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Out of the Box Portals and Web Sites Powered by AppExchange Presentation Transcript

  • 1. Out of the Box: Portals and Web Sites Powered by AppExchange Steve Andersen, ONE/Northwest Mike Leach, Cubic Compass Software / i-Dialogue Track: Advanced AppExchange Developer
  • 2. Safe Harbor Statement
    • “ Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements the achievement of which involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results could differ materially from the results expressed or implied by the forward-looking statements we make.  All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
    • The risks and uncertainties referred to above include - but are not limited to - risks associated with the integration of Sendia Corporation’s technology, operations, infrastructure and personnel with ours; unexpected costs or delays incurred in integrating Sendia with salesforce.com, which could adversely affect our operating results and rate of growth; any unknown errors or limitations in the Sendia technology; any third party intellectual property claims arising from the Sendia technology; customer and partner acceptance and deployment of the AppExchange and AppExchange Mobile platforms; interruptions or delays in our service or our Web hosting; our new business model; breach of our security measures; possible fluctuations in our operating results and rate of growth; the emerging market in which we operate; our relatively limited operating history; our ability to hire, retain and motivate our employees and manage our growth; competition; our ability to continue to release and gain customer acceptance of new and improved versions of our CRM service; unanticipated changes in our effective tax rate; fluctuations in the number of shares outstanding; the price of such shares; foreign currency exchange rates and interest rates.
    • Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time, including our Form 10-K for the fiscal year ended January 31, 2006. These documents are available on the SEC Filings section of the Investor Information section of our website at www.salesforce.com/investor .
    • Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all.  Customers who purchase our services should make purchase decisions based upon features that are currently available.  Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
  • 3. Agenda
    • Overview
    • Plone Integration
    • .Net Portal Toolkit
  • 4. Steve Andersen Program Manager [email_address]
  • 5. Company Introduction Template
    • Works with environmental nonprofits to help them improve their engagement effectiveness through strategy and technology consulting.
    INDUSTRY: Environmental Consulting EMPLOYEES: 13 GEOGRAPHY: US, Canada PRODUCT(S) USED: SFA, Marketing, Service & Support, lots of customizations # INTERNAL USERS: 13 # CONSULTED ORGS: 7
  • 6. Salesforce.com Connector for Plone
    • Funded by Salesforce.com Foundation
    • Plone is an enterprise-grade open source CMS
      • Based on Zope application Server
      • Written in Python
    • Plone Uses Salesforce.com as Authentication and Member database
      • Based on Beatbox Python toolkit for Salesforce.com
        • originally written by Simon Fell
        • significant improvements as a part of this project
  • 7. How it works
    • Plone has Pluggable Authentication Service (PAS)
      • Can use any source for Authentication and Member database, just write the plugin
      • LDAP, Active Directory, MySQL, etc.
      • Now Salesforce
    • User signup
      • A Contact is created with Username, Password, and a few other custom fields. Username must be unique.
    • Login
      • A SOQL query looks for Username and Password combo on a Contact.
      • If match found, user is authenticated
    • Password Retrieval
      • User can get their forgotten Username and Password through the standard Plone function
  • 8. Where to get the Salesforce.com Connector for Plone
    • Salesforce.com Connector for Plone is available at Plone.org
      • http://plone.org/products/salesforceconnector
    • Beatbox the Python toolkit for the Salesforce.com API is available at PocketSoap
      • http://plone.org/products/salesforceconnector
  • 9. Possible Winter '07 enhancements
    • Appexchange Package to add all the Contact Custom Fields for you
      • Will use the new feature of packaging up custom fields on standard objects
    • An AJAX interface for processing new web signups, checking for duplicates and merging them as necessary
      • Will use the new Merge feature in the API
    • Reports and Dashboard for tracking Plone users, logins, etc.
    • Other possible enhancements
      • Event registration using Campaigns
      • Receiving Online Payments as Opportunities
  • 10. .NET Portal Toolkit Integrating Web Sites With Salesforce Mike Leach, Cubic Compass Software / i-Dialogue Track: Advanced Developers
  • 11. Advanced Web-to-Lead Techniques Mike Leach Founder [email_address]
  • 12. About Cubic Compass Software / i-Dialogue
    • Developer of open source Portal Toolkit for Salesforce
    • .NET Technology Stack
    • Host of i-Dialogue for AppExchange
    • Services include Training, Technical Support, Consulting, Hosting, and Project Management
    INDUSTRY: Enterprise Portal / CMS Software FOUNDED: 2001 GEOGRAPHY: Portland Oregon, US PRODUCTS: Passage .NET On-Premise Portal Server i-Dialogue.com Hosted Portal Solutions
  • 13. Portals and Web Sites Powered by AppExchange
  • 14. System Requirements
    • Microsoft .NET Framework 2.0
    • SQL Server 2005 (Free Express Edition OK)
    • IIS Web Server
    • Visual Studio .NET
  • 15. Integration Patterns Used Real-time Integration Asynchronous Integration
  • 16. Live Demo
    • End User Experience
      • Web-to-Lead conversion process
      • Recruitment web site
    • Developer Experience
      • Creating Web-to-Lead landing page
      • Creating Job listing and Candidate Submission Form
  • 17. More Information
    • Live Demo
      • Google “Widget 9000 Attenuator”
    • Try It
      • USB Disk with Slides and Portal Toolkit
      • See me after presentation
    • Download Salesforce Portal Toolkit
      • http://www.cubiccompass.com/salesforce-portal.aspx
    • Contact
      • [email_address]
      • 503-245-7654
  • 18. Session Feedback Let us know how we’re doing!
    • Please score the session from 5 to 1 (5=excellent,1=needs improvement) on the following categories:
      • Overall rating of the session
      • Quality of content
      • Strength of presentation delivery
      • Relevance of the session to your organization
    Save time! Use your cell phone or mobile device to send Feedback via SMS/Text Messaging! Send a message to 26335 In the message body: Session 246, #### For example, “ Session 123, 5555 ” Session ID: 246 Session ID # Scores for 4 categories SMS Voting powered by: