Integrating CMS & Salesforce

                Christopher Johnson
                     cjj@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 subti...
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
•
...
•
  Customer Relationship Management
•
  Free to nonprofits
•
  80% off for green businesses
•                         lin...
The Problem


   Managing multiple and complex
       relationships is hard!

   Different (and same) data in many
   plac...
The Solution



         •
             Web-to-x Forms
         •
             Events RSVP
         •
             E-comme...
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

             ...
Request dashboard in Salesforce
Form Creation




     Click to edit Master subtitle style
Form Creation




     Click to edit Master subtitle style
Form Creation




     Click to edit Master subtitle style
Form Creation




     Click to edit Master subtitle style
Form Creation




     Click to edit Master subtitle style
Form Creation




     Click to edit Master subtitle style
Form Creation




     Click to edit Master subtitle style
Form Creation




     Click to edit Master subtitle style
Form Creation




     Click to edit Master subtitle style
Form Creation




     Click to edit Master subtitle style
Form Creation




     Click to edit Master subtitle style
Form Creation




     Click to edit Master subtitle style
Form Creation




     Click to edit Master subtitle style
Form Creation




     Click to edit Master subtitle style
Form Creation




     Click to edit Master subtitle style
Form Creation




     Click to edit Master subtitle style
Event RSVPs



              links
Create campaign in Salesforce
Create campaign in Salesforce
Allow RSVPs in Plone event
Allow RSVPs in Plone event
Allow RSVPs in Plone event
Allow RSVPs in Plone event
Allow RSVPs in Plone event
Registration form
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

                    M...
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



      ...
user data




                                          order

                                          payment



      ...
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
...
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
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 ...
Site Manager Dashboard
Site Manager Approves Hours
Site Manager Gets Volunteer Schedule
Site Manager Gets Volunteer Schedule
Skill Levels
   Easy

               •
                   Web-to-x Forms
               •
                   Events RSVP
 ...
Salesforce Service Levels
    Less Features




    More Features
Tools You Need



Salesforce Integration:      Plone Products:

SalesforceBaseConnector      PloneFormGen
Connects Plone s...
Learn More



         www.ifpeople.net
         snurl.com/plone-sfdc
         cjj@ifpeople.net |
         678.608.3408
  ...
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 in setting up your itnegrated CMS-CRM.

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Connecting Plone CMS and Salesforce.com CRM Webinar

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