The document outlines the integration of Plone and Salesforce, emphasizing the goals of logging in against Salesforce records and updating user profile data. It includes discussions on various demos, integration tools, and improvement plans, showcasing the solid test coverage of the SalesforceBaseConnector and PloneFormGen. Additionally, it encourages community involvement and contributions while thanking sponsors and collaborators for their support.

1. Hybrid Vigor Plone / Salesforce Integration Andrew Burkhalter ONE/Northwest [email_address] www.onenw.org

2. http://flickr.com/photos/pr9000/129823044/

3. Me

4. ONE/Northwest

5. Engagement tools and strategies

6. Environmental nonprofits

7. Plone add-on developer

8. http://www.flickr.com/photos/ardentphoto/2489023451/ Co-founder/coordinator Seattle Plone

9. Enough about me

11. Plone is great for managing content content content

12. CRM is for people But what about people?

13. Customer Relationship Management

14. CRM is not just about “selling” http://www.flickr.com/photos/ardentphoto/2489023451/

15. Customer Constituent Relationship Management

16. But what is teh Salesforce? (at least for the purpose of this talk)

17. Hybrid Vigor http://flickr.com/photos/pr9000/129823044/

18. Integration Goals

19. Log in against Salesforce records & update profile data

20. Submit form data to Salesforce to Salesforce

21. Simple Event Registration

22. View Salesforce data as content as content

23. Build cool stuff

24. Architecture

25. 4 Demos

26. 1. Save data from PloneFormGen to Salesforce

28. 2. RSVP for Salesforce

30. 3. Login and edit user profile data user profile data

32. 4. Local Cache of Salesforce Records

34. Readiness http://flickr.com/photos/exalthim/2256181057/

35. SalesforceBaseConnector: 3 releases. solid, good test coverage, in production. Go use it.

36. PFG Adapter: 6 releases. very solid, good test coverage, in production. Handled 20,000 new leads in <30 days at greenjobsnow.com Go use it.

37. RSVP for Salesforce: 2 releases. solid, good test coverage, in beta with our clients. Use with care.

38. SalesforceAuthPlugin: 2 releases. we think it’s solid, good test coverage, haven’t used in production yet, performance at high load untested. Use with care and bring some familiarity with PAS to the table.

39. Roadmap http://flickr.com/photos/matthewfch/1688409628/

40. Polish documentation Merge v 13.0 Salesforce API + Metadata API implementation and release Relationship Queries (e.g. JOINs) SOSL (Salesforce Object Search Langugage) ReferenceWidget Better group management in SalesforceAuthPlugin Improved KSS-powered configuration UI for PFG Salesforce Adapter

41. Support UPDATES in addition to CREATES in PFG Salesforce Adapter Build infrastructure to fail gracefully during Salesforce.com API maintenance windows Use content rules infrastructure to push user-created content to Salesforce for tracking engagement PFG: handle $ via GetPaid, dump data to Salesforce (done). This is mostly about PFG + GetPaid. collective.salesforce.catalog - local ZCatalog cache of Salesforce records. Best practice, releasable?

42. Getting Involved Use the code http://snipurl.com/plonesfdocs Join the Google Group http://groups.google.com/group/plonesf Ask questions Share ideas Write custom apps using SalesforceBaseConnector Contribute bug reports and patches Sponsors welcome :-)

43. Thanks Jesse Snyder, NPower Seattle Brian Gershon, Web Collective Jon Baldivieso, ONE/Northwest Jon Stahl, ONE/Northwest David Glick, ONE/Northwest Special PloneFormGen guest star Steve McMahon, Reid/McMahon Simon Fell, Salesforce.com for providing the beatbox Python wrapper to the Salesforce API Salesforce.com Foundation and Enfold Systems for funding and initial implementation work on beatbox and the first release of SalesforceAuthPlugin

44. http://www.flickr.com/photos/travelinlibrarian/223839049/