Upload
ifpeople
View
8.769
Download
4
Tags:
Embed Size (px)
Citation preview
Salesforce + CMS Integration:Plone vs Drupal vs Joomla!
Christopher JohnsonCofounder and CEO, [email protected] www.ifpeople.net
Ryan OzimekCofounder and CEO, [email protected]
Marcus IannozziPrincipal, Message [email protected]
Today's Agenda
Introduction & Getting to Know Audience
Intro to Each CMS and Integration
Plone
Drupal
Joomla
Side-by-side Comparison Use Cases
Sending Form Data to Salesforce
Event Registration
Donation Processing
2/24/11
241,000+ hourscommunity service
10,000+ non-profit clients
$21 million +grants
1% Time
Equity
Product
Before we start...
2010 Comparing Open Source Content Management Systems: WordPress, Joomla, Drupal and Plone
Free report from Idealware
http://bit.ly/cms-report
Integrating Plone and Salesforce
Christopher JohnsonCofounder and CEO, [email protected] www.ifpeople.net
Plone Vocabulary
Product: add on packages
Egg: a way products are packaged
Buildout: configuration file that builds instance
Python: scripting language Plone is written in
Zope: application server
Plone Overview
User-friendly, intuitive interface Proven: Released 2001, top 2% of Open Source projects Best Security track record of any major CMS Best Practice: Standards-compliant and international Fine-grained, flexible workflow and permissions 1,500+ add on products Protected: IP owned by Plone Foundation Annual conference (8 to date) 340 Core devs, 350+ solution providers in 60+ countries
Plone – Salesforce Integration
Started in 2006 Sponsored by Salesforce Foundation grant
Released in 2007 ~400 installs Out of the box products up in running in <20 m! About the integration:
Bi-directional integration Real time or cached use of Salesforce data Sync Plone with data in Salesforce
Plone – Salesforce Integration
Plone – Salesforce Tools Today
• Web-to-x Forms • Events RSVP• Payments (form and shopping cart)
• Login authentication• Developer tools for bringing in data
from Salesforce
Plone – Salesforce Adv Integration
Directories and mashups (Google Maps) Member profile updating Permissions in website based on Salesforce data Syncing between custom content types (build
through web or code) User activity tracking (search, download, view) Volunteer Management Portal Inventory Management
Organizations Using Integrations
New Global Citizens, newglobalcitizens.org
Northwest EcoBuilding Guild, ecobuilding.org
Climate Solutions, climatesolutions.org
National Community Tax Coalition, tax-coaliution.org
Trees for Life, treesforlife.org
Center for Economic Progress, volunteer.economicprogress.org
Sustainable Connections, sustainableconnections.org
Oregon Environmental Council, oeconline.org
New Mexico Consortium, newmexicoconsortium.org
Idaho Conservation League, idahoconservation.org
Plone-Salesforce Resources
Full demo slides and case studies:http://bit.ly/plone-sf
Product Documentation (links to product sources):http://bit.ly/plonesfdoc
Plone-Salesforce Mailing List:http://bit.ly/plonesflist
SALESFORCE SUITE:
Integrating Salesforce and Drupal
About Drupal• Proven
– Open source CMS first released in 2001
• Extensible, Complex, and Flexible– Extended by thousands of free modules
– More a framework than a CMS or blogging engine
• Supported– First Drupalcon 2005 in Antwerp – 40 developers
– 2010 Drupalcon SF attendees: 3,000+
• Usage– As of 2/2011, Drupal core active on an underestimated 400,000 sites
– 1% of top 1 million sites are built in Drupal
• Lauded– Awards: Webware 100, PAKT Publishing
Drupal Vocabulary• Core
– Drupal’s framework and default installation
• Module (contribs)– Contributed plug-ins that add functionality
• Node– The fundamental unit of content
• CCK – Content Creation Kit– Content Type builder
• Current version: 2.X for Drupal 6.X• Actively Maintained since 2007• 203 Installs and growing rapidly• Advent of Drupal 7 will improve the module dramatically
Salesforce Suite: History
• Framework– Bi-Directional– Real-Time and Cached Data– Extensible: Expose any field– Flexible: Connect any custom objects
• Modules– Salesforce Suite– Ubercart/Salesforce Integration– Salesforce Feeds– Salesforce Webform Integration
Salesforce Suite: Overview
What’s So Cool About It?
