Hybrid Vigor: Plone/Salesforce Integration -- Andrew Burkhalter
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Hybrid Vigor: Plone/Salesforce Integration -- Andrew Burkhalter

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The Plone community has delivered a powerful set of integration tools to connect Plone with the Salesforce.com CRM platform. In this talk, we'll provide a high-level overview of the integration tools, ...

The Plone community has delivered a powerful set of integration tools to connect Plone with the Salesforce.com CRM platform. In this talk, we'll provide a high-level overview of the integration tools, and brief demonstrations of what kinds of website experiences they make possible: e.g, event sign up forms that submit directly to Salesforce, mapping compound forms to multiple relational tables in Salesforce, authenticating Plone logins against a database of users in Salesforce, Salesforce data exposed as Plone content, and more. Slides create for a talk for the Plone Conference 2008 in Washington D.C.

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Hybrid Vigor: Plone/Salesforce Integration -- Andrew Burkhalter Hybrid Vigor: Plone/Salesforce Integration -- Andrew Burkhalter Presentation Transcript

  • Hybrid Vigor Plone / Salesforce Integration
    • Andrew Burkhalter
    • ONE/Northwest
    • [email_address]
    • www.onenw.org
  • http://flickr.com/photos/pr9000/129823044/
  • Me
  • ONE/Northwest
  • Engagement tools and strategies
  • Environmental nonprofits
  • Plone add-on developer
  • http://www.flickr.com/photos/ardentphoto/2489023451/ Co-founder/coordinator Seattle Plone
  • Enough about me
  •  
  • Plone is great for managing content content content
  • CRM is for people But what about people?
  • Customer Relationship Management
  • CRM is not just about “selling” http://www.flickr.com/photos/ardentphoto/2489023451/
  • Customer Constituent Relationship Management
  • But what is teh Salesforce? (at least for the purpose of this talk)
  • Hybrid Vigor http://flickr.com/photos/pr9000/129823044/
  • Integration Goals
  • Log in against Salesforce records & update profile data
  • Submit form data to Salesforce to Salesforce
  • Simple Event Registration
  • View Salesforce data as content as content
  • Build cool stuff
  • Architecture
  • 4 Demos
  • 1. Save data from PloneFormGen to Salesforce
  •  
  • 2. RSVP for Salesforce
  •  
  • 3. Login and edit user profile data user profile data
  •  
  • 4. Local Cache of Salesforce Records
  •  
  • Readiness http://flickr.com/photos/exalthim/2256181057/
    • SalesforceBaseConnector: 3 releases. solid, good test coverage, in production.
    • Go use it.
    • PFG Adapter: 6 releases. very solid, good test coverage, in production.
    • Handled 20,000 new leads in <30 days at greenjobsnow.com
    • Go use it.
    • RSVP for Salesforce: 2 releases. solid, good test coverage, in beta with our clients.
    • Use with care.
    • SalesforceAuthPlugin: 2 releases. we think it’s solid, good test coverage, haven’t used in production yet, performance at high load untested.
    • Use with care and bring some familiarity with PAS to the table.
  • Roadmap http://flickr.com/photos/matthewfch/1688409628/
    • Polish documentation
    • Merge v 13.0 Salesforce API + Metadata API implementation and release
      • Relationship Queries (e.g. JOINs)
      • SOSL (Salesforce Object Search Langugage)
        • ReferenceWidget
    • Better group management in SalesforceAuthPlugin
    • Improved KSS-powered configuration UI for PFG Salesforce Adapter
    • Support UPDATES in addition to CREATES in PFG Salesforce Adapter
    • Build infrastructure to fail gracefully during Salesforce.com API maintenance windows
    • Use content rules infrastructure to push user-created content to Salesforce for tracking engagement
    • PFG: handle $ via GetPaid, dump data to Salesforce (done). This is mostly about PFG + GetPaid.
    • collective.salesforce.catalog - local ZCatalog cache of Salesforce records. Best practice, releasable?
  • Getting Involved
    • Use the code http://snipurl.com/plonesfdocs
    • Join the Google Group http://groups.google.com/group/plonesf
      • Ask questions
      • Share ideas
    • Write custom apps using SalesforceBaseConnector
    • Contribute bug reports and patches
    • Sponsors welcome :-)
  • Thanks
        • Jesse Snyder, NPower Seattle
        • Brian Gershon, Web Collective
        • Jon Baldivieso, ONE/Northwest
        • Jon Stahl, ONE/Northwest
        • David Glick, ONE/Northwest
    • Special PloneFormGen guest star
        • Steve McMahon, Reid/McMahon
    • Simon Fell, Salesforce.com for providing the beatbox Python wrapper to the Salesforce API
    • Salesforce.com Foundation and Enfold Systems for funding and initial implementation work on beatbox and the first release of SalesforceAuthPlugin
  • http://www.flickr.com/photos/travelinlibrarian/223839049/