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Corey Snow
CRM Strategist | Solution Architect | Salesforce MVP
Salesforce.org Higher Ed Advisory Council☁
Harvard University IT CRM Practice
Strategy and Service Management
@corey_snow
Power to the
HARVARD
People Data
Harvard University IT CRM Team
Guiding Principles
• Deliver unique and compelling value to our Campus Customers
• Be the connective tissue for all things Salesforce at Harvard
• Solve problems our customers do not know they have
Primary Business Challenge– Extreme Federation!
ETOB!
“It is our rule here for every tub to stand on its own bottom”
-John Thornton Kirkland – President, Harvard University 1810 – 1828
Independent Business Units =
Independent Investments in Technology =
A wealth of disparate and disconnected systems
“
Microservices
Salesforce Needs
Person Data
Service API
Integration App
Pass along
updated
data
Get updated
data
Salesforce Needs
Person Data Update Service
Person Data
Service API
Integration App
Get people
who are
updated
Pass along
their data
Source Pipeline Targets
Source Pipeline Targets
University Data Services Project Team!
Recap; Top 3 Reasons why HEDA is an Amazing Invention!
#1 Distributable: HEDA provides a common distributable data architecture
#2 Contextual: The HEDA Account model with Affiliations accurately conveys the 360
degree meaning of the source data into the CRM
#3 Extensible: Supports a mix of tenants with both B2C and B2B use cases on the
same instance (fewer Orgs!)
HUDA!
Privacy
Security Levels
Public - World Viewable
Harvard - Viewable to anyone at Harvard
Administrative - Viewable to “admins” at Harvard
Restricted - Viewable to special people we love and trust the most
Distributed
Information
Security
HUDA Phase Next!
Course
Catalogs
Place and
Geospatial Data
Population
Subsets
Distributed
Information
Security
Packaging,
Distribution
& Sustaining
Model
Lessons Learned
Investing in the greater good takes courage
Reusable framework = concerned data stewards
The perfect is the enemy
of the good
Basic Layout - 3 Column
First level text is set at twenty
point Salesforce Sans and
does not have a bullet
• Second level is eighteen point
Salesforce Sans
First level text is set at twenty
point Salesforce Sans and
does not have a bullet
• Second level is eighteen point
Salesforce Sans
First level text is set at twenty
point Salesforce Sans and
does not have a bullet
• Second level is eighteen point
Salesforce Sans
First level text is set at twenty
point Salesforce Sans and
does not have a bullet
• Second level is eighteen point
Salesforce Sans
First level text is set at twenty
point Salesforce Sans and
does not have a bullet
• Second level is eighteen point
Salesforce Sans
First level text is set at twenty
point Salesforce Sans and
does not have a bullet
• Second level is eighteen point
Salesforce Sans
Subtitle placeholder
Basic Layout - 2 Column
First level text is set at twenty point Salesforce
Sans and does not have a bullet
• Second level is eighteen point Salesforce Sans
First level text is set at twenty point Salesforce
Sans and does not have a bullet
• Second level is eighteen point Salesforce Sans
First level text is set at twenty point Salesforce
Sans and does not have a bullet
• Second level is eighteen point Salesforce Sans
First level text is set at twenty point Salesforce
Sans and does not have a bullet
• Second level is eighteen point Salesforce Sans
Subtitle placeholder
Basic Layout – Cherry Blossom Footer Left
First level text is set at twenty point Salesforce Sans and does not have a bullet
• Second level is eighteen point Salesforce Sans
First level text is set at twenty point Salesforce Sans and does not have a bullet
• Second level is eighteen point Salesforce Sans
Subtitle placeholder
Basic Layout – Cherry Blossom Footer Right
First level text is set at twenty point Salesforce Sans and does not have a bullet
• Second level is eighteen point Salesforce Sans
First level text is set at twenty point Salesforce Sans and does not have a bullet
• Second level is eighteen point Salesforce Sans
Subtitle placeholder
Landscape Layout 1
First level text is set at twenty point Salesforce Sans and does not have a bullet
• Second level is eighteen point Salesforce Sans
First level text is set at twenty point Salesforce Sans and does not have a bullet
• Second level is eighteen point Salesforce Sans
