Connecting Plone CMS and Salesforce.com CRM Webinar

Integrating CMS & Salesforce Christopher Johnson cjj@ifpeople.net 678 608 3408 www.ifpeople.net

What is ifPeople? • Social Enterprise • Partnership-Based • Strategy Centered

We help our clients use tech to nurture effective, long-term relationships with stakeholders. Click to edit Master subtitle style

How? With Integrated Systems

You might use Plone &/or Salesforce. links But before we begin, let's review...

• Content Management System • User-Friendly • Open Source • International Community links • Extensive functionality • Customizable

• Customer Relationship Management • Free to nonprofits • 80% off for green businesses • links Functional, customizable, adaptable • Plays well with Plone

The Problem Managing multiple and complex relationships is hard! Different (and same) data in many places Data collected from several sources Duplication frequent

The Solution • Web-to-x Forms • Events RSVP • E-commerce • Data from salesforce.com shown/interactive in Plone • Login authentication

PART I Sending Information from Plone to Salesforce

Online Forms links

Van Jones Click to edit Master subtitle style

Requests come in through form Built in Plone Easy to edit Dumps directly to Salesforce

Request dashboard in Salesforce

Form Creation Click to edit Master subtitle style

Event RSVPs links

Create campaign in Salesforce

Allow RSVPs in Plone event

Registration form

Campaign members in Salesforce

E-commerce links

Client: Trees for Life Click to edit Master subtitle style

Goal: Grow online revenue Make the giving process easier Make tracking and reporting on giving easier Reduce technical staff, costs of data management

Online catalogue Click to edit Master subtitle style

Shopping cart & additional donations

Checkout

User data 04/23/09

user data 04/23/09

user data order payment 04/23/09

user data order payment  contact  opportunity  donation details 04/23/09

Contact record with donation

Donation details

Web donations create campaign reports

PART II Making Salesforce Data Interactive in Plone

Interacting with Data from Salesforce Fancy front-end All business in back Plone website links presents data stored in Salesforce.com

The Basics: SF Queries

Add a SalesforceQuery links

Tell query what SF data you want shown links

Salesforce data appears in Plone links

Member Portal links

NCTC Click to edit Master subtitle style 6/14/09

Newsletter sign up requires registration Click to edit Master subtitle style 6/14/09

User registration Click to edit Master subtitle style 6/14/09

User Now Has a Contact in Salesforce Click to edit Master subtitle style 6/14/09

Class registration when logged in Click to edit Master subtitle style 6/14/09

Registered for class Click to edit Master subtitle style 6/14/09

Class registration in Salesforce Click to edit Master subtitle style 6/14/09

Pay for the class Click to edit Master subtitle style 6/14/09

Enter buyer information Click to edit Master subtitle style 6/14/09

Enter payment information Click to edit Master subtitle style 6/14/09

Payment is made Click to edit Master subtitle style 6/14/09

Payment recorded in Salesforce Click to edit Master subtitle style 6/14/09

New or Renewing Affiliate Screen

Existing Affiliate's Info Loaded

Payment From Same Form

Confirmation Screen

Record Status Updated in Salesforce

Payment Recorded

Online Directory

Client: Oregon Environmental Council

Find providers on Google map .

New providers request certification packet

Provider info flows into Salesforce

Volunteer Management

Client: Center for Economic Progress

Register or Login

Registration Page 1

Registration Form Creates Plone User

Registration Creates Contact...

...and Volunteer Information

And Volunteer Gets Email Confirmation

Sign Up for Training Sessions

Registration Recorded

Status Updated in Salesforce

Volunteer Selects Location to Work

Site Capacity Updated For Shift

Volunteer Dashboard

Volunteer Management • Registration • Secure Login • Training Sign Up • Hours Logging • Site Managers Request Supplies/Help • Site Managers Approve Hours • Site Manager Gets Schedule • Site Manager Contacts Volunteers

Site Manager Dashboard

Site Manager Approves Hours

Site Manager Gets Volunteer Schedule

Skill Levels Easy • Web-to-x Forms • Events RSVP • E-commerce • Data from salesforce.com shown/interactive in Plone Hard • Login authentication

Salesforce Service Levels Less Features More Features

Tools You Need Salesforce Integration: Plone Products: SalesforceBaseConnector PloneFormGen Connects Plone site to Point-and-click form SFDC via API login creation tool Specific Products PloneGetPaid RSVP, SFDC PFG Adapter, E-commerce engine for getpaid.SalesforceOrderRec Plone order

Learn More www.ifpeople.net snurl.com/plone-sfdc cjj@ifpeople.net | 678.608.3408 + Product Documentation: snurl.com/plonesfdoc Plone-Salesforce Mailing List: snurl.com/plonesflist

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Connecting Plone CMS and Salesforce.com CRM Webinar

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