Integrating Plone with E-Commerce and Relationship Management A Case Study in Integrating PloneGetPaid and Salesforce.com
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2 Integrating Plone with E-Commerce and Relationship Management A Case Study in Integrating PloneGetPaid and Salesforce.com David Glick
3 Idaho Conservation League
4 Idaho Conservation League
5 Theory of Change
6 Goal: Tools to help engage newsletter Online donations Memberships General Appeals Paid event registration
7
8 Why salesforce.com? Not open source, but open-ended, customizable platform Active development community Salesforce Foundation donates 10 user licenses to charitable organizations (worth $15k/year) Managed service == reduced maintenance complexity
9 But most of our goals require integrating multiple tools...
10 General strategies separation of concerns small pieces loosely joined customization via configuration, not programming reusability
11 newsletter signup
12 Salesforce-PloneFormGen Adapter Fields Action Adapters Mailer Submit Saved data Salesforce.com
13 Salesforce-PloneFormGen Adapter
14 Salesforce-PloneFormGen Adapter
15 Passing preset values via hidden fields
16 Lead Conversion
17 E-commerce options
18 E-commerce options Current System was fully integrated Donor Perfect & Weblink 3 rd Party Standalone options out! GiftTool, Groundspring, etc. Salesforce native tools in their infancy PaymentConnect, Chargent, etc.
19 Additional Considerations Costs both upfront and ongoing (typically 2-5% of transaction depending on the payment gateway) Method of funds transfer Access to and privacy of donation data Integration with your website
20 GetPaid for Plone
21 Payment Processor Choice? Authorize.net Paymentech Ogone DPS PXPay ClickandBuy PayPal Google Checkout Payflo Pro others?
22 Payment Processor Choice? Authorize.net
23 Sync vs. Async Synchronous processors take in all info via Plone and then process via a separate backend request to the processor. (e.g. authorize.net) Asynchronous processors redirect the user to the processor's site to collect billing info, then forward back to the store site. (e.g. PayPal Website Payments Standard)
24 PCI compliance The credit card industry has some strict standards for sites that deal with credit card information. Sites that store, process, or transmit credit card info should complete a questionnaire and be prepared for a server scan. Ask a consultant for advice.
25 Hosting considerations Most VPS providers are not going to certify themselves as PCI compliant. If you're accepting credit card info directly rather than sending the user to an offsite processor, you need an SSL certificate and a unique IP address per domain.
26 Configuring Authorize.Net Authorize.Net = Payment Gateway A new or existing Internet Merchant Account is also needed to connect Authorize.Net to your bank account Have on hand all bank account numbers, routing numbers, and credit card merchant numbers before you begin. More info: ration.pdf
27 Installing GetPaid [buildout] parts = getpaid [getpaid] recipe = getpaid.recipe.release==1.9 addpackages = getpaid.authorizedotnet getpaid.formgen getpaid.salesforceploneformgenadapter getpaid.salesforceorderrecorder
28 Installing GetPaid
29 Configuring GetPaid
30 Donatable Types
31 Payment Options
32 Payment Processor Settings
33 One-page member signup
34 One-page member signup, recorded in Salesforce Form 1. Order placed (getpaid.formgen) GetPaid Checkout Payment Processor 2. Payment authorization (getpaid.authorizedotnet, etc.) 3. Finance charge event Info recorded (getpaid.salesforceploneformgenadapter) Salesforce.com
35 GetPaid adapter getpaid.formgen» Adds billing fields to form» Adds item(s) to cart» Initiates checkout
36 getpaid.formgen Configuration Marking an item as a variable amount donation
37 getpaid.formgen Configuration Marking an item as a variable amount donation
38 getpaid.formgen Automatically adds billing fields
39 collective.pfg.creditcardfields Provides a date widget with just year and month. getpaid.formgen creates a standard date field, but you can replace it with this.
40 GetPaid-PloneFormGen- Salesforce adapter (getpaid.salesforceploneformgenadapter)» Configures field mapping» Stores form values in session before checkout» Creates objects in Salesforce when order is financed
41 getpaid.salesforceploneformgenadapter Data sources PloneFormGen Form: Custom fields GetPaid: Transaction ID, Billing Address, etc. GetPaid-Salesforce Adapter: Configures field mapping for both sources Salesforce.com
42 getpaid.salesforceploneformgenadapter Adding the adapter
43 getpaid.salesforceploneformgenadapter Configuring the object type
44 getpaid.salesforceploneformgenadapter Configuring the field mapping
45 Remember: The GetPaid-PloneFormGen-Salesforce adapter must go before GetPaid adapter. (It needs to store things in the session before the GetPaid adapter starts checkout.)
46 Making events payable
47 Payable events
48 Events in shopping cart
49 Events checkout
50 getpaid.salesforceorderrecorder Map fields to Salesforce for standard GetPaid checkout (no PloneFormGen involved)
51 Lessons/Observations Don't underestimate the effort needed to learn new processes and tools Don't assume an existing product does everything like you want Testing integrations with third-party tools is hard Making integrations configurable enough to be reusable increases complexity significantly
52 The future
53 GetPaid Roadmap More automated form creation for the simple donation use case Integration with RSVP for Salesforce
54 Other Plone-Salesforce Integration Products & Improvements Megaphone Profile Management
55
56
57 Thanks to... Groundwire Andrew Burkhalter Jesse Snyder Brian Gershon Rob Larubbio Meyer Memorial Trust Everyone who has worked on GetPaid Many others :)
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