ifPeople's demo of the power of integration the Plone (open source) Content Management System with with Salesforce CRM to create an engagement management platform. Contact info@ifpeople.net for help in setting up your itnegrated CMS-CRM.

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.
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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
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13. Requests come in through form
Built in Plone
Easy to edit
Dumps directly
to Salesforce

14. Request dashboard in Salesforce

15. Form Creation
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16. Form Creation
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17. Form Creation
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18. Form Creation
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19. Form Creation
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20. Form Creation
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21. Form Creation
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22. Form Creation
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23. Form Creation
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24. Form Creation
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25. Form Creation
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26. Form Creation
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27. Form Creation
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28. Form Creation
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29. Form Creation
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30. Form Creation
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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

39. Registration form

40. Registration form

41. Campaign members in Salesforce

42. E-commerce
links

43. Client: Trees for Life
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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
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46. Shopping cart & additional donations

47. Checkout

48. User data
04/23/09

49. user data
04/23/09

50. user data
order
payment
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51. user data
order
payment

contact

opportunity

donation details
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52. user data
order
payment

contact

opportunity

donation details
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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
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64. Newsletter sign up requires registration
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65. User registration
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66. User Now Has a Contact in Salesforce
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67. Class registration when logged in
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68. Registered for class
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69. Class registration in Salesforce
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70. Pay for the class
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71. Enter buyer information
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72. Enter payment information
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73. Payment is made
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74. Payment recorded in Salesforce
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75. New or Renewing Affiliate Screen

76. Existing Affiliate's Info Loaded

77. Payment From Same Form

78. Confirmation Screen

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

86. Volunteer Management

87. Client: Center for Economic Progress

88. Register or Login

89. Registration Page 1

90. Registration Form Creates Plone User

91. Registration Creates Contact...

92. ...and Volunteer Information

93. And Volunteer Gets Email Confirmation

94. Sign Up for Training Sessions

95. Registration Recorded

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

102. Site Manager Dashboard

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