magnolia, salesforce and sap: a magnolia 5 app to capture and enrich leads

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Magnolia Conference 2013 Philip Mundt, Magnolia Marcel Rassinger, E2E Technologies Magnolia, Salesforce, and SAP 1 Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd. Part I: The App to Capture and Enrich Leads Part II: How to Integrate Salesforce & SAP A Magnolia 5 App to Capture and Enrich Leads

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This presentation was given at Magnolia Conference 2013 by Marcel Rassinger, CTO at E2E (http://e2ebridge.com) and Philip Mundt, Senior Developer at Magnolia International. More and more companies position content management systems at the center of their digital presence. However, this means that the number of systems to be integrated into a CMS increases steadily. In this presentation, we show how to build a Magnolia 5 App that captures and enriches leads by orchestrating two such systems: Salesforce and SAP. The orchestration happens on top of Node.js, making it easy to develop very scalable RESTful services that are used by Magnolia to send and receive data. Additionally, Node.js based integration services are easily deployed into the cloud, if required.

TRANSCRIPT

Page 1: Magnolia, Salesforce and SAP: a Magnolia 5 App to Capture and Enrich Leads

Magnolia Conference 2013Philip Mundt, MagnoliaMarcel Rassinger, E2E Technologies

1

Magnolia, Salesforce, and SAP

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Part I: The App to Capture and Enrich LeadsPart II: How to Integrate Salesforce & SAP

A Magnolia 5 App to Capture and Enrich Leads

Page 2: Magnolia, Salesforce and SAP: a Magnolia 5 App to Capture and Enrich Leads

2

Version 1.1Magnolia is a registered trademark owned by Magnolia

International Ltd.

Use Case

Users want to download files from websiteMarketing interested in these eventsHowever users should not be forced to enter too much dataBut marketing & admins want to see full dataset

Solution• Simple download form• Integration of CRM into Magnolia• Enrichment of data from SAP

Page 3: Magnolia, Salesforce and SAP: a Magnolia 5 App to Capture and Enrich Leads

3

Version 1.1Magnolia is a registered trademark owned by Magnolia

International Ltd.

Magnolia instances / E2E

Page 4: Magnolia, Salesforce and SAP: a Magnolia 5 App to Capture and Enrich Leads

4

Version 1.1Magnolia is a registered trademark owned by Magnolia

International Ltd.

Project modules

magnolia-sample-form (form)• Bootstrapping form / sample content• Custom form processor

magnolia-sample-lead-app (app)• Custom app & node type• Browser / edit view• Custom actions

magnolia-sample-service (service)• RESTful service• Persistence of entities / messaging /

observation

Page 5: Magnolia, Salesforce and SAP: a Magnolia 5 App to Capture and Enrich Leads

5

Version 1.1Magnolia is a registered trademark owned by Magnolia

International Ltd.

Modules and libraries

Magnolia modules• STK, forms, observation, content app

Jackrabbit OCM• Persisting entities in JCR with custom node type

RESTEasy • RESTful web service

Apache POI• XLS export

Page 6: Magnolia, Salesforce and SAP: a Magnolia 5 App to Capture and Enrich Leads

6 Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Demo App

Page 7: Magnolia, Salesforce and SAP: a Magnolia 5 App to Capture and Enrich Leads

7

Who we areWhat do we doThe architectureThe componentsDemo

Integrating Salesforce & SAP

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Page 8: Magnolia, Salesforce and SAP: a Magnolia 5 App to Capture and Enrich Leads

8

Who we are …

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Locations

DE: Saarbrücken| Freiburg | MünchenCH: Basel | ZürichA: Wien | GrazUK: LondonF: ParisFI: HämeenlinnaRO: SibiuUA: Dnepropetrovsk

IMC Interactive Predict Xpire

Scheer Group

E2EScheerManagement

E2E Technologies Ltd

Founded: 1996 (Professional Services), 2006 (ISV)Approach: Model-based process integrationPartner: SAP, Oracle, Microsoft, AvaloqCustomers: Antalis, DKSH, EVN, Nikon, Nokia Siemens Networks, PKZ, RBS, Swisscom, UBS, Ypsomed, ZuelligPharma, etc.

Page 9: Magnolia, Salesforce and SAP: a Magnolia 5 App to Capture and Enrich Leads

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E2E Technologies: what we do ….

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

PKZIntranet

StorePOS GUI

Internet

PKZ Direct CustomersHybris Shop GUI

DMZ

ProxyServer

E2E Process Developer

Development

Technical Backend Integration

ERP POS CRM LogisticsBI E-Shop

Back officeERP GUI

Marketing

CRM GUI

Process Integration

PKZ Process Supervisor

E2E GUI

Page 10: Magnolia, Salesforce and SAP: a Magnolia 5 App to Capture and Enrich Leads

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Backends: the world of adapters ….

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Page 11: Magnolia, Salesforce and SAP: a Magnolia 5 App to Capture and Enrich Leads

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Magnolia & E2E: The architecture

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Magnolia

User/Apps

HTTP/HTML

HTTP/REST

Developer

User

Ext FW Int FW

ESB

ERP

...

HTTP,SOAP,JMS,SQL,

SAPRFC

REST/JSON

Page 12: Magnolia, Salesforce and SAP: a Magnolia 5 App to Capture and Enrich Leads

12

Magnolia & E2E: The components

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Page 13: Magnolia, Salesforce and SAP: a Magnolia 5 App to Capture and Enrich Leads

13 Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Demo

Page 14: Magnolia, Salesforce and SAP: a Magnolia 5 App to Capture and Enrich Leads

14

Flows: Orchestration of the information flow

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Page 15: Magnolia, Salesforce and SAP: a Magnolia 5 App to Capture and Enrich Leads

15

Gateways: Agile access to backends

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Page 16: Magnolia, Salesforce and SAP: a Magnolia 5 App to Capture and Enrich Leads

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Dashboard: Monitoring your solution

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Page 17: Magnolia, Salesforce and SAP: a Magnolia 5 App to Capture and Enrich Leads

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www.magnolia-cms.com

Philip Mundt, MagnoliaMarcel Rassinger, E2E Technologies

Magnolia Conference 2013

Questions & Answers

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.