Salesforce - Wordpress Integration Showcase

AmDee LLC

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

Q & A