Salesforce - Wordpress Integration Showcase AmDee LLC

What will we talk about?  About AmDee  Salesforce Integration  Benefits  Types  Key considerations  Case studies  Q & A

About AmDee  Started in 2009  Washington DC metro area based  Small team of dedicated developers  Design, development and analytics  WordPress, Drupal, Salesforce  Work with small/medium sized nonprofits

Why Salesforce Integration  User management  Cohesive database of users, constituents, donors, volunteers  Activity tracking  Members’ area  Ecommerce – products tracking  Campaign and event tracking  Custom object integration

Types of Integration  WordPress-to-lead for Salesforce plugin  Gravity forms –Salesforce Add-on  Paid services - Zapier, Snap Logic, and Click & Pledge etc.  Complex data integration  Sync other types of data (cases, tasks, accounts etc.)  Integration via API (Application Program Interface)  Single sign-on and Communities

Key Considerations  How much information is essential for communications?  How will the integration help in reducing data management tasks?  How much customization is required?

Proparents of South Carolina  Simple integration via button on WP site  Events and registration managed via Click and Pledge in Salesforce

Sikh Human Development Foundation  Mission: To Transform Lives Through Higher Education by providing scholarships to bright but poor students in Punjab and neighboring states for higher professional education in a large variety of disciplines.  Donations from multiple sources – website has the least # of donations  Need for a centralized database for donors, volunteers and beneficiaries  Currently use PayPal for donation on the website  Once the donation is made online, donor information is synced with Salesforce (creating new donor, contact and account)

RFENC  Client Referral info sync   Clients can be referred either by professional, family/self or contractor  Use simple form on the website to gather the information  RFENC staff member checks submitted form for accuracy etc. and marks it ready for sync  A scheduled job checks forms ready for sync and syncs it with Salesforce  Client assignment and additional workflow in Salesforce

NICHCY  NICHCY maintained and published a list of national disability organizations and publicly funded information resource centers. These organizations provide detailed information in the area of disability or health expertise.  Key requirement: have the ability to add/update the database from a central location and provide the information via NICHCY website (not every data manager was part of web team)  Salesforce as data repository – WordPress Website

NICHCY  Solution  Create custom post types in WordPress for Salesforce Data  Apply tags and categories to Salesforce data in WordPress  Run a scheduled job for sync – sync will be unidirectional (Salesforce to WordPress) – data update will occur ONLY in Salesforce

Q & A