salesforce - wordpress integration showcase amdee llc
TRANSCRIPT
What will we talk about?
About AmDee
Salesforce Integration Benefits Types Key considerations
Case studies
Q & A
About AmDee
Started in 2009
Washington DC metro area based
Small team of dedicated developers
Design, development and analytics
WordPress, Drupal, Salesforce
Work with small/medium sized nonprofits
Why Salesforce Integration
User management Cohesive database of users, constituents, donors,
volunteers
Activity tracking Members’ area
Ecommerce – products tracking
Campaign and event tracking
Custom object integration
Types of Integration
WordPress-to-lead for Salesforce plugin
Gravity forms –Salesforce Add-on
Paid services - Zapier, Snap Logic, and Click & Pledge etc.
Complex data integration
Sync other types of data (cases, tasks, accounts etc.)
Integration via API (Application Program Interface)
Single sign-on and Communities
Key Considerations
How much information is essential for communications?
How will the integration help in reducing data management tasks?
How much customization is required?
Proparents of South Carolina
Simple integration via button on WP site
Events and registration managed via Click and Pledge in Salesforce
Sikh Human Development Foundation
Mission: To Transform Lives Through Higher Education by providing scholarships to bright but poor students in Punjab and neighboring states for higher professional education in a large variety of disciplines.
Donations from multiple sources – website has the least # of donations
Need for a centralized database for donors, volunteers and beneficiaries
Currently use PayPal for donation on the website
Once the donation is made online, donor information is synced with Salesforce (creating new donor, contact and account)
RFENC
Client Referral info sync
http://www.empoweryourfamily.org/client-referral/
Clients can be referred either by professional, family/self or contractor
Use simple form on the website to gather the information
RFENC staff member checks submitted form for accuracy etc. and marks it ready for sync
A scheduled job checks forms ready for sync and syncs it with Salesforce
Client assignment and additional workflow in Salesforce
NICHCY
NICHCY maintained and published a list of national disability organizations and publicly funded information resource centers. These organizations provide detailed information in the area of disability or health expertise.
Key requirement: have the ability to add/update the database from a central location and provide the information via NICHCY website (not every data manager was part of web team)
Salesforce as data repository – WordPress Website
NICHCY
Solution Create custom post types in WordPress for
Salesforce Data Apply tags and categories to Salesforce data in
WordPress Run a scheduled job for sync – sync will be
unidirectional (Salesforce to WordPress) – data update will occur ONLY in Salesforce