• Default fieldmaps• Duplicate record prevention & Prematching• Set Fixed and PHP values• Bulk import operations from SF 2 Drupal• Salesforce Object explorer• Fieldmap import/export capability• Outbound messaging 2 pass from SF 2 Drupal
Salesforce Suite: Features
Planned for 2011
• Many-to-many object relationships• Failure Handling• Two-way synch rules (field level)• Consolidation of all Modules into one Suite (Drupal 7’s
data abstraction layer)
Salesforce Suite: Features
• Membership Management/Directories• Course Registration and E-Learning Environments• Volunteer Registration and Kiosk Check-In• Shop Purchases • Fundraising Pages
Advanced Use Cases
• Pennsylvania Legal Aid Networkhttp://palegalaid.net
• Institute for Conservation Leadershiphttp://icl.org
• Violette de Mazia Foundationhttp://demazia.org
• Mazzoni Centerhttp://mazzonicenter.org
• Cradles to Crayonshttp://cradlestocrayons.org
Salesforce Suite: Clients
More infoSalesforce Suite http://drupal.org/project/salesforceHow To: http://drupal.org/node/1033964
Others:http://drupal.org/project/sf_webformhttp://drupal.org/project/uc_salesforcehttp://drupal.org/project/salesforce_feeds
Joomla + Salesforce.com
NTEN WebinarFebruary 25, 2011
Ryan Ozimek - @cozimek
Intro to Joomla!
• Long-term history– Open source CMS first released in 2000 (called Mambo back then)
• User-focused, easy– Nearly 7,000 extensions with two-click installation
– No need to write code for nearly any off-the-shelf tools available
• Huge community– Nearly 500,000 users within the official forums
– 145 registered user groups around the world
• Usage– As of February, downloaded more than 22 million times since 2007
– Powers an increasing 2.7% of top 1 million sites
Ryan Ozimek - @cozimek
Joomla! Vocabulary
• Components
– Applications that run in the CMS
• Modules
– View of content around a page’s component
• Plugins
– Libraries, the glue, triggers
Ryan Ozimek - @cozimek
History of J!Salesforce
• Started back in 2006 by PICnet
• Revived in 2009
• Significant reinvestment in 2010-2011
• Used by…
– IceStone – http://www.icestone.biz (socially responsible business)
– Hitachi Foundation – http://www.hitachifoundation.org
Ryan Ozimek - @cozimek
Reusable parts
• Components
– J!Salesforce Submit
– J!Salesforce Search
– (your third party component)
• Plugins
– J!Salesforce Library
– J!Salesforce plugin to your component(s)
Ryan Ozimek - @cozimek
How this all works
• All real-time data exchanges between SF.com and Joomla
• Basic form submission and search core to the package
• All other features are based on combined integration between third-party components and J!Salesforce
Ryan Ozimek - @cozimek
Installation
Ryan Ozimek - @cozimek
Online Forms
links
Submit Form Data to Salesforce
Case: any information collection that maps to one or more objects in Salesforce (contact form, newsletter sign up, feedback, survey, etc)
Products: PloneFormGen, Salesforce PFG Adapter, BaseConnector
1. Create form and fields in Plone
2. Add Salesforce Adapter
3. Select Salesforce object to send data to and map form fields to Salesforce
4. (Optionally) Add preset values, additional adapters or upsert
Create a New Form
Create a New Form
Configure New Form
Default Form
Easy to Add Custom Fields
Edit Custom Fields
Many Data Validators Available
Drag-n-Drop Form Editor
Completed Form
Add Salesforce Adapter
Name The Adapter
Choose from Any SF Object
Map Form Fields-> SF Object Fields
Select Any Field from SF Object
Map All Fields
Optionally Add Fixed Values & Parent Adapter
Optionally Set “Upsert”
Submit Form Data to SFCase: User Registration and Volunteer PreferenceModules: Drupal Account, Profile
1. Create Profile Fields in Drupal2. Map User Fields to Salesforce Contact3. Register User4. View Data in Salesforce
1. Create Profile Fields
2. Map Fields
2. Map Fields
2. Map Fields
2. Map Fields
2. Map Fields
2. Map Fields
3. Register User
4. View Data in Salesforce
Submit Form Data – Joomla!
• The parts
– J!Salesforce Submit component + J!Salesforce plugin + J!Salesforce events plugin
• The process
– Admin creates a form in Joomla, associating it with an object in SF.com
– Visitor fills out form on the site, and data flows into the appropriate object in SF.com
– Visitor is taken to a thank you pageRyan Ozimek - @cozimek
Submit Form Data – Joomla!
Ryan Ozimek - @cozimek
Submit Form Data – Joomla!
Ryan Ozimek - @cozimek
Submit Form Data – Joomla!
Ryan Ozimek - @cozimek
Submit Form Data – Joomla!
Ryan Ozimek - @cozimek
Submit Form Data – Joomla!
Ryan Ozimek - @cozimek
Submit Form Data – Joomla!
Ryan Ozimek - @cozimek
Submit Form Data – Joomla!
Ryan Ozimek - @cozimek
Event Registration
links
Event Registration
Case: Event registration (free event)
Products: RSVP, PloneFormGen, PloneFormGen Salesforce Adapter
1. Create campaign in Salesforce
2. (Optional) Create custom registration form
3. Edit event in Plone and configure RSVP
Create Campaign in SF
Copy Campaign UID
Create Event in Plone
New Event Screen
Fill In Event Details
New Event
Allow RSVP's on Event
RSVP Now Needs Setup
Edit Screen Has RSVP Tab
RSVP Tab For Setup
Optionally Set Registration Capacity
Event Now Has Form!
