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Salesforce @ Interra by Mind Map: Salesforce @ Interra
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Salesforce @ Interra

SalesForce Fields




Type, Analyst, Beneficiary, Biz Aggregators: Activist, Biz Aggregators: Affinity, Biz Aggregators: Business Service, Biz Aggregators: Wholesalers, Business Associations, Church and Faith Based, Competitor, Consumer: Affinity (NGO), Consumer: Biz Organization, Consumer: Financial Institutions, Consumer: Regional Resources, Consumer: Support, Consumer: Guilds, Customer, Education/Universities, Endorsers/Ads/Publicist, Event Promoters, Founders Circle, Gov, Industry Sector, Integrator, Investor, Mainstreets, Media, Member, Merchant: Active, Merchant: Inactive, Merchant: Online, Other, Partner, Philanthropy, Press, Program Provider, Prospect, Reseller, Thought Leader

Program of Origin


ContactName, can this be moved to merchant information?, is this redundant with contact?

BusinessCategories, can this be moved to merchant information?

BusinessDistrict, can this be moved to merchant information?

BusinessEmail, is this redundant with contact?, can this be moved to merchant information?


Interra Role, Agent: Staff, Agent: Volunteer: Global, Agent: Volunteer: Local, Community Alliance Partner, Supporter, Prinicipal Advisor, Advisory Council Member, Connector, Funder, Strategic Partner, Service Provider, Member: Business, Member: Cardholder, Member: Beneficiary, Member: Finance Partner, Prospective Program Partner

Lead Source, Global Philanthropy Forum 2007, Greg's Interra List, Advertisement, Employee Referral, External Referral, Partner, Public Relations, Seminar - Internal, Seminar - Partner, Trade Show, Web, Word of Mouth, Other, Sustainability Confluence, ID Mashup, Ecotopia, SMT NW, Mainstreets, MS Event Attendee, WISER Portland, NY House Party, Palo Alto House Party, San Fran House Party




Purpose of this map

Interra is committed to using salesforce

It is our prospective member and member database

It is used to manage our relationships with the network we are building

This map is intended to help Interra agents

Input on issues related to our use of salesforce

Ask questions about salesforce and how we are using it

Find references to resources to help you learn to use salesforce

Salesforce Tasks to Be Completed

clean up duplicates when appropriate

add new leads - accounts and contacts

hunt down returned emails

modify contact and specify Interra role

Salesforce Questions to be Discussed


what is the new lead process


how we use the type field for accounts


how we use the Interra Role field for contacts


what are the opportunities that we are offer