Plone+Salesforce
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The document discusses the integration of Salesforce with Plone, highlighting its features as a leading hosted CRM since 2007 and its various tools for non-profits. It details initial and expanded integration toolkits, fundraising capabilities, and future developments, including improvements to message queuing and the introduction of new APIs. Additionally, it compares Plone's Salesforce integration to that of other platforms like Drupal, Joomla, and WordPress, emphasizing Plone's richer integration capabilities.
Plone+Salesforce
- 1. Plone+Salesforce Sally Kleinfeldt, David Glick, Carlos de la Guardia Plone Conference Brasilia 4 October 2013
- 3. Salesforce.com • Leading hosted CRM (customer relationship management)
- 4. Salesforce.com • Leading hosted CRM (customer relationship management) • Mature
- 5. Salesforce.com • Leading hosted CRM (customer relationship management) • Mature • Feature-rich
- 6. Salesforce.com • Leading hosted CRM (customer relationship management) • Mature • Feature-rich • Customizable
- 7. Salesforce.com • Leading hosted CRM (customer relationship management) • Mature • Feature-rich • Customizable • Integrated with Plone since 2007
- 9. Salesforce Foundation • Leverage Salesforce.com
- 10. Salesforce Foundation • Leverage Salesforce.com • Donate and discount products to non-profits
- 11. Salesforce Foundation • Leverage Salesforce.com • Donate and discount products to non-profits • 10 donated Enterprise Edition licenses
- 12. Salesforce Foundation • Leverage Salesforce.com • Donate and discount products to non-profits • 10 donated Enterprise Edition licenses • Deep discounts on additional licenses
- 13. Salesforce Foundation • Leverage Salesforce.com • Donate and discount products to non-profits • 10 donated Enterprise Edition licenses • Deep discounts on additional licenses • Discounts on training, events, apps
- 16. Initial Integration • Funded by 2006 Salesforce Foundation grant to ONE/Northwest (later Groundwire)
- 17. Initial Integration • Funded by 2006 Salesforce Foundation grant to ONE/Northwest (later Groundwire) • Beatbox – Python library, wraps Salesforce SOAP API
- 18. Initial Integration • Funded by 2006 Salesforce Foundation grant to ONE/Northwest (later Groundwire) • Beatbox – Python library, wraps Salesforce SOAP API • SalesforceBaseConnector – Calls Salesforce SOAP API from Plone
- 20. Initial Integration • Salesforce PFG Adapter – Allows PFG forms to submit to Salesforce, provides field mapping
- 21. Initial Integration • Salesforce PFG Adapter – Allows PFG forms to submit to Salesforce, provides field mapping • SalesforceAuthPlugin – Authenticate logins against Salesforce
- 22. Expanded Toolkit
- 23. Expanded Toolkit • Paypal2SalesforceLead- Paypal listener, adds a lead when a payment is made
- 24. Expanded Toolkit • Paypal2SalesforceLead- Paypal listener, adds a lead when a payment is made • Salesforce Order Recorder – GetPaid add-on, allows checkouts to generate items in Salesforce
- 25. Expanded Toolkit
- 26. Expanded Toolkit • collective.salesforce.rsvp – accept registrations for unpaid events via Plone and store the data in Salesforce
- 27. Expanded Toolkit • collective.salesforce.rsvp – accept registrations for unpaid events via Plone and store the data in Salesforce • Megaphone – map participation in petitions and letters to Salesforce
- 28. Expanded Toolkit
- 29. Expanded Toolkit • collective.salesforce.content – create Plone content types that are connected to objects in Salesforce
- 30. Fundraising
- 32. Turnkey Fundraising Site • The Innocence Project expanded the toolkit in 2012
- 33. Turnkey Fundraising Site • The Innocence Project expanded the toolkit in 2012 • collective.salesforce.fundraising
- 35. collective.salesforce.fundraising • Standalone online fundraising system
- 36. collective.salesforce.fundraising • Standalone online fundraising system • Integration with Salesforce.com campaigns
- 37. collective.salesforce.fundraising • Standalone online fundraising system • Integration with Salesforce.com campaigns • Create campaign timelines and goals One time and recurring donations
- 38. collective.salesforce.fundraising • Standalone online fundraising system • Integration with Salesforce.com campaigns • Create campaign timelines and goals One time and recurring donations • Personal fundraising - allow users to create personal campaign pages
- 41. collective.salesforce.fundraising • Payment processing • Integration with Stripe for recurring donations including sending emails and updating Salesforce Recurring Donations
- 42. collective.salesforce.fundraising • Payment processing • Integration with Stripe for recurring donations including sending emails and updating Salesforce Recurring Donations • Social integration via Janrain
- 47. Fundraising Take 2 • Hard to add payment processors, switch CRM, etc.
- 48. Fundraising Take 2 • Hard to add payment processors, switch CRM, etc. • Break collective.salesforce.fundraising into modular pieces
- 49. Fundraising Take 2 • Hard to add payment processors, switch CRM, etc. • Break collective.salesforce.fundraising into modular pieces • Work still in progress
- 51. collective.fundraising.* • collective.fundraising.core - Dexterity behaviors and other shared functionality
- 52. collective.fundraising.* • collective.fundraising.core - Dexterity behaviors and other shared functionality • collective.fundraising.site - Optimized site configuration
- 53. collective.fundraising.* • collective.fundraising.core - Dexterity behaviors and other shared functionality • collective.fundraising.site - Optimized site configuration • Additional components planned for Salesforce, Stripe, Recurly, Janrain, Mailchimp, Mandrill....
