big picture digital atlanta salesforce nonprofits user group presentation 3-20-13
DESCRIPTION
Tony McCune of Big Picture Digital presented "How to Extend & Integrate Salesforce Nonprofits to Websites" at the March 20 Atlanta Salesforce Nonprofit User Group meeting. Topics covered: • Common AppExhange options with external integration • Sites.com and the power of the Force.com platform. • The Salesforce API, how does it work & why should I care? • Risks & considerations when connecting to Salesforce Thank you, Tony.TRANSCRIPT
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Integration with SFSNUG – March 20, 2013
Tony McCune
Principle at Big Picture Digital
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About Big Picture
Atlanta Based –
Nonprofit Focused
• Salesforce
• Website Branding
• Social Fundraising
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Agenda
Business objectives for integration Review integration options Discuss challenges Review case study examples
Assumptions – Salesforce nonprofit (Enterprise)
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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?
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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
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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
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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
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Email-2-Case Populates the case object Auto-responders Knowledgebase integration
Self-Service Portal (Knowledge base)
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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
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Form Assembly ExampleContact
Campaign
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Form App Benefits & Issues Benefits
Quick integration No coding required Professional look and feel
Issues There is typically a monthly cost Unidirectional communication
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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
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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
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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
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Force.com site example
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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
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API integration levels
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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
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Questions?