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NON-PROFIT
GUIDE TO DREAMFORCE
NOVEMBER 18 – 21, 2013
SAN FRANCISCO, CA

Dreamforce ’13 is bigger and better than ever!
With more than 1,400 sessions at multiple venues, it can be overwhelming.
To help you plan, we’ve created this Non-Profit Industry Guide designed to help you get the
most out of your Dreamforce experience.
THE DREAMFORCE EXPERIENCE
TABLE OF CONTENTS
CAN’T MISS EVENTS……………………….…………………………………….3-4
FOUNDATION @ DREAMFORCE……………………….………………………….5-6
BECOME A CONNECTED NON-PROFIT – SESSIONS…………………………….7-20
FOUNDATION IN THE CLOUD EXPO………………………………………………..21
FOUNDATION ACTIVITIES……………………………………………………...22-23
THE SOCIAL NETWORK……………………………………………………………24
TRANSPORTATION…………………………………………………………………25
ADDITIONAL RESOURCES AND HELP………………………………………………26

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CAN’T MISS DREAMFORCE EVENTS
Monday, November 18
10:30am – 11:30am
Yerba Buena 7-8
SF Marriott Marquis

Non-Profit Kick-Off
The Connected Non-Profit

5:00pm – 6:00pm
Gateway Ballroom
Moscone Center South

Customer Company Keynote with
Vivek Kundra
Vivek Kundra

Tuesday, November 19
9:00am – 11:00am
South Halls ABC
Moscone Center South

Dreamforce 2013 Keynote
Presentation
Marc Benioff & Special Guests

5:00pm – 6:00pm
South Halls ABC
Moscone Center South

Celebrity CEO Keynote
Marissa Mayer, Yahoo!

7:00pm – 11:00pm
AT&T Park

Dreamforce Gala & UCSF Benefit
Concert, featuring Green Day

Wednesday, November 20
5:00pm – 6:00pm
South Halls ABC
Moscone Center South

Celebrity CEO Keynote
Sheryl Sandberg, Facebook

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Thursday, November 21
9:00am – 9:45am
South Halls ABC
Moscone Center South

Health & Wellness Morning
Dr. David Agus

9:45am – 11:00pm
South Halls ABC
Moscone Center South

Dr. Wayne Dyer

11:00am – 12:30pm
South Halls ABC
Moscone Center South

Deepak Chopra

12:30pm – 1:30pm
South Halls ABC
Moscone Center South

Panel Moderated by
Dr. Susan Desmond-Hellman

2:00pm – 3:00pm
Gateway Ballroom
Moscone Center South

Q&A With The Founders
Marc Benioff
Parker Harris

KEYNOTE OVERFLOW FOR FULL CONFERENCE ATTENDEES
•
•
•
•
•

Gateway
Plaza
Moscone West
Intercontinental
Marriott

•
•
•
•

The Palace Hotel
Westin St Francis
Westin Market Street
Hilton Union Square

KEYNOTE OVERFLOW FOR FREE KEYNOTE AND EXPO ATTENDEES
•

Marriott

•

4

The Palace Hotel
THE DREAMFORCE CAMPUS

5
FOUNDATION ZONE
Solution Stations :: Demos :: Partner Expo :: Theater :: Meet-ups :: Success Sessions

Hilton Union Square, Grand Ballroom
333 O'Farrell Street, San Francisco, CA 94102
Monday 12:00 pm – 6:00 pm
Tuesday 12:00 pm – 5:00 pm
Wednesday 9:00 am – 5:00 pm
Thursday 9:00 am – 2:00 pm

THE FOUNDATION ZONE PARTNER EXPO

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BECOME A CONNECTED NON-PROFIT
Your Dreamforce experience will help you create a vision and plan to
accelerate your mission and become connected to your constituents in a
whole new way. Here’s a sampling of what you will find:
60+ Non-Profit Breakout Sessions
Fundraising
Program Management
Engagement Communities
Case Management
Join Your Colleagues at Industry Meet-ups and Birds-of-a-Feather Gatherings
Take In LIVE Solution Demos
Connect with our Partner Community at the Foundation Zone
Get Some Advice at Success Clinics and Circles of Success Sessions
Interact in Real Time at the Hands on Training Sessions
Learn from the Experts at the MVP Genius Bar
Take Your Conversation Further in our Collaboration Station
Network with other non-profit institutions in the Foundation Zone

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NON-PROFIT SESSIONS
Monday, November 18
Start Your Dreamforce Experience with the Non-Profit Kick Off!
10:30am - 11:30am
Salesforce Foundation Kickoff―The Connected Non-profit
Learn how the leading innovators are transforming the social sector and philanthropy by
connecting their communities in powerful new ways. By leveraging social, mobile and cloud
strategies, these early adopters are disrupting the status quo and revolutionizing how they
connect their supporters, employees, partners, and programs & services and leading to
accelerate and scale change. Multiple non-profit best practices will be featured.
San Francisco Marriott Marquis, Yerba Buena - Salon 7 - 8
10:30am - 11:30am
Going Mobile―Giving Your Organization What It Wants Everywhere
Mobile applications are not just for the big guys. Join us to hear stories, best practices, and
tips from non-profits building social and mobile applications that are transforming lives
throughout the world.
Hilton San Francisco Union Square, Golden Gate 6/7/8
12:00pm - 1:00pm
Birds-of-a-Feather: Non-profit Sectors
Connect with users from other non-profit sectors over lunch in this informal birds-of-afeather gathering. Tables will include: Arts & Culture orgs, Community Development orgs,
Environmental orgs, Health Related orgs, Higher Education orgs, Human Services orgs,
Philanthropic Foundations, International Development orgs, and Youth Development orgs.
Or start your own table! Grab your lunch in the Zone and then join us at the marked tables.
Hilton San Francisco Union Square, Foundation HUB
12:30pm - 1:30pm
Foundation Global Connections―Transforming the World
Join our panel of International & US NPOs for a thought provoking Q&A session on how
they are utilizing salesforce across the globe to successfully achieve their mission. Connect
with your peers in the foundation community and meet with partners interested in pro-bono
and work in the International space.
Hilton San Francisco Union Square, Yosemite A / B
1:00pm - 1:55pm
Fundraising’s Trust Revolution: Lifetime Engagement
Your donors and supporters demand transparency, individual attention and direct
connection to the cause to ensure trust with your mission. We’ll ask the panel to share their
experience and vision on how their organization listens, engages and unlocks the lifetime
connection of their constituents.
Hilton San Francisco Union Square, Imperial A
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1:00pm - 2:00pm
Hands-on Training: Get Started with the Non-profit Starter Pack
The Non-profit Starter Pack extends the power of Salesforce to manage individual donors,
memberships, and donations. Join us to learn how to create records, manage campaigns,
create mailing lists, and generate a series of useful reports. This course is ideal for new
users and administrators who want to get the most out of this AppExchange app for nonprofits.
Hilton San Francisco Union Square, Continental 1/2/3
1:00pm - 1:30pm
International Development Non-Profit Meet-Up
Connect with users at other international development non-profit organizations in this
informal meet-up. Ask questions, swap best practices, and share advice on partners and
apps. Hosted by TaroWorks - a product of the Grameen Foundation.
Hilton San Francisco Union Square, Foundation HUB
2:00pm - 2:30pm
Optimize Your Email Marketing in Salesforce: Live Demo
Build powerful email campaigns and marketing automation in Salesforce to support your
non-profit mission. Join ExactTarget for a live demo of the ExactTarget Marketing Cloud for
non-profits.
Hilton San Francisco Union Square, Foundation Theater
2:30pm - 3:25pm
Listening Good―The Gates Foundation on Social
How can organizations use Social Media Monitoring to tackle some of the most urgent
global health and development issues? Today, we are sitting on the biggest archive of
global health and development data in history. This archive is powered by social media.
Social Media Monitoring is more than just likes and comments; it helps experts to
understand public perceptions around interventions and optimize the engagement with
beneficiaries. This session explains where Social Media Monitoring fits into traditional
market research methodologies. Join Sebastian Majewski to hear how he's leveraged
Radian6 at the United Nations, UNICEF and now the Gates Foundation to listen, measure,
and evaluate the success of global programs.
Hilton San Francisco Union Square, Imperial A
3:00pm - 3:30pm
The Connected Non-profit: Live Demo
Imagine a unified view of every interaction clients, supporters, members, funders,
volunteers and affiliates have with your department or organization. Salesforce can help
you build lifelong relationships and deliver programs and services in innovative and efficient
new ways. Join Salesforce.com Foundation Sales Engineers for a live demo of the
connected non-profit.
Hilton San Francisco Union Square, Foundation Theater

