Plone+Salesforce
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Plone+Salesforce
Sally Kleinfeldt, David Glick, Carlos de la GuardiaPlone Conference Brasilia
4 October 2013
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Salesforce.com
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Salesforce.com• Leading hosted CRM (customer
relationship management)
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Salesforce.com• Leading hosted CRM (customer
relationship management)
• Mature
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Salesforce.com• Leading hosted CRM (customer
relationship management)
• Mature
• Feature-rich
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Salesforce.com• Leading hosted CRM (customer
relationship management)
• Mature
• Feature-rich
• Customizable
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Salesforce.com• Leading hosted CRM (customer
relationship management)
• Mature
• Feature-rich
• Customizable
• Integrated with Plone since 2007
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Salesforce Foundation
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Salesforce Foundation• Leverage Salesforce.com
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Salesforce Foundation• Leverage Salesforce.com
• Donate and discount products to non-profits
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Salesforce Foundation• Leverage Salesforce.com
• Donate and discount products to non-profits
• 10 donated Enterprise Edition licenses
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Salesforce Foundation• Leverage Salesforce.com
• Donate and discount products to non-profits
• 10 donated Enterprise Edition licenses
• Deep discounts on additional licenses
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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
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Integration Toolkit
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Initial Integration
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Initial Integration• Funded by 2006 Salesforce Foundation
grant to ONE/Northwest (later Groundwire)
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Initial Integration• Funded by 2006 Salesforce Foundation
grant to ONE/Northwest (later Groundwire)
• Beatbox – Python library, wraps Salesforce SOAP API
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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
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Initial Integration
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Initial Integration
• Salesforce PFG Adapter – Allows PFG forms to submit to Salesforce, provides field mapping
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Initial Integration
• Salesforce PFG Adapter – Allows PFG forms to submit to Salesforce, provides field mapping
• SalesforceAuthPlugin – Authenticate logins against Salesforce
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Expanded Toolkit
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Expanded Toolkit
• Paypal2SalesforceLead- Paypal listener, adds a lead when a payment is made
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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
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Expanded Toolkit
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Expanded Toolkit
• collective.salesforce.rsvp – accept registrations for unpaid events via Plone and store the data in Salesforce
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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
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Expanded Toolkit
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Expanded Toolkit
• collective.salesforce.content – create Plone content types that are connected to objects in Salesforce
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Fundraising
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Turnkey Fundraising Site
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Turnkey Fundraising Site
• The Innocence Project expanded the toolkit in 2012
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Turnkey Fundraising Site
• The Innocence Project expanded the toolkit in 2012
• collective.salesforce.fundraising
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collective.salesforce.fundraising
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collective.salesforce.fundraising
• Standalone online fundraising system
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collective.salesforce.fundraising
• Standalone online fundraising system• Integration with Salesforce.com
campaigns
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collective.salesforce.fundraising
• Standalone online fundraising system• Integration with Salesforce.com
campaigns• Create campaign timelines and goals
One time and recurring donations
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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
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collective.salesforce.fundraising
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collective.salesforce.fundraising
• Payment processing
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collective.salesforce.fundraising
• Payment processing • Integration with Stripe for recurring
donations including sending emails and updating Salesforce Recurring Donations
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collective.salesforce.fundraising
• Payment processing • Integration with Stripe for recurring
donations including sending emails and updating Salesforce Recurring Donations
• Social integration via Janrain
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Many Campaignshttps://secure.innocenceproject.org/donate
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One Campaignhttps://secure.innocenceproject.org/donate/ypc-fundraiser-2013
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Plone Foundation Fundraising Sitehttp://plonedemo.muselab.com
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FundraisingTake 2
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FundraisingTake 2
• Hard to add payment processors, switch CRM, etc.
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FundraisingTake 2
• Hard to add payment processors, switch CRM, etc.
• Break collective.salesforce.fundraising into modular pieces
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FundraisingTake 2
• Hard to add payment processors, switch CRM, etc.
• Break collective.salesforce.fundraising into modular pieces
• Work still in progress
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collective.fundraising.*
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collective.fundraising.*• collective.fundraising.core - Dexterity
behaviors and other shared functionality
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collective.fundraising.*• collective.fundraising.core - Dexterity
behaviors and other shared functionality• collective.fundraising.site - Optimized
site configuration
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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....
