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78 Cards in this Set
- Front
- Back
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Chatter
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"Chatter is a collaaboration application
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Tasks
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"I can create tasks for myself or my virtual team
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Dashboards
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"Communicate the health of my business in a graphical format
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Medical Practice Account Record
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"We can track whatever data necessary to run your business.
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Epic referral data widget
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"A simulation of one type of integration where we can give the user all the information necessary without having to store personal or clinical data within SFDC
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Related Lists
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I can see all of the Physicians, activities, and issues that are relevant to this Medical Practice
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Payment Schedules
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"Using the power of the Force.com platform we've extended the Account object by relating it to a new custom Payment Schedules object
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SHOW WORD DOC
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SHOW WORD DOC
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Rate Tables
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"Related to these new Payment Schedules objects are new objects to represent each rate table of the Schedule C Word doc
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PHYSICIANS RECORD
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PHYSICIANS RECORD
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Map
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"Map information is a Web 2.0 mash up leveraging Google Maps
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Physicians Profile
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we can track key demographic information to help us identify and group the best targets for BSC services
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Relationship Profile
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"tracks the Physician's health as a referral source to BSC
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Refferal Summary
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information quickly tells me the aggregagted worth of this Physician to my business
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Issues
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"Nobody likes to get blind-sided by an important customer.
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Milestones and Entitlements
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"ensure that important customer issues are being responded to and worked within the thresholds setup by the Service Level Agreements both internally and with our customers
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Log a call
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"I can log calls and complete tasks right from this page or from my mobile phone
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Partner Portal
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"The Physician Portal is the one-stop destination for your Physicians to interact with BSC if they don't want to use the phone
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Visual Workflow
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"An employee in the back office can use Salesforce Visual Workflow, which is a visual process designer, to walk through complex transactions in an easy to understand wizard format
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Chatter
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"Chatter is a collaaboration application
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Tasks
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"I can create tasks for myself or my virtual team
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Dashboards
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"Communicate the health of my business in a graphical format
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Medical Practice Account Record
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"We can track whatever data necessary to run your business.
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Epic referral data widget
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"A simulation of one type of integration where we can give the user all the information necessary without having to store personal or clinical data within SFDC
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Related Lists
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"I can see all of the Physicians, activities, and issues that are relevant to this Medical Practice
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Payment Schedules
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"Using the power of the Force.com platform we've extended the Account object by relating it to a new custom Payment Schedules object
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SHOW WORD DOC
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"SHOW WORD DOC
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Rate Tables
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"Related to these new Payment Schedules objects are new objects to represent each rate table of the Schedule C Word doc
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PHYSICIANS RECORD
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"PHYSICIANS RECORD
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Map
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"Map information is a Web 2.0 mash up leveraging Google Maps
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Physicians Profile
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"we can track key demographic information to help us identify and group the best targets for BSC services
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Relationship Profile
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"tracks the Physician's health as a referral source to BSC
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Refferal Summary
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"information quickly tells me the aggregagted worth of this Physician to my business
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Issues
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"Nobody likes to get blind-sided by an important customer.
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Milestones and Entitlements
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"ensure that important customer issues are being responded to and worked within the thresholds setup by the Service Level Agreements both internally and with our customers
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Log a call
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"I can log calls and complete tasks right from this page or from my mobile phone
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Partner Portal
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"The Physician Portal is the one-stop destination for your Physicians to interact with BSC if they don't want to use the phone
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Visual Workflow
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"An employee in the back office can use Salesforce Visual Workflow, which is a visual process designer, to walk through complex transactions in an easy to understand wizard format
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Chatter
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Chatter is a collaaboration application…helps you connect with coworkers…share business information……securely and in real-time
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Tasks
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I can create tasks for myself or my virtual team…Tasks can also be auto-created by workflows and triggers in the system…I can also create tasks for myself, or for my team members and track those through the system rather than being tied to phones and emails for status updates......This saves me lots of time
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Dashboards
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Communicate the health of my business in a graphical format…Can be for an individual, a group, or for executive oversight…Because of the power of the platform, they are available everywhere - mobile, laptop, email, etc.…Easily configurable by a business user
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Medical Practice Account Record
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We can track whatever data necessary to run your business...Fields can be easily added through a point and click interface