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3:30pm - 4:00pm
Optimize Your Social Media Engagement for Non-Profits: Live Demo
The popularity of mobile devices and social networks has changed the way we
communicate, and organizations and their causes can quickly move from niche to
mainstream. With limited resources, organizations can dramatically amplify their social
change efforts with the right technology and a solid social strategy. Join Salesforce.com
Foundation Sales Engineers for a live demo of Salesforce Marketing Cloud for non-profits.
Hilton San Francisco Union Square, Foundation Theater
4:30pm - 5:00pm
Fundraising with Salesforce: Live Demo
Manage the donation cycle from pledge to payment including individual donations and
grants. Standardize your donation processes, easily analyze your pipeline, automate
routine tasks, and manage fundraising events. Join Salesforce.com Foundation Sales
Engineers for a live demo of Salesforce for fundraising.
Hilton San Francisco Union Square, Foundation Theater
5:00pm - 5:30pm
K-12 Education and Ed Reform Non-Profit Meet-Up
Connect with users at other K-12 education and education reform non-profit organizations
in this informal meet-up. Ask questions, swap best practices, and share advice on partners
and apps.
Hilton San Francisco Union Square, Foundation HUB
5:30pm - 6:30pm
The Sector Solution Masters―NPO Sector Product Builders Tell All
Are you a funder that sees a shared data-management challenge across your grantees?
Are you a non-profit that has built a solution that can apply to many similar organizations?
Do you want to leverage that solution to other non-profits? If so, join us to hear about three
different organizations that have all taken the leap and their systems are now in use by
multiple organizations across their sector. Panelists will focus on the benefits of building
such solutions for broader impact and the best practices when doing so. The speakers will
also lay out the challenges in effectively taking solutions to scale. Panelists will include
representatives from a number of our Force for Change grantees.
Hilton San Francisco Union Square, Golden Gate 6/7/8
6:00pm - 8:00pm
Networking Reception
One of the main reasons attendees flock to Dreamforce is to meet the leaders in cloud
computing face to face. Where else but at Dreamforce can you evaluate more than 350
cloud computing companies showcasing more than 1,000 solutions that can be easily
integrated with Salesforce? They're all here, ready to open eyes and unleash opportunity.
Cloud Expo, Cloud Expo North and West

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TUESDAY, NOVEMBER 19
9:00am - 11:00am
Opening Keynote with Marc Benioff and Special Guests
Join the Customer Company Revolution.
Moscone Center South, Main Keynote Room
12:30pm - 1:00pm
Salesforce for Case Management: Live Demo
Too many agencies waste countless hours and resources on inefficient manual systems
rather than actually delivering services. Salesforce case management solutions simplify
and streamline case and workflow management so you can spend more time serving your
clients. Join Salesforce.com Foundation Sales Engineers for a live demo of Salesforce for
case management.
Hilton San Francisco Union Square, Foundation Theater
12:30pm - 1:30pm
Birds-of-a-Feather: Non-profit Topics
Connect with users from other non-profit organizations over lunch in this informal birds-ofa-feather gathering. Topics will include: Social Media Management, Life After Common
Ground, Donor and Membership Management, Online Payment Processing and Product
Management, Volunteer Management, Integrating Salesforce with your Website,
Community Organizing with Salesforce, Building Mobile Apps for Good, Social Media
Management with Salesforce. Or start your own table! Grab your lunch in the Zone and
then join us at the marked tables.
Hilton San Francisco Union Square, Foundation HUB
1:00pm - 2:00pm
Movember + Desk.com: Why Customer Service Matters for Non-Profits
Being a non-profit doesn't mean your customers don't need just as much support. Join us
to hear from one of the men of Movember about the importance of community engagement
for their fundraising efforts, and how Desk.com is helping them support that community.
Hilton San Francisco Union Square, Foundation Theater
1:00pm - 3:30pm
Hands-on Training: Extend and Customize the Non-profit Starter Pack
The Non-profit Starter Pack extends the power of Salesforce to manage individual donors,
memberships, and donations. Join us to learn how to customize your NPSP, employ
validation rules and workflows to improve data quality, integrate with third-party
applications, and automate common tasks using advanced declarative customization, Apex
code customization, and Visualforce. This course is designed for experienced Salesforce
and Non-profit Starter Pack users with a working knowledge of Apex and Visualforce.
Hilton San Francisco Union Square, Continental 1/2/3

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1:30pm - 3:30pm
Pro-bono MVP office hours for non-profits
Are you a non-profit user who has questions about donation management, campaign
management, reports & dashboards, or using Communities in Salesforce? Attend this
hands-on, community office hours to get help from salesforce.com Community MVPs.
Please bring your laptop or tablet so that you can access your Salesforce org.
Hilton San Francisco Union Square, Foundation HUB
3:00pm - 3:30pm
Program Management with Salesforce: Live Demo
Rapidly design apps to manage any of your unique programs in Salesforce without
infrastructure or code. Join Salesforce.com Foundation Sales Engineers for a live demo of
Salesforce for program management.
Hilton San Francisco Union Square, Foundation Theater
3:30pm - 4:30pm
Delivering Amazing Customer Service for Non-Profits
Customer Support makes a difference. Join us to learn how service can impact your efforts
in fundraising. Hear stories of Campaign Support and the impact of Global Outreach.
Moscone Center West, 3002
3:30pm – 4:00pm
Environmental Non-Profit Meet-Up
Connect with users at other environmental non-profit organizations in this informal meet-up.
Ask questions, swap best practices, and share advice on partners and apps.
Hilton San Francisco Union Square, Foundation HUB
3:30pm – 4:00pm
Optimize Your Email Marketing in Salesforce: Live Demo
Build powerful email campaigns and marketing automation in Salesforce to support your
non-profit mission. Join ExactTarget for a live demo of the ExactTarget Marketing Cloud for
non-profits.
Hilton San Francisco Union Square, Foundation Theater
4:00pm – 4:30pm
Data, Scale, & Social Change: Powering Room to Read to Change the World
How can a start-up non-profit organization open 6 times the number of libraries that Andrew
Carnegie opened during his lifetime? How can a network of “average people in the
technology sector” create social change on a jaw-dropping and awesome level? Join John
Wood, Founder and Board Co-Chair of Room to Read, as he and salesforce.com Executive
Vice Chairman Frank van Veenendaal discuss how salesforce.com has helped Room to
Read (www.roomtoread.org) run itself like a business to become one of the most efficient
and fastest-growing non-profits in the world. In 1999, at the age of thirty-five, John Wood
(http://www.creatingroomtoread.com/meet-john-wood/) quit a lucrative career at Microsoft
and set himself a bold and ambitious goal: to make sure that millions of children across the
developing world would no longer be told they had “lost the lottery of life”, and would

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instead gain an education. As the organization began scaling rapidly to ten countries
across Asia and Africa, salesforce.com helped the organization tackle the challenges of
expansion while maintaining the integrity of its original vision. salesforce.com enables
Room to Read to comprehensively track information across programs, business
development, and field operations, and allows the organization to monitor each of its
15,000 active projects and efficiently manage data and programmatic enhancements while
maintaining transparency and accountability to its donors. John and Frank will talk about
the ways salesforce.com has helped Room to Read achieve maximum results, the role of
corporate social responsibility in improving communities, the Salesforce.com Foundation’s
integrated philanthropic approach, and Room to Read’s inspirational story of scale and
success.
Hilton San Francisco Union Square, Foundation Theater
4:00pm – 4:30pm
Human Services Meet-Up
Connect with users at other human services non-profit organizations in this informal meetup. Ask questions, swap best practices, and share advice on partners and apps.
Hilton San Francisco Union Square, Foundation HUB
4:30pm – 5:00pm
So You’re a Non-Profit Salesforce Admin, Now What?!
Non-profit administrators face unique challenges when assigned the role of Salesforce
administrator. Constrained resources, lack of training, competing priorities, and pressure to
demonstrate impact can make life as a non-profit admin...interesting. In this session we’ll
bring you real-world experience from non-profit admins that have been in your shoes and
successfully come out the other side.
Hilton San Francisco Union Square, Imperial B
4:45pm – 5:15pm
Fifteen Things to Consider Before Your Next Data Migration
Salesforce developers typically consider data migration to be a simple and mundane part of
the job, however, as we learned in a recent project, this is a common misconception.
Implications with bad data migrations can be huge. Imagine what happens if revenue
numbers are incorrectly imported, if the record ownership gets set improperly, or tasks
meant for the Sales VP get assigned to the new intern. Planning ahead can save your
company time and trouble. Join us and get fifteen key takeaways for your next data
migration.
Moscone Center West, Community Theater
7:00pm - 11:00pm
Dreamforce Gala
Experience the high-octane energy of the Grammy Award winning band, Green Day, as
they take the stage November 19. 80s hit maker, Blondie, is set to open. Performing in a
home run setting- San Francisco’s amazing AT&T Park, you won’t want to miss it.
AT&T Park

