Dreamforce Web Portals


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  • Dreamforce Web Portals

    1. 1. Out of the Box: Portals and Websites Powered by AppExchange Mike Leach, Cube Compass Software Steve Andersen, ONE/Northwest Track: Advanced AppExchange Developer
    2. 2. Safe Harbor Statement <ul><li>“ Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements the achievement of which involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results could differ materially from the results expressed or implied by the forward-looking statements we make.  All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. </li></ul><ul><li>The risks and uncertainties referred to above include - but are not limited to - risks associated with the integration of Sendia Corporation’s technology, operations, infrastructure and personnel with ours; unexpected costs or delays incurred in integrating Sendia with salesforce.com, which could adversely affect our operating results and rate of growth; any unknown errors or limitations in the Sendia technology; any third party intellectual property claims arising from the Sendia technology; customer and partner acceptance and deployment of the AppExchange and AppExchange Mobile platforms; interruptions or delays in our service or our Web hosting; our new business model; breach of our security measures; possible fluctuations in our operating results and rate of growth; the emerging market in which we operate; our relatively limited operating history; our ability to hire, retain and motivate our employees and manage our growth; competition; our ability to continue to release and gain customer acceptance of new and improved versions of our CRM service; unanticipated changes in our effective tax rate; fluctuations in the number of shares outstanding; the price of such shares; foreign currency exchange rates and interest rates. </li></ul><ul><li>Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time, including our Form 10-K for the fiscal year ended January 31, 2006. These documents are available on the SEC Filings section of the Investor Information section of our website at www.salesforce.com /investor . </li></ul><ul><li>Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all.  Customers who purchase our services should make purchase decisions based upon features that are currently available.  Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law. </li></ul>
    3. 3. Steve Andersen Program Manager [email_address]
    4. 4. Company Introduction Template <ul><li>Works with environmental nonprofits to help them improve their engagement effectiveness through strategy and technology consulting. </li></ul>INDUSTRY: Environmental Consulting EMPLOYEES: 13 GEOGRAPHY: US, Canada PRODUCT(S) USED: SFA, Marketing, Service & Support, lots of customizations # INTERNAL USERS: 13 # CONSULTED ORGS: 7
    5. 5. Salesforce.com Connector for Plone <ul><li>Salesforce.com can be your website member database </li></ul><ul><li>Funded by Salesforce.com Foundation </li></ul><ul><ul><li>Generous grant of $25,000 to pay for the project </li></ul></ul>
    6. 6. What is Plone? <ul><li>Plone is an enterprise-grade open source CMS </li></ul><ul><ul><li>Based on Zope application Server </li></ul></ul><ul><ul><li>Written in Python </li></ul></ul><ul><li>Used as Intranet in Fortune 500 </li></ul><ul><li>Web CMS for thousands of organizations </li></ul><ul><ul><li>ONE/Northwest has built ~100 Plone websites </li></ul></ul><ul><li>Plone consulting market is estimated at ~$40M/year and growing </li></ul>
    7. 7. What does the Connector do? <ul><li>Allows Salesforce.com to be the member database for your Plone website </li></ul><ul><li>Eliminates the problem of having constituents in CRM, and also having a database of website member accounts </li></ul>
