1.
Plone+Salesforce
Sally Kleinfeldt, David Glick, Carlos de la Guardia
Plone Conference Brasilia
4 October 2013

2.
Salesforce.com

3.
Salesforce.com
• Leading hosted CRM (customer
relationship management)

4.
Salesforce.com
• Leading hosted CRM (customer
relationship management)
• Mature

5.
Salesforce.com
• Leading hosted CRM (customer
relationship management)
• Mature
• Feature-rich

6.
Salesforce.com
• Leading hosted CRM (customer
relationship management)
• Mature
• Feature-rich
• Customizable

7.
Salesforce.com
• Leading hosted CRM (customer
relationship management)
• Mature
• Feature-rich
• Customizable
• Integrated with Plone since 2007

8.
Salesforce Foundation

9.
Salesforce Foundation
• Leverage Salesforce.com

10.
Salesforce Foundation
• Leverage Salesforce.com
• Donate and discount products to
non-profits

11.
Salesforce Foundation
• Leverage Salesforce.com
• Donate and discount products to
non-profits
• 10 donated Enterprise Edition
licenses

12.
Salesforce Foundation
• Leverage Salesforce.com
• Donate and discount products to
non-profits
• 10 donated Enterprise Edition
licenses
• Deep discounts on additional
licenses

13.
Salesforce Foundation
• Leverage Salesforce.com
• Donate and discount products to
non-profits
• 10 donated Enterprise Edition
licenses
• Deep discounts on additional
licenses
• Discounts on training, events,
apps

14.
Integration Toolkit

15.
Initial Integration

16.
Initial Integration
• Funded by 2006 Salesforce Foundation
grant to ONE/Northwest (later
Groundwire)

17.
Initial Integration
• Funded by 2006 Salesforce Foundation
grant to ONE/Northwest (later
Groundwire)
• Beatbox – Python library, wraps
Salesforce SOAP API

18.
Initial Integration
• Funded by 2006 Salesforce Foundation
grant to ONE/Northwest (later
Groundwire)
• Beatbox – Python library, wraps
Salesforce SOAP API
• SalesforceBaseConnector – Calls
Salesforce SOAP API from Plone

19.
Initial Integration

20.
Initial Integration
• Salesforce PFG Adapter – Allows PFG
forms to submit to Salesforce, provides
field mapping

21.
Initial Integration
• Salesforce PFG Adapter – Allows PFG
forms to submit to Salesforce, provides
field mapping
• SalesforceAuthPlugin – Authenticate
logins against Salesforce

22.
Expanded Toolkit

23.
Expanded Toolkit
• Paypal2SalesforceLead- Paypal
listener, adds a lead when a payment is
made

24.
Expanded Toolkit
• Paypal2SalesforceLead- Paypal
listener, adds a lead when a payment is
made
• Salesforce Order Recorder – GetPaid
add-on, allows checkouts to generate
items in Salesforce

25.
Expanded Toolkit

26.
Expanded Toolkit
• collective.salesforce.rsvp – accept
registrations for unpaid events via Plone
and store the data in Salesforce

27.
Expanded Toolkit
• collective.salesforce.rsvp – accept
registrations for unpaid events via Plone
and store the data in Salesforce
• Megaphone – map participation in
petitions and letters to Salesforce

28.
Expanded Toolkit

29.
Expanded Toolkit
• collective.salesforce.content – create
Plone content types that are connected
to objects in Salesforce

30.
Fundraising

31.
Turnkey Fundraising
Site

32.
Turnkey Fundraising
Site
• The Innocence Project expanded the
toolkit in 2012

33.
Turnkey Fundraising
Site
• The Innocence Project expanded the
toolkit in 2012
• collective.salesforce.fundraising

34.
collective.salesforce.fundraising

35.
collective.salesforce.fundraising
• Standalone online fundraising system

36.
collective.salesforce.fundraising
• Standalone online fundraising system
• Integration with Salesforce.com
campaigns

37.
collective.salesforce.fundraising
• Standalone online fundraising system
• Integration with Salesforce.com
campaigns
• Create campaign timelines and goals
One time and recurring donations

