Hybrid Vigor: Plone/Salesforce Integration -- Andrew Burkhalter

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

http://flickr.com/photos/pr9000/129823044/

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/

http://plone.org	10
http://www.pilotsystems.net	5
http://www.slideshare.net	2

Hybrid Vigor: Plone/Salesforce Integration -- Andrew Burkhalter

by aburkhalter on Oct 16, 2008

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