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TitleCreatorModified
Search and List ViewsDeborah L DegezelleDec 06, 2018
Accounts, Contacts, Definitions and PasswordsDeborah L DegezelleSep 21, 2018
Opportunities: Member and Subscriber BillingDeborah L DegezelleSep 21, 2018
Committees, Teams, and AttendanceDeborah L DegezelleSep 21, 2018
Reports and DashboardsDeborah L DegezelleSep 21, 2018
Introduction to SalesforceDeborah L DegezelleSep 21, 2018
Salesforce1Deborah L DegezelleSep 21, 2018
Duplicate recordsDeborah L DegezelleAug 17, 2018

Space Index

Total number of pages: 41

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Page: Accounts and Contacts
How does this project fit with the strategy? Add a link to your strategy page Team Project owner: ia3429 Use the 'user profile' macro Team members: esc552 debdally Link to your team's space Status / / Problem space Why are we doing this? Problem statemen
Page: Accounts, Contacts, Definitions and Passwords
Accounts, Contacts, and Passwords This presentation covers basics on how to manage accounts and contacts and login passwords. CII will use Kentico to manage passwords for the website, including the Knowledge Base and the Groups collaborative workspace. Ch
Page: All-staff Salesforce Kickoff - Ohana Party
Email_Trailhead-Header_Opt-3_650x177px.png You are invited to a party to celebrate the kickoff of Salesforce at CII. No laptops needed this time. Get ready to have a good time and learn. A Hawaiian lunch will be served. September 24, 2018 from 12:30am to

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Page: CII Salesforce Training
Curriculum Developer / Instructor – Deborah Training Coordinator – Hong Incentive Program Coordinator – Eva Staff Feedback Coordinator – Pam Salesforce training for CII will come in a variety of ways. There will be courses held at CII that are customized
Home page: CII Systems
Salesforce Modernization This is the home page for CII's Salesforce rollout. Nov_launch_system.JPG Browse by topic This wiki will provide links to documentation and training materials for CII's systems. This wiki will be for use by CII staff. Frequently a
Page: Classroom Training Schedule
Email_Trailhead-Header_Opt-3_650x177px.png Classroom sessions will be held on selected subjects. All-staff Salesforce Kickoff - Ohana Party September 24, 2018 from 12:30am to 3pm Alamo Room A Hawaiian lunch will be served. Check out the Agenda for more
Page: Committees, Teams, and Attendance
Committees and teams are key to CII's success. In Salesforce, we've paired committee membership management with attendance. This will provide an easy-to-manage group participation portal for Associate Directors and staff alike. Groups and Attendance Track
Page: Committees, Teams, CBAs + Attendance
How does this project fit with the strategy? Add a link to your strategy page Team Project owner: smq57 Use the 'user profile' macro Team members: debdally burnsme bpm665 Link to your team's space Status / / Problem space Why are we doing this? Problem st
Page: Cvent
Add more content to complete your Multi-Page Journey Professional Development Mulesoft Kentico Performance Assessment Cvent Tableau

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Page: Deployment Plan
High-level plan for 2018 Project Deployment August LearnUpon Warn staff and users of Auth switch and how to set user's profiles in future September Auth Switch in Kentico Cookies across subdomains - PA www, groups, www2 Member billing, subscriptions - Acc
Page: Duplicate records
We should avoid creating duplicate records. It isn't just a headache for staff, it also results in poor customer experience with CII. For example, a person could end up with 2 profiles, one that gives access to her committee's Groups page and the other t

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Page: Events and Marketing
How does this project fit with the strategy? Add a link to your strategy page Team Project owner: burnsme Use the 'user profile' macro Team members: smq57 nuria21 Link to your team's space Status / / Problem space Why are we doing this? Problem statement

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Page: How-to articles
Search Browse by topic

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Page: Integration Details
The Div macro wraps content in a div tag with optional class and styles. This allows us to use macros such as the Style macro below. Multi-Page Journey Chronicling CII System Integrations Introduction Integrations are key to the success of the Salesforce
Page: Integrations
Salesforce Rollout at CII We're live! https://cii-today.my.salesforce.com/ https://cii-today.my.salesforce.com/ 2018_Roadmapt.png Browse by topic This wiki will provide links to documentation and training materials for CII's systems. This wiki will be fo
Page: Introduction to Salesforce
Learn how to navigate, search, and get help in Salesforce Lightning What is a CRM? - 2 minutes 20 sec Learn about a CRM and how Salesforce can help you grow your business. https://youtu.be/KW5lO34uOsM https://youtu.be/KW5lO34uOsM Lightning Experience: Let

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Page: Kentico
Add more content to complete your Multi-Page Journey Professional Development Mulesoft Kentico Performance Assessment Cvent Tableau Task List 1 complete ia3429 Create custom table to display CII members list on Kentico

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Page: Membership Prospecting, Billing, Tracking
How does this project fit with the strategy? Add a link to your strategy page Team Project owner: smv366 Use the 'user profile' macro Team members: debdally nuria21 Link to your team's space Status / / Problem space Why are we doing this? Problem statemen
Page: Mulesoft
Add more content to complete your Multi-Page Journey B77D795A-9B68-4464-A9DE-FFFF8C42FB05.jpeg Professional Development Mulesoft Kentico Performance Assessment Cvent Tableau Planned Integrations Member List User Profile Groups Company Whitelist Publicatio

