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3.6 EDSR 10-20-2014 Elk Request for Action River To Item Number Economic Development Authority 3.6 Agenda Section Meeting Date Prepared by Consent Agenda October 20, 2014 Colleen Eddy, Economic Development Specialist Item Description Reviewed by Participation Agreement, Greater MSP, City of Elk Jeremy Barnhart, Deputy Director CODD River, Salesforce Reviewed by Action Requested Authorize, by motion, the participation agreement with Greater MSP for the Salesforce program. Background/Discussion Salesforce is an effective way to develop and provide a coordinated regional database. The system will act as a Client Relationship Management (CRM) platform for each participating agency as well as provide for the gathering of company-specific data,reporting and analyzing trends, and identifying needs in the region in aggregate form. Staff will use the software to track retention and attraction projects from active to closed,utilize the social media feature that connects and shares business information securely and in real time, track companies, leads, and potential projects. The system also generates reports which can be exported and manipulated in an Excel spreadsheet. The annual cost per license is $400. Staff will evaluate the program this first year to determine if it meets our needs and if additional licenses are necessary. Financial Impact $400 for annual subscription Attachments • Participation Agreement POMEREY BY Template Updated 4/14 NATURE S • Minneapolls Saint Paul Regional Economic Development Partnership Contact Information. INVOICE NUMBER Portal 2014 013 Colleen Eddy INVOICE DATE October 9, 2014 13065 Orono Parkway DUE DATE Upon receipt Elk River, MN 55330 DESCRIPTION AMOUNT GREATER MSP Salesforce.com Communities Portal 2014 License $400.00 Thank you! Total Due: $400.00 MAKE ALL CHECKS PAYABLE TO: GREATER MSP ATTN Micki Mathiesen, Controller 400 Robert Street North, Suite 1600 /,uO -0/33 Saint Paul, MN 55101 9;0 9— -6 ei"*" GREATER MSP SALESFORCE.COM COMMUNITIES PORTAL PARTICIPATION AGREEMENT between GREATER MSP and Participant: CITY OF ELK RIVER This Participation Agreement between GREATER MSP and CITY OF ELK RIVER (hereafter referred to as the "Participant") sets forth the terms and conditions of being a user in the GREATER MSP Salesforce.com Communities Portal. The parties of this Agreement have determined that the Salesforce.com Communities Portal is an effective way to develop and provide a coordinated Regional database. This system will act as a client relationship management (CRM) platform for each participating agency as well as provide for the gathering of company-specific data, reporting and analyzing trends, and identifying needs in the Region in aggregate form A. Sub-License: This Agreement governs the sub-license for the following geographic area: Counties: Anoka, Carver, Chisago, Dakota, Hennepin, lsanti, Le Sueur, Mille Lacs, Pierce, Ramsey, Scott, Sherburne. Sibley, St. Croix, Washington, Wright. B. Financial Conditions of Agreement: In partnership with GREATER MSP and acting as its Region liaison, GREATER MSP has purchased a master Salesforce.com Communities Portal license for the purpose of helping local partners participate in a Regional Client Relationship Management (CRM)system. The cost of the Salesforce.com Communities Portal Participant License is $400.00 annually. GREATER NISP will waive the annual license fees for Participants that are investors in GREATER MSP in 2014. C. License Ownership: GREATER MSP's approval of the Participant's opportunity to hold a sub-license is subject to Participant's acceptance ofand compliance with the terms and conditions of this Participation Agreement. D. Confidentiality