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WEDNESDAY, NOVEMBER 20
9:00am - 10:00am
Answers Live # 1 – Non-Profit HUB
Part 1 - When non-profit users and administrators have questions, they know that the
Power of Us Hub is the place to get answers from the Salesforce non-profit community.
Join us, bring your questions, and work through your greatest challenges at this live Q&A
session with our all-star team of experts. By drawing on their 25+ years of non-profitfocused Salesforce experience, you will gain multiple perspectives on your most pressing
issues, and everyone from new users to seasoned veterans is guaranteed to learn
something new.
Hilton San Francisco Union Square, Yosemite A / B
9:30am - 10:00am
HomeKeeper: The Homeownership Program App
Hear how NCB Capital Impact used their Salesforce.com Foundation Force-for-Change
grant to transform the way affordable housing non-profits manage programs and measure
impact. Learn what it takes to build a Salesforce App, aggregate data at the national level
and support a network of affordable housing practitioners in an era of cloud computing,
online communities, and big data.
Hilton San Francisco Union Square, Foundation Theater
10:00am - 10:30am
Evolution of the Non-Profit Starter Pack
The Salesforce.com Foundation is working to evolve the Non-Profit Starter Pack into a fully
featured fundraising application. Join Kevin Bromer, Director of Product Development with
the Salesforce.com Foundation as he reviews the product roadmap and shows a brief
demo.
Hilton San Francisco Union Square, Foundation Theater
10:00am - 11:00am
Grantmaking Transformed: How to Achieve Greater Impact
Foundations and other grantmakers are catalysts for creating social impact. Learn how
these organizations are streamlining their processes, analyzing their data in new ways and
collaborating with staff and grantees to more effectively realize this potential. The session
will showcase three customers of FoundationConnect, recipient of a 2012 Force-forChange grant from the Salesforce.com Foundation.
Hilton San Francisco Union Square, Golden Gate 6/7/8
10:30am - 11:00am
Just Add Story: Creating an Emotional Connection at Every Audience Touch Point
Salesforce gives you the tools to sell, service, fundraise and market―the science of being
a social enterprise company. How well are you emotionally inspiring people to act, support
and spread your message―the magic of being a customer company? In this session, you’ll
learn 4 strategies for story-based communications that empower your audience at every

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touch point. Storytelling has always been the most effective way to open minds, win hearts
and change behaviors. Jonah Sachs is the Founder, CEO and chief storytelling of the
creative agency Free Range Studios. He’s also author of the hit book, “Winning the Story
Wars: Why those who tell―and live―the best stories will rule the future.” Join us and spark
a breakthrough in your storytelling!
Hilton San Francisco Union Square, Golden Gate 6/7/8
10:30am - 11:00am
TaroWorks: Mobile Tools to Manage Your Field Operations
TaroWorks, a product of the Grameen Foundation, was developed with support from the
Salesforce.com Foundation Force-for-Change grants program. Building on over 10 years of
experience working with poverty-focused organizations, Grameen has developed
TaroWorks as a mobile data tool to manage your customers and field operations. Learn
more about TaroWorks in this 30-minute session.
Hilton San Francisco Union Square, Foundation Theater
10:30am - 11:25am
The Small and Mighty Salesforce Organization
Are you a small organization and want to get more out of Salesforce? Join us to hear
stories from some of our small and innovative organizations who have transformed their
mission through their use of Salesforce. Get inspired, and share your hopes and dreams of
innovating for mission success no matter your size.
Hilton San Francisco Union Square, Yosemite A / B
11:00am - 11:30am
Arts & Culture Non-Profit Meet-Up
Connect with users at other arts & culture non-profit organizations in this informal meet-up.
Ask questions, swap best practices, and share advice on partners and apps.
Hilton San Francisco Union Square, Foundation HUB
11:30am - 12:00pm
Health Leads: Building a Community
Health Leads envisions a healthcare system that addresses all patients’ basic resource
needs as a standard part of quality care. Learn more about how Health Leads is using
Salesforce Communities to manage clients, find nearby community resources, measure
performance, and collaborate across its 1,000 advocates. This project was funded by the
Salesforce.com Foundation's Force-for-Change grants program.
Hilton San Francisco Union Square, Foundation Theater
11:30am - 12:30pm
The Social Butterflies - Effectively Listening, Publishing and Engaging
Many of us have dabbled in social engagement but how do you truly use social
engagement to power your mission? Join us to learn how top organizations are using the
Marketing cloud to be the belle of the social ball, and engage the people who matter most
to their mission at scale.
Hilton San Francisco Union Square, Plaza A

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12:30am - 1:00pm
FoundationConnect: Manage the Grantmaking Lifecycle
FoundationConnect is a Salesforce App that provides all the tools needed to manage
philanthropic giving, scholarship programs & similar application-based processes.
Supported by a Force-for-Change grant from the Salesforce.com Foundation, join this
session to learn more about this App and its evolution over the last year.
Hilton San Francisco Union Square, Foundation Theater
1:00pm - 1:30pm
Building Engagement Communities in Salesforce: Live Demo
Create rich, vibrant communities where your constituents can connect, share and work
together to take action and create change. Join Salesforce.com Foundation Sales
Engineers for a live demo of Salesforce Communities.
Hilton San Francisco Union Square, Foundation Theater
1:00pm - 1:30pm
Organizational/Brand Story Telling Meet-Up
Join Jonah Sachs author of StoryWars and Dreamforce presenter for a post session meet
up to discuss go deeper on how to get better at telling a story that everyone will want to
share.
Hilton San Francisco Union Square, Foundation HUB
1:00pm - 2:00pm
Impact Measurement - Case Studies in Discovering and Tracking What Matters
Impact measurement is both a critical skill and difficult challenge for most non-profits. Join
us as we welcome organizations who have thought deeply about what they measure, how
to track it, and learn how they use impact measurement to inform how they guide their
organization.
Hilton San Francisco Union Square, Golden Gate 6/7/8
1:00pm - 2:00pm
AppExchange Speed Dating: 20 Hot Apps You Might Fall in Love With
Are you looking for that perfect set of apps to complete your organization? With so many to
choose from, it can be hard to find the ones that will help you the most. Join us as we
review 20+ AppExchange products that are higher education friendly and take you out on a
very short coffee date with our favorites.
Hilton San Francisco Union Square, Imperial B
1:00pm - 2:00pm
Salesforce Magic for the Everyday Admin
Want to learn some Salesforce magic? Join us to learn all about the stuff that *looks* hard,
but is actually pretty easy to do, once you know the techniques. Images in a formula field
on a list view, custom buttons that do fancy stuff, creating a custom Report Type, and other
things that look hard, but just take a little bit of "magic!" Community-Led Session
The Westin St. Francis San Francisco, Colonial Room

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1:00pm - 2:00pm
Managing Complex Member and Donor Relationships on Salesforce
For years, non-profits have struggled to manage and track complicated constituent
relationships. Managing members, donors, events and product sales frequently leads to
data trapped in multiple environments and prevents an organization from seeing a true 360degree view of its constituents. Join 3 non-profits that are using Salesforce in a single
integrated data architecture to solve these problems. Learn how these Salesforce
customers are now able to gain deeper insights, and as a result, deliver more strategic
constituent communication to help advance their missions.
Hilton San Francisco Union Square, Golden Gate 3/4/5
2:00pm - 2:30pm
Introduction to the Power of Us HUB
Are you a non-profit or higher education user of Salesforce? If so, we'd love for you to join
us in the Power of Us HUB - an online community where Salesforce.com Foundation
customers can share, learn and collaborate. Join Alicia Schmidt, Director of Customer
Communities with the Foundation to learn more about how you can get engaged in the
HUB.
Hilton San Francisco Union Square, Foundation Theater
2:30pm - 3:30pm
Adopting Salesforce Across a National Chapter Organization
Join the Forum of Regional Associations of Grantmakers to discuss its approach to rolling
out Salesforce to its network of 24 independent member associations. Project leaders will
share the lessons learned from gathering requirements, developing sustainable
governance and cost-sharing models, selecting features for the common package, sharing
responsibility for development, testing, deploying and now, collectively maintaining the
solution.
Hilton San Francisco Union Square, Yosemite A / B
2:30pm - 3:00pm
Optimize your email marketing in Salesforce: Live Demo
Build powerful email campaigns and marketing automation in Salesforce to support your
non-profit mission. Join ExactTarget for a live demo of the ExactTarget Marketing Cloud for
non-profits.
Hilton San Francisco Union Square, Foundation Theater
2:30pm - 3:00pm
The UN World Food Programme and Managing Donations that Feed the World
Hunger is the world's greatest solvable problem. The United Nations World Food
Programme feeds up to 100 Million individuals per year. Join us for an inspirational session
on how the United Nations WFP uses Salesforce to manage their work in securing
donations to alleviate world hunger.
Hilton San Francisco Union Square, Foundation Theater

