ADA 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 for Salesforce is an open source solution for using Cardano Network to manage payments in Salesforce to streamline adoption by the 150K companies, including 90% of Fortune 500, using Salesforce.

[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 app we plan to build will be open source and available in the ADA for Salesforce GitHub repository under the GPL version 3 license.

[METADATA] Horizons

Payments

[SOLUTION] Please describe your proposed solution

Similar to our XRP for Salesforce project, ADA for Salesforce is an open source solution for using Cardano Network to collect payments into Salesforce. Web3 Enabler’s commercial Blockchain Payments product, which is already available on the Salesforce AppExchange, supports UTXO models as well as Account models, so we have the experience and core tools to bring over to ADA for Salesforce. ADA for Salesforce monitors the blockchain, so it should work with any popular Cardano wallet users want to use.

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

The positive impact of our project includes enterprise adoption, new user onboarding and integration with industry accounting standards.

Enterprise Adoption

Enabling Salesforce users to accept and send payments in ADA directly in Salesforce 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

New User Onboarding

The open source proof of concept app will be available for free testing, which will bring in a diverse set of new users, in addition to the corporate users of our commercial Blockchain Payments product.

Industry Accounting Standards and Regulatory Requirements

Our CRM integrations enable Know your customer (KYC) checks. 

Our BitRank Verified integration enables Know Your Transaction (KYT) checks.

[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?

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

We already launched a similar commercial 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 completed a similar project with a grant from the XRP Ledger Foundation.

[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)
• Transaction Address Objects
• Payment Request Object
• Account wallet (customer or vendor wallet) aggregation (connect to standard object Account)

Sales Cloud UI

• Opportunity Connection (Standard Object Lookup)
• Order Connection (Standard Object Lookup)

Commerce Cloud UI

• Connection to Commerce Cloud (Website)
• View transactions and connect to user account (Experience Cloud APIs)

Acceptance Criteria

Each of the 3 prototypes mentioned above will be made available as a PDF or PNG file.

Evidence of Milestone Completion

Each of the 3 files will be uploaded to the project GitHub repository.

Data Connectivity

Milestone Outputs

Connect open source nodes and monitoring technology

Support API Key integration where needed

Feed transactions and avoid duplication

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

Internal Business Flows on Salesforce

Connect Payment details to Account (Base)

Connect Payment details to Opportunity/Order (Sales Cloud)

Connect Payment to payment API (Commerce Cloud Cloud)

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 Output

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 Output

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, along with a link to a YouTube video demonstrating the outputs of this project.

Salesforce Japan, Internationalization and Touring and Promotion

Milestone Output

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.

[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, 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, Project 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 (180,000 ADA total)

Milestone 6 is approximately 87,000 ADA

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

Building a usable accessible app and driving international awareness will attract new enterprise users to the Cardano ecosystem.