The Participant and GREATER MSP agree and acknowledge that all of the information obtained from individual companies dunng the interview process is highly confidential and that such company-specific data will not he published or disclosed by either Participant or by GREATER MSP, or by their members, agents, employees, or volunteers without consent from business Both Participant and GREATER MSP Page 1 of 4 ■■ill stripe to protect the confidentiality of this data from deliberate or inadvertent disclosure. The consequences of\iolating this provision include suspension of Participant's sub-license. E. Data Access and Usage: I. The Participant shall provide GREATER MSP with the name of the person who will utilize the sub-license. 2. Participant agrees to immediately notify GREATER MSP about any changes in its Participants so that user access status and passwords can be changed. 3 Participant must appoint a specific person to enter and retrieve data from Salesforce.com, or other data collection tools deployed by Salesforce.com Communities Portal. Due to the high le\el of confidential information contained within this data. company-specific information learned through data entry and/or reporting shall not be disclosed to the public without consent from the business. 4 Participant may not contact a company directly concerning information learned through Saleslbrce.com Communities Portal data, unless the company is located in Participant's City or County and the Participant has obtained permission from the user who entered said data. 5. All work done for the Salesforce.com Communities Portal shall be completed in a professional manner. F. Data Collection To ensure consistency across the various sub-license Participants, the Participant agrees to comply with the MN Salestorce.com Instance Naming Convention attached as EXI IIBIT A. G. Responsibilities of GREATER WISP I. GREATER MSP will serve as the database administrator for the Salesforce.com Communities Portal and will manage Participation Agreements. 2. GREATER MSP, as database administrator, shall establish all sub-license profiles,passwords and access le\els II. Suspension of Participant Sub-License: GREA'T'ER MSP shall monitor violations of'confidentiality, data collection, and/or data integrity issues. Participant and GREATER MSP agree to work together in this process and to take appropriate steps and actions to correct any issues Page 2 of 4 L. Agreement Changes: GREATER MSP and Participant have attempted to educate themselves on the Salesforce.com Communities Portal before writing and signing this Agreement. However, all parties agree to and understand that—as this is a new Salesforce.com Communities Portal,periodic changes to this Agreement may be necessary to clarify any points not already addressed, or to modify existing elements of this Agreement Participant will be given at least 30 days notice of any amendments to this Agreement. M. Signatures: The following parties, by signing this document agree to all provisions of this Agreement. PARTICIPANT Date C IT'Y COUNTY GREATER MSP Date — — — Page 3 of 4 EXHIBIT"A" The following are the naming guidelines that the C12111 partnership has agreed to follow when creating accounts: General Rules Example --' ------ --'/ NO punctuation(periods or commas) I.B.M. ~ lQM -- -- ---� No Numbers(Vvrite them out in words) unless 3M = 3M: 3 Bros., Inc. Three Brothers Inc part o[u(rudcmurkednumc - No "A- "An"or"The" in the first word of the The Bayer(Iroup Group -- - | name No v.ord "And" - use "&"with no spaces for J& J = J; Black . | ecker- | lack& -- letters Decker No Spaces are allowed between letters A B & F Ch i---------- --� oncu| Co- &B&FChcmico| Co A W Smith Co= /\W Smith Co No spaces for all