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Plone+Salesforce
 

Plone+Salesforce

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Salesforce.com is a mature, feature-rich, highly customizable, software-as-a-service CRM that has had excellent integration with Plone since 2007. The combination of Plone and Salesforce.com is a ...

Salesforce.com is a mature, feature-rich, highly customizable, software-as-a-service CRM that has had excellent integration with Plone since 2007. The combination of Plone and Salesforce.com is a great deal for non-profits - the Salesforce Foundation will donate up to 10 enterprise licenses to 501(c)3 organizations, and any additional licenses are deeply discounted.

In this talk I will review the Plone+Salesforce integration toolkit, describe recent improvements to the toolkit, and contrast this with what other CMSes have to offer.

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    Plone+Salesforce Plone+Salesforce Presentation Transcript

    • Plone+Salesforce Sally Kleinfeldt, David Glick, Carlos de la Guardia Plone Conference Brasilia 4 October 2013
    • Salesforce.com
    • Salesforce.com • Leading hosted CRM (customer relationship management)
    • Salesforce.com • Leading hosted CRM (customer relationship management) • Mature
    • Salesforce.com • Leading hosted CRM (customer relationship management) • Mature • Feature-rich
    • Salesforce.com • Leading hosted CRM (customer relationship management) • Mature • Feature-rich • Customizable
    • Salesforce.com • Leading hosted CRM (customer relationship management) • Mature • Feature-rich • Customizable • Integrated with Plone since 2007
    • Salesforce Foundation
    • Salesforce Foundation • Leverage Salesforce.com
    • Salesforce Foundation • Leverage Salesforce.com • Donate and discount products to non-profits
    • Salesforce Foundation • Leverage Salesforce.com • Donate and discount products to non-profits • 10 donated Enterprise Edition licenses
    • Salesforce Foundation • Leverage Salesforce.com • Donate and discount products to non-profits • 10 donated Enterprise Edition licenses • Deep discounts on additional licenses
    • Salesforce Foundation • Leverage Salesforce.com • Donate and discount products to non-profits • 10 donated Enterprise Edition licenses • Deep discounts on additional licenses • Discounts on training, events, apps
    • Integration Toolkit
    • Initial Integration
    • Initial Integration • Funded by 2006 Salesforce Foundation grant to ONE/Northwest (later Groundwire)
    • Initial Integration • Funded by 2006 Salesforce Foundation grant to ONE/Northwest (later Groundwire) • Beatbox – Python library, wraps Salesforce SOAP API
    • Initial Integration • Funded by 2006 Salesforce Foundation grant to ONE/Northwest (later Groundwire) • Beatbox – Python library, wraps Salesforce SOAP API • SalesforceBaseConnector – Calls Salesforce SOAP API from Plone
    • Initial Integration
    • Initial Integration • Salesforce PFG Adapter – Allows PFG forms to submit to Salesforce, provides field mapping
    • Initial Integration • Salesforce PFG Adapter – Allows PFG forms to submit to Salesforce, provides field mapping • SalesforceAuthPlugin – Authenticate logins against Salesforce
    • Expanded Toolkit
    • Expanded Toolkit • Paypal2SalesforceLead- Paypal listener, adds a lead when a payment is made
    • Expanded Toolkit • Paypal2SalesforceLead- Paypal listener, adds a lead when a payment is made • Salesforce Order Recorder – GetPaid add-on, allows checkouts to generate items in Salesforce
    • Expanded Toolkit
    • Expanded Toolkit • collective.salesforce.rsvp – accept registrations for unpaid events via Plone and store the data in Salesforce
    • Expanded Toolkit • collective.salesforce.rsvp – accept registrations for unpaid events via Plone and store the data in Salesforce • Megaphone – map participation in petitions and letters to Salesforce
    • Expanded Toolkit
    • Expanded Toolkit • collective.salesforce.content – create Plone content types that are connected to objects in Salesforce
    • Fundraising
    • Turnkey Fundraising Site
    • Turnkey Fundraising Site • The Innocence Project expanded the toolkit in 2012