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Epic referral data widget
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A simulation of one type of integration where we can give the user all the information necessary without having to store personal or clinical data within SFDC…We can simply present the data that lives in Epic to the user without making them open another window and log into another system
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Related Lists
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I can see all of the Physicians, activities, and issues that are relevant to this Medical Practice
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Payment Schedules
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Using the power of the Force.com platform we've extended the Account object by relating it to a new custom Payment Schedules object…This object was created via a point-and-click wizard…….The power of the Salesforce multi-tennant kernal ensures that this new data is automatically available for reporting, business rules, and even API transactions
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SHOW WORD DOC
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SHOW WORD DOC
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Rate Tables
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Related to these new Payment Schedules objects are new objects to represent each rate table of the Schedule C Word doc…The power of the Force.com platform automatically gives us the ability to track detailed changes in fields, enforce field validity and security patterns, and even send workflow notifications based on the values of these newly created fields
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PHYSICIANS RECORD
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PHYSICIANS RECORD
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Map
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Map information is a Web 2.0 mash up leveraging Google Maps…this can save the Provider Liaison's time when planning their account calls……it's easy for SFDC to integrate with other on-line data sources
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Physicians Profile
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we can track key demographic information to help us identify and group the best targets for BSC services
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Relationship Profile
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tracks the Physician's health as a referral source to BSC…Visual indicators and scoring formulas help the Liaison quickly identify trouble spots without sifting through a bunch of data
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Refferal Summary
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information quickly tells me the aggregagted worth of this Physician to my business
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Issues
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Nobody likes to get blind-sided by an important customer. …By having access to all touch points including support issues, the Provider Liaison will have all the information necessary to ensure a productive meeting
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Milestones and Entitlements
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ensure that important customer issues are being responded to and worked within the thresholds setup by the Service Level Agreements both internally and with our customers…Milestones can be dynamically added or removed based on business triggers setup in the system
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Log a call
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I can log calls and complete tasks right from this page or from my mobile phone…This information and any subsequent tasks and activities will immediately be available to my team
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Partner Portal
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The Physician Portal is the one-stop destination for your Physicians to interact with BSC if they don't want to use the phone…On this portal, you can allow your Physicians the capabilities of viewing important announcements, reviewing status updates, voting on community sourced ideas, etc.......You can even expose custom applications you develop on our platform to your customers and partners to better serve those communities
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Visual Workflow
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An employee in the back office can use Salesforce Visual Workflow, which is a visual process designer, to walk through complex transactions in an easy to understand wizard format…These flows are constructed with a point and click interface and can include complex decision logic, branching, and messaging to external systems.
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Content Opening
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With Salesforce CRM Content you can organize, share, search, and manage content within your organization and across key areas of the Salesforce application. Content can include all file types, from traditional business documents such as Microsoft® PowerPoint presentations to audio files, video files, Web pages, and Google® docs.
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Features of Content
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Organizing, Searching, Subscribing, Previewing, Contributing, Reviewing usage and providing feedback, Sharing Content, Sharing Content for Mobile
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Organizing
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Rather than keep files in folders that make content difficult to find, Salesforce CRM Content stores files in fully searchable file repositories known as workspaces. Administrators can create multiple workspaces based on any classification, such as department name, job function, or team, then configure user permissions within the workspace to balance content access with security. Authors assign descriptive labels called tags to help classify and organize content across workspaces. You can view a list of all content that belongs to a particular tag or filter search results based on a tag or tags. Salesforce CRM Content also provides personal workspaces, which allow users to reduce the clutter on their desktops while using content-management benefits such as document search and version control.
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Searching
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he powerful Salesforce CRM Content search engine scans the entire body of the document as well as content properties such as the title, description, tags, categorization data, and author name. You can filter searches by featured content, file format, author, tags, workspaces, or custom fields and then view the results with various levels of detail, providing an easy way to find relevant content quickly. If Chatter is enabled for your organization, you can also filter your search results by Chatter files. The “smart bar” graphic for downloads, comments, ratings, and subscribers allows you to compare documents within a search result set.
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Subscribing
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Once a file is located, subscribing to it ensures that you receive an email notification when new versions are published or changes are made to the file's properties. You can also subscribe to authors, tags, and workspaces, thus reducing the time spent searching for new or updated content. Notification emails will arrive real-time or once daily, depending on your preferences.
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Previewing
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n Salesforce CRM Content you do not need to download a large document to determine if its content is relevant to you. The content details page provides document details at a glance, including document title, author, description, tags, workspaces, comments, votes, versions, subscribers, and downloads. If the document is a Microsoft PowerPoint, Word, Excel, or Adobe® PDF file, you can preview the entire file in your browser without downloading it. Some Microsoft Office 2007 features don't display correctly in previews. Copy-protected PDFs can't be previewed.
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Contributing
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Uploading new or revised files in Salesforce CRM Content is fast and easy. During the upload process you choose a workspace and content type for your file or Web link, write a description, assign one or more tags, and fill out any customized fields that help categorize and define your content. Version management does not require checking files in and out, rather, you simply upload a new version of the file and Salesforce CRM Content maintains a version list accessible from the content details page. You can download past versions of a file and read all reason-for-change comments that an author may have included with a new version.
