Integrating CMS & Salesforce

Christopher Johnsoncjj@ifpeople.net

678 608 3408www.ifpeople.net

What is ifPeople?

• Social Enterprise • Partnership-Based • Strategy Centered

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We help our clients use techto nurture effective, long-term relationships with stakeholders.

How? With Integrated Systems

You might use Plone &/or Salesforce.

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But before we begin, let's review...

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• Content Management System • User-Friendly • Open Source• International Community• Extensive functionality • Customizable

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• Customer Relationship Management • Free to nonprofits• 80% off for green businesses • Functional, customizable, adaptable • Plays well with Plone

Different (and same) data in many places

Data collected from several sources

Duplication frequent

Managing multiple and complex relationships is hard!

The Problem

• Web-to-x Forms • Events RSVP• E-commerce

• Data from salesforce.com shown/interactive in Plone

• Login authentication

The Solution

PART ISending Information from

Plone to Salesforce

Online Forms

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Van Jones

Requests come in through form

Built in Plone

Easy to edit

Dumps directly to Salesforce

Request dashboard in Salesforce

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Form Creation

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Form Creation

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Form Creation

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Form Creation

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Form Creation

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Form Creation

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Form Creation

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Form Creation

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Form Creation

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Form Creation

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Form Creation

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Form Creation

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Form Creation

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Form Creation

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Form Creation

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Form Creation

Event RSVPs

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Create campaign in Salesforce

Create campaign in Salesforce

Allow RSVPs in Plone event

Allow RSVPs in Plone event

Allow RSVPs in Plone event

Allow RSVPs in Plone event

Allow RSVPs in Plone event

Registration form

Registration form

Campaign members in Salesforce

E-commerce

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Client: Trees for Life

Make the giving process easier

Make tracking and reporting on giving easier

Reduce technical staff, costs of data management

Goal: Grow online revenue

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Online catalogue

Shopping cart & additional donations

Checkout

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User data

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user data

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payment

order

user data

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contact opportunity donation details

payment

order

user data

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contact opportunity donation details

payment

order

user data

Contact record with donation

Donation details

Web donations create campaign reports

PART IIMaking Salesforce Data

Interactive in Plone

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Interacting with Data from Salesforce

Fancy front-end

All business in back

Plone website presents data stored in Salesforce.com

The Basics: SF Queries

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Add a SalesforceQuery

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Tell query what SF data you want shown

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Salesforce data appears in Plone

Member Portal

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NCTC

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Newsletter sign up requires registration

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User registration

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User Now Has a Contact in Salesforce

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Class registration when logged in

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Registered for class

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Class registration in Salesforce

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Pay for the class

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Enter buyer information

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Enter payment information

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Payment is made

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Payment recorded in Salesforce

New or Renewing Affiliate Screen

Existing Affiliate's Info Loaded

Payment From Same Form

Confirmation Screen

Record Status Updated in Salesforce

Payment Recorded

Online Directory

Client: Oregon Environmental Council

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Find providers on Google map

New providers request certification packet

Provider info flows into Salesforce

Volunteer Management

Client: Center for Economic Progress

Register or Login

Registration Page 1

Registration Form Creates Plone User

Registration Creates Contact...

...and Volunteer Information

And Volunteer Gets Email Confirmation

Sign Up for Training Sessions

Registration Recorded

Status Updated in Salesforce

Volunteer Selects Location to Work

Volunteer Selects Location to Work

Site Capacity Updated For Shift

Volunteer Dashboard

Volunteer Management

• Registration• Secure Login• Training Sign Up• Hours Logging• Site Managers Request Supplies/Help• Site Managers Approve Hours• Site Manager Gets Schedule• Site Manager Contacts Volunteers

Site Manager Dashboard

Site Manager Approves Hours

Site Manager Gets Volunteer Schedule

Site Manager Gets Volunteer Schedule

• Web-to-x Forms • Events RSVP• E-commerce

• Data from salesforce.com shown/interactive in Plone

• Login authentication

Skill Levels

Easy

Hard

Salesforce Service Levels

Less Features

More Features

Tools You Need

Salesforce Integration:

SalesforceBaseConnectorConnects Plone site to SFDC via API login

Specific ProductsRSVP, SFDC PFG Adapter, getpaid.SalesforceOrderRecorder

Plone Products:

PloneFormGenPoint-and-click form creation tool

PloneGetPaidE-commerce engine for Plone

Learn More

www.ifpeople.netsnurl.com/plone-sfdccjj@ifpeople.net | 678.608.3408

Product Documentation:snurl.com/plonesfdoc

Plone-Salesforce Mailing List:snurl.com/plonesflist

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