contacts starting with "Mc-or Mac Donald= MacDonald -- -- "Mac- Major contact designations are first, with -- - Baltimore B@ Chemicaln= B8 Chemical Co |ocu<ionxoccnodusiopa ''hypkrn-(') in -Bwk/morc between Apostrophes(')are used NN hen part of the ---- ]nc s 8uk�r}. ��c0nnu|d'u -- business } Government Rules Example --- All US organizations are under the two initials NJ Motor Vehicles. MN Department of plus department Finance All (!S fedem|organizaiionyureondur''BS'' Internal Revenue Service= US Internal Revenue Service All city and county agencies are under the City, General Dist Court City of Minneapolis~ -- County name first Minneapolis City f General Dist Court All colleges and universities are under their North Carolina State —�—ersity, College o[ legal name VVU|iam & Mary ---- --- ------- '�----�� Abbrevimtions(no periods) Attn Attention to Inc Incorporated -- Co Company [LC Limited Liability Corp Corp Corporation _ ! LLP Limited Liability Partnership lNB/\ Doing Business As �--Ltd- Limited Di, Dix iston(al) St Saint----- -'� �- - ---+ Dept W8 | nu d States ------ - - ----- Dig District FKA ' ---- --- '----- 4 -_--__--' Formerly&no«» As Go, Government International x __ OS \ United States of America �K| - - ----'- Page 4 of 4 -- -----'- -� -- l -- `--- ---- `------------- --` ----------`/ G R E AT E R m S p 1 to - t- !1 . ; I . I 'Y7`j( 1 1n � ' /' , I E I € t1, [.. . , GREATER MSP GREATER MSP Salesforce Community Portal Guide August 19, 2014 LOG IN Copy and paste this link into your browser: https://greatermsp.force.com/GreaterMSP/login. Enter your User Name and Password then click Log In.'1 'GREATER MSP v,„;.,, ,;,,;,. ii. • '‘.1.4, L DEEC■ ::■'rlariber CR'.'empio}ee%Log o'here .,.,.. tog In C'e•••=r,rer 1l=m I411*e F�rya jtLr ciSS..ad" ■ !� Please note:As a member of this community YOUR SALESFORCE USERNAME/PASSWORD CANNOT BE SHARED. No registered Salesforce user is allowed to share his or her Salesforce.com User Name/Password with any other individual. Sharing User Name/Password is a clear violation of our licensing agreement with Salesforce.com. Our contract with Salesforce.com states that "User subscriptions are for designated Users and cannot be shared or used by more than one User."A User is the individual for whom the Salesforce subscription has been purchased and who has been assigned a User Name/Password. ' I 2IPage GREATER MSP Sale',torce Community Portal Guide August 19, 2014 HOME PAGE • -, [ [ . ..„, E Iwo De.bovd Home: iriciuch alcits. a calendar and tatl, related information Chatter: A tn il n,,-(41„, i„,ture that help<,you oiinr- I with petiole and hat( hmlitecs ittti n r t a'rai I r. r c l I tint(' h(1;€ in1 natati, hO ate .d p i51,-,1 in nit', l',. ILI in i)( Accounts: te,,i'I,,itt'n- nr (oup.-itlie.,.. that ',', nit to trat t' toti t her Jr Contacts: kw, tni,ith art omit - MSP Projects: 0,,,,(1 t,, in F retention & atlLtiin tJait hunt 01.11‘q.' I:, I. Reports: I', the tulormation otto«1 into Stle(forc ht. ot,vitiiloail, an I,ct Dashboards: rpor1', r Feiiigt'' anti r iati a ,l'it" nintra 114 mom e it omiNo cuoN!, Opportunities: ti act it ad, and potent al proiti.ts Ideas: s io )!Vi 31 GREATER MSP Salesforce Community Portal Guide August 19, 2014 SEARCH The SEARCH feature lets you search for already existing accounts (aka company), contacts, opportunities, and projects. . Enter company or contact name in the search box.Click Search. 1 r G-ea;e,MSr____y\ ._. -_.........__ „. -- ---` _ ,.,... _ - tr F 0 ( Imp- grraterm>p force mm'..eon-NSf tr.,nt h.,rr,i>p /�"_`��.• GREATER , MSP" I,VQ,`n n It.