Hybrid Vigor: Plone/Salesforce Integration -- Andrew Burkhalter


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The Plone community has delivered a powerful set of integration tools to connect Plone with the Salesforce.com CRM platform. In this talk, we'll provide a high-level overview of the integration tools, and brief demonstrations of what kinds of website experiences they make possible: e.g, event sign up forms that submit directly to Salesforce, mapping compound forms to multiple relational tables in Salesforce, authenticating Plone logins against a database of users in Salesforce, Salesforce data exposed as Plone content, and more. Slides create for a talk for the Plone Conference 2008 in Washington D.C.

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  • Hybrid Vigor: Plone/Salesforce Integration -- Andrew Burkhalter

    1. 1. Hybrid Vigor Plone / Salesforce Integration <ul><li>Andrew Burkhalter </li></ul><ul><li>ONE/Northwest </li></ul><ul><li>[email_address] </li></ul><ul><li>www.onenw.org </li></ul>
    2. 2. http://flickr.com/photos/pr9000/129823044/
    3. 3. Me
    4. 4. ONE/Northwest
    5. 5. Engagement tools and strategies
    6. 6. Environmental nonprofits
    7. 7. Plone add-on developer
    8. 8. http://www.flickr.com/photos/ardentphoto/2489023451/ Co-founder/coordinator Seattle Plone
    9. 9. Enough about me
    10. 11. Plone is great for managing content content content
    11. 12. CRM is for people But what about people?
    12. 13. Customer Relationship Management
    13. 14. CRM is not just about “selling” http://www.flickr.com/photos/ardentphoto/2489023451/
    14. 15. Customer Constituent Relationship Management
    15. 16. But what is teh Salesforce? (at least for the purpose of this talk)
    16. 17. Hybrid Vigor http://flickr.com/photos/pr9000/129823044/
    17. 18. Integration Goals
    18. 19. Log in against Salesforce records & update profile data
    19. 20. Submit form data to Salesforce to Salesforce
    20. 21. Simple Event Registration
    21. 22. View Salesforce data as content as content
    22. 23. Build cool stuff
    23. 24. Architecture
    24. 25. 4 Demos
    25. 26. 1. Save data from PloneFormGen to Salesforce
    26. 28. 2. RSVP for Salesforce
    27. 30. 3. Login and edit user profile data user profile data
    28. 32. 4. Local Cache of Salesforce Records
    29. 34. Readiness http://flickr.com/photos/exalthim/2256181057/
    30. 35. <ul><li>SalesforceBaseConnector: 3 releases. solid, good test coverage, in production. </li></ul><ul><li>Go use it. </li></ul>
    31. 36. <ul><li>PFG Adapter: 6 releases. very solid, good test coverage, in production. </li></ul><ul><li>Handled 20,000 new leads in <30 days at greenjobsnow.com </li></ul><ul><li>Go use it. </li></ul>
    32. 37. <ul><li>RSVP for Salesforce: 2 releases. solid, good test coverage, in beta with our clients. </li></ul><ul><li>Use with care. </li></ul>
    33. 38. <ul><li>SalesforceAuthPlugin: 2 releases. we think it’s solid, good test coverage, haven’t used in production yet, performance at high load untested. </li></ul><ul><li>Use with care and bring some familiarity with PAS to the table. </li></ul>
    34. 39. Roadmap http://flickr.com/photos/matthewfch/1688409628/
    35. 40. <ul><li>Polish documentation </li></ul><ul><li>Merge v 13.0 Salesforce API + Metadata API implementation and release </li></ul><ul><ul><li>Relationship Queries (e.g. JOINs) </li></ul></ul><ul><ul><li>SOSL (Salesforce Object Search Langugage) </li></ul></ul><ul><ul><ul><li>ReferenceWidget </li></ul></ul></ul><ul><li>Better group management in SalesforceAuthPlugin </li></ul><ul><li>Improved KSS-powered configuration UI for PFG Salesforce Adapter </li></ul>
    36. 41. <ul><li>Support UPDATES in addition to CREATES in PFG Salesforce Adapter </li></ul><ul><li>Build infrastructure to fail gracefully during Salesforce.com API maintenance windows </li></ul><ul><li>Use content rules infrastructure to push user-created content to Salesforce for tracking engagement </li></ul><ul><li>PFG: handle $ via GetPaid, dump data to Salesforce (done). This is mostly about PFG + GetPaid. </li></ul><ul><li>collective.salesforce.catalog - local ZCatalog cache of Salesforce records. Best practice, releasable? </li></ul>
    37. 42. Getting Involved <ul><li>Use the code http://snipurl.com/plonesfdocs </li></ul><ul><li>Join the Google Group http://groups.google.com/group/plonesf </li></ul><ul><ul><li>Ask questions </li></ul></ul><ul><ul><li>Share ideas </li></ul></ul><ul><li>Write custom apps using SalesforceBaseConnector </li></ul><ul><li>Contribute bug reports and patches </li></ul><ul><li>Sponsors welcome :-) </li></ul>
    38. 43. Thanks <ul><ul><ul><li>Jesse Snyder, NPower Seattle </li></ul></ul></ul><ul><ul><ul><li>Brian Gershon, Web Collective </li></ul></ul></ul><ul><ul><ul><li>Jon Baldivieso, ONE/Northwest </li></ul></ul></ul><ul><ul><ul><li>Jon Stahl, ONE/Northwest </li></ul></ul></ul><ul><ul><ul><li>David Glick, ONE/Northwest </li></ul></ul></ul><ul><li>Special PloneFormGen guest star </li></ul><ul><ul><ul><li>Steve McMahon, Reid/McMahon </li></ul></ul></ul><ul><li>Simon Fell, Salesforce.com for providing the beatbox Python wrapper to the Salesforce API </li></ul><ul><li>Salesforce.com Foundation and Enfold Systems for funding and initial implementation work on beatbox and the first release of SalesforceAuthPlugin </li></ul>
    39. 44. http://www.flickr.com/photos/travelinlibrarian/223839049/