big picture digital atlanta salesforce nonprofits user group presentation 3-20-13

1

Integration with SFSNUG – March 20, 2013

Tony McCune

Principle at Big Picture Digital

2

About Big Picture

Atlanta Based –

Nonprofit Focused

• Salesforce

• Website Branding

• Social Fundraising

3

Agenda

Business objectives for integration Review integration options Discuss challenges Review case study examples

Assumptions – Salesforce nonprofit (Enterprise)

4

Business Goals Business objectives for integration

Extending the SF application to allow self service functionality

Pushing SF data into external applications

Payment processing integration

What would you like to do?

5

Challenges with SF Integration

Security and authentication API integration requires a security token Site.com guest user options are limited

Style matching Site.com options can leverage SF CSS Custom visualforce pages allow total flexibility but

requires a higher degree of development expertise

6

Methods of Integration Salesforce provided integration Web 2 Lead,

Email 2 Case

Form submission applications - Wufoo, Form Assembly

Appexchange applications with Visualforce Site features.

API development to Salesforce

7

Standard integration

Web-2-Lead Populates the Lead object Uses a form Post to a predefined SF URL endpoint Provides pre-defined workflows and auto-

responders

8

Email-2-Case Populates the case object Auto-responders Knowledgebase integration

Self-Service Portal (Knowledge base)

9

Form Integration Apps Wufoo $

Great for basic form-to-lead or Contact Simple setup, basic post to object. Custom CSS, integrated reporting

Form Assembly $$ Supports integration to multiple objects Can create multiple records from a single form Integrated reporting

Form Site $ Similar to Form Assembly multi-page and workflows

10

Form Assembly ExampleContact

Campaign

11

Form App Benefits & Issues Benefits

Quick integration No coding required Professional look and feel

Issues There is typically a monthly cost Unidirectional communication

12

AppExchange with integration

Volunteers for Salesforce

Auction and Event Management Systems

Payment processing

Online signup for volunteer jobs

Real-time validation and submission to Salesforce

Auto-response emails

Volunteers for SF Example

14

Benefits & Issues

Benefits Handles the visualforce views Security is handled CSS can be matched up

Issues Uses an iFrame – Some issues with display on

mobile Managed SF packages – Limited customization

15

Force.com Force.com sites ….

Runs on your SF enterprise organization account Have direct access to SF objects No coding required if standard SF layouts used Public access options

Considerations for giving public access – Read & create on most standard objects Read, Create, Edit & Delete on custom objects Careful data security is essential

https://na14.salesforce.com/help/doc/en/sites_public_access_settings.htm

16

Force.com site example

17

The Salesforce API SOAP and REST based Options

Granular options to access any object or field

Works with any Web technology

Bi-directional integration allows you to extend the SF model into any other application

18

API integration levels

19

Risks & Considerations Custom coding can be expensive and difficult

to support

Design problems can result in data security issues

SF has daily API call limits that could impact high volume sites

20

Questions?