•n•■t(,,,:ar•,•r tngmy.p•: ,f-Ms ieoipoaA- irrht.Q1 Clonal Accounts Contacts lISP Prolacts Report Dashboards Oppornotmrs Moss • Search results will include: o Accounts, Contacts, and Leads within your designated city or county; o Matches that have the search word anywhere in the name, address, etc. Accounts(30)C D Acton Account Noma ilitA4 Account Owner Ana. $trot (Ay Stai.Provmca Zrp'Poetal Coda Clang Butanes.A. Crsalad Data Derota Count wn5er E yr. Pe.Ata G4unt L4n15e, o`.^ :u,55 . 28 8th SVGet Farr-8n4,9n MN 55024 CcmCan. 8'24'2011 427 489' GAL 159`.5©'soot Ro<_enount IY1 55568 Catota fence 8x42207 Cn' y,a',Ola ceRCe 91 l,IlIIR!.017 - 4, Contacts(7) ^.h „r.it. . Action Nome Tnre Account Dome Duect Phone I Contact Owner Alias Dorm*,tmpioyee Ent Tar∎T,utrQ DrCi,r $mall @uslness De.Ctr-Rosemount n IAr 17uaen -PAC C VStOntl Serwec Ir.0-Mendota � Beaune; 1452 d54-8'05 b 't (I r Det,814 He,ohts y` • Each section of results will allow you to further filter your results by clicking on Show Filters. dalota : Search Accounts ' i;rty'tr, .- Accounts(30) H 1e Fd1P S __ Account Name Street I City State/Province Zip Postal Code ' Country Doing Business As Industry —t.ote- • CR61 ID Apply Filters 4 ! Page GREATER MST' Salesforce Conunun,ty Portal tiuide August 19, 2014 Best Practices: 1. To ensure that all possible matches are found: r Enter only part of the company or contact name. Less is better. Example: Search for ABC Company by entering "ABC". r Search using various forms of the name including common misspellings (e.g. UMC, Ultra). • Use * to indicate "starts with". o Example: For CenterPoint Energy, search as center*. Example: For Johnson Controls, search as jo*. If company name is commonly abbreviated, search both an abbreviation and full name. c Example: For Great River Energy, search as "Great" and as "GRE". c Example: For Ultra Machining Company, search "Ultra" and "UMC". Do not use apostrophe and s ('s) Example: To search for McDonald's use mcdonald. 2. Always do a complete search before entering a new account or contact. 3. If duplicate accounts or contacts are found, contact Betsy Knapp at betsy.knapp,wF;rt•„tt.r msp_or j or 651-287-1367. 5 I GREATER MSP Salesforce Community Portal Guide August 19, 2014 CREATING NEW TASKS A task is an activity that functions as a "to do". You can specify a due date for a task or there may not be a particular time or date that the tasks or activities need to be completed. Examples of tasks are a list of phone calls you need to make or an email that needs to be sent. To add a new task, on the HOME page click on the NEW button ....e-..- _ . 1 . _.Greater h1SP > .,,,w - <.. • C t;http'. greater in rce corn a rater IMSP,h c•ra./outYC lcp } 3REATER SP- . ,w.0,ra_t hi,,.ate,„,,,,,. 1,-.,t14yn,3at•nn, ,._.r.._..,.._.I ........,W. CMIIIIIIIIINIIIICSD ' Una len..hout. e attar Accounts f-erNicb IS SP Projects Reports Dashboards O{,pMWnldn 1 Ideas �/esiagesandheens' {`l+,• Calendar l*lDU mbentUSP CR7 , Today 7787014 Juh)Ofd TH rten itludul!d mantenanc. - - S., ,, o<,a _. for Out Instance t349us129 `mu na.e no e.ents sCne04ed for be nel 7 data �, ,`- ft 0 201atom900nm to 910pm Sale 313tce corn ma,to 9. ` 1 ' Internment.una00$O,e or Sin. t • r I �3 durn0 dr,s penOi 1r It a. _ .. mdl 'r'+'- S rr 1.= •■ 7 7 at ....) mchtngnf Fo ndaoo-tn4130.7 (_„ FunCs CREaTER we My Teeke e,a.e ligg y iitf W` ,ot7 3.en:opt,tan,a_nea„e3f3,insrot . For ' New Task Subject Tat.EMI S.,e s.../Lew 7..1. cne.r<sr•e.no r.•M, select Task Inlo.mmtvo 1•��”" '�" from the ----.. .. <e I CS,,,-70o7 ,L. ..,•• I,nPeog,LI • menu , I a.,... :, • Q. t r..awn [raiz,• .tent . •ppenont, 4, For Priority select °>en^.Errw DeacoNroo Infamauon - . from this menu: L'a Pec∎e; g•t_ High, Normal OR , , tow enter0 —._—._.. ....Q....R........... ...._ your . ___.._ Pertinence Nernn den ♦crease Re0.tn,np Sa',es cf Ta••i own n , . rrr.t,,r t .be• •E.e,nee'G3 subject. :weer,, t,.r. 11,. L1,1111 11'1,t,,. 