    • Turnkey Fundraising Site • The Innocence Project expanded the toolkit in 2012 • collective.salesforce.fundraising
    • collective.salesforce.fundraising
    • collective.salesforce.fundraising • Standalone online fundraising system
    • collective.salesforce.fundraising • Standalone online fundraising system • Integration with Salesforce.com campaigns
    • collective.salesforce.fundraising • Standalone online fundraising system • Integration with Salesforce.com campaigns • Create campaign timelines and goals One time and recurring donations
    • collective.salesforce.fundraising • Standalone online fundraising system • Integration with Salesforce.com campaigns • Create campaign timelines and goals One time and recurring donations • Personal fundraising - allow users to create personal campaign pages
    • collective.salesforce.fundraising
    • collective.salesforce.fundraising • Payment processing
    • collective.salesforce.fundraising • Payment processing • Integration with Stripe for recurring donations including sending emails and updating Salesforce Recurring Donations
    • collective.salesforce.fundraising • Payment processing • Integration with Stripe for recurring donations including sending emails and updating Salesforce Recurring Donations • Social integration via Janrain
    • Many Campaigns https://secure.innocenceproject.org/donate
    • One Campaign https://secure.innocenceproject.org/donate/ypc-fundraiser-2013
    • Plone Foundation Fundraising Site http://plonedemo.muselab.com
    • Fundraising Take 2
    • Fundraising Take 2 • Hard to add payment processors, switch CRM, etc.
    • Fundraising Take 2 • Hard to add payment processors, switch CRM, etc. • Break collective.salesforce.fundraising into modular pieces
    • Fundraising Take 2 • Hard to add payment processors, switch CRM, etc. • Break collective.salesforce.fundraising into modular pieces • Work still in progress
    • collective.fundraising.*
    • collective.fundraising.* • collective.fundraising.core - Dexterity behaviors and other shared functionality
    • collective.fundraising.* • collective.fundraising.core - Dexterity behaviors and other shared functionality • collective.fundraising.site - Optimized site configuration
    • collective.fundraising.* • collective.fundraising.core - Dexterity behaviors and other shared functionality • collective.fundraising.site - Optimized site configuration • Additional components planned for Salesforce, Stripe, Recurly, Janrain, Mailchimp, Mandrill....
    • Recent Work
    • API
    • API • SOAP libraries were not ideal
    • API • SOAP libraries were not ideal • Beatbox for generic API
    • API • SOAP libraries were not ideal • Beatbox for generic API • Suds for custom API
    • API • SOAP libraries were not ideal • Beatbox for generic API • Suds for custom API • Salesforce now has a unified REST API with a new Python library: simple-salesforce
    • API
    • Message Queuing
    • Message Queuing • First generation toolkit was synchronous
    • Message Queuing • First generation toolkit was synchronous • High latency - users and threads kept waiting
    • Message Queuing • First generation toolkit was synchronous • High latency - users and threads kept waiting • Tight coupling - errors when Salesforce unavailable
    • Message Queuing • First generation toolkit was synchronous • High latency - users and threads kept waiting • Tight coupling - errors when Salesforce unavailable • Solution: message queue allowing asynchronous processing
    • Message Queuing
    • Message Queuing • Technologies chosen:
    • Message Queuing • Technologies chosen: • Celery: http://www.celeryproject.org/
    • Message Queuing • Technologies chosen: • Celery: http://www.celeryproject.org/ • Feature rich
    • Message Queuing • Technologies chosen: • Celery: http://www.celeryproject.org/ • Feature rich • Good traction
    • Message Queuing • Technologies chosen: • Celery: http://www.celeryproject.org/ • Feature rich • Good traction • RabbitMQ: http://www.rabbitmq.com/
    • Message Queuing • Technologies chosen: • Celery: http://www.celeryproject.org/ • Feature rich • Good traction • RabbitMQ: http://www.rabbitmq.com/ • Message queue backend
    • Message Queuing
    • Message Queuing • Integrating Celery with Zope transactions turned out to be easy
