ADA Wallet for Salesforce

[GENERAL] Name and surname of main applicant

Zoe Braiterman

[GENERAL] Are you delivering this project as an individual or as an entity (whether formally incorporated or not)

Entity (Incorporated)

[GENERAL] Please specify how many months you expect your project to last (from 2-12 months)

12

[GENERAL] Please indicate if your proposal has been auto-translated into English from another language

No

[GENERAL] Summarize your solution to the problem (200-character limit including spaces)

ADA Wallet for Salesforce plugs into ADA for Salesforce, the transaction app, or can be run on it’s own.

[GENERAL] Does your project have any dependencies on other organizations, technical or otherwise?

Yes

[GENERAL] If YES, please describe what the dependency is and why you believe it is essential for your project’s delivery. If NO, please write “No dependencies.”

Salesforce: We are developing this as a Salesforce app, using Salesforce development tools.

[GENERAL] Will your project’s output/s be fully open source?

Yes

[GENERAL] Please provide here more information on the open source status of your project outputs

The ADA wallet for Salesforce will be available in the ADA Wallet for Salesforce GitHub repository under the GPL version 3 license.

[METADATA] Horizons

Wallet

[SOLUTION] Please describe your proposed solution

ADA Wallet for Salesforce is an open source solution for using Cardano Network to send payments, track payments, and otherwise manage a Cardano Wallet 100% in Salesforce. This plugs into ADA for Salesforce, the transaction app, or can be run on it’ own.

[IMPACT] Please define the positive impact your project will have on the wider Cardano community

Having an ADA wallet that is simple for enterprise users who do not understand how web3 technology works has high potential to drive enterprise adoption of the scale, performance and security Cardano offers. Building our wallet would offer the following to the Cardano ecosystem.

• Leverage our ISV partnership to promote Cardano to the 150,000 companies using Salesforce, the world’s #1 ranked CRM
• One time setup of connection of wallet, allowing Sales Personnel to use without crypto knowledge
• Easy to import Reports, allowing accounting departments to record transactions without crypto knowledge

[CAPABILITY & FEASIBILITY] What is your capability to deliver your project with high levels of trust and accountability? How do you intend to validate if your approach is feasible?

We are already part of the prestigious Circle Alliance program with plans to develop USDC programmable wallets.

Our team includes globally renowned blockchain product and security experts and expertise with both Cardano and Salesforce development. 

We already launched a commercial Blockchain Payments product on the Salesforce AppExchange for managing transactions in various cryptocurrencies and stablecoins. You can learn more from our demo and our pitch deck.

We also successfully received a grant from the XRP Ledger Foundation to build an open source XRP for Salesforce app, which we completed and plan to continue to expand upon as part of future grants.

[PROJECT MILESTONES] What are the key milestones you need to achieve in order to complete your project successfully?

Prototype UIs

Milestone Outputs

Base Application UI

Org wallets (company wallets) ← This plugs into Ada for Salesforce, a separate product)

Transaction Address Objects ← Record type for Cardano Salesforce Wallet

Account wallet / Account Wallet Transaction Addresses (connect to standard object Account) ← Record Type that is compatible with Ada for Salesforce

Sales Cloud Addon

Opportunity / Order Integration

– These objects are not in a base Force.com Org, but are in a common Sales / Service

Cloud installation

– Supporting them via an Add-on let’s us be compatible for all orgs

Acceptance Criteria

Each of the prototypes mentioned above will be made available as a PDF or PNG file.

Evidence of Milestone Completion

Each of the files will be uploaded to the project GitHub repository.

Data Connectivity

Milestone Outputs

Create the ability to store and manage private keys

Create the ability to generate transaction addresses

Create the ability to send transactions

Create the ability to receive transactions

Acceptance Criteria

The related flows or code will be functional.

Evidence of Milestone Completion

The related flows or code will be available in the project GitHub repository.

Business Logic

Milestone Outputs

Apex hooks for generating transactions

Apex triggers for receiving transactions

Permission Set for Wallet Admin

Permission Set for Wallet Manager

Permission Set for Wallet User

Approval Methodology for outbound transactions

Templates for Salesforce Flows (Business Automation)

Slack on receiving a transaction

Slack on sending a transaction

Request Approval via Slack for a transaction

Email Accounting on sending a transaction

Emailing an Account Owner

Acceptance Criteria

The related flows or code will be functional.

