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ifPeople's presentation of Plone-salesforce.com integration for partners of the Salesforce.com Foundation
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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
![Sectorwatch: Salesforce Partners · Salesforce Partners April 2019. 2 Salesforce Partners April 2019 Sector Dashboard [4] Public Basket Performance [5] Operational Metrics [7] Valuation](https://img.dokumen.tips/doc/110x75/5f0895b07e708231d422bc1f/sectorwatch-salesforce-partners-salesforce-partners-april-2019-2-salesforce-partners.jpg)
