Salesforce to Salesforce: Implementation Guide updated with Summer 09 release

1. Salesforce to Salesforce: Implementation Guide (updated with Summer �09 release)

2. Safe Harbor Before I begin, let me inform you that salesforce.com is a publicly traded company. As such, it�s important that I remind you that any purchase decisions you make regarding salesforce.com, you should make solely on the basis of current products and services that we have released and not any future products. If you have any other questions on this matter, you can find our safe harbor clause located on our public web site. Before I begin, let me inform you that salesforce.com is a publicly traded company. As such, it�s important that I remind you that any purchase decisions you make regarding salesforce.com, you should make solely on the basis of current products and services that we have released and not any future products. If you have any other questions on this matter, you can find our safe harbor clause located on our public web site.

3. Agenda High Level Business Overview Step by Step Configuration Next Steps

4. Customers need to Collaborate with Partners Every business depends on its partners whether it be resellers, manufacturers, suppliers etc. In the software space the three tier structure (vendors � distributors �resellers) is very common and S2S fully supports this model. Bottom line, in our surveys we found a great majority of our customers generate over 70% of their revenue through partners and therefore collaboration is an important to this relationship. Every business depends on its partners whether it be resellers, manufacturers, suppliers etc. In the software space the three tier structure (vendors � distributors �resellers) is very common and S2S fully supports this model. Bottom line, in our surveys we found a great majority of our customers generate over 70% of their revenue through partners and therefore collaboration is an important to this relationship.

5. Cross-company collaboration is very difficult

6. Until Now. Connect and Collaborate with Partners in Clicks Customers can easily share CRM data such as leads and opportunities with their partners in a few clicks. The process is very similar to consumer social networking sites such as linkedin and facebook. You send a contact an invitation to connect, the contact accepts the invitation, both sides work together to define the �rules of engagement� �i.e. what objects and fields to share and finally both sides can now start explicitly sharing one or more records. It�s simple, flexible and extremely secure.Customers can easily share CRM data such as leads and opportunities with their partners in a few clicks. The process is very similar to consumer social networking sites such as linkedin and facebook. You send a contact an invitation to connect, the contact accepts the invitation, both sides work together to define the �rules of engagement� �i.e. what objects and fields to share and finally both sides can now start explicitly sharing one or more records. It�s simple, flexible and extremely secure.

7. Now FREE for ALL 53,000+ Customers

8. Features added based on customer feedback One-step Invitations Share Leads Enhanced Reporting with CRTs Share Opportunities & Custom Objects Pick list value mapping Share Accounts & Contacts Share Tasks Mass Invitations Mass share records Share Related Lists Share Lookup/Reference & formula fields API and Workflow � Forward and Stop Sharing Share Product Catalogs and Opportunity Products 1:Many � share records with multiple companies Invitation Templates Auto-Accept Records Auto-Map Subscribed Fields Share Cases with Public Comments After conducting a pilot with leads, my connections, configurable email templates, field mapping, opt in and opt out etc, we learned a lot. Now we�ve added in based on demand and customer feedback, opportunities, custom objects and pick list mapping. After conducting a pilot with leads, my connections, configurable email templates, field mapping, opt in and opt out etc, we learned a lot. Now we�ve added in based on demand and customer feedback, opportunities, custom objects and pick list mapping.

9. Agenda High Level Business Overview Step by Step Configuration Next Steps

10. Objects supported as of Summer �09 Leads Opportunities Accounts Contacts Tasks (Send Email, New Task, Open Activity, Activity History, Log a Call) Any Custom Object Product Catalog & Opportunity Products Cases and Case Comments (public only)

11. 1. Enable Salesforce to Salesforce Org preference

12. 2. Customize your communications using templates

13. 3. Assign authorized internal users to manage your connections

14. 4. Add the Connections tab for profiles with the Manage Connections permission

15. 5. Add the External Sharing related list to page layouts

16. 6. For Related Records Add Two Columns to the Related List Page Layouts

17. 7. Define Invitation Templates to ease administration of connections

18. 8. Invite a contact to connect as you would on linkedin

19. 9. Or Invite multiple contacts to connect at one go

20. 10. Contact accepts the invitation

22. 12. Point and click, flexible, cross-company integration using the Publish and Subscribe model Note: Current packaging/pricing states, �Only UE/EE may send invitations by buying Connection licenses; however invitation acceptance is free and open to any licensed org.� This is subject to change until executive approvals are obtained. Do not communication externally until further notice. What is this feature? Share leads, opportunities and custom objects with other customers on the salesforce platform and receive near real-time updates on shared information. Feature Caveats Accounts, Contacts, Notes, Activities, Cases or any other standard object besides Leads and Opportunities. No publish/subscribe of formula fields, lookup fields or API read-only fields. No ability to subscribe to Detail objects (e.g. Opportunity Products). Only one Connection may accept a record (i.e. lead, opportunity or custom object). Cannot send mass connection invitations. No API access to edit published fields, connection detail or stop/start connection sharing on records. No automatic accept (i.e. user needs to take action to accept record). Entity accept views are not integrated with tab views. Custom object accept: cannot link to account unless part of master/detail relationship.Note: Current packaging/pricing states, �Only UE/EE may send invitations by buying Connection licenses; however invitation acceptance is free and open to any licensed org.� This is subject to change until executive approvals are obtained. Do not communication externally until further notice. What is this feature? Share leads, opportunities and custom objects with other customers on the salesforce platform and receive near real-time updates on shared information. Feature Caveats Accounts, Contacts, Notes, Activities, Cases or any other standard object besides Leads and Opportunities. No publish/subscribe of formula fields, lookup fields or API read-only fields. No ability to subscribe to Detail objects (e.g. Opportunity Products). Only one Connection may accept a record (i.e. lead, opportunity or custom object). Cannot send mass connection invitations. No API access to edit published fields, connection detail or stop/start connection sharing on records. No automatic accept (i.e. user needs to take action to accept record). Entity accept views are not integrated with tab views. Custom object accept: cannot link to account unless part of master/detail relationship.

26. 16. Subscribe Objects: Automatically accept records using the Auto-Accept feature

28. 18: Subscribe Fields: ease setup using Auto-Map feature

30. 20. For leads, cases and custom objects setup Queues to automate sharing of records to connections

32. 22. Or (manually) Mass Forward Records to Multiple Connections

33. 23. API access to automate sharing of records

34. 24. Share Related Records When Sharing Parent

35. 25. Or Share Individual Related Records on Shared Parent

37. 27. Child Records Automatically get Related to Shared Parent

43. 33. Customers can share records, two levels deep

44. 34. Customers can share Product Catalogs with other companies

45. 35. Customers can share Opportunity Products when collaborating on Opportunities

46. 36. Now support for third-party service with Case and public Case Comments

53. Agenda High Level Business Overview Step by Step Configuration Next Steps

54. Additional product documentation available here.. Blog: http://blogs.salesforce.com/prm/salesforce_to_salesforce/index.html Self help guides: http://blogs.salesforce.com/prm/2008/06/salesforce-to-s.html S2S Website: http://www.salesforce.com/products/partner-relationship-management/salesforce_to_salesforce/ Details around updating Validation rules/Triggers: http://blogs.salesforce.com/prm/2009/02/impact-of-sales.html Details around sharing Opportunity Products: http://blogs.salesforce.com/prm/2009/02/spring-09-spotlight-sharing-opportunity-products-with-connections.html Public customer list: http://www.salesforce.com/customers/ Send your questions to Product Management at: s2s@salesforce.com