Plone Kickstart 2:
   Top Modules
   Christopher Johnson
         ifPeople
    www.ifpeople.net
About Me

• Co-founder, ifPeople
• Plone Foundation member
• Collaborator and Marketing,
  not developing
• Making technol...
Outline

• Evaluating Modules
• Finding Modules on plone.org
• How to Add Modules
• Highlights & Demos
•Q & A
Jargon Watch

• Products = Modules

• Buildout = Build/config tool

• Portlet = widget/box
Evaluating Products

• How is product presented?

• Are people using it?

• Try it
  – On a test site first!
  – Make a ba...
•
   Content Management System 
•
   User­Friendly 
•
   Open Source
•
   International Community  links
•
   Extensive fu...
Categories
• Auth and User            • Import/Export
  Management               • Layout and presentation
• Basic content...
How to Add a Module

• Download the product to
  your server/computer
  – Automated via buildout
• Restart Plone
• Install...
LinguaPlone
• Category:
  Internationalization

• Multi-lingual content
  management

• Link:
  plone.org/products/linguap...
Create Translations with LinguaPlone

                      • Allows multi­lingual 
                        content


    ...
Create Translations with LinguaPlone




                            Side­by­side 
                            links
     ...
PloneFormGen
• Category: Forms

• Point-and-click form creation!

• Link:
  plone.org/products/ploneformgen
Generate Dynamic Forms with FormGen


                        • Integrate forms 
                          onto site


   ...
Add a Form Folder




                    links
                      Easily added 
                      from “add new”
Add a Fields to Form
Generate Dynamic Forms with FormGen

                         • Create 
                           customized fields


   ...
Plone4Artists Calendar
• Category: UI, Calendar
• Make any folder a calendar,
  provides new views, color code
  event typ...
Manage Events with Plone4Artists Calender




                            links
Alternate Views: Calendar List




              Click to edit Master subtitle style



                                  ...
ATSuccessStory
• Category: Content Type

• Share and features stories with
  rotating image+text

• Link:
  plone.org/prod...
Share Stories with ATSuccessStory


                     • Features photos, text of 
                       success storie...
Success Stories Managed in Folder




                           links
SubSkins

• Category: UI, Theme Tool

• Point-and-click configure a
  theme for your site

• Link:
  plone.org/products/su...
Site Built with SubSkins
SubSkins is a Point­and­Click Theme Tool
Carousel
• Category: UI

• Add rotating images to any
  page/folder of site

• Link:
  plone.org/products/carousel
PloneGetPaid
• Category: Commerce

• Simple shopping cart, many
  extensions

• Link:
  plone.org/products/getpaid
• Integrates 
with 
PloneFormGen

• Integrates 
with Salesforce 
CRM
RedirectionTool
• Category: Admin Tool

• Create aliases and redirects for
  any part of site

• Link:
  plone.org/product...
ifSearchMonitor
• Category: Report & Analytics

• Track searches on site and provides
  way to provide recommended
  resul...
How to Add a Module
Plone-Salesforce Integration

  • Category: Integration

  • Send data to CRM with point-
    and-click tools

  • Link:
 ...
Plone­Salesforce Integration

   •
      Web­to­x Forms 
   •
      Events RSVP
   •  E­commerce

   •
       Data from sa...
The Problem


   Managing multiple and complex 
       relationships is hard!

   Different (and same) data in many 
   pl...
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 direc...
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




        Click to edit Master subtitle style
Create campaign in Salesforce




        Click to edit Master subtitle style
Allow RSVPs in Plone event




       Click to edit Master subtitle style
Allow RSVPs in Plone event




       Click to edit Master subtitle style
Allow RSVPs in Plone event




       Click to edit Master subtitle style
Allow RSVPs in Plone event




       Click to edit Master subtitle style
Allow RSVPs in Plone event




       Click to edit Master subtitle style
Registration form




  Click to edit Master subtitle style
Registration form




  Click to edit Master subtitle style
Campaign members in Salesforce




         Click to edit Master subtitle style
E­commerce



             links
Client: Trees for Life 




Click to edit Master subtitle style
Goal: Grow online revenue
           Make the giving process 
           easier

           Make tracking and 
           ...
               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
Online Directory
Client: Oregon Environmental Council 
Volunteer Management
Client: Center for Economic Progress
Developer-Oriented