Subtitle placeholder
Landscape Layout 1
First level text is set at twenty point Salesforce Sans and does not have a bullet
• Second level is eighteen point Salesforce Sans
First level text is set at twenty point Salesforce Sans and does not have a bullet
• Second level is eighteen point Salesforce Sans
Subtitle placeholder
Landscape Layout 2
First level text is set at twenty point Salesforce Sans and does not have a bullet
• Second level is eighteen point Salesforce Sans
First level text is set at twenty point Salesforce Sans and does not have a bullet
• Second level is eighteen point Salesforce Sans
Subtitle placeholder
First level text is set at
twenty point Salesforce Sans
and does not have a bullet
• Second level is eighteen point
Salesforce Sans
Third Split Layout - Left
First level text is set at twenty point Salesforce Sans and does
not have a bullet
• Second level is eighteen point Salesforce Sans
First level text is set at twenty point Salesforce Sans and does
not have a bullet
• Second level is eighteen point Salesforce Sans
Subtitle placeholder
First level text is set at
twenty point Salesforce
Sans and does not have a
bullet
• Second level is eighteen point
Salesforce Sans
Third Split Layout - Right
First level text is set at twenty point Salesforce Sans and does
not have a bullet
• Second level is eighteen point Salesforce Sans
First level text is set at twenty point Salesforce Sans and does
not have a bullet
• Second level is eighteen point Salesforce Sans
Subtitle placeholder
Subtitle placeholder
Segue
Chapter Slide 1
Chapter Slide 2
Chapter Slide 3
“
Graphic Assets
This is a small selection of creative assets.
For the complete PPT Graphic Resources Kit which
includes charts, how-tos, additional icons and photos of
devices and people cutout click here.
Badges and Banners
Text here
#
Text here
#
Text here
#
Text here
#
Text here
#
Text here
#
Editable In PowerPoint Badges
Sale
s
Service Marketing Community
Commerce App/IoT
Text here
#
Anallytics
Official Characters: Astro
Astro
Poses
Astro On The
Trail/On the Go
Trailhead
Astro & Misc.
Use Characters Sparingly
Official Characters: Astro
Astro On
The Job
Astro
Shopping
Astro As
Yeti
Official Characters: Codey and Einstein
Salesforce brand characters
Codey the
Bear
Einstein
Official Characters: Appy, Earnie, Cloudy, Cody & SaaSy
Salesforce brand characters
Cloudy
SaaSy Groups
HootieAppy
Earnie the
Badger
These icons play a big part in
keeping things playful.
We’ve begun to use more line art in
our design for contrast against the
cartoon artwork direction.
If you choose line art, suggest being
consistent throughout your deck.
We’ve created a library on the
following page for most other use
cases.
These have been created to allow
you to change colors etc. directly in
PowerPoint
Iconography
Trailhead Line Art Icons
Healthcare
Rewards
Money &
Finance
Organization
Iconography
Extended Line Art Icon Library (Editable)
Essential
Elements
Socia
l
Additional
Industries
Sport
s
Transportation
GUI
Elements
Maps &
Navigation
Design &
Drawing
Productivity
Network &
Servers
Computers
& Tech
Marketing
Retail
Securit
y
iPadAir Vertical 2
iPhone7
iPadAir Horizontal 2
Galaxy 7
Tablets, Phones and Watches
Devices are to scale in relationship to one another, use this slide as a reference
Apple
Watch
Computers
Macbook Pro Retina Display
(Browser bar is removable)
Thunderbolt Monitor for Desktop
(Browser bar is removable)
Dell Laptop
Dell Monitor
Power to the
HARVARD
People Data
Presenter Name, Title of Presenter

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Power to the People Data!

  • 1. Corey Snow CRM Strategist | Solution Architect | Salesforce MVP Salesforce.org Higher Ed Advisory Council☁ Harvard University IT CRM Practice Strategy and Service Management @corey_snow Power to the HARVARD People Data
  • 2. Harvard University IT CRM Team Guiding Principles • Deliver unique and compelling value to our Campus Customers • Be the connective tissue for all things Salesforce at Harvard • Solve problems our customers do not know they have
  • 3. Primary Business Challenge– Extreme Federation! ETOB! “It is our rule here for every tub to stand on its own bottom” -John Thornton Kirkland – President, Harvard University 1810 – 1828 Independent Business Units = Independent Investments in Technology = A wealth of disparate and disconnected systems
  • 4.