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3:00pm - 4:00pm
Clean Data is Happy Data
Data hygiene is a very important, and often neglected, part of successfully using
Salesforce. Join us as we cover high level strategy, what different stakeholders need to do,
and at a detail level, how to work with fields, validation rules, workflow rules, and apps from
AppExchange to keep your data clean! Community-Led Session
San Francisco Marriott Marquis, Yerba Buena - Salons 4, 5, 6
3:00- 3:30pm
Faith-based Non-Profit Meet-Up
Connect with users at other faith-based non-profit organizations in this informal meet-up.
Ask questions, swap best practices, and share advice on partners and apps.
Hilton San Francisco Union Square, Foundation HUB
3:00- 3:30pm
Fundraising with Salesforce: Live Demo
Connect with users at other faith-based non-profit organizations in this informal meet-up.
Ask questions, swap best practices, and share advice on partners and apps.
Hilton San Francisco Union Square, Foundation Theater
4:00pm - 5:00pm
Destination: Data Town - A (Fun) Path to Better Data Quality
Hear how two business units at Teach For America are empowering their users to take
ownership of data quality. In this session, Teach for America will engage in some real talk
about their data quality issues and some creative solutions for empowering and engaging
users. They will discuss how the Alumni Affairs and Growth, Development, and
Partnerships (GDP) teams have de-powered the notion that this is "Someone Else’s
Problem" that so often surrounds data quality issues. Jennifer Brandon, Senior Managing
Director of Technology Strategy, Operations, and Innovation, will cover the Alumni team’s
Operation Clean Sweep, a new instrument that has already yielded meaningful results. Bill
Florio, Director of Data Quality, will talk about the GDP team’s Data Cup: a strategy that
predates Salesforce at Teach For America and was adapted for TFA's implementation in
2012. The session will be moderated by Paul Chernick, Teach For America alumnus and
Senior Managing Director of Business Analysis on TFA's IT team.
Hilton San Francisco Union Square, Golden Gate 6/7/8
4:00pm - 4:50pm
Innovation in Global Grantmaking - The Global Fund
Join us as to learn about how this international funding organization has used Salesforce to
manage funding at scale and to power their innovative New Funding Model in 3 countries in
just 4 months. The Global Fund is a $7.27 billion fund that galvanizes support for the fight
against AIDS, TB and malaria, working with partners to support the most effective
prevention and treatment. Early 2013, The Global Fund launched its New Funding Model to
promote more strategic investment and greater impact, with more flexibility on timing and

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more predictability on the level of funding available. The new funding model also marks a
striking evolution in the way The Global Fund strikes partnerships.
Hilton San Francisco Union Square, Imperial A
4:00pm - 5:00pm
Volunteers for Salesforce: Office Hours
Volunteers for Salesforce lets you manage your volunteer events and people. It manages
volunteers, jobs, shifts, and hours, allowing you to track and report on all of the data as well
as allow public signups via Sites pages on your website. Join VFS developer David Habib
for an open office hours session where you can ask questions and get answers live and inperson. Volunteers for Salesforce is a free App that was developed in part with funding
from the Salesforce.com Foundation's Force-for-Change grants program.
Hilton San Francisco Union Square, Foundation Theater

THURSDAY, NOVEMBER 21
8:30am - 9:30am
Answers Live # 2 - Non-Profit HUB
Part 2 - When non-profit users and administrators have questions, they know that the
Power of Us Hub is the place to get answers from the Salesforce non-profit community.
Join us, bring your questions, and work through your greatest challenges at this live Q&A
session with our all-star team of experts. By drawing on their 25+ years of non-profitfocused Salesforce experience, you will gain multiple perspectives on your most pressing
issues, and everyone from new users to seasoned veterans is guaranteed to learn
something new.
The Westin St. Francis San Francisco, California West
8:30am - 9:30am
Marketing Cloud: How To Manage Your Brand's Social Media Marketing
Join us for an introduction and overview of how you can manage your brand's social
marketing programs via the Marketing Cloud. This session will demo the Marketing Cloud's
social publishing, engagement, workflow, and analytics features.
The Westin St. Francis San Francisco, Colonial Room
9:00am - 10:00am
5 Lessons Learned from Building a Community: Launching the Power of Us Hub
The Salesforce.com Foundation recently launched a Salesforce Community, the Power of
Us HUB, to transform the way that our community engages with us and with each other.
But, building a healthy community is about more than “flipping the switch”. Join this session
to hear 5 key lessons learned from the team that launched the HUB and contribute to the
discussion about making the HUB a great resource for this community.
Hilton San Francisco Union Square, Golden Gate 3/4/5

19
9:00am - 10:00am
Goin Pro Bono
Join us to prepare for successful non-profit Salesforce projects by learning to be a
thoughtful and effective, skills-based volunteer. You'll hear common risks and learn winning
tips to lead a successful pro-bono engagement.
Hilton San Francisco Union Square, Golden Gate 6/7/8
10:30am - 11:30am
Building Healthy Communities
At their best, communities are places where we make connections, share knowledge,
stories, and support, learn, and become something greater than we were. They are places
where problems big and small are tackled by groups of people working towards a common
goal. Join us to learn more about how Salesforce Communities can help you better engage
with your supporters, and how Health Leads is using Communities to enable patients with
appropriate information to collaborate on resource discovery and client issues. We will also
discuss best practices for building a thriving healthy community.
Hilton San Francisco Union Square, Golden Gate 6/7/8
10:30am - 11:30am
Transformative Data Collection Using Mobile and Salesforce
Got Mobile and Salesforce? Thinking about it? In this session participants will learn how
they can apply best practices when automating a complex process and the pitfalls to avoid
when implementing a mobile app that integrates with Salesforce. This session will show
how City of Hope has used Salesforce and mobilization to revolutionize the data collection
process for medical research. These incredible results can encourage other organizations
with complex data collection needs to adopt innovative technologies to improve data
management. This session will highlight City of Hope’s vision - from the decision to
implement Salesforce to mobilizing their team - and how they overcame the challenges
they faced while applying the Salesforce system in a medical research study. We will also
focus on their strategic vision for the future and how Salesforce and mobility will be used to
further streamline their visionary research programs.
Hilton San Francisco Union Square, Golden Gate 3/4/5
11:00am - 11:30am
Lean In Meet-Up
Inspired by Sheryl Sandberg? Meet other non-profit attendees who might be interested in
starting a Lean In Circles in a non-profit organization. Lean-In staff will be on hand to
provide some additional guidance.
Hilton San Francisco Union Square, Foundation HUB

20
THE CLOUD EXPO
Come see the Salesforce.com Foundation at the Cloud Expo in
Moscone Center North and learn more about how we use the 1:1:1
model to bring about positive change in the world. You can explore
salesforce.com partners and how they are developing solutions to
further enhance the power of Salesforce. Also, don’t miss the
Customer Company Showcase at Moscone West, where you can see
how organizations across all industries are using Salesforce to
become Customer Companies.

THE FOUNDATION AT MOSCONE CENTER NORTH
Monday 12:00pm – 8:00pm
Tuesday 12:00pm – 6:00pm
Wednesday 9:00am – 5:00pm
Thursday 9:00am – 2:00pm

21
DREAMFORCE ACTIVITIES
VOLUNTEERING AT DREAMFORCE
Looking for a way to give back at Dreamforce? Wednesday is Foundation Day on the Plaza.
Stop by to find out how you can leave your mark on Dreamforce and engage with our nonprofit community to do some good for those in need.

TAKE THE PRO BONO PLEDGE
Dreamforce attendees can sign up to offer pro bono support for non-profits using Salesforce.

DROP IN TO OUR FOUNDATION PARTNER PARTIES
Looking for something to do in the evening after all the official Dreamforce activities are over?
Our partner community has you covered! Stop by the Foundation Partner Expo to find out
about the various parties going on and how you can extend your Dreamforce experience into
the evening, network with other participants and have a little fun while you’re at it. Check with
our partners for more details.

22
ROCK OUT TO GREEN DAY AT THE CONCERT FOR KIDS
This year we will continue the tradition of integrated philanthropy at Dreamforce, supporting the
UCSF Benioff Children’s Hospital and the Children’s Hospital of Oakland. In conjunction with
the Green Day and Blondie Dreamforce Gala performance, the benefit will be hosted on the
Club Level at AT&T Park with special seating and events. Following the performance, the
benefit will continue on the Club Level with an after-party hosted by internationally known artist
MC Hammer. Visit http://www.theconcertforkids.com for more information.

