1. Salesforce + CMS Integration:
Plone vs Drupal vs Joomla!
Christopher Johnson
Cofounder and CEO, ifPeople
cjj@ifpeople.net
www.ifpeople.net
Marcus Iannozzi
Principal, Message Agency
marcus@messageagency.com
www.messageagency.com
Ryan Ozimek
Cofounder and CEO, PICNet
cozimek@picnet.net
www.picnet.net

2. 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

3. 1%
Time
Equity
Product
241,000+ hours
community service
10,000+
non-profit clients
$21 million +
grants
2/24/11

4. Before we start...
2010 Comparing Open Source Content
Management Systems: WordPress, Joomla,
Drupal and Plone
Free report from Idealware
http://bit.ly/cms-report

5. Integrating Plone and Salesforce
Christopher Johnson
Cofounder and CEO, ifPeople
cjj@ifpeople.net
www.ifpeople.net

6. 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

7. 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

8. 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

9. Plone – Salesforce Integration

10. 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

11. 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

12. Organizations Using Integrations
Center for Economic Progress,

New Global Citizens, 
volunteer.economicprogress.org
newglobalcitizens.org  Sustainable Connections,
sustainableconnections.org

Northwest EcoBuilding  Oregon Environmental Council, oeconline.org
Guild, ecobuilding.org  New Mexico Consortium,
newmexicoconsortium.org

Climate Solutions,  Idaho Conservation League,
idahoconservation.org
climatesolutions.org

National Community Tax
Coalition, tax-
coaliution.org

Trees for Life,
treesforlife.org

13. 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

14. SALESFORCE SUITE:
Integrating Salesforce and Drupal

15. 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

16. 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

17. Salesforce Suite: History
• 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

18. Salesforce Suite: Overview
• 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

19. Salesforce Suite: Features
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

20. 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)

21. Advanced Use Cases
• Membership Management/Directories
• Course Registration and E-Learning Environments
• Volunteer Registration and Kiosk Check-In
• Shop Purchases
• Fundraising Pages

22. Salesforce Suite: Clients
• Pennsylvania Legal Aid Network
http://palegalaid.net
• Institute for Conservation Leadership
http://icl.org
• Violette de Mazia Foundation
http://demazia.org
• Mazzoni Center
http://mazzonicenter.org
• Cradles to Crayons
http://cradlestocrayons.org

23. More info
Salesforce Suite
http://drupal.org/project/salesforce
How To: http://drupal.org/node/1033964
Others:
http://drupal.org/project/sf_webform
http://drupal.org/project/uc_salesforce
http://drupal.org/project/salesforce_feeds

24. Joomla + Salesforce.com
NTEN Webinar
February 25, 2011
Ryan Ozimek - @cozimek

25. 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

26. 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

27. 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

28. 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

29. 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

30. Installation
Ryan Ozimek - @cozimek

31. Online Forms
links

32. 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

33. Create a New Form

34. Create a New Form

35. Configure New Form

36. Default Form

37. Easy to Add Custom Fields

38. Edit Custom Fields

39. Many Data Validators Available

40. Drag-n-Drop Form Editor

41. Completed Form

42. Add Salesforce Adapter

43. Name The Adapter

44. Choose from Any SF Object

45. Map Form Fields-> SF Object Fields

46. Select Any Field from SF Object

47. Map All Fields

48. Optionally Add Fixed Values &
Parent Adapter

49. Optionally Set “Upsert”

50. Submit Form Data to SF
Case: User Registration and Volunteer Preference
Modules: Drupal Account, Profile
1. Create Profile Fields in Drupal
2. Map User Fields to Salesforce Contact
3. Register User
4. View Data in Salesforce

51. 1. Create Profile Fields

52. 2. Map Fields

53. 2. Map Fields

54. 2. Map Fields

55. 2. Map Fields

56. 2. Map Fields

57. 2. Map Fields

58. 3. Register User

59. 4. View Data in Salesforce

60. 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 page
Ryan Ozimek - @cozimek