18.,1U'4 tLt.:t.': 5 ,P n, I :a:L'i'e"-a•LP:dait , Wage GREATER WISP Salr'sfoice Community Portal Guide August 19, 2014 CREATING NEW ACCOUNTS (aka Companies) To add a new account (aka company) and avoid creating a duplicate account, you will first need to complete a search of existing accounts in the Salesforce database. See previous pages for SEARCH instructions. i From any tab enter company name or contact name in the search box.Click Search. 611. '"_` . k**1.,.. ._ 4µ;..c..4. Rrry t,..o.n • If no matches are found, this message will appear: Search Results • When your duplicate search is complete and no matching accounts have been found,you can now enter a new account. From the ACCOUNT tab click on NEW. Auau^u -c,e- - % C^ rye ...;,: ;it °.. 't.' CY�,� I4t",`i. 4 .,':,,-: ..�i�.` r,^.r-,II '°+.',. :."a...' µx;.f 7<, 'i- -4r,. 'r '<„3 ',4,,;n < N,' '� '!', •`t"r. ' ., , 3r: s so . .akf5',,, Home R•c•nt Accounts 71 . , GREATER MSP Salesforce Community Portal Guide August 19, 2014 — _ — -_' - -_ ' The New Account template will appear and you can begin entering account information. • Enter as much information as you have available. • You will be REQUIRED to enter the Account Name, City,State, GMSP County, and City. When entering the Account Name(aka company name),please refer to the Saiesforce Naming Conventions | taWeon page z9n/this document. \ ��w �.~ Edit w~��.',,.,V,*SP GREATER MSP ' ^,^ n="° c°°= wr,toj�^ »�°~ »°^�"o Opportunities /�° , __________ °~~~� New Account """""nt'"" sea! ^~"~~ "^~~ Account Inhumation / •,.'~~^..�`' account Nome °~^�° ^~"~~^ �wees ~~.M.,.~." _^~~ `~~�'" = �n&c~~~ ° ^ ~ site ~PAAPo~ °"~~~_.. "."^°^ '~~~�Pu= ~~ ".~~.~^^ founded Po pot^.~~ ~~~ °'`,'^'`". ��� ~— | ", | ���me ,~°�^^~° �,____________ ________ \ `~nt~ __// Note that information in ' — — - �° ^~~ '�-- .� these GASP�e|*s ensures s / ^�,c~� |,~—-' -' - , that accounts in your "~(Pl^�' , _ , designated location will be ~Nut'~^� ^.°/"u° Chosen '.. acceosbKmyou' ,. \ accessible / �.__ _____ -- .,._ , ._,.., . .— ' "—'' `~ ="`°^ ~�° • ~~-'`~~~ �~,~. '~^~^,~' Available I. .~'.°1 �� ~ • ^ , °~ ^ B / FaRe. GREATER MSP Salesforce Community Portal Guide August 19, 2014 When all information has been entered, click SAVE. If you have not entered the REQUIRED data an error screen will appear. Simply fill in the required data and click Save again. Note that for searching purposes, there are two boxes each for City and for County. Information should be entered in both areas. ABC Catering Account Edit • ' I I Cl JUnt In iUmaP.m I - e." a ,e P I 'J 91 GREATER MSP Salesforce Community Portal Guide August 19, 2014 EDITING ACCOUNT INFORMATION You can edit data for any account in the database. To edit account data, open up the Account page and click the EDIT button. Account . RJM Enterprises Sc• ' • Fee. E37.. tC L F,CC^.unt; La•�:pCI3_ Y1' 7 FJPE Su'.c,Resi plses J CRI'Partners IVfu nat,J':.. Account Detail Edit Account flame RJM Enterprises'View Hterarthrj Number of corporate employees 10IPage GREATER MSP Salesforte Loy mi.,, :. P,r:a GuuUe August lea 2014 VIEWING ACCOUNT INFORMATION Act o At, Pentair Technical Products Basic account ,Account Detakl r information an, will appear in the Account Detail r. section. I'.n,N A n I•td It' I., The Tools section includes links to helpful tools. Click the EDIT button here or at the top of ,, the page to update the account information. Below this line, various line items—referred to as Related Lists-will provide additional account information. 