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Dallas Salesforce User Group September Meeting
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Transcript of Dallas Salesforce User Group September Meeting
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CRM Success In The Cloud
Dallas User GroupSeptember 2009 Meeting
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Agenda
Welcome & Introductions
About the User Group
Events/Happenings
Winter ‘10 Release Details
Open Discussion
Housekeeping
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Safe harbor 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 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, 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 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,
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 quarterly report on Form 10-Q filed on August 19, 2009 and
in other filings with the Securities and Exchange Commission. These documents 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 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.
Safe Harbor
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About the User Group
Vision– Build an enthusiastic local community group that enables
members to be more successful with salesforce.com.
Objectives– Success – provide a forum for members to exchange ideas,
best practices, and lessons learned using salesforce.com
– Flexibility – develop a meeting structure that allows for
flexibility, changing member needs, and maturity level
– Quality - ensure that the content being delivered reflects the
needs of a majority of the members
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About the User Group – Where to Connect
Blog– http://usergroups.salesforce.com/dallas/
Twitter– https://twitter.com/dallasusergroup
LinkedInNEW
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What’s in it for you?
New ideas Tips & tricks Explore partner tools and services Networking
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Updates/Events/Happenings
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Upcoming Events
Cloudforce Tour: Dallas– October 21st 12:30 – 6:00pm
– Sheraton Dallas (downtown)
– FREE
– Register here
– Tracks for prospective/new, experienced & platform customers
Question: Dallas UG lunch prior to event?
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Upcoming Events
Dreamforce– November 17-20, 2009 (www.dreamforce.com)
– Remember to use the UG promotion (CRUSER)
– $100 off thru October 31st (making it $899)
– User ROI site to justify the trip
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Winter ‘10 Release Overview
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Winter ‘10 Release
Ideas Released in Winter ‘10– http://ideas.salesforce.com/popular/coming_in_winter_10
Release Notes– http://na1.salesforce.com/help/doc/en/salesforce_winter10_relea
se_notes.pdf
Winter ‘10 Release Preview– http://www.salesforce.com/community/assets/docs/Winter10_Rel
easePreview.pdf
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Winter ‘10 Release
Sales Cloud Highlights
Dashboard Microscope
Color Picker
Chart Mixer
Campaign Scorecard
Campaign Assistant
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Winter ‘10 – Dashboard Enhancements
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Winter ‘10 – Campaign Scorecard
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Winter ‘10 – Campaign Scorecard Con’t
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Winter ‘10 – Campaign Assistant
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Winter ‘10 Release
Service Cloud Highlights
Community – Answers (Pilot)
Salesforce Knowledge
Salesforce for Twitter
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Winter ‘10 – Salesforce Knowledge
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Winter ‘10 Release
Custom Cloud Highlights
Package Anything
Bulk Loader
Sandbox to Production – Production to Sandbox
Custom Help on Standard Fields
Lookup Filters
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Winter ‘10 Release Schedule
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Group Q & A
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A few sites to bookmark…
Dallas User Group
Salesforce.com Community
Salesforce Ideas
Salesforce on Facebook
Lots of options on Twitter (@asksalesforce,
@successforce, @salesforcenews, @forcedotcom,
@salesforcejobs
Salesforce.com Jobs
YouTube – Growing online demo video library
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Final Items
Next UG Meeting – December?
Future Meeting Themes/Sponsors?
Continue/Start/Stop Survey Coming Out
Suggestions to Maximize Dallas User Group
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Thank you!