- 54. Recent Work
- 55. API
- 56. API • SOAP libraries were not ideal
- 57. API • SOAP libraries were not ideal • Beatbox for generic API
- 58. API • SOAP libraries were not ideal • Beatbox for generic API • Suds for custom API
- 59. API • SOAP libraries were not ideal • Beatbox for generic API • Suds for custom API • Salesforce now has a unified REST API with a new Python library: simple-salesforce
- 60. API
- 61. Message Queuing
- 62. Message Queuing • First generation toolkit was synchronous
- 63. Message Queuing • First generation toolkit was synchronous • High latency - users and threads kept waiting
- 64. Message Queuing • First generation toolkit was synchronous • High latency - users and threads kept waiting • Tight coupling - errors when Salesforce unavailable
- 65. Message Queuing • First generation toolkit was synchronous • High latency - users and threads kept waiting • Tight coupling - errors when Salesforce unavailable • Solution: message queue allowing asynchronous processing
- 66. Message Queuing
- 67. Message Queuing • Technologies chosen:
- 68. Message Queuing • Technologies chosen: • Celery: http://www.celeryproject.org/
- 69. Message Queuing • Technologies chosen: • Celery: http://www.celeryproject.org/ • Feature rich
- 70. Message Queuing • Technologies chosen: • Celery: http://www.celeryproject.org/ • Feature rich • Good traction
- 71. Message Queuing • Technologies chosen: • Celery: http://www.celeryproject.org/ • Feature rich • Good traction • RabbitMQ: http://www.rabbitmq.com/
- 72. Message Queuing • Technologies chosen: • Celery: http://www.celeryproject.org/ • Feature rich • Good traction • RabbitMQ: http://www.rabbitmq.com/ • Message queue backend
- 73. Message Queuing
- 74. Message Queuing • Integrating Celery with Zope transactions turned out to be easy
- 75. Message Queuing • Integrating Celery with Zope transactions turned out to be easy • Use after-commit hook in case transaction hits a database conflict and gets retried
- 76. Message Queuing • Integrating Celery with Zope transactions turned out to be easy • Use after-commit hook in case transaction hits a database conflict and gets retried • Created decorator to encapsulate queueing and creating Salesforce connection
- 77. Future Work
- 78. Future Work • Package decorators for creating celery tasks that run within Zope or do callouts to external webservices into a reusable library
- 79. Future Work • Package decorators for creating celery tasks that run within Zope or do callouts to external webservices into a reusable library • Higher-level Plone add-on for configuring synchronization between Plone content types and Salesforce objects
- 80. Competition
- 83. Drupal+Salesforce • Salesforce Suite • https://drupal.org/project/salesforce
- 84. Drupal+Salesforce • Salesforce Suite • https://drupal.org/project/salesforce • Modular integration framework for developers
- 85. Drupal+Salesforce • Salesforce Suite • https://drupal.org/project/salesforce • Modular integration framework for developers • Lower level components to build from
- 86. Drupal+Salesforce • Salesforce Suite • https://drupal.org/project/salesforce • Modular integration framework for developers • Lower level components to build from • Recently rewritten
- 90. Drupal+Salesforce • Springboard • http://www.jacksonriver.com/ springboard • Out of the box non-profit fundraising and marketing
- 91. Drupal+Salesforce • Springboard • http://www.jacksonriver.com/ springboard • Out of the box non-profit fundraising and marketing • Satisfies a particular set of use cases
- 95. Drupal+Salesforce • RedHen • http://redhencrm.com/ • Native Drupal CRM
- 96. Drupal+Salesforce • RedHen • http://redhencrm.com/ • Native Drupal CRM • Designed to be integrated with Salesforce
- 100. Joomla!+Salesforce • JoomForce • http://extensions.joomla.org/ extensions/clients-a-communities/crm- bridges/14704 • Lead and Contact capture through auto generated forms
- 101. Wordpress+Salesforce
- 102. Wordpress+Salesforce • WordPress to Lead for Salesforce
- 103. Wordpress+Salesforce • WordPress to Lead for Salesforce • http://wordpress.org/plugins/ salesforce-wordpress-to-lead/
- 104. Wordpress+Salesforce • WordPress to Lead for Salesforce • http://wordpress.org/plugins/ salesforce-wordpress-to-lead/ • Easy to install
- 105. Wordpress+Salesforce • WordPress to Lead for Salesforce • http://wordpress.org/plugins/ salesforce-wordpress-to-lead/ • Easy to install • Basic web to lead forms
- 106. Wordpress+Salesforce
- 107. Wordpress+Salesforce • Gravity Forms to Salesforce
- 108. Wordpress+Salesforce • Gravity Forms to Salesforce • http://wordpress.org/plugins/gravity- forms-salesforce/
- 109. Wordpress+Salesforce • Gravity Forms to Salesforce • http://wordpress.org/plugins/gravity- forms-salesforce/ • Easy to install
- 110. Wordpress+Salesforce • Gravity Forms to Salesforce • http://wordpress.org/plugins/gravity- forms-salesforce/ • Easy to install • Web to lead forms with custom fields
- 111. Wordpress+Salesforce • Gravity Forms to Salesforce • http://wordpress.org/plugins/gravity- forms-salesforce/ • Easy to install • Web to lead forms with custom fields • Use the API with Salesforce Enterprise, Unlimited and Developer Edition
- 112. Plone vs. The Others
- 113. Plone vs. The Others • Plone offers richer Salesforce integration than Joomla! or Wordpress
- 114. Plone vs. The Others • Plone offers richer Salesforce integration than Joomla! or Wordpress • Plone and Drupal offer a similar level of Salesforce integration but packaged differently
- 115. Questions?