23
THE SOCIAL NETWORK

24
GETTING AROUND

25
ADDITIONAL DREAMFORCE RESOURCES

BADGE PICK UP
Badges can be picked up at Moscone North, Moscone West, Marriott and Hilton Union Square
Sunday, November 17, 2pm – 6pm
Monday, November 18, 7am – 8pm
Tuesday, November 19, 7am – 7pm
Wednesday, November 20, 7:30am – 6pm
Thursday, November 21, 7:30am – 3pm
STILL HAVE QUESTIONS?
For more information, please contact Dreamforce Registration and Housing:
U.S./Canada: +1-866-855-3818
International: +1-650-226-0793
Registration: registration@dreamforceSF.com
Housing: housing@dreamforceSF.com
For questions about all things Foundation, email us at dreamforce@salesforcefoundation.org

26

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2013 Non-Profit Industry Guide to Dreamforce

  • 1. NON-PROFIT GUIDE TO DREAMFORCE NOVEMBER 18 – 21, 2013 SAN FRANCISCO, CA Dreamforce ’13 is bigger and better than ever! With more than 1,400 sessions at multiple venues, it can be overwhelming. To help you plan, we’ve created this Non-Profit Industry Guide designed to help you get the most out of your Dreamforce experience.
  • 2. THE DREAMFORCE EXPERIENCE TABLE OF CONTENTS CAN’T MISS EVENTS……………………….…………………………………….3-4 FOUNDATION @ DREAMFORCE……………………….………………………….5-6 BECOME A CONNECTED NON-PROFIT – SESSIONS…………………………….7-20 FOUNDATION IN THE CLOUD EXPO………………………………………………..21 FOUNDATION ACTIVITIES……………………………………………………...22-23 THE SOCIAL NETWORK……………………………………………………………24 TRANSPORTATION…………………………………………………………………25 ADDITIONAL RESOURCES AND HELP………………………………………………26 2
  • 3. CAN’T MISS DREAMFORCE EVENTS Monday, November 18 10:30am – 11:30am Yerba Buena 7-8 SF Marriott Marquis Non-Profit Kick-Off The Connected Non-Profit 5:00pm – 6:00pm Gateway Ballroom Moscone Center South Customer Company Keynote with Vivek Kundra Vivek Kundra Tuesday, November 19 9:00am – 11:00am South Halls ABC Moscone Center South Dreamforce 2013 Keynote Presentation Marc Benioff & Special Guests 5:00pm – 6:00pm South Halls ABC Moscone Center South Celebrity CEO Keynote Marissa Mayer, Yahoo! 7:00pm – 11:00pm AT&T Park Dreamforce Gala & UCSF Benefit Concert, featuring Green Day Wednesday, November 20 5:00pm – 6:00pm South Halls ABC Moscone Center South Celebrity CEO Keynote Sheryl Sandberg, Facebook 3
  • 4. Thursday, November 21 9:00am – 9:45am South Halls ABC Moscone Center South Health & Wellness Morning Dr. David Agus 9:45am – 11:00pm South Halls ABC Moscone Center South Dr. Wayne Dyer 11:00am – 12:30pm South Halls ABC Moscone Center South Deepak Chopra 12:30pm – 1:30pm South Halls ABC Moscone Center South Panel Moderated by Dr. Susan Desmond-Hellman 2:00pm – 3:00pm Gateway Ballroom Moscone Center South Q&A With The Founders Marc Benioff Parker Harris KEYNOTE OVERFLOW FOR FULL CONFERENCE ATTENDEES • • • • • Gateway Plaza Moscone West Intercontinental Marriott • • • • The Palace Hotel Westin St Francis Westin Market Street Hilton Union Square KEYNOTE OVERFLOW FOR FREE KEYNOTE AND EXPO ATTENDEES • Marriott • 4 The Palace Hotel
  • 6. FOUNDATION ZONE Solution Stations :: Demos :: Partner Expo :: Theater :: Meet-ups :: Success Sessions Hilton Union Square, Grand Ballroom 333 O'Farrell Street, San Francisco, CA 94102 Monday 12:00 pm – 6:00 pm Tuesday 12:00 pm – 5:00 pm Wednesday 9:00 am – 5:00 pm Thursday 9:00 am – 2:00 pm THE FOUNDATION ZONE PARTNER EXPO 6
  • 7. BECOME A CONNECTED NON-PROFIT Your Dreamforce experience will help you create a vision and plan to accelerate your mission and become connected to your constituents in a whole new way. Here’s a sampling of what you will find: 60+ Non-Profit Breakout Sessions Fundraising Program Management Engagement Communities Case Management Join Your Colleagues at Industry Meet-ups and Birds-of-a-Feather Gatherings Take In LIVE Solution Demos Connect with our Partner Community at the Foundation Zone Get Some Advice at Success Clinics and Circles of Success Sessions Interact in Real Time at the Hands on Training Sessions Learn from the Experts at the MVP Genius Bar Take Your Conversation Further in our Collaboration Station Network with other non-profit institutions in the Foundation Zone 7
  • 8. NON-PROFIT SESSIONS Monday, November 18 Start Your Dreamforce Experience with the Non-Profit Kick Off! 10:30am - 11:30am Salesforce Foundation Kickoff―The Connected Non-profit Learn how the leading innovators are transforming the social sector and philanthropy by connecting their communities in powerful new ways. By leveraging social, mobile and cloud strategies, these early adopters are disrupting the status quo and revolutionizing how they connect their supporters, employees, partners, and programs & services and leading to accelerate and scale change. Multiple non-profit best practices will be featured. San Francisco Marriott Marquis, Yerba Buena - Salon 7 - 8 10:30am - 11:30am Going Mobile―Giving Your Organization What It Wants Everywhere Mobile applications are not just for the big guys. Join us to hear stories, best practices, and tips from non-profits building social and mobile applications that are transforming lives throughout the world. Hilton San Francisco Union Square, Golden Gate 6/7/8 12:00pm - 1:00pm Birds-of-a-Feather: Non-profit Sectors Connect with users from other non-profit sectors over lunch in this informal birds-of-afeather gathering. Tables will include: Arts & Culture orgs, Community Development orgs, Environmental orgs, Health Related orgs, Higher Education orgs, Human Services orgs, Philanthropic Foundations, International Development orgs, and Youth Development orgs. Or start your own table! Grab your lunch in the Zone and then join us at the marked tables. Hilton San Francisco Union Square, Foundation HUB 12:30pm - 1:30pm Foundation Global Connections―Transforming the World Join our panel of International & US NPOs for a thought provoking Q&A session on how they are utilizing salesforce across the globe to successfully achieve their mission. Connect with your peers in the foundation community and meet with partners interested in pro-bono and work in the International space. Hilton San Francisco Union Square, Yosemite A / B 1:00pm - 1:55pm Fundraising’s Trust Revolution: Lifetime Engagement Your donors and supporters demand transparency, individual attention and direct connection to the cause to ensure trust with your mission. We’ll ask the panel to share their experience and vision on how their organization listens, engages and unlocks the lifetime connection of their constituents. Hilton San Francisco Union Square, Imperial A 8
  • 9. 1:00pm - 2:00pm Hands-on Training: Get Started with the Non-profit Starter Pack The Non-profit Starter Pack extends the power of Salesforce to manage individual donors, memberships, and donations. Join us to learn how to create records, manage campaigns, create mailing lists, and generate a series of useful reports. This course is ideal for new users and administrators who want to get the most out of this AppExchange app for nonprofits. Hilton San Francisco Union Square, Continental 1/2/3 1:00pm - 1:30pm International Development Non-Profit Meet-Up Connect with users at other international development non-profit organizations in this informal meet-up. Ask questions, swap best practices, and share advice on partners and apps. Hosted by TaroWorks - a product of the Grameen Foundation. Hilton San Francisco Union Square, Foundation HUB 2:00pm - 2:30pm Optimize Your Email Marketing in Salesforce: Live Demo Build powerful email campaigns and marketing automation in Salesforce to support your non-profit mission. Join ExactTarget for a live demo of the ExactTarget Marketing Cloud for non-profits. Hilton San Francisco Union Square, Foundation Theater 2:30pm - 3:25pm Listening Good―The Gates Foundation on Social How can organizations use Social Media Monitoring to tackle some of the most urgent global health and development issues? Today, we are sitting on the biggest archive of global health and development data in history. This archive is powered by social media. Social Media Monitoring is more than just likes and comments; it helps experts to understand public perceptions around interventions and optimize the engagement with beneficiaries. This session explains where Social Media Monitoring fits into traditional market research methodologies. Join Sebastian Majewski to hear how he's leveraged Radian6 at the United Nations, UNICEF and now the Gates Foundation to listen, measure, and evaluate the success of global programs. Hilton San Francisco Union Square, Imperial A 3:00pm - 3:30pm The Connected Non-profit: Live Demo Imagine a unified view of every interaction clients, supporters, members, funders, volunteers and affiliates have with your department or organization. Salesforce can help you build lifelong relationships and deliver programs and services in innovative and efficient new ways. Join Salesforce.com Foundation Sales Engineers for a live demo of the connected non-profit. Hilton San Francisco Union Square, Foundation Theater 9
