Non Profits Bay Area

Notes from the January User Group Meeting

Clayton Yee presented on Business Process Modeling as preparation for developing a Salesforce org.  Other main topics addressed were setting up workflows and importing data.

Frank Chan distributed a "Business Process Modelling Notation (BPMN) Poster which is available at http://http://bpmn.itposter.net

We talked about the need for documenting processes in order to have a clear set of specs and also about how much diagramming is too much.

Steve Andersen has posted some process maps about donor management in this three-part series of posts at his Gokubi blog, which include some examples of business process diagrams:

http://gokubi.com/archives/what-ive-learned-about-donor-management
 
Bo mentioned Rick Bannister's SQL-Salesforce tool, Relational Junction as an import utility that runs queries between existing SQL databases and Salesforce.  Relational Junction is available on the AppExchange.  Bo may be posting comments about this resource.

We mentioned that you can find a list of Salesforce Foundation partners at http://www.salesforcefoundation.org/partners/consulting
 
There was discussion about the perceived need on the part of many organizations for an ebase to Salesforce migration utility.

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Comments

Relational Junction, by Sesame Software "simplifies legacy data migration, integration and reporting by creating and synchronizing a local data warehouse that is a perfect mirror of your Salesforce.com site."

http://www.sesamesoftware.com/rj4salesforce.html

With this tool, you can write your own sql to etl your salesforce.com internal database. It's the bomb!

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