Evidence of Milestone Completion

The related flows or code will be available in the project GitHub repository.

Documentation and Security Review

Milestone Outputs

Complete the Admin Guide, Package Installation Guide, and User Guide

Develop the Open Source Installation Guide

Develop the Open Source feedback and improvement process

Create a v1.0 Product and Submit to Security Review

Acceptance Criteria

The documentation will be made available as a PDF file.

Evidence of Milestone Completion

The PDF file will be available in the project GitHub repository.

AppExchange and Preliminary Marketing

Milestone Outputs

Complete Security Review and list on the AppExchange

Create web pages for Web3 Enabler promoting

Create web pages for Cardano Community

Generate Press Releases on behalf of Cardano, Catalyst Project, and Web3 Enabler

Create Social Media Assets for Cardano, Catalyst Project, and Web3 Enabler

Acceptance Criteria

The web pages will be visible on our website. We will submit the social media assets via email to the project reviewers.

Evidence of Milestone Completion

We will submit the social media assets via email to the project reviewers. We will also send the links to each of the relevant web pages by email.

Salesforce Japan and Internationalization and Touring and Promotion

Milestone Outputs

Translate into Spanish, French, Italian, and German for Salesforce

Translate into Japanese for Salesforce Japan. Since the oldest and largest Cardano community is in Japan, we also offer a Japanese translation of this proposal, as well.

Submit to Salesforce Japan AppExchange

Create Parallel Marketing for Salesforce Japan

Appear on 1 X-Spaces/Month

Produce 1 blog post/month on Web3 Enabler

Produce 1 blog post/month for a Community Website

Product social media assets for both blog posts

Note: Salesforce Japan runs semi-autonomously, while sharing technical details. It requires a parallel business process.

Acceptance Criteria

The blog posts will be available on our website.

Evidence of Milestone Completion

We will send an email to the project reviewers, upon completion of the milestone, which will include links to each of the blog posts and X spaces, along with a link to a YouTube video demonstrating the outputs of this project..

[RESOURCES] Who is in the project team and what are their roles?

Zoe Braiterman, Project Lead

https://www.linkedin.com/in/zoebraiterman

https://github.com/zbraiterman

https://twitter.com/zbraiterman

Zoe Braiterman has experience ranging from cyber security, data science and system architecture to product development. Passionate about helping startups to scale, she also has experience as a teacher and business manager. Her work as a security consultant has included diversity and education initiatives in collaboration with UN Women, along with similar diversity leadership initiatives utilizing artificial intelligence and other technologies, and she brings her passion for change making and social impact to the Web3 space. 

Alex Hochberger, Founder & CEO

https://www.linkedin.com/in/alexhochberger

https://github.com/scorpionmit01

https://twitter.com/the_hoch

An MIT alum, he ventured into entrepreneurship amid the dot-com crash, mastering the art of building impactful businesses on lean budgets. Launching his first venture in college, he has since become a cornerstone in startups, amplifying their growth. With an MBA from Duke focusing on marketing and management, he blends technological acumen with business savvy. Founder of Web3 Enabler, leading its ascent in integrating blockchain payments into traditional systems. Specializing in online marketing, software architecture, database design, and statistical analysis.

François-René Rideau, Mathematics & Security

https://www.linkedin.com/in/fahree

https://github.com/fare

https://twitter.com/phanaero

As Chief Scientist and Lead Developer of Sky Protocol ( https://skyprotocol.org ), a universal layer 2 solution that maximizes scalability and interoperability, powered by Cardano, François-René has extensive experience building on Cardano.

François-René has been making programming languages and distributed systems usable for 25 years. Alumnus of the École Normale Supérieure, Former Senior Engineer at ITA Software, he also worked at Google and Bridgewater Associates. While working in the industry, he notably maintained and rewrote ASDF, the build system at the heart of the Common Lisp open source community; he also kept publishing academic papers and speaking at programming language conferences. 