    8. 8. How it works <ul><li>User signup </li></ul><ul><ul><li>A Salesforce Contact is created with Username, Password, and a few other custom fields. </li></ul></ul><ul><li>Login </li></ul><ul><ul><li>A SOQL query looks for Username and Password combo on a Contact. </li></ul></ul><ul><li>Change Preferences </li></ul><ul><ul><li>A Plone member can modify their Contact record </li></ul></ul><ul><li>Password Retrieval </li></ul><ul><ul><li>User can get their forgotten Username and Password through the standard Plone “email me my password” functionality </li></ul></ul>
    9. 9. Demo <ul><li>The user experience </li></ul><ul><li>What happens in Salesforce </li></ul><ul><li>The ZMI </li></ul>
    10. 10. Beatbox <ul><li>Python toolkit for Salesforce API </li></ul><ul><ul><li>originally written by Simon Fell </li></ul></ul><ul><ul><li>Same role as the other toolkits: </li></ul></ul><ul><ul><ul><li>.NET </li></ul></ul></ul><ul><ul><ul><li>Java </li></ul></ul></ul><ul><ul><ul><li>PHP </li></ul></ul></ul><ul><ul><li>significant improvements as a part of this project </li></ul></ul><ul><ul><ul><li>Python data types </li></ul></ul></ul><ul><ul><ul><li>Tests </li></ul></ul></ul>
    11. 11. Plone Pluggable Authentication Service (PAS) <ul><li>Core Plone functionality </li></ul><ul><ul><li>Modular system for using outside data sources as member database </li></ul></ul><ul><ul><li>Examples </li></ul></ul><ul><ul><ul><li>LDAP </li></ul></ul></ul><ul><ul><ul><li>Active Directory </li></ul></ul></ul><ul><ul><ul><li>MySQL </li></ul></ul></ul><ul><ul><ul><li>Now Salesforce.com… </li></ul></ul></ul>
    12. 12. Setting it up <ul><li>Salesforce.com </li></ul><ul><ul><li>Create 10 custom fields on your Contact object </li></ul></ul><ul><li>Plone </li></ul><ul><ul><li>Meet Plone and Python requirements </li></ul></ul><ul><ul><li>Install Beatbox </li></ul></ul><ul><ul><li>Install Salesforce Connector for Plone </li></ul></ul><ul><ul><li>Enter your Salesforce.com username and password </li></ul></ul>
    13. 13. Some Code <ul><li>Beatbox </li></ul><ul><li>Salesforce Connector for Plone </li></ul>
    14. 14. Where to get the Salesforce.com Connector for Plone <ul><li>Salesforce.com Connector for Plone is listed on Appexchange </li></ul><ul><ul><li>https://www.salesforce.com/appexchange/detail_overview.jsp?id=a0330000002QFi8AAG </li></ul></ul><ul><li>Salesforce.com Connector for Plone is available at Plone.org </li></ul><ul><ul><li>http://plone.org/products/salesforceconnector </li></ul></ul><ul><li>Beatbox the Python toolkit for the Salesforce.com API is available at PocketSoap </li></ul><ul><ul><li>http://svn.plone.org/view/collective/beatbox/ </li></ul></ul><ul><ul><li>http://plone.org/products/salesforceconnector/releases/1.0/beatbox.tar.gz </li></ul></ul>
    15. 15. Possible Winter '07 enhancements <ul><li>Appexchange Package to add all the Contact Custom Fields for you </li></ul><ul><ul><li>Will use the new feature of packaging up custom fields on standard objects </li></ul></ul><ul><li>An AJAX interface for processing new web signups, checking for duplicates and merging them as necessary </li></ul><ul><ul><li>Will use the new Merge feature in the API </li></ul></ul><ul><li>Reports and Dashboard for tracking Plone users, logins, etc. </li></ul><ul><li>Other possible enhancements </li></ul><ul><ul><li>Event registration using Campaigns </li></ul></ul><ul><ul><li>Receiving Online Payments as Opportunities </li></ul></ul>
    16. 16. Steve Andersen ONE/Northwest Program Manager Customer Hall of Fame <ul><li>What the fans are saying: </li></ul><ul><li>“ Steve Andersen has been extremely </li></ul><ul><li>effective in leading our group through </li></ul><ul><li>process mapping and ‘thinking big’ about </li></ul><ul><li>driving the technology rather than allowing </li></ul><ul><li>it to drive us.” </li></ul><ul><li>Kyle Tanner </li></ul><ul><li>Central Washington Industrial Areas Foundation </li></ul>Famed Statistics: 3 free public Appexchange apps 8 nonprofits using Salesforce.com 1 Plone Salesforce.com Integration built <ul><li>Meet Me At: </li></ul><ul><li>Nonprofits: Hands on with the AppExchange </li></ul><ul><li>Developers: Out of the Box – Web portals </li></ul><ul><li>Connect on Demand: gokubi </li></ul><ul><li>Blog: http://www.gokubi.com </li></ul>