• plone.app.blog
  – plone.org/products/plone.app.blob
• ATVocabularyManager
  – plone.org/products/at...
Thank you!
Christopher Johnson

ifPeople | www.ifpeople.net
Atlanta, GA USA
678-608-3408x16 | cjj@ifpeople.net
Plone Kickstart Talk: Top Add-on Products
Plone Kickstart Talk: Top Add-on Products
Plone Kickstart Talk: Top Add-on Products
Plone Kickstart Talk: Top Add-on Products
Plone Kickstart Talk: Top Add-on Products
Plone Kickstart Talk: Top Add-on Products
Plone Kickstart Talk: Top Add-on Products
Plone Kickstart Talk: Top Add-on Products
Plone Kickstart Talk: Top Add-on Products
Plone Kickstart Talk: Top Add-on Products
Plone Kickstart Talk: Top Add-on Products
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Plone Kickstart Talk: Top Add-on Products

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Plone's add on products are the easiest and fastest way to extend core Plone functionality for your site. Plone has over 1,100 add on products to choose from covering a vast variety and introducing a lot of flexibility. We'll start by giving you a tour of the add on products and how they are organized. With such a huge list to choose from, which ones are the must-haves for your sites? This session will dive into some of the most common and widely used products for Plone.

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Plone Kickstart Talk: Top Add-on Products

