Customize the Platform to Engage Students and Staff:
The Salesforce platform has many strengths, including its flexibility. However, in reality, to use it as an environment that engages students and staff, some customization is needed. Learn how UC Hastings used third party tools and development environments to take advantage of the solid schema developed to produce informative, timely, and, most importantly, attractive pages that are designed to foster a lively community.
Architecting the Force.com Platform at Yale: A Multi-Org Challenge:
Discover how Yale Information Technology Services is learning from past experiences and planning for future growth on the force.com platform in a decentralized, multi-org environment. Hear about completed and current projects, efforts around defining a standard architecture and roadmap, and get a glimpse into what the future holds for force.com at Yale.
A Focus on Salesforce1 Platform: Customizing and Multi-org Architecture
1. A Focus on Salesforce1 Platform: Customizing
and Multi-org Architecture
2. Jake Hornsby
CIO, UC Hastings
Cell: 415 518 5396
Email: hornsbyj@uchastings.edu
Customize the Platform to Engage Students and Staff
3. Customizing Salesforce for Education
â˘âŻCurrent project vision
â˘âŻSolutions
â˘âŻClicks vs. code
â˘âŻChallenges
â˘âŻEmployee onboarding
â˘âŻPortal
â˘âŻThings to think about
First Last Name
Title
4. Vision: Kaleidoscope
â˘âŻVision:
âto create a positive experience for students when conducting their
business transactions and reduce the effort spent on processing non-
value added transactions and to provide tools for collaboration and
communication, thus unifying the community in support of the studentâ
6. â˘âŻClicksâNot Code
ââŻRequires commitment to changing
business processes
ââŻReduces on-going development/
maintenance
ââŻROI can be much higher using
native development
â˘âŻCustom Development
ââŻFull control over workflows, logic,
etc.
ââŻPossibly faster in some cases
ââŻEasy to apply branding
The Decision Point
But can we do something in between?
7. â˘âŻNeed
ââŻVisibility of arrivals/exits
ââŻIdentity management
ââŻReduce administrative burden
ââŻEnforce initial requirements
â˘âŻTraining/development
â˘âŻEvaluations
â˘âŻLogistics (e.g. facilities/IT/etc.
â˘âŻChallenges
ââŻComplicated workflow
ââŻNumerous employee types
ââŻLack of existing process
ââŻCulture
ââŻData
Challenge Case #1: Employee Onboarding
16. Final word: Things to consider
â˘âŻTop Level
ââŻSkillsets
ââŻStandard vs. Custom
ââŻForce.com/sites,
Site.com, Drupal or ?
â˘âŻWorkflows/Actions
ââŻFlows, triggers, etc.
on objects
ââŻVisualforce
ââŻExternal API
â˘âŻCommunities vs.
Internal
ââŻWho lives where?
ââŻChatter
ââŻAccess to objects
ââŻLicensing
21. â˘âŻ 2009 - 2010
â⯠Organic use and growth
â⯠Primarily stand-alone CRMs
â˘âŻ 2014
â⯠Nearly 500 licensed users
â⯠16+ applications
â˘âŻ CRM
â˘âŻ Service Cloud
â˘âŻ Chatter collaboration
â˘âŻ Custom Force.com apps
The Growth of Force.com at Yale
Evolving from point applications to enterprise solutions
22. Scare Factor: Force.com Orgs on Campus
Photos/Characters Courtesy of the Disney/Pixar Film Monsterâs Inc.
23. ITS Managed
Current Force.com Org Landscape
HR ITS
OIA
YSS
AYA
YUP
YCEI
SOM2
AORTI
C
YCA
OSA
WHIFF
LAW
SOM1
UPRES
S
MTL
24. Success with Clicks: HR Service Cloud
â˘âŻ Products:
â⯠Service Cloud / 8X8 VCC / Qualtrics
â˘âŻ Project highlights:
â⯠3 months planning to launch
â⯠Implementation team of 6-8 ITS / 2-4 HR
â⯠165 licensed users
â⯠Reach: University-wide
25. Success with Code: Yale College Reunions
â˘âŻ Product:
â⯠Force.com
â˘âŻ Project Highlights:
â⯠9 months planning to launch
â⯠Implementation team of 1 ITS / 6
AYA / vendor
â⯠30 licensed users
â⯠Reach: alumni and reunion staff
26. Successful âFailureâ: Academic Hub POC
â˘âŻ Products:
â⯠Service Cloud / Salesforce
Communities (pilot)
â˘âŻ Project highlights:
â⯠3 months to prove concept
â⯠POC team of 8 ITS / Vendor
â⯠Target audience: students, faculty
and academic admin staff
27. Evolving from Point Apps to Enterprise Solutions
â˘âŻ Bluewolf Best Practices
Engagement
â⯠Set up a COE
â⯠Standardize release processes
â⯠Establish support models
28. Three Flavors of Support
Centralized
â˘âŻ Centralized admin,
support and
development
â˘âŻ Standard method of
change and release
management
Hybrid
â˘âŻ Shared control of
admin, support and
development
â˘âŻ Optional central
change and release
management
Decentralized
â˘âŻ Local admin, support
and development
â˘âŻ Local change and
release
management
â˘âŻ COE can offer best
practices
29. Force.com Projects on the Horizon
â˘âŻ Continued support model rollout
â˘âŻ Force.com Yale community of
practice
â˘âŻ Alumni gap applications
â˘âŻ Workday gap applications
â˘âŻ Replatform legacy apps
â˘âŻ Org consolidation / domain
centers
30. Future Force.com Org Landscape
The idea of hubs or domain centers
Admin DC Academic/Alumni DC
Finance DC
Independents
HR
Main
Org
AYA/
ODD
YCA
LAW
SOM
Main
Org
AORTI
C
OS
A
Main
Org
31. Scare Factor: Apps Supported by ITS
Photos/Characters Courtesy of the Disney/Pixar Film Monsterâs Inc.