11 l GREATER MSP Salesforce Community Portal Guide August 19, 2014 RELATED LISTS A related list contains additional information associated with a record (e.g. selected account, contact, opportunity). Related lists appear on the record detail page after the basic detail. Use the scroll bar to see all related lists for a given record. Contacts Hew Contact Aawn Contact Tare Envy, atone All Account M w Fro ,rm Hamerypn, recur,, P,odnct= habeso'wcenN,con r76;,421 224€ Detail Pages will include GMSP BRE Survey Responses New GIASP BRE Survey Response ----- these 4 basic No records to chSpla, Related Lists— °' each allowing Visit-No Survey New Vtsrt No Survey for NEW No records to displa, entries. Company News New Cornpsni News r 140 records to dtspla, When applicable, other Related Lists that could appear include: • Opportunities • MSP Projects • Grow Minnesota! Visits • BCD Projects • WDD Consultations • MTO Service Events Note that most of the details regarding these additional related lists will not be available to all users but instead have been marked as "private" by their owners. Only basic information (e.g. date of visit, project owner, etc.)will be provided. For additional information regarding selected Related Lists,see these topics in the guidebook: • Related List: BRE Surveys • Related List: Company News Related List: Visit—No Survey 121P age GREATER MSP Salesforce Community Purim Guide August 19, 2011 CREATING NEW CONTACTS Contacts are people who are associated with an account - usually the company he/she represents. An account may have multiple contacts associated with it. New contacts can be created in two ways—directly through the Account or through the Contact tab. To add a new contact on the Account page: • Open up the account and to the Contacts related list. Click on NEW Contact. Account Dolan Contacts Action Contact/lame Title Ema �;• 'r, _ti_ *,e D:51.:.tea''.. .. • The account name will automatically be entered because you are entering the new contact from the Account record. After you have entered all available information, click SAVE. Additional contacts can be added as needed. New Contact Contact Edit - • 13 I GREATER MSP Salesforce Community Portal Guide August 19, 2014 To add a new contact from the Contact tab: • Select the Contact tab from the list of available tabs. Click on NEW Contact. CAaaes Accouniv ,t't +;Sp Pryacts Reporu Casnnoards Opportond,es Ideas Home ■nc» n..•-n so.••d Cent] . R�eantConLeb v °° rem, se.e; • Nan,• nu. Account Wrr,a 0~enaw rental Conran Own..&Ye 1101,To'' Ante itc'•'C ernes Fa^,st,Casa Once uav;, ,,son ua`eon; r , +!!'P hkC'eac'BnJ i Pres arm 5,-'. Sa a Gt4 �.,lGl Har,t5lfa[)v en Iu: y+',-G,ea[f @SF[ML'el SCaedi in r� [emu'Se,•, e^.nn•m-.'e e t:^ •.• ai`alltli.;ne' e. i'?•1a: ^l ltS dares l• 6 e..cm;s¢r- eau; • Enter the first and last name of the contact. • Enter the account name. Note that every contact must be attached to an account. c Use the LOOKUP icon if you are not sure of the exact account name. c If you enter an account that does not exist in the database, you will receive an error message. o If the account does not exist, a new account must be created from the Account tab. • After all available information is entered, click SAVE. • Additional contacts can be added as needed. New Contact 00'3 t ga.s..,e'dwr,ac 0,1 a. ,. .i t• ....on,y'N ;,e'0 0.,c1, p.f• Contact Edit s.,r Senn s ne,.. Can-el Contact imonni sin∎ I•arms.ate en`.•. rent n.,ne None • — „, t ne.telper.e ,••tnen., I ♦.-,,et (t4 O•nertme, Ia. o.'