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YA SF Young Audiences Salesforce Database Intiative Documentation
YA SF
 * Project Overview & Initial Setup
 * Relationships
 * Core Functions
   * Creating Artist Programs
   * Creating Contracts
     * Connecting Programs to Contracts
     * Scheduling Contract Dates
     * Adding Surcharges, Discounts and Subsidies
     * Generating Documents
   * End of Year Reporting
 * Recipes
   * Configuration
     * Configuration: Getting First and Last Event Dates
     * CRT Configuration: Opps, Invoices, Receipts
   * Formulae
     * Formula: Absolute Start Time (Contract Date)
   * Reports
     * Report: Account Receivable Report
   * Workflows
     * Workflow: Auto-calculate Contract Date End Time
     * Workflow: Auto-Tick “Do Not Show” for Travel, etc.
     * Workflow: Contract Anniversary Reminder Email
     * Workflow: Email Venue Contact at End of Contract
     * Workflow: Payment Received Notification
     * Workflow: Send Alert for Cancelled Contract
     * Workflow: Useful Rules (PDF)
 * The Artist Portal
 * Updates and Add-Ons
   * Excellent New Tools
   * Updates – Nov/Dec, 2014

DOCUMENTATION FOR THE YA SALESFORCE DATABASE INITIATIVE

This resource contains essential information for users of Young Audiences’
Salesforce package, and is intended to complement hands-on experience with the
system.  It includes an overview of the project goals, an orientation to the
data relationships, and procedures for critical business processes.  Please note
that this resource will continue to be altered as the project evolves.

NOTES ABOUT LANGUAGE
Understanding how Salesforce works can be facilitated by taking on a
for-profit/revenue-oriented mindset when thinking about the terminology used in
the system. People become “Contacts”,  schools become “Accounts”, contracts
become “Opportunities”, etc.  It will be to your advantage to mentally equate
and start to use Salesforce’s word choices in lieu of your instinctive terms.
While ungainly at first, adopting Salesforce’s terminology will quickly become
second nature and will lead to a more rapid facility within the system.

Relatedly, as you explore this resource you will notice that Salesforce
terms are occasionally capitalized to distinguish them from the prosaic use of
those same terms.  For example, “You can find the contacts connected to an
account by opening an Account record and scrolling down to the Contacts related
list.”


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