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