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Principle 1: The benefits of access to company and contact information across the university can be maximized only if: (a) corporate relations communications are as open and regular as possible; and (b) all data are visible and available for use by all Salesforce users.
Principle 2: Open and meaningful access to all Salesforce data by all users will only be possible if users of the information: (a) respect the interests of the member who supplied the information and contacts; and (b) communicate as appropriate to ensure trust in the sharing of data.
Principle 3: Corporate relations success depends entirely on the active and cooperative participation of users, including: (a) regular and informed use of the Salesforce platform; and (b) user supply of complete and up to date account and contact information for all companies with which strategic connections are either in process or possible.
Principle 4: Companies are not owned or controlled by any unit or individual; however, deference should be given to timing and sensitivities associated with development of significant relationships by others.
Principle 5: Individual contacts can involve very personal and longstanding relationships that should be honored by internal correspondence in advance before new communications are made.
Rule 1: Corporate Point of Contact A Salesforce user administrator will be designated as the point of contact (POC) for each company profile on Salesforce solely for administrative purposes (the POC designation is required by the Salesforce software). The designated POC will be responsible for monitoring maintenance of company data in coordination with all corporate relationship managers.
Rule 2: Contact Owner Access to individual company contacts will be coordinated through individual corporate relationship managers who have been designated as an “owner” of the relationship. (Multiple “owners” will be reflected in contacts notes, but only one member can be listed in Salesforce as the primary “owner”.) Relationship managers and their supervisors are expected to work together to resolve any conflicting claims to ownership of any company contact relationship. Initially, contact ownership can be claimed by the manager who first enters the contact information in Salesforce.
Rule 3: Contact Governance Each contact owner must designate the level of sensitivity of the contact relationship. The Salesforce platform will be modified to provide for three designations for each contact: (a) Do not contact without permission; (b) Contact with prior notice; and (c) Feel free to contact. The default setting will be (c) Feel free to contact. Appropriate methods for communicating in advance, as required by options (a) and (b), are email or Salesforce Chatter. A Chatter group will be created for corporate relations managers to support this type of communication.
Rule 4: Data Gathering UTO will assist all units in ensuring that data gathering requirements can be met by each unit, including providing: (a) Salesforce licenses and training; and (b) collaborative development of API connections for current Salesforce users.
Rule 5: Unit Participation Units agree: (a) to be active participants in data collection; and (b) to provide contact and summary opportunity information for all connections with all companies.