  • 10. 3:30pm - 4:00pm Optimize Your Social Media Engagement for Non-Profits: Live Demo The popularity of mobile devices and social networks has changed the way we communicate, and organizations and their causes can quickly move from niche to mainstream. With limited resources, organizations can dramatically amplify their social change efforts with the right technology and a solid social strategy. Join Salesforce.com Foundation Sales Engineers for a live demo of Salesforce Marketing Cloud for non-profits. Hilton San Francisco Union Square, Foundation Theater 4:30pm - 5:00pm Fundraising with Salesforce: Live Demo Manage the donation cycle from pledge to payment including individual donations and grants. Standardize your donation processes, easily analyze your pipeline, automate routine tasks, and manage fundraising events. Join Salesforce.com Foundation Sales Engineers for a live demo of Salesforce for fundraising. Hilton San Francisco Union Square, Foundation Theater 5:00pm - 5:30pm K-12 Education and Ed Reform Non-Profit Meet-Up Connect with users at other K-12 education and education reform non-profit organizations in this informal meet-up. Ask questions, swap best practices, and share advice on partners and apps. Hilton San Francisco Union Square, Foundation HUB 5:30pm - 6:30pm The Sector Solution Masters―NPO Sector Product Builders Tell All Are you a funder that sees a shared data-management challenge across your grantees? Are you a non-profit that has built a solution that can apply to many similar organizations? Do you want to leverage that solution to other non-profits? If so, join us to hear about three different organizations that have all taken the leap and their systems are now in use by multiple organizations across their sector. Panelists will focus on the benefits of building such solutions for broader impact and the best practices when doing so. The speakers will also lay out the challenges in effectively taking solutions to scale. Panelists will include representatives from a number of our Force for Change grantees. Hilton San Francisco Union Square, Golden Gate 6/7/8 6:00pm - 8:00pm Networking Reception One of the main reasons attendees flock to Dreamforce is to meet the leaders in cloud computing face to face. Where else but at Dreamforce can you evaluate more than 350 cloud computing companies showcasing more than 1,000 solutions that can be easily integrated with Salesforce? They're all here, ready to open eyes and unleash opportunity. Cloud Expo, Cloud Expo North and West 10
  • 11. TUESDAY, NOVEMBER 19 9:00am - 11:00am Opening Keynote with Marc Benioff and Special Guests Join the Customer Company Revolution. Moscone Center South, Main Keynote Room 12:30pm - 1:00pm Salesforce for Case Management: Live Demo Too many agencies waste countless hours and resources on inefficient manual systems rather than actually delivering services. Salesforce case management solutions simplify and streamline case and workflow management so you can spend more time serving your clients. Join Salesforce.com Foundation Sales Engineers for a live demo of Salesforce for case management. Hilton San Francisco Union Square, Foundation Theater 12:30pm - 1:30pm Birds-of-a-Feather: Non-profit Topics Connect with users from other non-profit organizations over lunch in this informal birds-ofa-feather gathering. Topics will include: Social Media Management, Life After Common Ground, Donor and Membership Management, Online Payment Processing and Product Management, Volunteer Management, Integrating Salesforce with your Website, Community Organizing with Salesforce, Building Mobile Apps for Good, Social Media Management with Salesforce. Or start your own table! Grab your lunch in the Zone and then join us at the marked tables. Hilton San Francisco Union Square, Foundation HUB 1:00pm - 2:00pm Movember + Desk.com: Why Customer Service Matters for Non-Profits Being a non-profit doesn't mean your customers don't need just as much support. Join us to hear from one of the men of Movember about the importance of community engagement for their fundraising efforts, and how Desk.com is helping them support that community. Hilton San Francisco Union Square, Foundation Theater 1:00pm - 3:30pm Hands-on Training: Extend and Customize the Non-profit Starter Pack The Non-profit Starter Pack extends the power of Salesforce to manage individual donors, memberships, and donations. Join us to learn how to customize your NPSP, employ validation rules and workflows to improve data quality, integrate with third-party applications, and automate common tasks using advanced declarative customization, Apex code customization, and Visualforce. This course is designed for experienced Salesforce and Non-profit Starter Pack users with a working knowledge of Apex and Visualforce. Hilton San Francisco Union Square, Continental 1/2/3 11
  • 12. 1:30pm - 3:30pm Pro-bono MVP office hours for non-profits Are you a non-profit user who has questions about donation management, campaign management, reports & dashboards, or using Communities in Salesforce? Attend this hands-on, community office hours to get help from salesforce.com Community MVPs. Please bring your laptop or tablet so that you can access your Salesforce org. Hilton San Francisco Union Square, Foundation HUB 3:00pm - 3:30pm Program Management with Salesforce: Live Demo Rapidly design apps to manage any of your unique programs in Salesforce without infrastructure or code. Join Salesforce.com Foundation Sales Engineers for a live demo of Salesforce for program management. Hilton San Francisco Union Square, Foundation Theater 3:30pm - 4:30pm Delivering Amazing Customer Service for Non-Profits Customer Support makes a difference. Join us to learn how service can impact your efforts in fundraising. Hear stories of Campaign Support and the impact of Global Outreach. Moscone Center West, 3002 3:30pm – 4:00pm Environmental Non-Profit Meet-Up Connect with users at other environmental non-profit organizations in this informal meet-up. Ask questions, swap best practices, and share advice on partners and apps. Hilton San Francisco Union Square, Foundation HUB 3:30pm – 4:00pm Optimize Your Email Marketing in Salesforce: Live Demo Build powerful email campaigns and marketing automation in Salesforce to support your non-profit mission. Join ExactTarget for a live demo of the ExactTarget Marketing Cloud for non-profits. Hilton San Francisco Union Square, Foundation Theater 4:00pm – 4:30pm Data, Scale, & Social Change: Powering Room to Read to Change the World How can a start-up non-profit organization open 6 times the number of libraries that Andrew Carnegie opened during his lifetime? How can a network of “average people in the technology sector” create social change on a jaw-dropping and awesome level? Join John Wood, Founder and Board Co-Chair of Room to Read, as he and salesforce.com Executive Vice Chairman Frank van Veenendaal discuss how salesforce.com has helped Room to Read (www.roomtoread.org) run itself like a business to become one of the most efficient and fastest-growing non-profits in the world. In 1999, at the age of thirty-five, John Wood (http://www.creatingroomtoread.com/meet-john-wood/) quit a lucrative career at Microsoft and set himself a bold and ambitious goal: to make sure that millions of children across the developing world would no longer be told they had “lost the lottery of life”, and would 12
  • 13. instead gain an education. As the organization began scaling rapidly to ten countries across Asia and Africa, salesforce.com helped the organization tackle the challenges of expansion while maintaining the integrity of its original vision. salesforce.com enables Room to Read to comprehensively track information across programs, business development, and field operations, and allows the organization to monitor each of its 15,000 active projects and efficiently manage data and programmatic enhancements while maintaining transparency and accountability to its donors. John and Frank will talk about the ways salesforce.com has helped Room to Read achieve maximum results, the role of corporate social responsibility in improving communities, the Salesforce.com Foundation’s integrated philanthropic approach, and Room to Read’s inspirational story of scale and success. Hilton San Francisco Union Square, Foundation Theater 4:00pm – 4:30pm Human Services Meet-Up Connect with users at other human services non-profit organizations in this informal meetup. Ask questions, swap best practices, and share advice on partners and apps. Hilton San Francisco Union Square, Foundation HUB 4:30pm – 5:00pm So You’re a Non-Profit Salesforce Admin, Now What?! Non-profit administrators face unique challenges when assigned the role of Salesforce administrator. Constrained resources, lack of training, competing priorities, and pressure to demonstrate impact can make life as a non-profit admin...interesting. In this session we’ll bring you real-world experience from non-profit admins that have been in your shoes and successfully come out the other side. Hilton San Francisco Union Square, Imperial B 4:45pm – 5:15pm Fifteen Things to Consider Before Your Next Data Migration Salesforce developers typically consider data migration to be a simple and mundane part of the job, however, as we learned in a recent project, this is a common misconception. Implications with bad data migrations can be huge. Imagine what happens if revenue numbers are incorrectly imported, if the record ownership gets set improperly, or tasks meant for the Sales VP get assigned to the new intern. Planning ahead can save your company time and trouble. Join us and get fifteen key takeaways for your next data migration. Moscone Center West, Community Theater 7:00pm - 11:00pm Dreamforce Gala Experience the high-octane energy of the Grammy Award winning band, Green Day, as they take the stage November 19. 80s hit maker, Blondie, is set to open. Performing in a home run setting- San Francisco’s amazing AT&T Park, you won’t want to miss it. AT&T Park 13
