Connecting Plone CMS and Salesforce.com CRM Webinar
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Connecting Plone CMS and Salesforce.com CRM Webinar

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ifPeople's demo of the power of integration the Plone (open source) Content Management System with with Salesforce CRM to create an engagement management platform. Contact info@ifpeople.net for help ...

ifPeople's demo of the power of integration the Plone (open source) Content Management System with with Salesforce CRM to create an engagement management platform. Contact info@ifpeople.net for help in setting up your itnegrated CMS-CRM.

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Connecting Plone CMS and Salesforce.com CRM Webinar Presentation Transcript

  • 1. Integrating CMS & Salesforce Christopher Johnson cjj@ifpeople.net 678 608 3408 www.ifpeople.net
  • 2. What is ifPeople? • Social Enterprise • Partnership-Based • Strategy Centered
  • 3. We help our clients use tech to nurture effective, long-term relationships with stakeholders. Click to edit Master subtitle style
  • 4. How? With Integrated Systems
  • 5. You might use Plone &/or Salesforce. links But before we begin, let's review...
  • 6. • Content Management System • User-Friendly • Open Source • International Community links • Extensive functionality • Customizable
  • 7. • Customer Relationship Management • Free to nonprofits • 80% off for green businesses • links Functional, customizable, adaptable • Plays well with Plone
  • 8. The Problem Managing multiple and complex relationships is hard! Different (and same) data in many places Data collected from several sources Duplication frequent
  • 9. The Solution • Web-to-x Forms • Events RSVP • E-commerce • Data from salesforce.com shown/interactive in Plone • Login authentication
  • 10. PART I Sending Information from Plone to Salesforce
  • 11. Online Forms links
  • 12. Van Jones Click to edit Master subtitle style
  • 13. Requests come in through form Built in Plone Easy to edit Dumps directly to Salesforce
  • 14. Request dashboard in Salesforce
  • 15. Form Creation Click to edit Master subtitle style
  • 16. Form Creation Click to edit Master subtitle style
  • 17. Form Creation Click to edit Master subtitle style
  • 18. Form Creation Click to edit Master subtitle style
  • 19. Form Creation Click to edit Master subtitle style
  • 20. Form Creation Click to edit Master subtitle style
  • 21. Form Creation Click to edit Master subtitle style
  • 22. Form Creation Click to edit Master subtitle style
  • 23. Form Creation Click to edit Master subtitle style
  • 24. Form Creation Click to edit Master subtitle style
  • 25. Form Creation Click to edit Master subtitle style
  • 26. Form Creation Click to edit Master subtitle style
  • 27. Form Creation Click to edit Master subtitle style
  • 28. Form Creation Click to edit Master subtitle style
  • 29. Form Creation Click to edit Master subtitle style
  • 30. Form Creation Click to edit Master subtitle style
  • 31. Event RSVPs links
  • 32. Create campaign in Salesforce
  • 33. Create campaign in Salesforce
  • 34. Allow RSVPs in Plone event
  • 35. Allow RSVPs in Plone event
  • 36. Allow RSVPs in Plone event
  • 37. Allow RSVPs in Plone event
  • 38. Allow RSVPs in Plone event
  • 39. Registration form
  • 40. Registration form
  • 41. Campaign members in Salesforce
  • 42. E-commerce links
  • 43. Client: Trees for Life Click to edit Master subtitle style
  • 44. Goal: Grow online revenue Make the giving process easier Make tracking and reporting on giving easier Reduce technical staff, costs of data management
  • 45. Online catalogue Click to edit Master subtitle style
  • 46. Shopping cart & additional donations
  • 47. Checkout
  • 48. User data 04/23/09
  • 49. user data 04/23/09
  • 50. user data order payment 04/23/09
  • 51. user data order payment  contact  opportunity  donation details 04/23/09
  • 52. user data order payment  contact  opportunity  donation details 04/23/09
  • 53. Contact record with donation
  • 54. Donation details
  • 55. Web donations create campaign reports
  • 56. PART II Making Salesforce Data Interactive in Plone
  • 57. Interacting with Data from Salesforce Fancy front-end All business in back Plone website links presents data stored in Salesforce.com
  • 58. The Basics: SF Queries
  • 59. Add a SalesforceQuery links
  • 60. Tell query what SF data you want shown links
  • 61. Salesforce data appears in Plone links
  • 62. Member Portal links
  • 63. NCTC Click to edit Master subtitle style 6/14/09
  • 64. Newsletter sign up requires registration Click to edit Master subtitle style 6/14/09
  • 65. User registration Click to edit Master subtitle style 6/14/09
  • 66. User Now Has a Contact in Salesforce Click to edit Master subtitle style 6/14/09
  • 67. Class registration when logged in Click to edit Master subtitle style 6/14/09
  • 68. Registered for class Click to edit Master subtitle style 6/14/09
  • 69. Class registration in Salesforce Click to edit Master subtitle style 6/14/09
  • 70. Pay for the class Click to edit Master subtitle style 6/14/09
  • 71. Enter buyer information Click to edit Master subtitle style 6/14/09
  • 72. Enter payment information Click to edit Master subtitle style 6/14/09
  • 73. Payment is made Click to edit Master subtitle style 6/14/09
  • 74. Payment recorded in Salesforce Click to edit Master subtitle style 6/14/09
  • 75. New or Renewing Affiliate Screen
  • 76. Existing Affiliate's Info Loaded
  • 77. Payment From Same Form
  • 78. Confirmation Screen
  • 79. Record Status Updated in Salesforce
  • 80. Payment Recorded
  • 81. Online Directory
  • 82. Client: Oregon Environmental Council
  • 83. Find providers on Google map .
  • 84. New providers request certification packet
  • 85. Provider info flows into Salesforce
  • 86. Volunteer Management
  • 87. Client: Center for Economic Progress
  • 88. Register or Login
  • 89. Registration Page 1
  • 90. Registration Form Creates Plone User
  • 91. Registration Creates Contact...
  • 92. ...and Volunteer Information
  • 93. And Volunteer Gets Email Confirmation
  • 94. Sign Up for Training Sessions
  • 95. Registration Recorded
  • 96. Status Updated in Salesforce
  • 97. Volunteer Selects Location to Work
  • 98. Volunteer Selects Location to Work
  • 99. Site Capacity Updated For Shift
  • 100. Volunteer Dashboard
  • 101. 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
  • 102. Site Manager Dashboard
  • 103. Site Manager Approves Hours
  • 104. Site Manager Gets Volunteer Schedule
  • 105. Site Manager Gets Volunteer Schedule
  • 106. Skill Levels Easy • Web-to-x Forms • Events RSVP • E-commerce • Data from salesforce.com shown/interactive in Plone Hard • Login authentication
  • 107. Salesforce Service Levels Less Features More Features
  • 108. 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
  • 109. 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