Salesforce

With the most recent set of commits solidifying our data model and implementing much-needed Drupal-side caching, the Salesforce 2.0 Module is rapidly approaching releasable status. We now actively need people to test this in their own environments and with their own use-cases and to submit issues and offer new features.

Hello,

I've taken on a contract job that requires basic Drupal6-Salesforce integration-- users who register through the new Drupal site should show up in the existing Salesforce db. I'm looking to subcontract a few hours to get things working smoothly.

Please contact me at maj@majink.org with previous experience & your rate. Work would start in 2-3 weeks.

Thanks,
M

The sf_node and sf_user modules are great.

What I would like to see (and what I'm going to have to build for a few upcoming projects) is a sf_taxonomy module.

In essence, I see this as tying a SalesForce picklist value set to a Drupal vocabulary.

The biggest hurdle, imho, is that SalesForce picklists are specific to single object types, where as Drupal vocabularies are site-wide.

Given that, will this idea even float?
What are peoples' thoughts about ways to work around this particular obstacle?
What are some other obstacles?
Is anyone interested in pitching in?

Today I'm happy to announce some important updates to the salesforce module 2.x branch. These are for the DRUPAL-6 version for now. I will backport to 5-2.x once we get closer to an official release.

Support for Custom Fields
This is a big step forward, as it gets us off of hard-coded object-definitions on the SalesForce side, just like the inclusion of a CCK-sensing engine got us off hard-coded Drupal objects. This allows you to create an arbitrary number of custom fields in your SalesForce objects (e.g. campaigns, contacts, leads, etc) and map them flexibly to elements in your Drupal nodes.

There's still work to be done here. I would like to get the module to the point of using the Partner (rather than Enterprise) client and wsdl, but that will require further refactoring.

Auto-Population of SalesForce
We're now able to automatically populate and update SalesForce with appropriate objects when they're created and updated on the Drupal end. A critical piece of functionality.

Common Field-Maps
Another common-sense systematic update: we're now using a single fieldmap to link Drupal and SalesForce objects. The use-case for separate maps for import vs. export of data was obscure, and so this complexity has been removed from the system.

I think this module is now ready for wider review and testing. If you've been looking to synchronize your Drupal nodes with SalesForce objects and want to provide feedback, now is a good time.

A development release should is available on the project page. Or you can click here. However, my update to the README.txt didn't make it in before the daily build, so check it in CVS.

It looks like the Salesforce module has lost some steam, what does the schedule look like for the Drupal 6 release of it. Here's the reason why I bring this up, I just downloaded and overcame a very large learning curve to install Drupal 6. Well, my main focus was to integrate Drupal and Salesforce. With the way the releases span each other I'm not sure if this will ever be do-able.

Thanks

I am proud to announce the availability of a new module for Drupal integration with Salesforce.com CRM users. I posted on our group page a while ago regarding a potential module that would integrate Salesforce's Lead Form into the Webform module that we've all grown to love. Well... I was able to get in contact with a developer from Ohio, who was excellent to work with, that did just that for us.

I posted this to the d.o forum: 288295

The College I work for is in the process of integrating the Salesforce.com (Customer Relationship Management) CRM into our college-wide processes. I am currently developing a new & improved site using Drupal for the college that needs to go live with the CRM for a number of reasons. Salesforce supplies HTML code to embed an HTML form that feeds right into the CRM (a Lead form). While this is super simple it doesn't allow as much control as I would like.

Has anyone been able to get the Salesforce Module to work on a Demo Account? I'm doing some testing to see if we like the integration of Drupal and Salesforce. Is this going to be possible without an actual Salesforce.com account? I was hoping that I could test it first.

Thanks,
Andrew

UPDATE: I should add that I get a "Failed to Authenticate" error when I try it with my demo account. I'm guessing it's because of my demo account, but just wanted to verify.

Now that the Salesforce module is almost ready for a 5.x official release in its legacy package (same functionality as the already existing Drupal 4.7 official release), joshk and I, together with others on the Salesforce issue queue, have been making a battle plan for the immediate refactoring of this module to make for greater flexibility and usefulness.

We are channeling this discussion into this group on g.d.o. in the hopes of broadening the base and thereby enriching the discussion.

Our discussion has centered on two main topics:

1. How to extend the salesforce module to support alternatives to profile
2. Whether or not we should add users as "contacts" rather than "leads"

This Wiki Page is a ever growing list of resources for SalesForce systems and APIs... BE BOLD & EDIT THE WIKI

Videos
http://video.google.com/videosearch?q=salesforce&hl=en

SalesForce API 8.0

Websites
http://www.salesforce.com
http://wiki.apexdevnet.com/index.php/API
http://www.salesforce.com/developer
http://success.salesforce.com/
http://blogs.salesforce.com/rollout_guide/2006/05/import_your_dat.html

Drupal Contrib Modules (Early Development)