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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 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