I am studying for an exam and there is a sample question like :
You are the Manager of the UN web
site, which comprises of a number of
sub-sites, in the six official
languages, with information prepared
and produced by different Departments.
You have been asked by senior
Management to devise and establish a
clear, coherent, workable and
acceptable governance mechanism for
the entire site which will take into
account the different needs of the
content-providing Departments which
maintaining a degree of centralization
so that institutional branding is not
compromised. Prepare an outline for
this governance mechanism setting out
responsibilities of content-providers,
the technical group and the management
group
I just stuck at content governance management. I searched the web but not found much. Any hint, idea, document or resource will be a lifesaver for me.
Thanks your help.
I think you should attack this from 2 sides, for governance you could look at models used in open source projects ( http://www.google.com/search?q=open+source+governance ) and for content management entitlements look for user roles ( http://www.google.com/search?q=content+management+user+roles ).
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Need some career advice, hopefully I am in right party
How can a contact center agent, from being CRM end user get into CRM consulting? I have theoretical knowledge of CRM implementation, job role of admin, support agent etc. Is there any specific skill that has to be mastered or there are lot of other things to go through than the existing skills.
enlightenment on this would be greatly appreciated.
You are in the wrong place, but I like your question and I have some suggestions.
As a CRM end user you have primarily been concerned with figuring out how to use a process within the system (customer support in your case). CRM consultants need to understand how that process was designed and the tools used to configured it.
A good first step would be to explore some of the tools within CRM. Understanding the Advanced Find is important for CRM consultants and will also give you more power as an end user. Use the advanced find to create personal views to enhance your user experience. Similarly creating personal workflows will enhance your configuration knowledge while potentially providing you with improvements to your user experience.
You will probably be limited in the system you use so I recommend you get access to a sandbox system to play around in. Microsoft provides access to free CRM online systems for exactly this purpose. Practice creating new entities, relationships, and fields of different types. Set up forms and views for your new entities. Create business rules, process flows and workflows to create a process around your new entities.
Taking an online class on CRM customization and configuration can be an easy way to get yourself started with consulting concepts.
Go apply for CRM consulting jobs. CRM consulting is a fairly niche industry and it is difficult for consulting firms to hire experienced CRM consultants. As someone who hires CRM consultants I am generally skeptical of end user experience, but if an end user shows knowledge and aptitude I am likely to hire them.
I've not only worked Tier 2 support for Salesforce but also have worked as a consultant. You need to not only understand business requirements, but implement them in the most efficient manner possible in Salesforce. Getting a job as a consultant typically requires at least a couple years experience as an admin, not an end user, an actual admin. It also typically requires certifications, At least the Administrator, Developer, Sales Cloud Consultant and Service Cloud Consultant certifications, and probably the Advanced Administrator as well. There are a lot of getting started info out there, Salesforce has done a great job. For instance, here is the Workbook
On top of that you need to have an understanding of different industries, for instance the financial industry or manufacturing industry, to understand their business processes. Working in a contact center you should look to gain a deeper understanding in how and why things work there.
As highlighted before, this is not the right place to ask this question as it is a place for more technically oriented questions. That being said, each and every one of us on this forum had to start somewhere, and often with far less experience that you have as a user.
If you're willing to accept an entry level position - and you fall within the age category - then your current experience is the cherry, but the cake will have to be about actual technical experience. Ie. IT engineering degree and/or proven participation in programming projects (open source or otherwise) and anything that may show that you have the foundation skills for an IT consultant.
As the company will be investing a lot and want's to have some certainty that it will have a return on it's investment.
In case you're looking for an above entry level position, then your new employer expects that you can be put to work right away without too much training. As highlighted by BattleCodez, experience with development processes, relevant application certificates and actual work experience are now must-haves. Based on your description, I don't think you have that.
As for a general career move you may want to opt for a Business Analyst role. This is a more Industry Process related role where the business processes are the expected experience. In your case how are calls handled, routed, and what does the client in your industry expect from as a customer. In this role you would be expected to have a deeper then average user understanding of what the tool CAN do, but not HOW that is created.
In this case become a key user, obtain functional admin privileges and move away from the actual calls, to an expertise based supporting role.
firstly I apologise if this is a ridiculously simple question to answer but it has been bothering me for a while.
I am trying to understand what salesforce actually is, I mean in technical terms. I have read the websites documentation and the wikipedia page but I am trying to understand what's behind all this fluffy terminology.
My understanding is that salesforce is a cloud based database which stores a very high volume of information and all salesforce apps consists of scripts that query this database and model them in different ways depending on the intended application, is this correct?
Thanks !
Software as a Service (SaaS)
To get program you need to download it, install, configure and so on. If your system have a lot of users it's very hard to configure ans support single user installation.
Imagine that you improved application, new release for example. You need update every instance.
With SaaS model you have a shared web application, that do the same thing as old downloadable one. But it's much easier to support it, because ideally there is just one instance of it.
Salesforce is a company that provides its own system by SaaS model, but not only. It is also a platform for developing new applications.
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I am trying to understand the licensing issues on I would come across on Force.com for developing an application that will have its own data source and will also be pulling data from SalesForce.com via api/service. I have spent over a day researching this from various sites but most of them keep throwing up new things which don't really answer my questions and have got me more confused. IF anyone here has any insight into this that can help me understand the cost of development and maintaining a site using Force.com, so I can compare it with building an application ground up on say .Net or Java and hosting it on a different cloud provider, then please help me out. My questions are:
If I have 5 developers working on an application called XYZ using the Force.com platform, how many Force.Com licenses would I need to purchase for such development work and of what type should those licenses be?