Alexander Smart, Business Development & Compliance

https://www.linkedin.com/in/alexandersmart

https://github.com/ChiLaBo

Alexander has always thought fast, but learned to think deep and sharp at UChicago. After studying law at Pepperdine, he spent nearly fifteen years guiding executives and decision makers through litigation, in matters ranging from shoplifting and speeding tickets to multi-forum international investment bank disputes. His practice honed his ability to quickly assimilate and master new information, and deliver that information clearly at any level of sophistication. Tiring of courthouses, he found his skills were readily applicable and desperately needed in the blockchain space. 

Peter Hubshman, Accounting & Finance

https://www.linkedin.com/in/peterhubshman

Peter is a finance and operations expert focusing on early round startups. With origins in private equity, fund management and leveraged buyouts, in the early 2000’s he operated Internet Real Estate Group, a Web 2.0 studio in Boston which successfully developed businesses including Creditcards.com; Phone.com; Luggage.com; Jeans.com and a dozen other early primary domain businesses. There, his pioneering team of engineers created some of the earliest successful affiliate marketing and advertising platforms on the Internet, and were early experts in search engine optimization. 

Niles Lee-Smith, Product Management

https://www.linkedin.com/in/niles-lee-smith

An experienced professional with a dedication to driving positive change in both the real and digital world, he has a proven track record in cross-functional teams, risk management, and project leadership. In his current role with Web3 Enabler, he is helping pioneer innovative accounting solutions for blockchain and crypto payments. As a former Project Manager at Brown Brothers Harriman, he led the Smart Capture project, achieving significant success in automating trade instruction processing. His skill set encompasses expertise in project management methodologies, team coordination, and proficiency in various technical tools. This technical experience complements a strong foundation in strategic planning and process improvement. He holds a degree from the Kogod School of Business at American University and continues to actively seek opportunities to contribute his technical and strategic expertise for product and market validation initiatives.

Rebeca Kaplan, Design & Marketing

https://www.linkedin.com/in/rebecakaplan

Rebeca Kaplan brings over a decade of rich experience in UX/UI design, marketing to the cutting edge world of web3. Her extensive background in product design is highlighted by her achievements in fostering communities and spearheading innovative projects. Rebeca has been instrumental in developing a thriving community of over 600 UX/UI designers, guiding them through more than 100 design sprints focused on collaboration and innovation within the digital landscape.

Spencer Goldberg, Full Stack JavaScript Developer

https://www.linkedin.com/in/spencermgoldberg

https://github.com/spencergoldberg1

Spencer is finishing his degree in Data Science and Analytics at Florida Atlantic University, with a focus in Artificial Intelligence. He has a deep passion for all things tech, especially app and web development. Throughout his academic career, Spencer has taken part in numerous projects where he has successfully integrated his love for technology with practical problem-solving. He’s always on the hunt for new tools and technologies that can improve everyday life and business operations. His professional experience includes developing web and data solutions in industries ranging from Hospitality to Healthcare, and he has several apps listed in the App Store. He uses technologies like Node.js, React, and Google Cloud extensively. His expertise in creating and implementing custom API solutions is particularly valuable in his current role as a Developer at Web3 Enabler.

Kristina Beacom, Business Development

https://www.linkedin.com/in/kbeacom

Kristina is an experienced Business Development and Operations Manager. She has over 10 years of expertise in driving cross-functional initiatives crucial to company growth and operational efficiency. Kristina has a strong background in data analysis, solution design, and implementation, with a focus on customer impact, cost management, and operational complexity, and has been instrumental in delivering results. In her most recent role, she managed investment operations for Netcapital, a crowdfunding platform. She has also been instrumental in the growth phase of a semiconductor startup including strategic planning for lab and office facilities, IT, and process creation/implementation. Kristina has a breadth of experience across several industries including aviation, fintech, law, and medical devices. She has a B.A. in Political Science from Brigham Young University and an M.A. in Political Management from George Washington University.

[BUDGET & COSTS] Please provide a cost breakdown of the proposed work and resources

Milestones 1 - 5 each cost approximately 36,000 ADA (total of 180,000 ADA)

Milestone 6 is approximately 87,000 ADA

Total: 267,000

[VALUE FOR MONEY] How does the cost of the project represent value for money for the Cardano ecosystem?

This project will promote awareness and adoption around the Cardano ecosystem.