Constituent Relationship Management

(Contribution by Jean-Paul Ladage)

Safesforce is:

• a web based CRM
• an online accessible relational database

Goals for integration:

• Login again Salesforce records and update profile data (PAS)
• Simple event registration
• View salesforce data

He provided a few demo's.

1. Sale data from PloneFormGen to Salesforce using Salesforce PloneFormGen adapter. This allows you to create forms and directly submit the data to salesforce.

• Account adapter, you can map the form fields to fields in the account table in the sf database.
• Contact adapter, you can map the form fields to fields in the contact table in the sf database. you can even configure
• Attachments can also be added.

2. RSVP for Salesforce

Event registration e.g. call for proposals

CRM has a campaign feature. Any piece of content in Plone can be associated with a campaign in sales force by selecting the object type and uid. As a result is that in Plone below the content a contact form is shown. It adds a lead in SF and shows how we got in contact with that person (by showing the related campaign.

In SF you can create a waitlist state, to signal that you have to process the contact.

3. Login and edit user profile data (PASPlugin)

• You can add a password field to Salesforce.
• In the plugin you can configure which fields to authenticate with and map additional properties like department, or assistent name with an object type in SF e.g. a Contact or Lead.

4. Local Cache of Salesforce records

The Zope catalog is used to cache information from SF. Using an overnight scheduled job.