The Plone community has delivered a powerful set of integration tools to connect Plone with the Salesforce.com CRM platform. In this talk, we'll provide a high-level overview of the integration tools, and brief demonstrations of what kinds of website experiences they make possible: e.g, event sign up forms that submit directly to Salesforce, mapping compound forms to multiple relational tables in Salesforce, authenticating Plone logins against a database of users in Salesforce, Salesforce data exposed as Plone content, and more. Slides create for a talk for the Plone Conference 2008 in Washington D.C.

2. http://flickr.com/photos/pr9000/129823044/

3. Me

4. ONE/Northwest

5. Engagement tools and strategies

6. Environmental nonprofits

7. Plone add-on developer

8. http://www.flickr.com/photos/ardentphoto/2489023451/ Co-founder/coordinator Seattle Plone

9. Enough about me

11. Plone is great for managing content content content

12. CRM is for people But what about people?

13. Customer Relationship Management

14. CRM is not just about “selling” http://www.flickr.com/photos/ardentphoto/2489023451/

15. Customer Constituent Relationship Management

16. But what is teh Salesforce? (at least for the purpose of this talk)

17. Hybrid Vigor http://flickr.com/photos/pr9000/129823044/

18. Integration Goals

19. Log in against Salesforce records & update profile data

20. Submit form data to Salesforce to Salesforce

21. Simple Event Registration

22. View Salesforce data as content as content

23. Build cool stuff

24. Architecture

25. 4 Demos

26. 1. Save data from PloneFormGen to Salesforce

28. 2. RSVP for Salesforce

30. 3. Login and edit user profile data user profile data

32. 4. Local Cache of Salesforce Records

34. Readiness http://flickr.com/photos/exalthim/2256181057/

39. Roadmap http://flickr.com/photos/matthewfch/1688409628/

44. http://www.flickr.com/photos/travelinlibrarian/223839049/