Enable the User Experience with Data

Enable the User Experience with Data Discover best practices to import clean data, create valuable reports and validate the

solution with your business users

Presented by:

Your Getting Started with Salesforce Community Team

We will be starting a minute or two after

the hour to allow for people still joining

First, some logistics Questions, answers, and staying in touch.

How do you ask a question?

Will this be recorded?

Where can you get the

presentation?

Where can you go to get

more information?

Forward-looking statements

Statement under the Private Securities Litigation Reform Act of 1995:

This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Your Getting Started journey

Discover best practices to enable the user experience with data including:

• Understanding key considerations when importing and managing your data

• Developing valuable reports and dashboards

• Validating Salesforce effectively with your users

Obtain tips to prepare, import, and manage your data

What is the complexity of the data

you are importing into salesforce?

Poll

Getting Started Series: On demand videos

Getting Started

Key Considerations When Importing and Managing Your Data

Importing your data: Overview

List your data sources and the names of the fields in which data is stored

Analyze and identify any potential problems with your data

Resolve issues and cleanse the data prior to import into salesforce

Data Import Video Series

Outlook

ACT

Legacy CRM

Gmail

Excel

Export File

Preparing your data for import

Import data in phases based upon what needs to be ready on your Go Live date.

1 Import Accounts

and Contacts

2 Import Open

Leads, Opportunities

and Cases

3 Import closed

records needed for reporting

purposes

4 Archive data

which will not be imported

Test! Test! Test!

Data Import Video Series

Examine your import Examine your data prior to import and correct errors

Data Import Video Series

Prepare for Import and Data Import Tools

Prepare your import file Prepare your files to facilitate the import process.

Checklist:

1. Use Salesforce field names

2. Include the record owner ID

3. Populate required fields

4. Use valid picklist values

5. Include an import batch field

6. Add Created By and Created Date fields

7. Include legacy system data ID

‘Deciding On A Method For Importing Data’ Article

Prepare Salesforce for the import

Checklist:

1. Identify required fields

2. Create custom fields

3. Add valid picklist values

4. Add a field for legacy system data ID

5. Open Created By and Created Date fields

6. Use formula fields when possible

Prepare your files to migrate from your source files

‘Deciding On A Method For Importing Data’ Article

Use the Data Import Wizard when:

• You are loading fewer than 50,000 records

• The object you need to import is supported

by the Data Import Wizard

• You want to prevent duplicates for Accounts,

Contacts, Leads

Data Import Video Series

Data Import Wizard

Data Loader

Use Data Loader* when:

• You need to import 50,000 to 5,000,000

records

• You need to load into an object that is not

supported by the import wizards

• You want to schedule regular data loads

• You want to export your data for backup

purposes

*Available for Enterprise, Unlimited, Developer, and Database.com

Editions. Can be provisioned temporarily for Professional Edition

for initial data import.

Data Import Video Series

‘Deciding On A Method For Importing Data’ Article

Getting Started Workbook

Identify Data and Prepare Your Data for Import

Key Considerations Actions Resources

Data Analysis

What data is appropriate to

migrate to Salesforce? What

are the sources of my data?

Determine the data for import and its source.

(Consider objects that are relevant and clean

as well as the length of time you want to cover.)

Best Practice:

Manage Data Effectively

See Import Data

Data Preparation

How clean is my data? Are there

duplicate names, companies,

and so on that I need to merge?

To create your data import template, export field

name columns from Salesforce. (There’s no need

to change column headers if you’re using ACT,

Outlook, GoldMine, or Palm Desktop.)

Include the record owner ID.

Populate required fields.

Use valid picklist values (such as Not Started, In

Review, and Complete).

Best Practice:

Manage Data Effectively

See Import Data

Help Articles:

• Preparing Your Data for Import

• Create Export Files for Import Wizards

• How do I use an External ID to import related records?