  • 5.
  • 6.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 15. Salesforce Needs Person Data Service API Integration App Pass along updated data Get updated data
  • 16. Salesforce Needs Person Data Update Service Person Data Service API Integration App Get people who are updated Pass along their data
  • 17.
  • 19. Source Pipeline Targets University Data Services Project Team!
  • 20.
  • 21. Recap; Top 3 Reasons why HEDA is an Amazing Invention! #1 Distributable: HEDA provides a common distributable data architecture #2 Contextual: The HEDA Account model with Affiliations accurately conveys the 360 degree meaning of the source data into the CRM #3 Extensible: Supports a mix of tenants with both B2C and B2B use cases on the same instance (fewer Orgs!)
  • 22.
  • 23.
  • 24. HUDA!
  • 25. Privacy Security Levels Public - World Viewable Harvard - Viewable to anyone at Harvard Administrative - Viewable to “admins” at Harvard Restricted - Viewable to special people we love and trust the most Distributed Information Security
  • 26. HUDA Phase Next! Course Catalogs Place and Geospatial Data Population Subsets Distributed Information Security Packaging, Distribution & Sustaining Model
  • 27. Lessons Learned Investing in the greater good takes courage Reusable framework = concerned data stewards The perfect is the enemy of the good
  • 28.
  • 29.
  • 30.
  • 31.
  • 32. Basic Layout - 3 Column First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans Subtitle placeholder
  • 33. Basic Layout - 2 Column First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans Subtitle placeholder
  • 34. Basic Layout – Cherry Blossom Footer Left First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans Subtitle placeholder
  • 35. Basic Layout – Cherry Blossom Footer Right First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans Subtitle placeholder
  • 36. Landscape Layout 1 First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans Subtitle placeholder
  • 37. Landscape Layout 1 First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans Subtitle placeholder
  • 38. Landscape Layout 2 First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans Subtitle placeholder
  • 39. First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans Third Split Layout - Left First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans Subtitle placeholder
  • 40. First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans Third Split Layout - Right First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans Subtitle placeholder
  • 45.
  • 47.
  • 48. Graphic Assets This is a small selection of creative assets. For the complete PPT Graphic Resources Kit which includes charts, how-tos, additional icons and photos of devices and people cutout click here.
  • 49. Badges and Banners Text here # Text here # Text here # Text here # Text here # Text here # Editable In PowerPoint Badges Sale s Service Marketing Community Commerce App/IoT Text here # Anallytics
  • 50. Official Characters: Astro Astro Poses Astro On The Trail/On the Go Trailhead Astro & Misc. Use Characters Sparingly
  • 51. Official Characters: Astro Astro On The Job Astro Shopping Astro As Yeti
  • 52. Official Characters: Codey and Einstein Salesforce brand characters Codey the Bear Einstein
  • 53. Official Characters: Appy, Earnie, Cloudy, Cody & SaaSy Salesforce brand characters Cloudy SaaSy Groups HootieAppy Earnie the Badger
  • 54. These icons play a big part in keeping things playful. We’ve begun to use more line art in our design for contrast against the cartoon artwork direction. If you choose line art, suggest being consistent throughout your deck. We’ve created a library on the following page for most other use cases. These have been created to allow you to change colors etc. directly in PowerPoint Iconography Trailhead Line Art Icons
  • 55. Healthcare Rewards Money & Finance Organization Iconography Extended Line Art Icon Library (Editable) Essential Elements Socia l Additional Industries Sport s Transportation GUI Elements Maps & Navigation Design & Drawing Productivity Network & Servers Computers & Tech Marketing Retail Securit y
  • 56. iPadAir Vertical 2 iPhone7 iPadAir Horizontal 2 Galaxy 7 Tablets, Phones and Watches Devices are to scale in relationship to one another, use this slide as a reference Apple Watch
  • 57. Computers Macbook Pro Retina Display (Browser bar is removable) Thunderbolt Monitor for Desktop (Browser bar is removable) Dell Laptop Dell Monitor
  • 58. Power to the HARVARD People Data Presenter Name, Title of Presenter