    • Message Queuing • Integrating Celery with Zope transactions turned out to be easy • Use after-commit hook in case transaction hits a database conflict and gets retried
    • Message Queuing • Integrating Celery with Zope transactions turned out to be easy • Use after-commit hook in case transaction hits a database conflict and gets retried • Created decorator to encapsulate queueing and creating Salesforce connection
    • Future Work
    • Future Work • Package decorators for creating celery tasks that run within Zope or do callouts to external webservices into a reusable library
    • Future Work • Package decorators for creating celery tasks that run within Zope or do callouts to external webservices into a reusable library • Higher-level Plone add-on for configuring synchronization between Plone content types and Salesforce objects
    • Competition
    • Drupal+Salesforce
    • Drupal+Salesforce • Salesforce Suite
    • Drupal+Salesforce • Salesforce Suite • https://drupal.org/project/salesforce
    • Drupal+Salesforce • Salesforce Suite • https://drupal.org/project/salesforce • Modular integration framework for developers
    • Drupal+Salesforce • Salesforce Suite • https://drupal.org/project/salesforce • Modular integration framework for developers • Lower level components to build from
    • Drupal+Salesforce • Salesforce Suite • https://drupal.org/project/salesforce • Modular integration framework for developers • Lower level components to build from • Recently rewritten
    • Drupal+Salesforce
    • Drupal+Salesforce • Springboard
    • Drupal+Salesforce • Springboard • http://www.jacksonriver.com/ springboard
    • Drupal+Salesforce • Springboard • http://www.jacksonriver.com/ springboard • Out of the box non-profit fundraising and marketing
    • Drupal+Salesforce • Springboard • http://www.jacksonriver.com/ springboard • Out of the box non-profit fundraising and marketing • Satisfies a particular set of use cases
    • Drupal+Salesforce
    • Drupal+Salesforce • RedHen
    • Drupal+Salesforce • RedHen • http://redhencrm.com/
    • Drupal+Salesforce • RedHen • http://redhencrm.com/ • Native Drupal CRM
    • Drupal+Salesforce • RedHen • http://redhencrm.com/ • Native Drupal CRM • Designed to be integrated with Salesforce
    • Joomla!+Salesforce
    • Joomla!+Salesforce • JoomForce
    • Joomla!+Salesforce • JoomForce • http://extensions.joomla.org/ extensions/clients-a-communities/crm- bridges/14704
    • Joomla!+Salesforce • JoomForce • http://extensions.joomla.org/ extensions/clients-a-communities/crm- bridges/14704 • Lead and Contact capture through auto generated forms
    • Wordpress+Salesforce
    • Wordpress+Salesforce • WordPress to Lead for Salesforce
    • Wordpress+Salesforce • WordPress to Lead for Salesforce • http://wordpress.org/plugins/ salesforce-wordpress-to-lead/
    • Wordpress+Salesforce • WordPress to Lead for Salesforce • http://wordpress.org/plugins/ salesforce-wordpress-to-lead/ • Easy to install
    • Wordpress+Salesforce • WordPress to Lead for Salesforce • http://wordpress.org/plugins/ salesforce-wordpress-to-lead/ • Easy to install • Basic web to lead forms
    • Wordpress+Salesforce
    • Wordpress+Salesforce • Gravity Forms to Salesforce
    • Wordpress+Salesforce • Gravity Forms to Salesforce • http://wordpress.org/plugins/gravity- forms-salesforce/
    • Wordpress+Salesforce • Gravity Forms to Salesforce • http://wordpress.org/plugins/gravity- forms-salesforce/ • Easy to install
    • Wordpress+Salesforce • Gravity Forms to Salesforce • http://wordpress.org/plugins/gravity- forms-salesforce/ • Easy to install • Web to lead forms with custom fields
    • Wordpress+Salesforce • Gravity Forms to Salesforce • http://wordpress.org/plugins/gravity- forms-salesforce/ • Easy to install • Web to lead forms with custom fields • Use the API with Salesforce Enterprise, Unlimited and Developer Edition
    • Plone vs. The Others
    • Plone vs. The Others • Plone offers richer Salesforce integration than Joomla! or Wordpress
    • Plone vs. The Others • Plone offers richer Salesforce integration than Joomla! or Wordpress • Plone and Drupal offer a similar level of Salesforce integration but packaged differently
    • Questions?