61. Submit Form Data – Joomla!
Ryan Ozimek - @cozimek

62. Submit Form Data – Joomla!
Ryan Ozimek - @cozimek

63. Submit Form Data – Joomla!
Ryan Ozimek - @cozimek

64. Submit Form Data – Joomla!
Ryan Ozimek - @cozimek

65. Submit Form Data – Joomla!
Ryan Ozimek - @cozimek

66. Submit Form Data – Joomla!
Ryan Ozimek - @cozimek

67. Submit Form Data – Joomla!
Ryan Ozimek - @cozimek

68. Event Registration
links

69. 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

70. Create Campaign in SF

71. Copy Campaign UID

72. Create Event in Plone

73. New Event Screen

74. Fill In Event Details

75. New Event

76. Allow RSVP's on Event

77. RSVP Now Needs Setup

78. Edit Screen Has RSVP Tab

79. RSVP Tab For Setup

80. Optionally Set Registration Capacity

81. Event Now Has Form!

82. User Completes Form

83. User Gets Confirmation

84. Lead and Campaign Member in SF

85. 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

86. Event Registration
Case: Event Registration for authenticated user (free)
Modules: Content Creation Kit
1. Create Event Object in Drupal
2. Map Event Fields to Salesforce Campaign
3. Create Event Registration form in Drupal
4. Map Event Registration to Salesforce Campaign Member
5. Create Event (automatically passes to Salesforce as Campaign)
6. Create Registration (automatically passes to Salesforce as Campaign
Member)
7. View in Salesforce

87. 1. Create Event Content Type

88. 1. Create Event Content Type

89. 2. Map Event Fields to Salesforce Campaign

90. 3. Create Event Registration Form in Drupal

91. 4. Map Event Registration to Campaign Member

92. 5. Create Event

93. 5. Create Event

94. 5. Create Event

95. 5. Create Event

96. 6. Create Registration

97. 7. View Data in Salesforce

98. 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

99. Event Registration – Joomla!
Ryan Ozimek - @cozimek

100. Event Registration – Joomla!
Ryan Ozimek - @cozimek

101. Event Registration – Joomla!
Ryan Ozimek - @cozimek

102. Event Registration – Joomla!
Ryan Ozimek - @cozimek

103. Event Registration – Joomla!
Ryan Ozimek - @cozimek

104. Event Registration – Joomla!
Ryan Ozimek - @cozimek

105. Event Registration – Joomla!
Ryan Ozimek - @cozimek

106. Event Registration – Joomla!
Ryan Ozimek - @cozimek

107. Donation Processing
links

108. 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

109. Donation Processing

110. Donation Processing

111. Donation Processing

112. Donation Processing

113. Donation Processing

114. Donation Processing

115. Donation Processing

116. Donation Processing

117. Donation Processing
Map fields to objects
Ex.
1. New Account + Contact + Opportunity
2. Household Account + New Contact &
Opportunity
3. (flexible custom mapping)

118. Donation Processing
Variants:
Use the full shopping cart (GetPaid) and allow
program-based donations (a la Heifer).
• Optionally track “products” purchase in Salesforce

119. Donations
Case: Donations
Modules: UC_Donation, UC_Salesforce
1. Enable UC-Donation module
• Provides a donation content type
• Allows for open amounts
2. Create donation product
3. Map Ubercart Fields to Salesforce Opportunity and Contact
4. Submit Donation (automatically passes contact and opportunity)
5. View in Salesforce

120. 1. Enable UC_Donation

121. 2. Create Donation Product

122. 3. Map Ubercart Fields to Salesforce

123. 3. Map Ubercart Fields to Salesforce

124. 3. Map Ubercart Fields to Salesforce

125. 4. Submit Donation

126. 4. Submit Donation

127. 4. Submit Donation

128. 4. Submit Donation

129. 4. Submit Donation

130. 4. Submit Donation

131. 5. View Donation in Salesforce

132. 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

133. Donations – Joomla!
Ryan Ozimek - @cozimek

134. Donations – Joomla!
Ryan Ozimek - @cozimek

135. Salesforce + CMS Integration:
Plone vs Drupal vs Joomla!
Slides Available: http://slidesha.re/sf-cms-showdown
Christopher Johnson
Cofounder and CEO, ifPeople
cjj@ifpeople.net
www.ifpeople.net
Marcus Iannozzi
Principal, Message Agency
marcus@messageagency.com
www.messageagency.com
Ryan Ozimek
Cofounder and CEO, PICNet
cozimek@picnet.net
www.picnet.net