  • 14. WEDNESDAY, NOVEMBER 20 9:00am - 10:00am Answers Live # 1 – Non-Profit HUB Part 1 - When non-profit users and administrators have questions, they know that the Power of Us Hub is the place to get answers from the Salesforce non-profit community. Join us, bring your questions, and work through your greatest challenges at this live Q&A session with our all-star team of experts. By drawing on their 25+ years of non-profitfocused Salesforce experience, you will gain multiple perspectives on your most pressing issues, and everyone from new users to seasoned veterans is guaranteed to learn something new. Hilton San Francisco Union Square, Yosemite A / B 9:30am - 10:00am HomeKeeper: The Homeownership Program App Hear how NCB Capital Impact used their Salesforce.com Foundation Force-for-Change grant to transform the way affordable housing non-profits manage programs and measure impact. Learn what it takes to build a Salesforce App, aggregate data at the national level and support a network of affordable housing practitioners in an era of cloud computing, online communities, and big data. Hilton San Francisco Union Square, Foundation Theater 10:00am - 10:30am Evolution of the Non-Profit Starter Pack The Salesforce.com Foundation is working to evolve the Non-Profit Starter Pack into a fully featured fundraising application. Join Kevin Bromer, Director of Product Development with the Salesforce.com Foundation as he reviews the product roadmap and shows a brief demo. Hilton San Francisco Union Square, Foundation Theater 10:00am - 11:00am Grantmaking Transformed: How to Achieve Greater Impact Foundations and other grantmakers are catalysts for creating social impact. Learn how these organizations are streamlining their processes, analyzing their data in new ways and collaborating with staff and grantees to more effectively realize this potential. The session will showcase three customers of FoundationConnect, recipient of a 2012 Force-forChange grant from the Salesforce.com Foundation. Hilton San Francisco Union Square, Golden Gate 6/7/8 10:30am - 11:00am Just Add Story: Creating an Emotional Connection at Every Audience Touch Point Salesforce gives you the tools to sell, service, fundraise and market―the science of being a social enterprise company. How well are you emotionally inspiring people to act, support and spread your message―the magic of being a customer company? In this session, you’ll learn 4 strategies for story-based communications that empower your audience at every 14
  • 15. touch point. Storytelling has always been the most effective way to open minds, win hearts and change behaviors. Jonah Sachs is the Founder, CEO and chief storytelling of the creative agency Free Range Studios. He’s also author of the hit book, “Winning the Story Wars: Why those who tell―and live―the best stories will rule the future.” Join us and spark a breakthrough in your storytelling! Hilton San Francisco Union Square, Golden Gate 6/7/8 10:30am - 11:00am TaroWorks: Mobile Tools to Manage Your Field Operations TaroWorks, a product of the Grameen Foundation, was developed with support from the Salesforce.com Foundation Force-for-Change grants program. Building on over 10 years of experience working with poverty-focused organizations, Grameen has developed TaroWorks as a mobile data tool to manage your customers and field operations. Learn more about TaroWorks in this 30-minute session. Hilton San Francisco Union Square, Foundation Theater 10:30am - 11:25am The Small and Mighty Salesforce Organization Are you a small organization and want to get more out of Salesforce? Join us to hear stories from some of our small and innovative organizations who have transformed their mission through their use of Salesforce. Get inspired, and share your hopes and dreams of innovating for mission success no matter your size. Hilton San Francisco Union Square, Yosemite A / B 11:00am - 11:30am Arts & Culture Non-Profit Meet-Up Connect with users at other arts & culture non-profit organizations in this informal meet-up. Ask questions, swap best practices, and share advice on partners and apps. Hilton San Francisco Union Square, Foundation HUB 11:30am - 12:00pm Health Leads: Building a Community Health Leads envisions a healthcare system that addresses all patients’ basic resource needs as a standard part of quality care. Learn more about how Health Leads is using Salesforce Communities to manage clients, find nearby community resources, measure performance, and collaborate across its 1,000 advocates. This project was funded by the Salesforce.com Foundation's Force-for-Change grants program. Hilton San Francisco Union Square, Foundation Theater 11:30am - 12:30pm The Social Butterflies - Effectively Listening, Publishing and Engaging Many of us have dabbled in social engagement but how do you truly use social engagement to power your mission? Join us to learn how top organizations are using the Marketing cloud to be the belle of the social ball, and engage the people who matter most to their mission at scale. Hilton San Francisco Union Square, Plaza A 15
  • 16. 12:30am - 1:00pm FoundationConnect: Manage the Grantmaking Lifecycle FoundationConnect is a Salesforce App that provides all the tools needed to manage philanthropic giving, scholarship programs & similar application-based processes. Supported by a Force-for-Change grant from the Salesforce.com Foundation, join this session to learn more about this App and its evolution over the last year. Hilton San Francisco Union Square, Foundation Theater 1:00pm - 1:30pm Building Engagement Communities in Salesforce: Live Demo Create rich, vibrant communities where your constituents can connect, share and work together to take action and create change. Join Salesforce.com Foundation Sales Engineers for a live demo of Salesforce Communities. Hilton San Francisco Union Square, Foundation Theater 1:00pm - 1:30pm Organizational/Brand Story Telling Meet-Up Join Jonah Sachs author of StoryWars and Dreamforce presenter for a post session meet up to discuss go deeper on how to get better at telling a story that everyone will want to share. Hilton San Francisco Union Square, Foundation HUB 1:00pm - 2:00pm Impact Measurement - Case Studies in Discovering and Tracking What Matters Impact measurement is both a critical skill and difficult challenge for most non-profits. Join us as we welcome organizations who have thought deeply about what they measure, how to track it, and learn how they use impact measurement to inform how they guide their organization. Hilton San Francisco Union Square, Golden Gate 6/7/8 1:00pm - 2:00pm AppExchange Speed Dating: 20 Hot Apps You Might Fall in Love With Are you looking for that perfect set of apps to complete your organization? With so many to choose from, it can be hard to find the ones that will help you the most. Join us as we review 20+ AppExchange products that are higher education friendly and take you out on a very short coffee date with our favorites. Hilton San Francisco Union Square, Imperial B 1:00pm - 2:00pm Salesforce Magic for the Everyday Admin Want to learn some Salesforce magic? Join us to learn all about the stuff that *looks* hard, but is actually pretty easy to do, once you know the techniques. Images in a formula field on a list view, custom buttons that do fancy stuff, creating a custom Report Type, and other things that look hard, but just take a little bit of "magic!" Community-Led Session The Westin St. Francis San Francisco, Colonial Room 16
  • 17. 1:00pm - 2:00pm Managing Complex Member and Donor Relationships on Salesforce For years, non-profits have struggled to manage and track complicated constituent relationships. Managing members, donors, events and product sales frequently leads to data trapped in multiple environments and prevents an organization from seeing a true 360degree view of its constituents. Join 3 non-profits that are using Salesforce in a single integrated data architecture to solve these problems. Learn how these Salesforce customers are now able to gain deeper insights, and as a result, deliver more strategic constituent communication to help advance their missions. Hilton San Francisco Union Square, Golden Gate 3/4/5 2:00pm - 2:30pm Introduction to the Power of Us HUB Are you a non-profit or higher education user of Salesforce? If so, we'd love for you to join us in the Power of Us HUB - an online community where Salesforce.com Foundation customers can share, learn and collaborate. Join Alicia Schmidt, Director of Customer Communities with the Foundation to learn more about how you can get engaged in the HUB. Hilton San Francisco Union Square, Foundation Theater 2:30pm - 3:30pm Adopting Salesforce Across a National Chapter Organization Join the Forum of Regional Associations of Grantmakers to discuss its approach to rolling out Salesforce to its network of 24 independent member associations. Project leaders will share the lessons learned from gathering requirements, developing sustainable governance and cost-sharing models, selecting features for the common package, sharing responsibility for development, testing, deploying and now, collectively maintaining the solution. Hilton San Francisco Union Square, Yosemite A / B 2:30pm - 3:00pm Optimize your email marketing in Salesforce: Live Demo Build powerful email campaigns and marketing automation in Salesforce to support your non-profit mission. Join ExactTarget for a live demo of the ExactTarget Marketing Cloud for non-profits. Hilton San Francisco Union Square, Foundation Theater 2:30pm - 3:00pm The UN World Food Programme and Managing Donations that Feed the World Hunger is the world's greatest solvable problem. The United Nations World Food Programme feeds up to 100 Million individuals per year. Join us for an inspirational session on how the United Nations WFP uses Salesforce to manage their work in securing donations to alleviate world hunger. Hilton San Francisco Union Square, Foundation Theater 17
