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Connecting Plone and Salesforce Webinar

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    Connecting Plone and Salesforce Webinar - Presentation Transcript

    1. Connecting Plone & Salesforce Christopher Johnson cjj@ifpeople.net 678 608 3408 www.ifpeople.net 
    2. What is ifPeople? •  Social Enterprise   •  Partnership­Based   •  Strategy Centered
    3. You might use Plone &/or Salesforce. links But before we begin, let's review...
    4. •  Content Management System  •  User­Friendly  •  Open Source •  International Community links •  Extensive functionality  •  Customizable 
    5. •  Customer Relationship Management   •  Free to nonprofits •  80% off for green businesses  • links  Functional, customizable, adaptable  •  Plays well with Plone  
    6. The Problem Managing multiple and complex  relationships is hard! How do I collect info where I want to  manage it?  Collect more info from my website? Avoid duplication when possible?
    7. The Solution • Web­to­x Forms  • Events RSVP • E­commerce • Data from salesforce.com  shown/interactive in Plone • Login authentication
    8. PART I Sending Information from  Plone to Salesforce
    9. Online Forms links
    10. Van Jones Click to edit Master subtitle style
    11. Requests come in through form Built in Plone Easy to edit Dumps directly  to Salesforce
    12. Request dashboard in Salesforce
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    29. Event RSVPs links
    30. Create campaign in Salesforce
    31. Create campaign in Salesforce
    32. Allow RSVPs in Plone event
    33. Allow RSVPs in Plone event
    34. Allow RSVPs in Plone event
    35. Allow RSVPs in Plone event
    36. Allow RSVPs in Plone event
    37. Registration form
    38. Registration form
    39. Campaign members in Salesforce
    40. E­commerce links
    41. Client: Trees for Life  Click to edit Master subtitle style
    42. Goal: Grow online revenue Make the giving process  easier Make tracking and  reporting on giving easier Reduce technical staff,  costs of data management 
    43. Online catalogue     Click to edit Master subtitle style
    44. Shopping cart & additional donations
    45. Checkout
    46. User data 04/23/09
    47. user data 04/23/09
    48. user data order payment 04/23/09
    49. user data order payment  contact  opportunity  donation details 04/23/09
    50. user data order payment  contact  opportunity  donation details 04/23/09
    51. Contact record with donation
    52. Donation details 
    53. Web donations create campaign reports
    54. PART II Making Salesforce Data  Interactive in Plone
    55. The Basics: SF Queries
    56. Add a SalesforceQuery  links
    57. Tell query what SF data you want shown links
    58. Salesforce data appears in Plone links
    59. Online Directory
    60. Campaign members in Salesforce Fancy front­end  All business in back Plone website  links presents data stored in  Salesforce.com
    61. Client: Oregon Environmental Council 
    62. Find providers on Google map .
    63. New providers request certification packet
    64. Provider info flows into Salesforce
    65. Tools You Need: Salesforce Integration: Other Products: SalesforceBaseConnector PloneFormGen Connects Plone site to  Point­and­click form  SFDC via API login creation tool Specific Products PloneGetPaid RSVP, SFDC PFG Adapter,  E­commerce engine for  getpaid.SalesforceOrderRec Plone order
    66. Learn More: IfPeople: www.ifpeople.net snurl.com/plone­sfdc cjj@ifpeople.net | 678.3408 Product Documentation: snurl.com/plonesfdoc Plone­Salesforce Integration Mailing List: snurl.com/plonesflist

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