Integrating Alfresco with Salesforce. Agenda About Technology Services Group Why a Salesforce / Alfresco Integration Use Cases / Examples Technical Architecture.

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Presentation transcript:

Integrating Alfresco with Salesforce

Agenda About Technology Services Group Why a Salesforce / Alfresco Integration Use Cases / Examples Technical Architecture Demonstration

Technology Services Group Consulting Firm Founded in 1996 Based in Downtown Chicago / Kansas City Office Specialize in implementation of ECM and CRM technologies (Alfresco / Salesforce.com) Diverse Industries – Financial Services, Manufacturing, Insurance, Food & Beverage, Travel, Associations, Pharmaceutical Alfresco Gold Partner since early 2006

TSG Open Source Solutions OpenMigrate Migration Framework for ECM Repository Migrations Source / Target Adapters HPI (High Performance Interface) Search Interface Alternative Document Management Interface Active Wizard Rules-Based Dynamic Forms and Workflow Application Open Annotate Annotations on PDFs and Images

Why Integrate Alfresco / Salesforce??

Cloud or On-Premise Alfresco Enterprise Content Store Inside the enterprise firewall Employee Devices & Apps Co-workers Partners Suppliers Agencies Customers File, Metadata, Audit Trail & Processes Intact Alfresco Enterprise Sync Alfresco Desktop & Mobile sync Alfresco in the cloud (my.alfresco.com) Alfresco Cloud API Based on CMIS (out early Oct.)

Compliance / Security Concerns Requirements for Federal Compliance (SOX, FDA, etc.) Legal Retention Requirements Long term archival in Cloud

Content Limitations GroupProfessionalEnterpriseUnlimited Data Storage1GB per org20MB per user 120MB per user File Storage (11GB Minimum) 1GB per org + 612MB per user 612MB per user

Extended Document Management Alfresco Document Management Team Collaboration Rich Media Support Web Content Services Process Management Image Management Electronic Records Management

Platform / Connected Content Desktop Mobile Social Media Channels Web Services Public Alfresco Cloud Corporate Systems Open Web APIs CMIS JSR-168 Connectors WebDAV CMIS CIFS SharePoint Protocol Open Web APIs CMIS CMIS-based Alfresco Sync CMIS WebDAV

Salesforce Content Silos Salesforce Chatter Notes & Attachments Files TabLibraries Knowledge Base Documents

Removing the Silos Alfresco Enterprise Synch

Examples / Use Cases

Contract Approvals Central Repository Secure location Approval Workflows Internal / External Approvals Electronic Signature Audit History

Marketing / Competitive Intelligence Marketing Drive content to sales reps General marketing material Target to specific opportunities Latest and greatest available to field Competitive Intelligence Direct info to Product Management Videos / Photos Go Either Way! Reduce s, lost content Version control, eliminate redundancy

Technical Architecture

Salesforce Governor Limits DescriptionLimit HTTP Requests / Web Service Calls in a request10 Maximum Timeout for all Callouts in a request120 Seconds Default Timeout of Callouts in a request10 Seconds Maximum size of callout request or response3 MB

Alfresco Cloud API

Content Model / Associations CRM Content Types Accounts, Opportunities, Contracts, Case Supporting Aspects Record Relationships “Contentless” Object w/ Association by Salesforce Record Displayed immediately in Opportunity View upon Import Content is Folder Independent

Demonstration

Salesforce.com Integration Integration with Salesforce.com Allow users to attach documents to opportunities in SFDC Automatically notify team members (Chatter) Content is stored in Alfresco in the cloud… use Alfresco Enterprise Sync to sync back to enterprise Sync SFDC attributes to Alfresco & search within Alfresco Available late 2012

Questions? Ray Wijangco blog.tsgrp.com Thursday 11:50-12:40 – Implementing Change Control with Activiti and Alfresco