.ns t, a.OM r.,, .va i Ct, t.n• t .i,� Address Won-nation s :Stii Qlra A24e3s (Me .t., 1 n U (ttv.r in 14IPage C;RE Al ER MSP Sale:force Community Portai wide Ant;ust I 2C'1,1 CREATING NEW PROJECTS New projects are entered from the MSP Project tab. Home Recant MSP Projects • Enter available project information into applicable sections: PROJECT EXECUTIVE SUMMARY . PROJECT TYPE: Expansion,Attraction or Retention • SITE SELECTION CRITERIA • PROJECT RESPONSE ACTIVITY • WORKFORCE: Employment and Wage Information A- STATE INCENTIVES A- LOCAL INCENTIVES (County/City) • CLOSED PROJECTS: Required Information \e. MS ao�e_• uN P•JtKI EY” 15 GREATER MSP Salestorce Community Portal Guide August 19, 2014 CREATING NEW OPPORTUNITIES New opportunities are entered from the Opportunity tab. ��CChaffer plAccou�nt Coon��taacc�ts Al SP Projects Report Dashb s 1 =1 s O� { x;onannr. Home vo,, al Opportun tss • Go' 4rderson Danten Inc-Ramse, 00300230 2f 023137 Recent Opportunities r.• Enter available opportunity information into applicable sections: OPPORTUNITY EXECUTIVE SUMMARY PROJECT TYPE: BUSINESS EXPANSION,ATTRACTION,OR RETENTION ■ WORKFORCE: EMPLOYMENT AND WAGE INFORMATION l New Opportunity opportunity Edit Opportun4Y mbrmAdoe o,r.nnn,.o ru,-• I s.,urn rur. tit u„c..rewere shuns Chn,7•••■:N �� -ur,l R xr♦,,( Mu A,rr.r,1 P•r•rl r.,il„ �� Iasi t.aa Sou',,e Mrrr, Partr•r Drop. OPPOR I UNI IY EXEC UTM SUMMARY Su, I No'-, 115241.4 u n11.11 I .5 tV.91ar { -c-e I >- ',ewe • rut rc�l I...v C... WORKIORCEEmployment end Wage Inlormeno,, '-t, n•,Ifs t,•r,a•.o.,tr•.,r'• r•1, a. I s•--re TO Di.I„ r,, 1 t�t,• re,..], Se.• t o r l t r<a. t-4,r,rr- -1, 16 ' Page GREATER MS!)Salesforce (ommunrty Portal (node August 1°., 2014 RELATED LIST: BRE Survey Responses Each account has a related list named BRE Survey Responses. This section contains all data collected using the GMSP BRE Survey Tool. To create a new BRE Survey,from the Account Detail page scroll down to the section named BRE Survey Responses and click on New GMSP BRE Survey Response. • GMSP BRE Survey Responses • r, Gr,sP Br+F SJ^e, Resr.onse , • Follow instructions for locating the account in the Salesforce database. • If this is a new account, you will be asked to create the account and then return to the Account Detail page to create a New Survey. • When entering survey data, note that only some of the fields are required. However, the more information you enter the more robust the statistical reporting will be. • When you have entered all the survey information, click SAVE. 17I GREATER MSP Salesforce Community Portal Guide August 19, 2014 RELATED LIST: New Visit—No Survey Each account has a related list named New Visit—No Survey. This section allows all Salesforce users with access to an account to enter basic information regarding a visit to the company/organization. To enter new information from the Account Detail page scroll down to the section named New Visit—No Survey and click on New Visit—No Survey. Visit-No Survey New Vrsrt-No Survey' No records to displa, • Enter all required information. Click SAVE when done. • Note that comments entered in the Comments—Not Confidential field will be available to all Salesforce users with access to the account. Do not enter any private information in this field. r-New Visd-No Survey win NO Survey(p■ !eMmNMOn .R-n. I v+ v.,, . I •fin. 18 ' Page CARE ATE MSP Satesforce Coaramunity Portal oulde August 1') 2014 RELATED LIST: Company News Each account has a related list named Company News. This section contains recent local business news. To enter new information, from the Account Detail page scroll down to the section named Company News and click on New Company News. Company NEWS — .