CMS + CRM: Integrando Plone y Salesforce
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CMS + CRM: Integrando Plone y Salesforce

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Por Franco Pellegrini. Un paseo que expone las posibilidades de integracion entre Plone y Salesforce.

Por Franco Pellegrini. Un paseo que expone las posibilidades de integracion entre Plone y Salesforce.

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CMS + CRM: Integrando Plone y Salesforce Presentation Transcript

  • 1. menttes corporate training CMS + CRM: Integrando Plone y Salesforce ● Pellegrini, Franco ● frapell@menttes.com
  • 2. Introducción CRM · Administracion de las relaciones con el cliente (Customer relationship management) · SugarCRM · ZohoCRM · Microsoft Dynamics CRM · Vtiger CRM menttes
  • 3. Salesforce menttes
  • 4. ¿Que podemos hacer? · Autenticación · Interactuar con eventos (RSVP) · Cargar datos desde Plone hacia Salesforce · Leer datos desde Plone, almacenados en Salesforce menttes
  • 5. Productos · Products.salesforcebaseconnector · collective.salesforce.authplugin Adaptador para utilizar Realiza la de la Se ocupa comunicación Producto adicional para Interacción con · Products.PloneFormGen PloneFormGen con autenticación eventos formularios realizar en Salesforce con Salesforce Salesforce · Products.salesforcepfgadapter · collective.salesforce.rsvp menttes
  • 6. Instalación menttes
  • 7. Instalación menttes
  • 8. Instalación menttes
  • 9. Instalación menttes
  • 10. Instalación menttes
  • 11. Instalación menttes
  • 12. Instalación menttes
  • 13. Salesforce Sin trabajo extra menttes
  • 14. Salesforce Autenticación menttes
  • 15. Autenticación menttes
  • 16. Autenticación menttes
  • 17. Autenticación menttes
  • 18. Salesforce Interacción con eventos (RSVP) menttes
  • 19. RSVP menttes
  • 20. RSVP menttes
  • 21. RSVP menttes
  • 22. RSVP menttes
  • 23. RSVP menttes
  • 24. Salesforce Formularios menttes
  • 25. Formularios menttes
  • 26. Formularios menttes
  • 27. Formularios menttes
  • 28. Formularios menttes
  • 29. Formularios menttes
  • 30. Formularios menttes
  • 31. Formularios menttes
  • 32. Formularios menttes
  • 33. Salesforce Usando la API menttes
  • 34. Hablando con Salesforce>>> sf = app.www.portal_salesforcebaseconnector>>> sf.describeGlobal()[types][Account, ........ Contact, ....... Event, .................]>>> sf.describeSObjects([Contact])[0].fields.keys()[....FirstName, Title, LastName, ....... , Email, Phone, .........] menttes
  • 35. Creando contenido>>> sf.create({type:Contact, FirstName:Plone, LastName:Symposium, Email:plone@symposium.com.ar})[{errors: [], id: 003A000000SM0jKIAT, success: True}]>>> sf.create({type:Contact, FirstName:Plone2, LastName:Symposium, Email:plone@symposium.com.ar})[{errors: [], id: 003A000000SM0vgIAD, success: True}]>>> sf.create({type:Contact, FirstName:Plone3, LastName:Symposium, Email:plone@symposium.com.ar})[{errors: [], id: 003A000000SM0vhIAD, success: True}] menttes
  • 36. Consultando a SalesforceSalesforce.com Object Query Language (SOQL) >>> sf.query("SELECT FirstName, LastName, Email FROM Contact WHERE LastName=Symposium") [{LastName: Symposium, type: Contact, Id: , FirstName: Plone, Email: plone@symposium.com.ar}, {LastName: Symposium, type: Contact, Id: , FirstName: Plone2, Email: plone@symposium.com.ar}, {LastName: Symposium, type: Contact, Id: , FirstName: Plone3, Email: plone@symposium.com.ar}] menttes
  • 37. Consultando a SalesforceSalesforce.com Object Search Language (SOSL) >>> sf.search("FIND {Plone*}")[{type: Contact, Id: 003A000000SM0jKIAT}]>>> sf.retrieve([FirstName, LastName, Email], Contact, 003A000000SM0jKIAT)[{LastName: Symposium, Email: plone@symposium.com.ar, FirstName: Plone}] menttes
  • 38. Actualizando Salesforce>>> sf.update({type:Contact, Id: 003A000000SM0jKIAT, FirstName:Plone5, LastName:Symposium5, Email:plone@symposium.com.ar})[{errors: [], id: 003A000000SM0jKIAT, success: True}]>>> sf.retrieve([FirstName, LastName, Email], Contact, 003A000000SM0jKIAT)[{LastName: Symposium5, Email: plone@symposium.com.ar, FirstName: Plone5}] menttes
  • 39. Eliminando elementos de Salesforce>>> sf.delete([003A000000SM0jKIAT, 003A000000SM0vgIAD, 003A000000SM0vhIAD])[{errors: [], id: 003A000000SM0jKIAT, success: True}, {errors: [], id: 003A000000SM0vgIAD, success: True}, {errors: [], id: 003A000000SM0vhIAD, success: True}] menttes
  • 40. Salesforce + Plone Preguntas ? menttes
  • 41. menttes corporate training Muchas gracias ● Pellegrini, Franco ● frapell@menttes.com