Getting Started Workbook

Clean your data

Import using the Data Import Wizard

Data Import Wizard demo

Enforce data quality through

Salesforce configuration:

Establish required fields

Create default picklist values

Use data validation rules

Create a data management

strategy:

Train your users to input quality data

Use naming conventions

Use address conventions

Prevent duplicates

2 1

Best Practices: Good data management

‘Validation Rules’ Article

Install the Data Quality dashboards Monitor data quality with dashboards

Salesforce Data Quality Dashboards from the AppExchange

Data Archive:

• Data you will not migrate

• Storage plan for import files

• Data you will archive in Salesforce

Data Back Up:

• Weekly Data Export Service Included

with Enterprise Edition and above

• Export data using Salesforce Reports

• Data back up options available on

the AppExchange

Best Practice: Archive and back up

‘Exporting Backup Data’ Article

Special edition demo

Available in:

• Professional

• Enterprise

• Performance

• Unlimited

• Developer Editions

Duplicate management is available for Accounts,

Contacts, Leads, and custom objects.

Duplicate Management

Developing Valuable Reports and Dashboards

Better Insights Actionable Data Better Decisions

Reporting as a monitoring and decision making tool

Standard Reports:

• Out-of-the-box reports

• Stored in standard folders

• Can be customized

• Cannot be deleted from the standard

report folders

Custom Reports:

• Can be built from scratch

• Can be created from standard reports

• Must be saved in a custom, personal,

or unfiled folder

• Can be overwritten or deleted

Reports are lists or summaries that allow you to aggregate and analyze your data in different ways.

Use prebuilt reports

Analyze Data using Reports and Dashboards Journey

Use prebuilt dashboards

Prebuilt, best practice Reports and Dashboards

Completely customizable

Dashboards for Executives, Managers, Reps

Example dashboards include:

• Sales

• Marketing

• Service Rule of Thumb: In general, if you can see the data, you can report on it.

Salesforce CRM Dashboards from the AppExchange

Best practices for analytics development

Make the data relevant to the audience: Think about the audience for the dashboard or report.

Group data logically, use space wisely: A well-designed dashboard or report will ensure that data is displayed in logical groups. Present only the most important data.

Worksheet: Decide what reports you need

Reports that Match My Business Goals

My Prioritized Business Goals Standard Reports to Measure My Goals

Identify top performers

Better visibility into pipeline

Increased closed rates

Relevant reports for top management

Get credit for work

Sales by Rep

Opportunity Pipeline

Closed Opportunities

Closed Opportunities, Opportunity Sources, Opportunity Stage Duration, Quarterly Forecast Summary, Opportunity Pipeline Trend

Sales by Rep, Quota vs. Actual

Know why key deals are lost

Easy access to collateral

Accomplish administrative tasks more easily

Stuck opportunities

n/a

n/a

Getting Started Workbook

Recap What you learned:

Key considerations when importing and managing your data

How reporting is a monitoring and decision making tool

Where to access prebuilt reports and dashboards

Next steps What you should do next

Download Getting Started Workbook

Import your data

Enforce good data through required fields, validation

rules, and formulas

Ask questions in Success – Getting Started

Continue with the Getting Started Series to learn how to

engage and motivate your users

Resource links

Getting Started AppExchange Help & Training

Resources Videos

Trailhead

Modules

Success Journey Hub

Getting Started

Workbook

Analyze Data using

Reports and

Dashboards Journey

Salesforce Data

Quality Dashboards

Salesforce CRM

Dashboards

Preparing Your Data

for Import

Deciding on A Method

for Importing Data

Exporting

Backup Data

Validation Rules

Example Validation

Rules

Reports and

Dashboards

Quickstart

Data Import Video

Series

Data Management

Lightning Reports

and Dashboards

Success – Getting Started: A user’s guide

1. Click to join.

2. Update your email settings – we recommend at least a weekly digest.

3. Access resources to help you get started.

4. Download files.

5. Post your questions and comments and start collaborating!

6. Don’t forget you can search the feed!

4

2

3

1

5

6

We are here to help

Office hours (US)

Fridays, 9 a.m. (Pacific)

Have you attended or viewed one of our webinars? Do you have a question to ask?

Do you want to listen in on questions from customers?

Ask Salesforce Anything (APAC)

Wednesday, 2 p.m. (AEDT)

(Feel free to post questions directly on our Chatter page)

Q & A

Feel free to post questions

directly on our Chatter page.

Next Up: Deploy and Empower Your End Users Engage with your users and take action to achieve your goals