Plone-Salesforce Integration

Christopher Johnsoncjj@ifpeople.net

678 608 3408www.ifpeople.net

What is ifPeople?

• Social Enterprise • Partnership-Based • Strategy Centered

Our Principle:Cutting-edge technology should be used to better serve the companies and organizations that better serve the world.

Good Tech + Good Strategy = Success

Our Clients:

Nonprofits | Green Businesses | EducationSocial Enterprises | Small Businesses

Our Services:

Strategic Consulting | Online MarketingDevelopment: CMS (Plone) | CRM (SFDC) Training | Support

• User-Friendly • Open Source• International Community• Extensive functionality • Customizable

How do I get information I collect to where I want to manage it? How do I collect more information from my website? I don't want to duplicate it all!

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Van Jones

All requests come in

through a form

• Built in Plone• Easy to edit• Dumps directly

to Salesforce

Request dashboard in Salesforce

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Demo #3:E-Commerce Integration

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Goal: Grow online revenue

• Make the giving process easier• Make tracking and reporting on giving easier• Reduce technical staff costs of data management

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Shopping cart and additional donations

Checkout = Valuable Information

04/23/09

User data

04/23/09

payment

order

data

04/23/09

contact opportunity donation details

payment

order

data

Contact record with donation

Donation details include products

All web donations roll up to campaign report

• Web-to-x Forms • E-commerce• Events RSVP

• Data from salesforce.com shown/interactive in Plone

• Login authentication via salesforce.com

Utilizing the Solution

Website Approach:

“Bolt On”For simple sites

Website RelaunchMost powerful

Creating Website:

Open SourceDIY route

Utilize ConsultantHelp with design, products, and training