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What is Plone Integration for Salesforce?

Plone Integration for Salesforce is an effort to integrate the open-source content management system Plone with Salesforce.com. This project was started with funding to ONE/Northwest from the Salesforce Foundation.

Plone Integration for Salesforce comprises multiple software products that work together to allow Python scripting in Plone that will interact with the Salesforce web services API.

This open source project was created and is managed by members of the community. Salesforce.com support cannot provide assistance with your use of this code. Developers can find community support available via the project website.

What can Plone Integration for Salesforce do?

Plone Integration for Salesforce comprises multiple software products that will allow you to interact with Salesforce directly from Python code in Plone:

• Beatbox
  • this is the Python toolkit for the Salesforce web API. It was originally written by Simon Fell.
  • it allows arbitrary connections to Salesforce from Python code
• SalesforceBaseConnector
  • this is where core Salesforce connections are made
  • it relies on Beatbox to talk to Salesforce
• SalesforceAuthPlugin
  • this is an Authentication plug in that uses Salesforce as a Plone member repository
  • it relies on SalesforceBaseConnector to interact with Saleforce
• SalesforcePFGAdapter
  • this is a tool that uses Plone Form Gen to create web-to-X forms in Plone without any coding necessary
  • forms can create multiple salesforce objects that can be related together on creation
  • it relies on SalesforceBaseConnector to interact with Saleforce
• RSVPForSalesforce
  • any Plone content can be made "RSVP-able", adding a simple web-to-lead form
  • the Plone content can be mapped to any Salesforce object, and the Attendee and Attendance data can be written to any object as long as the attendance object is a junction between the two
• Paypal2SalesforceLead
  • Plone can be configured to accept notifications from Paypal Instant Payment Notification (IPN)
  • Leads are created capturing payment information

Demos

• Creating a simple Web-to-Lead Form
• Modifying a Web-to-Lead Form by adding a Multiselect field

How do I get started with Plone Integration for Salesforce ?

• To get started, install Plone.
• Then install Beatbox and SalesforceBaseConnector.
• Set your login credentials.
• you can now write Python script that uses the Beatbox methods
• you can also now install the authentication plugin, and/or the SaleforcePFGAdapter

How do I get started with Plone?

There are a number of great resources available to get you up an running quickly with Plone at the Plone download page.