Salesforce @ Interra

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Salesforce @ Interra by Mind Map: Salesforce @ Interra

1. SalesForce Fields

1.1. Lead

1.2. Account

1.2.1. Industry

1.2.2. Type

1.2.2.1. Analyst

1.2.2.2. Beneficiary

1.2.2.3. Biz Aggregators: Activist

1.2.2.4. Biz Aggregators: Affinity

1.2.2.5. Biz Aggregators: Business Service

1.2.2.6. Biz Aggregators: Wholesalers

1.2.2.7. Business Associations

1.2.2.8. Church and Faith Based

1.2.2.9. Competitor

1.2.2.10. Consumer: Affinity (NGO)

1.2.2.11. Consumer: Biz Organization

1.2.2.12. Consumer: Financial Institutions

1.2.2.13. Consumer: Regional Resources

1.2.2.14. Consumer: Support

1.2.2.15. Consumer: Guilds

1.2.2.16. Customer

1.2.2.17. Education/Universities

1.2.2.18. Endorsers/Ads/Publicist

1.2.2.19. Event Promoters

1.2.2.20. Founders Circle

1.2.2.21. Gov

1.2.2.22. Industry Sector

1.2.2.23. Integrator

1.2.2.24. Investor

1.2.2.25. Mainstreets

1.2.2.26. Media

1.2.2.27. Member

1.2.2.28. Merchant: Active

1.2.2.29. Merchant: Inactive

1.2.2.30. Merchant: Online

1.2.2.31. Other

1.2.2.32. Partner

1.2.2.33. Philanthropy

1.2.2.34. Press

1.2.2.35. Program Provider

1.2.2.36. Prospect

1.2.2.37. Reseller

1.2.2.38. Thought Leader

1.2.3. Program of Origin

1.2.4. Logo

1.2.5. ContactName

1.2.5.1. can this be moved to merchant information?

1.2.5.2. is this redundant with contact?

1.2.6. BusinessCategories

1.2.6.1. can this be moved to merchant information?

1.2.7. BusinessDistrict

1.2.7.1. can this be moved to merchant information?

1.2.8. BusinessEmail

1.2.8.1. is this redundant with contact?

1.2.8.2. can this be moved to merchant information?

1.3. Contact

1.3.1. Interra Role

1.3.1.1. Agent: Staff

1.3.1.2. Agent: Volunteer: Global

1.3.1.3. Agent: Volunteer: Local

1.3.1.4. Community Alliance Partner

1.3.1.5. Supporter

1.3.1.6. Prinicipal Advisor

1.3.1.7. Advisory Council Member

1.3.1.8. Connector

1.3.1.9. Funder

1.3.1.10. Strategic Partner

1.3.1.11. Service Provider

1.3.1.12. Member: Business

1.3.1.13. Member: Cardholder

1.3.1.14. Member: Beneficiary

1.3.1.15. Member: Finance Partner

1.3.1.16. Prospective Program Partner

1.3.2. Lead Source

1.3.2.1. Global Philanthropy Forum 2007

1.3.2.2. Greg's Interra List

1.3.2.3. Advertisement

1.3.2.4. Employee Referral

1.3.2.5. External Referral

1.3.2.6. Partner

1.3.2.7. Public Relations

1.3.2.8. Seminar - Internal

1.3.2.9. Seminar - Partner

1.3.2.10. Trade Show

1.3.2.11. Web

1.3.2.12. Word of Mouth

1.3.2.13. Other

1.3.2.14. Sustainability Confluence

1.3.2.15. ID Mashup

1.3.2.16. Ecotopia

1.3.2.17. SMT NW

1.3.2.18. Mainstreets

1.3.2.19. MS Event Attendee

1.3.2.20. WISER Portland

1.3.2.21. NY House Party

1.3.2.22. Palo Alto House Party

1.3.2.23. San Fran House Party

1.3.3. Status

1.4. Opportunity

1.5. Campaigns

2. Purpose of this map

2.1. Interra is committed to using salesforce

2.2. It is our prospective member and member database

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

2.4. This map is intended to help Interra agents

2.4.1. Input on issues related to our use of salesforce

2.4.2. Ask questions about salesforce and how we are using it

2.4.3. Find references to resources to help you learn to use salesforce

3. Salesforce Tasks to Be Completed

3.1. clean up duplicates when appropriate

3.2. add new leads - accounts and contacts

3.3. hunt down returned emails

3.4. modify contact and specify Interra role

4. Salesforce Questions to be Discussed

4.1. Lead

4.1.1. what is the new lead process

4.2. Accounts

4.2.1. how we use the type field for accounts

4.3. Contacts

4.3.1. how we use the Interra Role field for contacts

4.4. Opportunities

4.4.1. what are the opportunities that we are offer