Download Consulting Firm

Integrating Alfresco with Salesforce
Agenda
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About Technology Services Group
Why a Salesforce / Alfresco Integration
Use Cases / Examples
Technical Architecture
Demonstration
Technology Services Group
• Consulting Firm
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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
Employee
Devices & Apps
Inside the
enterprise
firewall
Alfresco
Enterprise
Content
Store
Alfresco Desktop
& Mobile sync
Alfresco in the cloud
(my.alfresco.com)
Alfresco
Desktop &
Mobile sync
Alfresco Enterprise Sync
Alfresco Cloud
API
Based on CMIS
(out early Oct.)
File, Metadata, Audit Trail & Processes Intact
Co-workers
Partners
Suppliers
Agencies
Customers
Compliance / Security Concerns
• Requirements for Federal Compliance (SOX, FDA, etc.)
• Legal Retention Requirements
• Long term archival in Cloud
Content Limitations
Group
Professional
Enterprise
Unlimited
Data Storage
1GB per org
20MB per user
20MB per user
120MB per user
File Storage (11GB
Minimum)
1GB per org +
612MB per
user
612MB per user
612MB per user
612MB per user
Extended Document Management
Document
Management
Electronic
Records
Management
Image
Management
Team
Collaboration
Alfresco
Process
Management
Rich Media
Support
Web Content
Services
Platform / Connected Content
Corporate Systems
CMIS
JSR-168
Connectors
Desktop
WebDAV
CMIS
CIFS
SharePoint
Protocol
Social Media Channels
CMIS
WebDAV
Open Web APIs
Open Web
APIs
CMIS
Web Services
CMIS-based
Alfresco Sync
Mobile
Public Alfresco Cloud
Salesforce Content Silos
Salesforce Chatter
Notes &
Attachments
Files Tab
Libraries
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 e-mails, lost content
• Version control, eliminate redundancy
Technical Architecture
Salesforce Governor Limits
Description
Limit
HTTP Requests / Web Service Calls in a request
10
Maximum Timeout for all Callouts in a request
120 Seconds
Default Timeout of Callouts in a request
10 Seconds
Maximum size of callout request or response
3 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?
www.tsgrp.com
blog.tsgrp.com
Ray Wijangco
[email protected]
Thursday 11:50-12:40 – Implementing Change Control
with Activiti and Alfresco