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Midwest Dreamin’ Key Sponsors

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USING PARTNER COMMUNITIES TO ENHANCE ECONOMIC DEVELOPMENT

Learn about Wisconsin Economic Development Corporation’s vision to maximize economic and workforce development effectiveness throughout Wisconsin using Partner Communities.

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Ryan BakerSalesforce.com

Platform Manager

Lauren Miedema

Technical TrainingSupport Coordinator

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Safe Harbor Statement

A Salesforce Admin is safe in the office, but that is not what a User Group was built for … so get involved!

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What is WEDC?The Wisconsin Economic Development Corporation (WEDC) is a public-private corporation created in 2011 as a result of a bipartisan study that clearly indicated Wisconsin needed to take a bolder approach to attracting, growing and retaining businesses within the state.

It’s mission is to elevate the Wisconsin economy to be the best in the world by providing a positive business climate, world-class support services and economic development tools to accelerate business start-up, attraction and growth.

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Where a business finds help …• Companies doing

business in Wisconsin have access to numerous economic development resources.

• While options are great, coordination and collaboration lead to greater success.

The Vision• In the Past: Everyone did their own thing

▫ 650+ economic development organizations across Wisconsin▫ Difficult to coordinate initiatives across organizations▫ Led to “silo” effect

• Vision: The In Force Network • Utilize WEDC’s existing Salesforce investment to build a customized CRM system• Develop with input from economic developers• Preserve confidential business and operational data • Provide collaboration between organizations• Integrate with other data sets (Skills Wisconsin integration)• Need to “sell” to partners already using their own system• Partnered with Acumen Solutions

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Architecture Options Considered• Partner Communities

▫ Simple integration. Just “like” using Salesforce.• Direct Access (Full Salesforce licenses)

▫ Requires significant configuration and maintenance costs.• Salesforce-to-Salesforce Integration

▫ Applies to orgs already using Salesforce and have resources to manage.• Customer Communities

▫ Functionality too limited for partners.• Authenticated Sites

▫ Expected to go away as Communities adoption increases and matures• Customer/Partner Portals

▫ Offers less functionality than Community based options.

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Why Partner Communities• Salesforce Communities

▫ Online platform that enables collaboration between WEDC and partners

▫ Can create fully-branded communities that connect members directly with each other – and with relevant content, data and business processes

• Social Collaboration▫ Members can interact, collaborate and form groups to support their

interests • Branding/Customization

▫ Companies can design their community to match their brand and website look and feel

▫ Content and navigation structure is highly customizable• Mobility

▫ Members can access the community from any device, anywhere • Security & scalability

▫ Leveraging the trusted Salesforce platform, all data and member information is always safe -- no matter how many members you have

Partner Community FeaturesCustomer Portal – Enterprise Admin

Customer Community

Partner Community

Accounts/Contacts ✔ Read & Edit only ✔

Leads & Opportunities** ✔

Q&A, Ideas & Knowledge ✔ ✔ ✔

Cases & Assets ✔ ✔ ✔

Custom Objects 10 10 10

Profile, People, Groups, Feeds & Files ✔ ✔ ✔

Site.com pages ✔ ✔ ✔

Mobile (Touch Browser) ✔ ✔

Role Based - user limit & complex sharing

✔ ✔

Email & Delegated Admin ✔ ✔

Reports & Dashboards * ✔ ✔

Content Libraries ✔ ✔

Scalability 300K Millions 300K

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Under the In Force Network Hood

•Standard Objects ▫Accounts, Contacts, Opportunities,

Activities, Leads, Cases, Reports, Dashboards, Chatter

•Custom Objects▫Business Retention and Expansion Survey▫Investor Relations

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Demo!

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Community Challenges•Limitations of Community product

1. No Campaign support2. Users can view but not create Reports3. Users can not create List Views4. Limited number of custom objects (20*)5. Emerging market for AppExchange that

work with Communities

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Lessons Learned• Required a thorough review of existing platform

security to accommodate Internal vs. Partner users▫ Changes to Org Wide Settings, Sharing Settings, and

visibility to Reports folders and List Views

• Modification of master-detail relationship on many existing fields to set Detail object security

• Partner users want to maintain ownership of data

• Global Header need for Internal user access to In Force Network, including Chatter groups

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Skills Wisconsin IntegrationPartner’s initiatives that matches qualified workers with available jobs throughout the state.

• Field mapping exercise to identify data to be shared• Purchased Informatica to create “Salesforce to

Salesforce” integration• Sharing Accounts, Contacts, Opportunities, and custom

objects• Not merging data. Creating copies with Read-Only access.• Record Types to separate WEDC from SkillsWI data

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Future of the In Force Network•Grow user base•Continue customization•Increase functionality•Create more customizable reports

questionsRyan Bakerryan.baker@wedc.org

Lauren Miedemalauren.miedema@wedc.org

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Midwest Dreamin’