Would I also need to buy separate SalesForce licenses if those developers need to fetch data from the SalesForce database through code written on Force.com?
If I already have a SalesForce license then will my access to SalesForce be suspended if I convert that license to access Force.com for doing development work?
Can I reuse those same licenses for the testing phase later or should I buy separate licenses for testing?
Once development is complete and people create accounts for themselves on my XYZ web application, will they need a salesforce login to access the salesforce related data from their company network or can they still access it without?
If my XYZ web application doesn't access SalesForce's data then will my XYZ web application's users still need a salesforce or Force.com license to login into XYZ?
If I dont use Force.com as my development platform, and I still need to access SalesForce data, how many licenses would I need to have? One per login created on my XYZ application or just one will do?
Thanks.
You might be better off asking this at salesforce.stackexchange.com (beta). Seems like quite a lot of experts there have done some cool integrations, managed packages etc or even are ISVs. so they might have more experience in the matter. They'll maybe even point you to database.com.
Or just go and talk to SF sales rep.
Also I think you don't understand that you don't simply "buy a Salesforce license". You buy licenses bound to particular production organisation (an instance if you prefer). You can't transfer them between organisations and the fact that your web app will talk to specific Salesforce instance doesn't mean you can use same license too connect to different instance. So if this is what you mean by
I have spent over a day researching this from various sites but most
of them keep throwing up new things which don't really answer my
questions and have got me more confused.
then you'll have hard time...
I think for such question you'll need to eventually ask your lawyer, don't trust people on the internet :) Safe harbor, blah blah, don't sue me...
To kick off the development you don't have to pay anything. Sign up for Developer Edition and hack away. (each developer can do it, you can synchronize between them using SVN etc - it's definitely enough for quick start). If you already have a "production" (for example Enterprise Edition") then I think up to 4 simultaneous logins are allowed for each active user. This counts for different channels (so for example developer who would both click through app's UI and work in Eclipse IDE counts as 2) so you can try to do some cost cutting here... But I'd recommend 5 full Salesforce licenses.
No, will be sufficient.
I don't think you can convert licenses ;) You'd simply buy licenses of different type and contact them to reduce the count of licenses of type you don't need. You can kind of convert users by assigning them license of different type (and this might lead to change of Profile). As a result you for example downgrade a full System Administrator (on Salesforce license) to say user who can see only Chatter and loses access to Accounts etc.
You can use same licenses. Even to say deactivate developer user accounts and use the freed licenses to create some test users.
Depends how many features of SF you'd want to use (in terms of data ownership, visibility etc.). You will have to provide "some" credentials of an active user in your Salesforce. So you might be fine with having just 1 "integration user" account that would see all data and then do all filtering etc on your webapp.
I don't understand that one so I'm going to say "no" ;) If you don't need to connect to SF and get the data - don't? Unless you have some kind of Single Sign On solution there.
If you need to access Salesforce from external app you need to authenticate. Username + password, Oauth,sessionId, single-sign-on... whatever the means - SF needs something to say that this user is active, he can see this data. So it kind of goes back to answer #5.
I am trying to build a web application that enables users to refer people to the site. A user can refer up to 10 people to the site and can have up to 7 generations, meaning that each person referred to the system by a referred user will be related to the immediate referrer and the other user that referred the newly registered user’s referrer, up to the seventh level.
The diagram below will help give a view of what I mean.
I'm using SQL Server 2008 for my database.
This is impossible to answer in general because the answer depends on what kind of queries you plan to run against your data.
But there are many alternatives for how to store hierarchical data in a database. You can start with Implementing a hierarchical data structure in a database.
If that's not enough, Google is your friend
Requirements for archival type software
1. Data/Image/possibly video.... upload/search/retrevial/edit from web.
2. Easily implemented user defined Custom Fields
3. Easy backup.
4. Low cost ... either opensource or very low cost
I am a very novice programmer. My primary goal is to manage a collection and publish it to the web.
Options
A. Open source software such as collective access
Problems: Custom fields not supported. Continued support? Portablity of
database?
B. Use Microsoft Access and then use MVC or other development platforms to eventually
publish to the web.
Problems:Difficult to integrate to web?
C. Design my own MVC database application.
Problems:Difficult for novice programmer? Custom Fields and Upload of various data
formats difficult to implement?
Sounds like you are looking for a Digital Assets Management system. I found ResourceSpace (http://www.resourcespace.org/) and Razuna (http://www.razuna.org/) very useful for similar projects - both fall into your A category.
Requirements for archival type
software 1. Data/Image/possibly
video.... upload/search/retrevial/edit
from web. 2. Easily implemented user
defined Custom Fields 3. Easy backup.
4. Low cost ... either opensource or very low cost
Hi there,
As mentioned here before, but Razuna will satisfy your requirements quite well.
It can manage images, documents, videos and audios. It will share folderd and collections on the web with access permissions and will allow you to search among the different kind of assets as well.
Moreover, it can handle metadata of all this asset. It will not only read metadata, but also WRITE metadata, also. Furthermore, you can set the custom fields for each asset type and users will have a web interface to work with.
Razuna supports different databases (H2, MySQL, MS SQL and Oracle (soon DB2)) and let's you migrate from one db to another with ease (backup / restore option).
Best of it all: It is available under a open source license for you to deploy and enjoy today. You can get it at http://razuna.org.
Kind Regards,
Nitai
PS: I'm the main developer and founder of Razuna.