hybrid vigor: plone/salesforce integration -- andrew burkhalter

Hybrid Vigor Plone / Salesforce

IntegrationAndrew Burkhalter

ONE/Northwest

andrewb@onenw.org

www.onenw.org

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

Me

ONE/Northwest

Engagement tools and strategies

Environmental nonprofits

Plone add-on developer

http://www.flickr.com/photos/ardentphoto/2489023451/

Co-founder/coordinator Seattle

Plone

Enough about me

Ploneis

greatfor

managing

content

CRM is for peopleBut what about people?

CustomerRelationshi

pManageme

nt

http://www.flickr.com/photos/ardentphoto/2489023451/

CRM is not just about “selling”

CustomerConstituen

tRelationshi

pManageme

nt

But what is teh

Salesforce?(at least for the purpose of

this talk)

Hybrid Vigor

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

Integration Goals

Log in against Salesforce records & update profile data

Submit form data to Salesforce

Simple Event Registration

View Salesforce data

as content

Build cool stuffBuild cool stuff

Architecture

4 Demos

1. Save data from PloneFormGen to

Salesforce

QuickTime™ and a decompressor

are needed to see this picture.

2. RSVP for Salesforce

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are needed to see this picture.

3. Login and edit user profile data

QuickTime™ and a decompressor

are needed to see this picture.

4. Local Cache of Salesforce Records

ReadinessReadiness

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

•SalesforceBaseConnector: 3 releases. solid, good test coverage, in production.

•Go use it.

•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.

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

•Use with care.

•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.

RoadmapRoadmap

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

• 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

• 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?

Getting Involved• Use the code

http://snipurl.com/plonesfdocs

• Join the Google Grouphttp://groups.google.com/group/plonesf

• Ask questions

• Share ideas

• Write custom apps using SalesforceBaseConnector

• Contribute bug reports and patches

• Sponsors welcome :-)

ThanksJesse 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

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