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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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  • Transcript

    • 1. Hybrid Vigor Plone / Salesforce Integration
      • Andrew Burkhalter
      • ONE/Northwest
      • [email_address]
      • www.onenw.org
    • 2. http://flickr.com/photos/pr9000/129823044/
    • 3. Me
    • 4. ONE/Northwest
    • 5. Engagement tools and strategies
    • 6. Environmental nonprofits
    • 7. Plone add-on developer
    • 8. http://www.flickr.com/photos/ardentphoto/2489023451/ Co-founder/coordinator Seattle Plone
    • 9. Enough about me
    • 10.  
    • 11. Plone is great for managing content content content
    • 12. CRM is for people But what about people?
    • 13. Customer Relationship Management
    • 14. CRM is not just about “selling” http://www.flickr.com/photos/ardentphoto/2489023451/
    • 15. Customer Constituent Relationship Management
    • 16. But what is teh Salesforce? (at least for the purpose of this talk)
    • 17. Hybrid Vigor http://flickr.com/photos/pr9000/129823044/
    • 18. Integration Goals
    • 19. Log in against Salesforce records & update profile data
    • 20. Submit form data to Salesforce to Salesforce
    • 21. Simple Event Registration
    • 22. View Salesforce data as content as content
    • 23. Build cool stuff
    • 24. Architecture
    • 25. 4 Demos
    • 26. 1. Save data from PloneFormGen to Salesforce
    • 27.  
    • 28. 2. RSVP for Salesforce
    • 29.  
    • 30. 3. Login and edit user profile data user profile data
    • 31.  
    • 32. 4. Local Cache of Salesforce Records
    • 33.  
    • 34. Readiness http://flickr.com/photos/exalthim/2256181057/
    • 35.
      • SalesforceBaseConnector: 3 releases. solid, good test coverage, in production.
      • Go use it.
    • 36.
      • 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.
    • 37.
      • RSVP for Salesforce: 2 releases. solid, good test coverage, in beta with our clients.
      • Use with care.
    • 38.
      • 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.
    • 39. Roadmap http://flickr.com/photos/matthewfch/1688409628/
    • 40.
      • 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
    • 41.
      • 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?
    • 42. 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 :-)
    • 43. 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
    • 44. http://www.flickr.com/photos/travelinlibrarian/223839049/