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Page: Opportunities: Member and Subscriber Billing
CII members and subscribers will be managed in Salesforce from the point they become known as prospects to after the sale, in anticipation of annual renewals. The Campaign app will manage the process of tracking prospects and renewals. Within each campaig

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Page: Parking Lot
We won't get to everything by the end of the year 2018.Here's a list of a few things that are parked till 2019. Website Features myCII - means for BOA members to view their company's participation Profile updates by user in Kentico - synch up to Salesforc
Page: Performance Assessment
Add more content to complete your Multi-Page Journey Professional Development Mulesoft Kentico Performance Assessment Cvent Tableau
Page: Pod Feedback
Feedback received during Salesforce training kick-off on 9/24/2018
Page: Professional Development
Add more content to complete your Multi-Page Journey Professional Development Mulesoft Kentico Performance Assessment Cvent Tableau
Page: Project Details
High-level plan for 2018 Project Deployment Deployment Plan Visual of future architecture Parking Lot What's going to be implemented in the future?
Page: Project Tasks
Page: Publications, Publishing, Subscriptions
How does this project fit with the strategy? Add a link to your strategy page Team Project owner: esc552 Team members: smv366, smq57, burnsme, debdally bpm665 Status / / Problem space Why are we doing this? Problem statement The publications demographic i

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Page: Reports and Dashboards
Reports are easy to develop in Salesforce and you can have your own custom dashboards too. Quick Intro Reporting in Salesforce. Video series http://salesforce.vidyard.com/watch/6sEtckzxSxa2uwuKFk6DwW http://salesforce.vidyard.com/watch/6sEtckzxSxa2uwuKFk6

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Page: Salesforce and Integrated Systems Map
CII's information ecosystem provides a manageable platform that serves CII staff, members and non-members. System Rollout 2018 2018_Roadmapt.png System Rollout 2019 2019_Roadmapt.png Task List 1 incomplete
Page: Salesforce Basics
Email_Trailhead-Header_Opt-3_650x177px.png We will cover several of the modules within "Sell Lightning Fast with Sales Cloud" and discuss how Salesforce will be used by CII. October 4, 2018 from 2pm - 4pm October 15, 2018 from 10am - noon October 18, 2018
Page: Salesforce Implementation Teams
Project Team Salesforce Project Manager – Nuria Integrations Project Manager – Erika Technology Architecture – Deborah Database Admin and Programmer – Ila Data Prep – Simone Salesforce Training Curriculum Developer / Instructor – Deborah Training Coordina
Page: Salesforce Integrations
USE Case #1 - Salesforce to Kentico - All contacts in Salesforce synched down to Kentico. [CII_User_Profiles_for_Kentico] used to be populated by iMIS [LAST_FIRST] ,[LAST_NAME] ,[FIRST_NAME] ,[MIDDLE_NAME] ,[DESIGNATION] ,[PREFIX] ,[INFORMAL] ,[FULL_NA
Page: Salesforce Resources
Salesforce Documentation Want to read up on Salesforce? Check out the documentation. https://help.salesforce.com/home https://help.salesforce.com/home Salesforce Trailblazer Community trail_header.jpg Didn't find your answer? Tap into the community of tho
Page: Salesforce Rollout Subject Areas
Accounts (Companies) and Contacts Committees, Teams, CBAs + Attendance Publications, Publishing, Subscriptions Membership Prospecting, Billing, Tracking Major Salesforce Integrations Events and Marketing
Page: Salesforce Rollout: December 2018
December 10, 2018 Alamo Room Audience: Non-AD staff Status What's ready? Accounts and Contacts are populated from iMIS - ready for staff Groups are populated from iMIS - ready for QA (today!) Member list on website is populated by Salesforce data What is
Page: Salesforce Training Incentive Program
Incentive Program Coordinator – Eva Salesforce training is fun and engaging, but what is it missing? Swag. Prizes will be awarded to staff who earn badges! Sticker for completing “Learn Salesforce with Trailhead” https://trailhead.salesforce.com/trails/
Page: Salesforce1
The Salesforce1 mobile app puts all your vital information at your fingertips, including dashboards and reports, meetings, tasks, and notifications, Download the app today. Log in with your CII Salesforce ID CII's Salesforce1 app gives you quick access t
Page: Search and List Views
How do you find records? How can you update them? The List View looks basic, but it has a lot of hidden power. Search https://trailhead.salesforce.com/en/content/learn/modules/lex_salesforce_basics/lex_salesforce_basics_getting_started?trail_id=lex_end_u

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Page: Tableau
Add more content to complete your Multi-Page Journey Professional Development Mulesoft Kentico Performance Assessment Cvent Tableau
Page: Trailhead Trailblazers
Who's on the leaderboard? Check out the everyone's Trailhead progress. Send your profile link to Deborah to get in the game. Start earning cool Salesforce swag today! Just go to Trailhead and log in, then click ‘profile’ from the menu at the top right h
Page: Trailhead: Salesforce Training
2017-12 - Facebook Banner v01-01.png Trailhead provides a guided, learning path through the key features of Salesforce, using a set of interactive, online tutorials. Let's get started! There are a wealth of resources to learn Salesforce. Not everything ap

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