38.
collective.salesforce.fundraising
• Standalone online fundraising system
• Integration with Salesforce.com
campaigns
• Create campaign timelines and goals
One time and recurring donations
• Personal fundraising - allow users to
create personal campaign pages

39.
collective.salesforce.fundraising

40.
collective.salesforce.fundraising
• Payment processing

41.
collective.salesforce.fundraising
• Payment processing
• Integration with Stripe for recurring
donations including sending emails and
updating Salesforce Recurring Donations

42.
collective.salesforce.fundraising
• Payment processing
• Integration with Stripe for recurring
donations including sending emails and
updating Salesforce Recurring Donations
• Social integration via Janrain

43.
Many Campaigns
https://secure.innocenceproject.org/donate

44.
One Campaign
https://secure.innocenceproject.org/donate/ypc-fundraiser-2013

45.
Plone Foundation
Fundraising Site
http://plonedemo.muselab.com

46.
Fundraising
Take 2

47.
Fundraising
Take 2
• Hard to add payment processors, switch
CRM, etc.

48.
Fundraising
Take 2
• Hard to add payment processors, switch
CRM, etc.
• Break collective.salesforce.fundraising
into modular pieces

49.
Fundraising
Take 2
• Hard to add payment processors, switch
CRM, etc.
• Break collective.salesforce.fundraising
into modular pieces
• Work still in progress

50.
collective.fundraising.*

51.
collective.fundraising.*
• collective.fundraising.core - Dexterity
behaviors and other shared functionality

52.
collective.fundraising.*
• collective.fundraising.core - Dexterity
behaviors and other shared functionality
• collective.fundraising.site - Optimized
site configuration

53.
collective.fundraising.*
• collective.fundraising.core - Dexterity
behaviors and other shared functionality
• collective.fundraising.site - Optimized
site configuration
• Additional components planned for
Salesforce, Stripe, Recurly, Janrain,
Mailchimp, Mandrill....

54.
Recent Work

55.
API

56.
API
• SOAP libraries were not ideal

57.
API
• SOAP libraries were not ideal
• Beatbox for generic API

58.
API
• SOAP libraries were not ideal
• Beatbox for generic API
• Suds for custom API

59.
API
• SOAP libraries were not ideal
• Beatbox for generic API
• Suds for custom API
• Salesforce now has a unified REST API
with a new Python library:
simple-salesforce

60.
API

61.
Message Queuing

62.
Message Queuing
• First generation toolkit was synchronous

63.
Message Queuing
• First generation toolkit was synchronous
• High latency - users and threads kept
waiting

64.
Message Queuing
• First generation toolkit was synchronous
• High latency - users and threads kept
waiting
• Tight coupling - errors when Salesforce
unavailable

65.
Message Queuing
• First generation toolkit was synchronous
• High latency - users and threads kept
waiting
• Tight coupling - errors when Salesforce
unavailable
• Solution: message queue allowing
asynchronous processing

66.
Message Queuing

67.
Message Queuing
• Technologies chosen:

68.
Message Queuing
• Technologies chosen:
• Celery: http://www.celeryproject.org/

69.
Message Queuing
• Technologies chosen:
• Celery: http://www.celeryproject.org/
• Feature rich

70.
Message Queuing
• Technologies chosen:
• Celery: http://www.celeryproject.org/
• Feature rich
• Good traction

71.
Message Queuing
• Technologies chosen:
• Celery: http://www.celeryproject.org/
• Feature rich
• Good traction
• RabbitMQ: http://www.rabbitmq.com/

72.
Message Queuing
• Technologies chosen:
• Celery: http://www.celeryproject.org/
• Feature rich
• Good traction
• RabbitMQ: http://www.rabbitmq.com/
• Message queue backend

73.
Message Queuing

74.
Message Queuing
• Integrating Celery with Zope transactions
turned out to be easy

75.
Message Queuing
• Integrating Celery with Zope transactions
turned out to be easy
• Use after-commit hook in case transaction
hits a database conflict and gets retried

76.
Message Queuing
• Integrating Celery with Zope transactions
turned out to be easy
• Use after-commit hook in case transaction
hits a database conflict and gets retried
• Created decorator to encapsulate
queueing and creating Salesforce
connection

77.
Future Work

78.
Future Work
• Package decorators for creating celery
tasks that run within Zope or do callouts
to external webservices into a reusable
library

