Hybrid Vigor Plone / Salesforce Integration Andrew Burkhalter ONE/Northwest [email_address] www.onenw.org

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.

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.

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.

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.

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

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?

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 :-)

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

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/