Schema at Design Time or
Utilize Pre-Existing Data Extension Disable Filter Step 25. Custom
Activities 26. Custom Activities 27. config.json 28. Custom
Activity UI 29. GitHub ActivityJourney Builder API Save Validate
Publish Design Time Custom Activity 30. GitHub ActivityJourney
Builder Engine Execute Run Time Custom Activity