User Completes Form
User Gets Confirmation
Lead and Campaign Member in SF
Event Registration
Variants: Paid event via shopping cart (integrated with
Salesforce) Form-only interface for registration Set up “upsert” on form for duplicate prevention Registrations for logged in users pre-populates
form
Event RegistrationCase: Event Registration for authenticated user (free)Modules: Content Creation Kit
1. Create Event Object in Drupal2. Map Event Fields to Salesforce Campaign3. Create Event Registration form in Drupal4. Map Event Registration to Salesforce Campaign Member5. Create Event (automatically passes to Salesforce as Campaign)6. Create Registration (automatically passes to Salesforce as Campaign
Member)7. View in Salesforce
1. Create Event Content Type
1. Create Event Content Type
2. Map Event Fields to Salesforce Campaign
3. Create Event Registration Form in Drupal
4. Map Event Registration to Campaign Member
5. Create Event
5. Create Event
5. Create Event
5. Create Event
6. Create Registration
7. View Data in Salesforce
Event Registration – Joomla!
Components: Events component + J!Salesforce plugin + J!Salesforce events plugin
The process: Admin creates a campaign in SF.com Admin creates an event in Joomla, associating it with a campaign in SF.com Visitor registers for an event on the site, and data flows into the Lead object in SF.com Visitor’s lead record is made a campaign member of the appropriate campaign in SF.com Upon conversion in SF.com, registration information can be sent to a new opportunity in SF.com
Ryan Ozimek - @cozimek
Event Registration – Joomla!
Ryan Ozimek - @cozimek
Event Registration – Joomla!
Ryan Ozimek - @cozimek
Event Registration – Joomla!
Ryan Ozimek - @cozimek
Event Registration – Joomla!
Ryan Ozimek - @cozimek
Event Registration – Joomla!
Ryan Ozimek - @cozimek
Event Registration – Joomla!
Ryan Ozimek - @cozimek
Event Registration – Joomla!
Ryan Ozimek - @cozimek
Event Registration – Joomla!
Ryan Ozimek - @cozimek
Donation Processing
links
Donations Processing
Case: Single page donation form, with variable or user-determined contribution amount. Optionally recurring donations.
Products: PloneFormGen, PloneGetPaid, PloneFormGen Salesforce Adapter, getpaid.formgen, collective.pfg.creditcardfields, getpaid.SalesforcePloneFormGenAdapter
1. Create form and set as donation type
2. Add donation field set and GetPaid adapter
3. Map form fields to Salesforce
Donation Processing
Donation Processing
Donation Processing
Donation Processing
Donation Processing
Donation Processing
Donation Processing
Donation Processing
Donation Processing
Map fields to objects
Ex.
1. New Account + Contact + Opportunity
2. Household Account + New Contact & Opportunity
3. (flexible custom mapping)
Donation Processing
Variants:
Use the full shopping cart (GetPaid) and allow program-based donations (a la Heifer).
• Optionally track “products” purchase in Salesforce
DonationsCase: DonationsModules: UC_Donation, UC_Salesforce
1. Enable UC-Donation module• Provides a donation content type• Allows for open amounts
2. Create donation product3. Map Ubercart Fields to Salesforce Opportunity and Contact4. Submit Donation (automatically passes contact and opportunity) 5. View in Salesforce
1. Enable UC_Donation
2. Create Donation Product
3. Map Ubercart Fields to Salesforce
3. Map Ubercart Fields to Salesforce
3. Map Ubercart Fields to Salesforce
4. Submit Donation
4. Submit Donation
4. Submit Donation
4. Submit Donation
4. Submit Donation
4. Submit Donation
5. View Donation in Salesforce
Donations – Joomla!
Components: Payment component + J!Salesforce plugin + J!Salesforce payment plugin
The process: Admin creates an donation form in Joomla, associating it with a payment processor and SF.com Visitor makes a donation, data sent and approved/declined by credit card gateway Visitor’s payment status, and contact information, is sent to SF.com as a lead of a donation record type in SF.com Upon lead conversion in SF.com, appropriate account, contact, and opportunity information is stored in SF.com
Ryan Ozimek - @cozimek
Donations – Joomla!
Ryan Ozimek - @cozimek
Donations – Joomla!
Ryan Ozimek - @cozimek
Salesforce + CMS Integration:Plone vs Drupal vs Joomla!
Christopher JohnsonCofounder and CEO, [email protected] www.ifpeople.net
Ryan OzimekCofounder and CEO, [email protected]
Marcus IannozziPrincipal, Message [email protected]
Slides Available: http://slidesha.re/sf-cms-showdown