Connecting Plone CMS and Salesforce.com CRM Webinar
- 1. Integrating CMS & Salesforce Christopher Johnson cjj@ifpeople.net 678 608 3408 www.ifpeople.net
- 2. What is ifPeople? • Social Enterprise • Partnership-Based • Strategy Centered
- 3. We help our clients use tech to nurture effective, long-term relationships with stakeholders. Click to edit Master subtitle style
- 4. How? With Integrated Systems
- 5. You might use Plone &/or Salesforce. links But before we begin, let's review...
- 6. • Content Management System • User-Friendly • Open Source • International Community links • Extensive functionality • Customizable
- 7. • Customer Relationship Management • Free to nonprofits • 80% off for green businesses • links Functional, customizable, adaptable • Plays well with Plone
- 8. The Problem Managing multiple and complex relationships is hard! Different (and same) data in many places Data collected from several sources Duplication frequent
- 9. The Solution • Web-to-x Forms • Events RSVP • E-commerce • Data from salesforce.com shown/interactive in Plone • Login authentication
- 10. PART I Sending Information from Plone to Salesforce
- 11. Online Forms links
- 12. Van Jones Click to edit Master subtitle style
- 13. Requests come in through form Built in Plone Easy to edit Dumps directly to Salesforce
- 14. Request dashboard in Salesforce
- 15. Form Creation Click to edit Master subtitle style
- 16. Form Creation Click to edit Master subtitle style
- 17. Form Creation Click to edit Master subtitle style
- 18. Form Creation Click to edit Master subtitle style
- 19. Form Creation Click to edit Master subtitle style
- 20. Form Creation Click to edit Master subtitle style
- 21. Form Creation Click to edit Master subtitle style
- 22. Form Creation Click to edit Master subtitle style
- 23. Form Creation Click to edit Master subtitle style
- 24. Form Creation Click to edit Master subtitle style
- 25. Form Creation Click to edit Master subtitle style
- 26. Form Creation Click to edit Master subtitle style
- 27. Form Creation Click to edit Master subtitle style
- 28. Form Creation Click to edit Master subtitle style
- 29. Form Creation Click to edit Master subtitle style
- 30. Form Creation Click to edit Master subtitle style
- 31. Event RSVPs links
- 32. Create campaign in Salesforce
- 33. Create campaign in Salesforce
- 34. Allow RSVPs in Plone event
- 35. Allow RSVPs in Plone event
- 36. Allow RSVPs in Plone event
- 37. Allow RSVPs in Plone event
- 38. Allow RSVPs in Plone event
- 41. Campaign members in Salesforce
- 42. E-commerce links
- 43. Client: Trees for Life Click to edit Master subtitle style
- 44. Goal: Grow online revenue Make the giving process easier Make tracking and reporting on giving easier Reduce technical staff, costs of data management
- 45. Online catalogue Click to edit Master subtitle style
- 46. Shopping cart & additional donations
- 47. Checkout
- 50. user data order payment 04/23/09
- 51. user data order payment contact opportunity donation details 04/23/09
- 52. user data order payment contact opportunity donation details 04/23/09
- 53. Contact record with donation
- 54. Donation details
- 55. Web donations create campaign reports
- 56. PART II Making Salesforce Data Interactive in Plone
- 57. Interacting with Data from Salesforce Fancy front-end All business in back Plone website links presents data stored in Salesforce.com
- 58. The Basics: SF Queries
- 59. Add a SalesforceQuery links
- 60. Tell query what SF data you want shown links
- 61. Salesforce data appears in Plone links
- 62. Member Portal links
- 63. NCTC Click to edit Master subtitle style 6/14/09
- 64. Newsletter sign up requires registration Click to edit Master subtitle style 6/14/09
- 65. User registration Click to edit Master subtitle style 6/14/09
- 66. User Now Has a Contact in Salesforce Click to edit Master subtitle style 6/14/09
- 67. Class registration when logged in Click to edit Master subtitle style 6/14/09
- 68. Registered for class Click to edit Master subtitle style 6/14/09
- 69. Class registration in Salesforce Click to edit Master subtitle style 6/14/09
- 70. Pay for the class Click to edit Master subtitle style 6/14/09
- 71. Enter buyer information Click to edit Master subtitle style 6/14/09
- 72. Enter payment information Click to edit Master subtitle style 6/14/09
- 73. Payment is made Click to edit Master subtitle style 6/14/09
- 74. Payment recorded in Salesforce Click to edit Master subtitle style 6/14/09
- 75. New or Renewing Affiliate Screen
- 76. Existing Affiliate's Info Loaded
- 77. Payment From Same Form
- 79. Record Status Updated in Salesforce
- 80. Payment Recorded
- 81. Online Directory
- 82. Client: Oregon Environmental Council
- 83. Find providers on Google map .
- 84. New providers request certification packet
- 85. Provider info flows into Salesforce
- 87. Client: Center for Economic Progress
- 90. Registration Form Creates Plone User
- 93. And Volunteer Gets Email Confirmation
- 94. Sign Up for Training Sessions
- 96. Status Updated in Salesforce
- 97. Volunteer Selects Location to Work
- 98. Volunteer Selects Location to Work
- 99. Site Capacity Updated For Shift
- 100. Volunteer Dashboard
- 101. Volunteer Management • Registration • Secure Login • Training Sign Up • Hours Logging • Site Managers Request Supplies/Help • Site Managers Approve Hours • Site Manager Gets Schedule • Site Manager Contacts Volunteers
- 103. Site Manager Approves Hours
- 104. Site Manager Gets Volunteer Schedule
- 105. Site Manager Gets Volunteer Schedule
- 106. Skill Levels Easy • Web-to-x Forms • Events RSVP • E-commerce • Data from salesforce.com shown/interactive in Plone Hard • Login authentication
- 107. Salesforce Service Levels Less Features More Features
- 108. Tools You Need Salesforce Integration: Plone Products: SalesforceBaseConnector PloneFormGen Connects Plone site to Point-and-click form SFDC via API login creation tool Specific Products PloneGetPaid RSVP, SFDC PFG Adapter, E-commerce engine for getpaid.SalesforceOrderRec Plone order
- 109. Learn More www.ifpeople.net snurl.com/plone-sfdc cjj@ifpeople.net | 678.608.3408 + Product Documentation: snurl.com/plonesfdoc Plone-Salesforce Mailing List: snurl.com/plonesflist