hybrid vigor: plone/salesforce integration -- andrew burkhalter
Post on 18-Oct-2014
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DESCRIPTION
The Plone community has delivered a powerful set of integration tools to connect Plone with the Salesforce.com CRM platform. In this talk, we'll provide a high-level overview of the integration tools, and brief demonstrations of what kinds of website experiences they make possible: e.g, event sign up forms that submit directly to Salesforce, mapping compound forms to multiple relational tables in Salesforce, authenticating Plone logins against a database of users in Salesforce, Salesforce data exposed as Plone content, and more. Slides create for a talk for the Plone Conference 2008 in Washington D.C.TRANSCRIPT
Hybrid Vigor Plone / Salesforce
IntegrationAndrew Burkhalter
ONE/Northwest
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)
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
QuickTime™ and a decompressor
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/