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Reviewing Usage and Providing Feedback
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Salesforce CRM Content provides several methods for determining whether content is valuable to readers. Featuring a piece of content increases its visibility in search results. Voting thumbs up or thumbs down on a file, Web link, or Google doc and adding comments allow you to participate directly in content improvement. You can also see who has subscribed to a file, link, or doc and how many times files have been downloaded. The Reports tab allows you to create standard or custom reports on Salesforce CRM Content data. If the content delivery feature is enabled, you can send content to colleagues, leads, and contacts and then track how often the content has been previewed or downloaded.
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Sharing Content in Salesforce
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Salesforce CRM Content is also integrated with leads, accounts, contacts, opportunities, cases, products, and custom objects. If Salesforce CRM Content functionality is enabled on the Opportunity tab, for example, Salesforce CRM Content uses the fields on the opportunity detail page to search for files that may be relevant to that opportunity. You can drill down in the search results as needed or run your own search and then attach one or more files to the opportunity. The most current version of the file will be available on the detail page for the life of the opportunity.
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Sharing Content in Salesforce Mobile
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Salesforce CRM Content is available in Salesforce Mobile. Users can share content with customers and colleagues from the mobile application when they're away from their desks. To enable Salesforce CRM Content for the mobile application, mobilize the content object and specify which content records are synchronized to the mobile device.
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Workspace Tab
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Clicking the Workspaces tab opens the workspaces home page. On the home page you can access your personal workspace, create new workspaces in Salesforce CRM Content, choose a specific workspace to view or edit, and analyze workspace usage and activity. The workspaces home page has two tabs: Shared Content, which provides information about shared workspaces, and My Personal Content, which contains information about your personal workspace.
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My Workspaces
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This section lists all the workspaces to which you have access. Click a workspace name to view details about that workspace or click Browse to view a list of all the content in the workspace. Click the New button to create new workspaces, add users to a workspace, or assign workspace permissions to users.
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Featured Content
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This section lists the five pieces of content in your workspaces most recently designed as “featured.” Featured content receives a higher priority than similar content in search results; for example, if 100 files contain the search criteria term sales asset, any featured files with that term will appear at the top of the search results list. To see all featured content, click Show All. To toggle a piece of content's feature status on or off, go to its content details page.
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Top Content
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This section includes lists that summarize content activity across all your workspaces. Each list sorts content according to specific criteria. Within a list, click a file icon to download content or click a title to open the associated content details page.
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Popular Tags
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This section, commonly referred to as a “tag cloud,” shows you how the content in your workspaces has been labeled. Tags are descriptive terms assigned during upload or revision that help classify and organize content. Click a tag name to view search results containing all the files, Web links, and Google docs with that tag. The tag names increase in size within the tag cloud according to popularity, meaning that the largest tags have been assigned to the most content. You can choose to sort the tags alphabetically or by popularity. The tag cloud contains the 30 most popular tags.
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Recent Activity
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This section is a snapshot of activity within your workspaces. It shows the most recent files, Web links, and Google docs to receive comments, votes, or subscriptions. Featured content and newly published content are also included, but new versions of existing content, archived content, and deleted content do not appear in the Recent Activity section. Use the Older and Newerbuttons to scroll through records. The Recent Activity section contains a maximum of 100 records.
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Most Active Contributors
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This section shows the authors who have published content into your workspaces most frequently. The names increase in size according to activity, so the largest names are the authors who have contributed the most content.
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My Personal Content
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The My Personal Content tab on the workspaces home page is your private workspace. When you upload or create content and do not select a public workspace, your content is stored in your private workspace. You can publish content to a public workspace at any time or leave content in your private workspace indefinitely. Content in your private workspace can be assembled in content packs and custom presentations. It can also be sent to leads and contacts outside your organization using the content delivery feature.
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Seaching for Content
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Clicking the Content tab displays files, content packs, Web links, and Google docs published in your Salesforce CRM Content workspaces. If Chatter is enabled, files posted to Chatter groups and other Chatter files that aren't private or privately shared, are also displayed on the Content tab. The top twenty most recently modified items are listed by default. You can filter the list using the Filter Your Results sidebar.
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Content Deliveries
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A content delivery allows you to easily convert documents such as Microsoft® PowerPoint and Word files into an optimized web-based version for easy online viewing. Once you create your delivery, you can send its encrypted URL to any recipient, such as leads, customers, partners, and colleagues, and then track how often the content is viewed or downloaded. In addition to tracking, content deliveries provide several benefits over sending files as attachments, such as giving you control over how long the delivery is available to viewers and whether a viewer can download a file or see it online only. A content delivery can be created from the Content Deliveries related list on most Salesforce objects.
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Archiving Content
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Salesforce CRM Content offers two methods for removing content: archiving and deleting. Archiving a piece of content removes it from its workspace but does not permanently delete it fromSalesforce CRM Content. Once archived, content cannot be downloaded and it does not appear in search results, but you can locate and restore it if necessary. Deleted content, however, is permanently deleted from Salesforce CRM Content when the Recycle Bin is emptied.
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