SalesForce

riel's picture

Drupal-Experienced Developer | Westgate Business Services

Employment type: 
Part time
Employment type: 
Contract
Telecommute: 
Allowed

I'm looking for an individual or group to complete the following start-to-finish Drupal implementation for my company. If you are interested, send me your info and if everything looks good, I'll send you the design document and setup a meeting.

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joshk's picture

Salesforce Module 2.x Nearing Release

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.

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JamesAn's picture

Salesforce with Drupal

I can't remember who was interested in Salesforce-Drupal integration at yesterday's meeting.

There a SF API module, but it's still in dev, so you can (help finish it or) try the Salesforce Webform Lead Form Integration module. I haven't used either but I'm going to test this SF-webform integrator with Ralph Thornton for their online volunteer application form.

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SalesForce Taxonomy module... thoughts? interest? contributors?

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?

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Drupal <> CRM - Anyone tried out Jitterbit?

Hi

I have found Jitterbit http://www.jitterbit.com/.

My first look is that I am impressed. It looks like nice way to get a two way data exchange beetween Drupal and a CRM like SugarCRM or any other.
Has anyone experience on Jitterbit?

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joshk's picture

Salesforce Module 6-2.x Update

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.

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Online Technology Manager | Progressive States Network

Employment type: 
Full time
Telecommute: 
Not allowed

Online Technology Manager
Goal: PSN is seeking an experienced, resourceful, responsible, detail-oriented, and creative Online Technology Manager to oversee our use of web-based technologies and databases. This includes maintaining and improving our existing infrastructure as well as working with our communications and outreach staff to develop innovate new online tools to support the organization’s mission.

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amariotti's picture

An announcement for Drupal Users using Salesforce.com

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.

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amariotti's picture

Webform --> Salesforce.com Lead Plug-in

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.

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amariotti's picture

Salesforce Module on a Demo Account

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.

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