� — , Lens (1C re._,_res tD C spI, • Enter available information. Click SAVE when done. • Note that only some of the fields are required. However, the more information you enter the more robust the statistical reporting will be. New Company News -- — -- — — Company Nowa kin, ... ., [SeIeche I news source ,. i from this list or enter _------ -- _ _ ti your own In i . ■ „Other . „ ' " . .. . I Source." n nnnei" noxe 191 GREATER MSP Salesforce Community Portal Guide August 19, 2014 ACCESSING REPORTS Reports show how you performed in the past and what's happening at the moment. Six reports are currently available to all Community Portal Users and can be found on the Reports tab. • To access reports, click on the REPORTS tab then select a report. Chatter Accounts Contacts MSP Projects =,eports ' Dashboards Opportunities Ideas T Reports & Dashboards Folders All Folders All Folders . r-Ire;. :-?e,ayvb_tais GHSP Co nrnw y Arbor,--- ,-- ame Visrts with NO Survey GtjSP Communrq• I L' c- BRE Survey-Gt.1SP Communrty IMPORTANT l_ CRO Partner Into Gil SP Community Click on this Accounts-GMSPCommunrry folder to see all t�pportunrdes Gt,1SPCommunrty available `, t1SP Projects-WISP Community .r' reports - • Results show in rows/columns and include only data for your designated city/county. • Preset data fields are provided. • To sort data by field name (e.g.Zip/Postal Code), click on the heading. • Reports may be printed from the report page or exported to Excel. MSP Projects - GMSP Community kepo-tbenerahDn Status I of Ve;, keport Options kun 9epott klOr Oetails Pnntable VIeVJ Export()Nags Account Prgect P,gect Status Pro act Account Address Stags Path T Expsn f nd9 erwvshon of Expsnswn Into s GII Tow!Project Investment Job limo R tY M* bestir el '1 How Scuttling Count' (Ester-mod) NerJ lESbm•red Job• i,1P Ga'3..enlc wattle 2 yrsl t`I win NOTE: If report results include accounts outside your designated city/county or if known accounts are missing, please contact Betsy Knapp pp at 651-287-1367 or by email at bets v knapp(d)greatermsp or , 20IPage GREATER MSP Salesforce Community Portal Guide Auf;ust 19, 2014 SALESFORCE NAMING CONVENTIONS When creating new accounts, please follow these guidelines as agreed to by our Salesforce users. General Rules Example No punctuation(periods or commas) I B M =IBM No Numbers(Write them out in words)unless part of a 3M=3M,3 Bros,Inc _Three Brothers Inc trademarked name No"A""An"or"The"in the first word of the name The Bayer Group=Bayer Group No word"And"—use"&"with no spaces for letters 1&1=J&J;Black&Decker=Black&Decker No Spaces are allowed between letters A B&F Chemical Co=AB&F Chemical Co A W Smith Co=AW Smith Co No spaces for all contacts starting with"Mc"or"Mac" Mac Donald=MacDonald Major contact designations are first,with locations Baltimore BB Chemical Co=BB Chemical Co—Baltimore second using a"hyphen"(-)in between Apostrophes(')are used when part of the business name Joe's Bakery,McDonald's Government Rules Example All US organizations are under the two initials plus NJ Motor Vehicles,MN Department of Finance department All US federal organizations are under"US" Internal Revenue Service=US Internal Revenue Service All city and county agencies are under the City,County General Dist Court City of Minneapolis=Minneapolis City name first of General Dist Court All colleges and universities are under their legal name North Carolina State University,College of William& Mary Abbreviations(no periods) Attn Attention to Inc Incorporated Co Company LLC Limited Liability Corp ) Corp Corporation LLP Limited Liability Partnership DBA Doing Business As Ltd Limited Div Division(al) St Saint Dept Department US United States Dist District FKA Formerly Known As Gov Government USA United States of America Intl International 21 GREA IF R MSP SAlestorce Community Pottal Guide August 19, 2011, A WORD ABOUT FIELDS C, Look Up Fields ' (it ; ,,,±p, t ,,. ;, ,-,1 , .. . , . ,., .- , t.., -,o' 7q- •:: ',•- t,•■ jr■ ' — 1'. • ,•: : , ' •- .,, c' '• ,--• -i. . . . Required Fields 4 fi ',...; '■ , '•t',' ,• • f„., ', ,t , (1, :;in. f(-- V. „_--c- r,-s.,7,Pr ff---,.:'1..t-,1 I • H. i, --.:,1', ' , ' , .. ” n d-- 1",..: :' . ',,u, ,,ec: In, ' , .,' -, -None-- I 1- •J . 22J ., ,