Salesforce + CMS Integration: Plone vs Drupal vs Joomla! Christopher Johnson Cofounder and CEO, ifPeople [email protected]www.ifpeople.net Ryan Ozimek Cofounder and CEO, PICNet [email protected]www.picnet.net Marcus Iannozzi Principal, Message Agency [email protected]www.messageagency.com
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Open Source CMS + Salesforce Integration Showdown: Plone vs Drupal vs Joomla!
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Salesforce + CMS Integration:Plone vs Drupal vs Joomla!
Christopher JohnsonCofounder and CEO, [email protected] www.ifpeople.net
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
• 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
• 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
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
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.
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