  • 18. 3:00pm - 4:00pm Clean Data is Happy Data Data hygiene is a very important, and often neglected, part of successfully using Salesforce. Join us as we cover high level strategy, what different stakeholders need to do, and at a detail level, how to work with fields, validation rules, workflow rules, and apps from AppExchange to keep your data clean! Community-Led Session San Francisco Marriott Marquis, Yerba Buena - Salons 4, 5, 6 3:00- 3:30pm Faith-based Non-Profit Meet-Up Connect with users at other faith-based non-profit organizations in this informal meet-up. Ask questions, swap best practices, and share advice on partners and apps. Hilton San Francisco Union Square, Foundation HUB 3:00- 3:30pm Fundraising with Salesforce: Live Demo Connect with users at other faith-based non-profit organizations in this informal meet-up. Ask questions, swap best practices, and share advice on partners and apps. Hilton San Francisco Union Square, Foundation Theater 4:00pm - 5:00pm Destination: Data Town - A (Fun) Path to Better Data Quality Hear how two business units at Teach For America are empowering their users to take ownership of data quality. In this session, Teach for America will engage in some real talk about their data quality issues and some creative solutions for empowering and engaging users. They will discuss how the Alumni Affairs and Growth, Development, and Partnerships (GDP) teams have de-powered the notion that this is "Someone Else’s Problem" that so often surrounds data quality issues. Jennifer Brandon, Senior Managing Director of Technology Strategy, Operations, and Innovation, will cover the Alumni team’s Operation Clean Sweep, a new instrument that has already yielded meaningful results. Bill Florio, Director of Data Quality, will talk about the GDP team’s Data Cup: a strategy that predates Salesforce at Teach For America and was adapted for TFA's implementation in 2012. The session will be moderated by Paul Chernick, Teach For America alumnus and Senior Managing Director of Business Analysis on TFA's IT team. Hilton San Francisco Union Square, Golden Gate 6/7/8 4:00pm - 4:50pm Innovation in Global Grantmaking - The Global Fund Join us as to learn about how this international funding organization has used Salesforce to manage funding at scale and to power their innovative New Funding Model in 3 countries in just 4 months. The Global Fund is a $7.27 billion fund that galvanizes support for the fight against AIDS, TB and malaria, working with partners to support the most effective prevention and treatment. Early 2013, The Global Fund launched its New Funding Model to promote more strategic investment and greater impact, with more flexibility on timing and 18
  • 19. more predictability on the level of funding available. The new funding model also marks a striking evolution in the way The Global Fund strikes partnerships. Hilton San Francisco Union Square, Imperial A 4:00pm - 5:00pm Volunteers for Salesforce: Office Hours Volunteers for Salesforce lets you manage your volunteer events and people. It manages volunteers, jobs, shifts, and hours, allowing you to track and report on all of the data as well as allow public signups via Sites pages on your website. Join VFS developer David Habib for an open office hours session where you can ask questions and get answers live and inperson. Volunteers for Salesforce is a free App that was developed in part with funding from the Salesforce.com Foundation's Force-for-Change grants program. Hilton San Francisco Union Square, Foundation Theater THURSDAY, NOVEMBER 21 8:30am - 9:30am Answers Live # 2 - Non-Profit HUB Part 2 - When non-profit users and administrators have questions, they know that the Power of Us Hub is the place to get answers from the Salesforce non-profit community. Join us, bring your questions, and work through your greatest challenges at this live Q&A session with our all-star team of experts. By drawing on their 25+ years of non-profitfocused Salesforce experience, you will gain multiple perspectives on your most pressing issues, and everyone from new users to seasoned veterans is guaranteed to learn something new. The Westin St. Francis San Francisco, California West 8:30am - 9:30am Marketing Cloud: How To Manage Your Brand's Social Media Marketing Join us for an introduction and overview of how you can manage your brand's social marketing programs via the Marketing Cloud. This session will demo the Marketing Cloud's social publishing, engagement, workflow, and analytics features. The Westin St. Francis San Francisco, Colonial Room 9:00am - 10:00am 5 Lessons Learned from Building a Community: Launching the Power of Us Hub The Salesforce.com Foundation recently launched a Salesforce Community, the Power of Us HUB, to transform the way that our community engages with us and with each other. But, building a healthy community is about more than “flipping the switch”. Join this session to hear 5 key lessons learned from the team that launched the HUB and contribute to the discussion about making the HUB a great resource for this community. Hilton San Francisco Union Square, Golden Gate 3/4/5 19
  • 20. 9:00am - 10:00am Goin Pro Bono Join us to prepare for successful non-profit Salesforce projects by learning to be a thoughtful and effective, skills-based volunteer. You'll hear common risks and learn winning tips to lead a successful pro-bono engagement. Hilton San Francisco Union Square, Golden Gate 6/7/8 10:30am - 11:30am Building Healthy Communities At their best, communities are places where we make connections, share knowledge, stories, and support, learn, and become something greater than we were. They are places where problems big and small are tackled by groups of people working towards a common goal. Join us to learn more about how Salesforce Communities can help you better engage with your supporters, and how Health Leads is using Communities to enable patients with appropriate information to collaborate on resource discovery and client issues. We will also discuss best practices for building a thriving healthy community. Hilton San Francisco Union Square, Golden Gate 6/7/8 10:30am - 11:30am Transformative Data Collection Using Mobile and Salesforce Got Mobile and Salesforce? Thinking about it? In this session participants will learn how they can apply best practices when automating a complex process and the pitfalls to avoid when implementing a mobile app that integrates with Salesforce. This session will show how City of Hope has used Salesforce and mobilization to revolutionize the data collection process for medical research. These incredible results can encourage other organizations with complex data collection needs to adopt innovative technologies to improve data management. This session will highlight City of Hope’s vision - from the decision to implement Salesforce to mobilizing their team - and how they overcame the challenges they faced while applying the Salesforce system in a medical research study. We will also focus on their strategic vision for the future and how Salesforce and mobility will be used to further streamline their visionary research programs. Hilton San Francisco Union Square, Golden Gate 3/4/5 11:00am - 11:30am Lean In Meet-Up Inspired by Sheryl Sandberg? Meet other non-profit attendees who might be interested in starting a Lean In Circles in a non-profit organization. Lean-In staff will be on hand to provide some additional guidance. Hilton San Francisco Union Square, Foundation HUB 20
  • 21. THE CLOUD EXPO Come see the Salesforce.com Foundation at the Cloud Expo in Moscone Center North and learn more about how we use the 1:1:1 model to bring about positive change in the world. You can explore salesforce.com partners and how they are developing solutions to further enhance the power of Salesforce. Also, don’t miss the Customer Company Showcase at Moscone West, where you can see how organizations across all industries are using Salesforce to become Customer Companies. THE FOUNDATION AT MOSCONE CENTER NORTH Monday 12:00pm – 8:00pm Tuesday 12:00pm – 6:00pm Wednesday 9:00am – 5:00pm Thursday 9:00am – 2:00pm 21
  • 22. DREAMFORCE ACTIVITIES VOLUNTEERING AT DREAMFORCE Looking for a way to give back at Dreamforce? Wednesday is Foundation Day on the Plaza. Stop by to find out how you can leave your mark on Dreamforce and engage with our nonprofit community to do some good for those in need. TAKE THE PRO BONO PLEDGE Dreamforce attendees can sign up to offer pro bono support for non-profits using Salesforce. DROP IN TO OUR FOUNDATION PARTNER PARTIES Looking for something to do in the evening after all the official Dreamforce activities are over? Our partner community has you covered! Stop by the Foundation Partner Expo to find out about the various parties going on and how you can extend your Dreamforce experience into the evening, network with other participants and have a little fun while you’re at it. Check with our partners for more details. 22
  • 23. ROCK OUT TO GREEN DAY AT THE CONCERT FOR KIDS This year we will continue the tradition of integrated philanthropy at Dreamforce, supporting the UCSF Benioff Children’s Hospital and the Children’s Hospital of Oakland. In conjunction with the Green Day and Blondie Dreamforce Gala performance, the benefit will be hosted on the Club Level at AT&T Park with special seating and events. Following the performance, the benefit will continue on the Club Level with an after-party hosted by internationally known artist MC Hammer. Visit http://www.theconcertforkids.com for more information. 23
  • 26. ADDITIONAL DREAMFORCE RESOURCES BADGE PICK UP Badges can be picked up at Moscone North, Moscone West, Marriott and Hilton Union Square Sunday, November 17, 2pm – 6pm Monday, November 18, 7am – 8pm Tuesday, November 19, 7am – 7pm Wednesday, November 20, 7:30am – 6pm Thursday, November 21, 7:30am – 3pm STILL HAVE QUESTIONS? For more information, please contact Dreamforce Registration and Housing: U.S./Canada: +1-866-855-3818 International: +1-650-226-0793 Registration: registration@dreamforceSF.com Housing: housing@dreamforceSF.com For questions about all things Foundation, email us at dreamforce@salesforcefoundation.org 26