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Recent Work
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API
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API• SOAP libraries were not ideal
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API• SOAP libraries were not ideal
• Beatbox for generic API
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API• SOAP libraries were not ideal
• Beatbox for generic API• Suds for custom API
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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
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API
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Message Queuing
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Message Queuing • First generation toolkit was synchronous
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Message Queuing • First generation toolkit was synchronous
• High latency - users and threads kept waiting
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Message Queuing • First generation toolkit was synchronous
• High latency - users and threads kept waiting
• Tight coupling - errors when Salesforce unavailable
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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
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Message Queuing
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Message Queuing • Technologies chosen:
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Message Queuing • Technologies chosen:
• Celery: http://www.celeryproject.org/
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Message Queuing • Technologies chosen:
• Celery: http://www.celeryproject.org/ • Feature rich
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Message Queuing • Technologies chosen:
• Celery: http://www.celeryproject.org/ • Feature rich• Good traction
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Message Queuing • Technologies chosen:
• Celery: http://www.celeryproject.org/ • Feature rich• Good traction
• RabbitMQ: http://www.rabbitmq.com/
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Message Queuing • Technologies chosen:
• Celery: http://www.celeryproject.org/ • Feature rich• Good traction
• RabbitMQ: http://www.rabbitmq.com/ • Message queue backend
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Message Queuing
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Message Queuing• Integrating Celery with Zope transactions
turned out to be easy
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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
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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
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Future Work
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Future Work• Package decorators for creating celery
tasks that run within Zope or do callouts to external webservices into a reusable library
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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
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Competition
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Drupal+Salesforce
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Drupal+Salesforce• Salesforce Suite
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Drupal+Salesforce• Salesforce Suite
• https://drupal.org/project/salesforce
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Drupal+Salesforce• Salesforce Suite
• https://drupal.org/project/salesforce• Modular integration framework for
developers
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Drupal+Salesforce• Salesforce Suite
• https://drupal.org/project/salesforce• Modular integration framework for
developers• Lower level components to build from
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Drupal+Salesforce• Salesforce Suite
• https://drupal.org/project/salesforce• Modular integration framework for
developers• Lower level components to build from• Recently rewritten
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Drupal+Salesforce
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Drupal+Salesforce• Springboard
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Drupal+Salesforce• Springboard
• http://www.jacksonriver.com/springboard
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Drupal+Salesforce• Springboard
• http://www.jacksonriver.com/springboard
• Out of the box non-profit fundraising and marketing
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Drupal+Salesforce• Springboard
• http://www.jacksonriver.com/springboard
• Out of the box non-profit fundraising and marketing
• Satisfies a particular set of use cases
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Drupal+Salesforce
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Drupal+Salesforce
• RedHen
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Drupal+Salesforce
• RedHen• http://redhencrm.com/• Native Drupal CRM
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Drupal+Salesforce
• RedHen• http://redhencrm.com/• Native Drupal CRM• Designed to be integrated with
Salesforce
![Page 97: Plone+Salesforce](https://reader033.fdocuments.us/reader033/viewer/2022060108/554e6a44b4c905f66a8b4618/html5/thumbnails/97.jpg)
Joomla!+Salesforce
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Joomla!+Salesforce
• JoomForce
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Joomla!+Salesforce
• JoomForce• http://extensions.joomla.org/
extensions/clients-a-communities/crm-bridges/14704
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Joomla!+Salesforce
• JoomForce• http://extensions.joomla.org/
extensions/clients-a-communities/crm-bridges/14704
• Lead and Contact capture through auto generated forms
![Page 101: Plone+Salesforce](https://reader033.fdocuments.us/reader033/viewer/2022060108/554e6a44b4c905f66a8b4618/html5/thumbnails/101.jpg)
Wordpress+Salesforce
![Page 102: Plone+Salesforce](https://reader033.fdocuments.us/reader033/viewer/2022060108/554e6a44b4c905f66a8b4618/html5/thumbnails/102.jpg)
Wordpress+Salesforce
• WordPress to Lead for Salesforce
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Wordpress+Salesforce
• WordPress to Lead for Salesforce• http://wordpress.org/plugins/
salesforce-wordpress-to-lead/
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Wordpress+Salesforce
• WordPress to Lead for Salesforce• http://wordpress.org/plugins/
salesforce-wordpress-to-lead/• Easy to install
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Wordpress+Salesforce
• WordPress to Lead for Salesforce• http://wordpress.org/plugins/
salesforce-wordpress-to-lead/• Easy to install• Basic web to lead forms
![Page 106: Plone+Salesforce](https://reader033.fdocuments.us/reader033/viewer/2022060108/554e6a44b4c905f66a8b4618/html5/thumbnails/106.jpg)
Wordpress+Salesforce
![Page 107: Plone+Salesforce](https://reader033.fdocuments.us/reader033/viewer/2022060108/554e6a44b4c905f66a8b4618/html5/thumbnails/107.jpg)
Wordpress+Salesforce• Gravity Forms to Salesforce
![Page 108: Plone+Salesforce](https://reader033.fdocuments.us/reader033/viewer/2022060108/554e6a44b4c905f66a8b4618/html5/thumbnails/108.jpg)
Wordpress+Salesforce• Gravity Forms to Salesforce
• http://wordpress.org/plugins/gravity-forms-salesforce/
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Wordpress+Salesforce• Gravity Forms to Salesforce
• http://wordpress.org/plugins/gravity-forms-salesforce/
• Easy to install
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Wordpress+Salesforce• Gravity Forms to Salesforce
• http://wordpress.org/plugins/gravity-forms-salesforce/
• Easy to install• Web to lead forms with custom fields
![Page 111: Plone+Salesforce](https://reader033.fdocuments.us/reader033/viewer/2022060108/554e6a44b4c905f66a8b4618/html5/thumbnails/111.jpg)
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
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Plone vs. The Others
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Plone vs. The Others
• Plone offers richer Salesforce integration than Joomla! or Wordpress
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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
![Page 115: Plone+Salesforce](https://reader033.fdocuments.us/reader033/viewer/2022060108/554e6a44b4c905f66a8b4618/html5/thumbnails/115.jpg)
Questions?