  1. 1. Plone Kickstart 2: Top Modules Christopher Johnson ifPeople www.ifpeople.net
  2. 2. About Me • Co-founder, ifPeople • Plone Foundation member • Collaborator and Marketing, not developing • Making technology accessible Results­drive Web  Strategies and Tools
  3. 3. Outline • Evaluating Modules • Finding Modules on plone.org • How to Add Modules • Highlights & Demos •Q & A
  4. 4. Jargon Watch • Products = Modules • Buildout = Build/config tool • Portlet = widget/box
  5. 5. Evaluating Products • How is product presented? • Are people using it? • Try it – On a test site first! – Make a backup!
  6. 6. •  Content Management System  •  User­Friendly  •  Open Source •  International Community links •  Extensive functionality  •  Customizable 
  7. 7. Categories • Auth and User • Import/Export Management • Layout and presentation • Basic content types • Media • Buildout • Migration scripts • Commerce • Miscellaneous • Communication • Polls/Surveys • Calendars/Events • Portlets • Code examples • Database integration & • Project management external storage • Statistics & reporting • Development tools • Services • Documentation • Theming tools management • Themes • Educational • Versioning, Staging and • Fields and widgets Deployment • Geospatial • Weblogs • Internationalization • Workflow
  8. 8. How to Add a Module • Download the product to your server/computer – Automated via buildout • Restart Plone • Install via Quick Installer Doc: http://bit.ly/addproductsdoc
  9. 9. LinguaPlone • Category: Internationalization • Multi-lingual content management • Link: plone.org/products/linguaplone
  10. 10. Create Translations with LinguaPlone • Allows multi­lingual  content • Editors easily insert  translated pages • No hierarchy of content links • Works with any layout
  11. 11. Create Translations with LinguaPlone Side­by­side  links translation view 
  12. 12. PloneFormGen • Category: Forms • Point-and-click form creation! • Link: plone.org/products/ploneformgen
  13. 13. Generate Dynamic Forms with FormGen • Integrate forms  onto site • Send data via  email links • Export data to  spreadsheet
  14. 14. Add a Form Folder links Easily added  from “add new”
  15. 15. Add a Fields to Form
  16. 16. Generate Dynamic Forms with FormGen • Create  customized fields • Re­arrange fields  by dragging and  dropping links
  17. 17. Plone4Artists Calendar • Category: UI, Calendar • Make any folder a calendar, provides new views, color code event types. • Link: plone.org/products/plone4artists calendar
  18. 18. Manage Events with Plone4Artists Calender links
  19. 19. Alternate Views: Calendar List Click to edit Master subtitle style links
  20. 20. ATSuccessStory • Category: Content Type • Share and features stories with rotating image+text • Link: plone.org/products/atsuccessstory
  21. 21. Share Stories with ATSuccessStory • Features photos, text of  success stories on site • Provides portlet to  showcase random stories  from Success Story  folder • Add multiple collections,  links then add portlets to  display contents 
  22. 22. Success Stories Managed in Folder links
  23. 23. SubSkins • Category: UI, Theme Tool • Point-and-click configure a theme for your site • Link: plone.org/products/subskins
  24. 24. Site Built with SubSkins
  25. 25. SubSkins is a Point­and­Click Theme Tool
  26. 26. Carousel • Category: UI • Add rotating images to any page/folder of site • Link: plone.org/products/carousel
  27. 27. PloneGetPaid • Category: Commerce • Simple shopping cart, many extensions • Link: plone.org/products/getpaid
  28. 28. • Integrates  with  PloneFormGen • Integrates  with Salesforce  CRM
  29. 29. RedirectionTool • Category: Admin Tool • Create aliases and redirects for any part of site • Link: plone.org/products/redirectiontool
  30. 30. ifSearchMonitor • Category: Report & Analytics • Track searches on site and provides way to provide recommended results • Link: plone.org/products/ifsearchmonitor
  31. 31. How to Add a Module
  32. 32. Plone-Salesforce Integration • Category: Integration • Send data to CRM with point- and-click tools • Link: http://bit.ly/plonesalesforce
  33. 33. Plone­Salesforce Integration • Web­to­x Forms  • Events RSVP •  E­commerce • Data from salesforce.com in Plone Authentication
  34. 34. The Problem Managing multiple and complex  relationships is hard! Different (and same) data in many  places Data collected from several sources Duplication frequent
  35. 35. PART I Sending Information from  Plone to Salesforce
  36. 36. Online Forms links
  37. 37. Van Jones Click to edit Master subtitle style
  38. 38. Requests come in through form Built in Plone Easy to edit Dumps directly  to Salesforce
  39. 39. Request dashboard in Salesforce
  40. 40. Form Creation Click to edit Master subtitle style
  41. 41. Form Creation Click to edit Master subtitle style
  42. 42. Form Creation Click to edit Master subtitle style
  43. 43. Form Creation Click to edit Master subtitle style
  44. 44. Form Creation Click to edit Master subtitle style
  45. 45. Form Creation Click to edit Master subtitle style
  46. 46. Form Creation Click to edit Master subtitle style
  47. 47. Form Creation Click to edit Master subtitle style
  48. 48. Form Creation Click to edit Master subtitle style
  49. 49. Form Creation Click to edit Master subtitle style
  50. 50. Form Creation Click to edit Master subtitle style
  51. 51. Form Creation Click to edit Master subtitle style
  52. 52. Form Creation Click to edit Master subtitle style
  53. 53. Form Creation Click to edit Master subtitle style
  54. 54. Form Creation Click to edit Master subtitle style
  55. 55. Form Creation Click to edit Master subtitle style
  56. 56. Event RSVPs links
  57. 57. Create campaign in Salesforce Click to edit Master subtitle style
  58. 58. Create campaign in Salesforce Click to edit Master subtitle style
  59. 59. Allow RSVPs in Plone event Click to edit Master subtitle style
  60. 60. Allow RSVPs in Plone event Click to edit Master subtitle style
  61. 61. Allow RSVPs in Plone event Click to edit Master subtitle style
  62. 62. Allow RSVPs in Plone event Click to edit Master subtitle style
  63. 63. Allow RSVPs in Plone event Click to edit Master subtitle style
  64. 64. Registration form Click to edit Master subtitle style
  65. 65. Registration form Click to edit Master subtitle style
  66. 66. Campaign members in Salesforce Click to edit Master subtitle style
  67. 67. E­commerce links
  68. 68. Client: Trees for Life  Click to edit Master subtitle style
  69. 69. Goal: Grow online revenue Make the giving process  easier Make tracking and  reporting on giving easier Reduce technical staff,  costs of data management 
  70. 70.   Online catalogue   Click to edit Master subtitle style
  71. 71. Shopping cart & additional donations
  72. 72. Checkout
  73. 73. User data 04/23/09
  74. 74. user data 04/23/09
  75. 75. user data order payment 04/23/09
  76. 76. user data order payment  contact  opportunity  donation details 04/23/09
  77. 77. user data order payment  contact  opportunity  donation details 04/23/09
  78. 78. Contact record with donation
  79. 79. Donation details 
  80. 80. Web donations create campaign reports
  81. 81. Online Directory
  82. 82. Client: Oregon Environmental Council 
  83. 83. Volunteer Management
  84. 84. Client: Center for Economic Progress
  85. 85. Developer-Oriented • plone.app.blog – plone.org/products/plone.app.blob • ATVocabularyManager – plone.org/products/atvocabularymanager • collective.portletpages – pypi.python.org/pypi/collective.portletpage • Deliverance and XDV
  86. 86. Thank you! Christopher Johnson ifPeople | www.ifpeople.net Atlanta, GA USA 678-608-3408x16 | cjj@ifpeople.net
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