79.
Future Work
• Package decorators for creating celery
tasks that run within Zope or do callouts
to external webservices into a reusable
library
• Higher-level Plone add-on for configuring
synchronization between Plone content
types and Salesforce objects

80.
Competition

81.
Drupal+Salesforce

82.
Drupal+Salesforce
• Salesforce Suite

83.
Drupal+Salesforce
• Salesforce Suite
• https://drupal.org/project/salesforce

84.
Drupal+Salesforce
• Salesforce Suite
• https://drupal.org/project/salesforce
• Modular integration framework for
developers

85.
Drupal+Salesforce
• Salesforce Suite
• https://drupal.org/project/salesforce
• Modular integration framework for
developers
• Lower level components to build from

86.
Drupal+Salesforce
• Salesforce Suite
• https://drupal.org/project/salesforce
• Modular integration framework for
developers
• Lower level components to build from
• Recently rewritten

87.
Drupal+Salesforce

88.
Drupal+Salesforce
• Springboard

89.
Drupal+Salesforce
• Springboard
• http://www.jacksonriver.com/
springboard

90.
Drupal+Salesforce
• Springboard
• http://www.jacksonriver.com/
springboard
• Out of the box non-profit fundraising
and marketing

91.
Drupal+Salesforce
• Springboard
• http://www.jacksonriver.com/
springboard
• Out of the box non-profit fundraising
and marketing
• Satisfies a particular set of use cases

92.
Drupal+Salesforce

93.
Drupal+Salesforce
• RedHen

94.
Drupal+Salesforce
• RedHen
• http://redhencrm.com/

95.
Drupal+Salesforce
• RedHen
• http://redhencrm.com/
• Native Drupal CRM

96.
Drupal+Salesforce
• RedHen
• http://redhencrm.com/
• Native Drupal CRM
• Designed to be integrated with
Salesforce

97.
Joomla!+Salesforce

98.
Joomla!+Salesforce
• JoomForce

99.
Joomla!+Salesforce
• JoomForce
• http://extensions.joomla.org/
extensions/clients-a-communities/crm-
bridges/14704

100.
Joomla!+Salesforce
• JoomForce
• http://extensions.joomla.org/
extensions/clients-a-communities/crm-
bridges/14704
• Lead and Contact capture through
auto generated forms

101.
Wordpress+Salesforce

102.
Wordpress+Salesforce
• WordPress to Lead for Salesforce

103.
Wordpress+Salesforce
• WordPress to Lead for Salesforce
• http://wordpress.org/plugins/
salesforce-wordpress-to-lead/

104.
Wordpress+Salesforce
• WordPress to Lead for Salesforce
• http://wordpress.org/plugins/
salesforce-wordpress-to-lead/
• Easy to install

105.
Wordpress+Salesforce
• WordPress to Lead for Salesforce
• http://wordpress.org/plugins/
salesforce-wordpress-to-lead/
• Easy to install
• Basic web to lead forms

106.
Wordpress+Salesforce

107.
Wordpress+Salesforce
• Gravity Forms to Salesforce

108.
Wordpress+Salesforce
• Gravity Forms to Salesforce
• http://wordpress.org/plugins/gravity-
forms-salesforce/

109.
Wordpress+Salesforce
• Gravity Forms to Salesforce
• http://wordpress.org/plugins/gravity-
forms-salesforce/
• Easy to install

110.
Wordpress+Salesforce
• Gravity Forms to Salesforce
• http://wordpress.org/plugins/gravity-
forms-salesforce/
• Easy to install
• Web to lead forms with custom fields

111.
Wordpress+Salesforce
• Gravity Forms to Salesforce
• http://wordpress.org/plugins/gravity-
forms-salesforce/
• Easy to install
• Web to lead forms with custom fields
• Use the API with Salesforce Enterprise,
Unlimited and Developer Edition

112.
Plone vs. The Others

113.
Plone vs. The Others
• Plone offers richer Salesforce integration
than Joomla! or Wordpress

114.
Plone vs. The Others
• Plone offers richer Salesforce integration
than Joomla! or Wordpress
• Plone and Drupal offer a similar level of
Salesforce integration but packaged
differently

115.
Questions?