Salesforce Module 2.x Nearing Release

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joshk's picture

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.

For those of you who are just now tuning in, the 2.0 release is a ground-up rewrite of the Salesforce module, implementing their API with a best-practice Drupal structure. The new version supports custom fields on the Salesforce side, and most CCK features out of the box. It allows you to flexibly map nodes and Drupal users (and with participating contribs, other things like webforms) to salesforce data objects like campaigns, tasks, contacts and leads. The new module is hook_friendly, so it can be easily extended for new use-cases.

If you've got projects or needs related to Salesforce/Drupal integration, the time is now to get involved as this set of code approaches official release!

Comments

Count us in...

alex ua's picture

We are meeting with a new client tomorrow to finalize the scope of what we're going to build for them, but one of the first deliverables is almost definitely going to be Salesforce integration.

It was a nice treat to find this in my inbox this morning! Sweet synchronicity: it goes great with coffee!

--
Alex Urevick-Ackelsberg
ZivTech: Illuminating Technology

Alex Urevick-Ackelsberg
ZivTech: Illuminating Technology

Nice!

joshk's picture

This project is a possible poster-child for client-driven development. If it looks like there are good feature requests worth contributing back, lets get them written out and give whoever on your end CVS access so they can start a new sf_module. Assuming that's appropriate.

Right now I'm working on making the core API a bit more robust so we can, for instance, support a scenario where Drupal users have their own SalesForce credentials, rather than just one site-wide connection. :)

http://www.chapterthree.com | http://www.outlandishjosh.com

Am actively using it for current work!

victorkane's picture

Great to be using the great work you guys are doing.

Trying to see an easy way to extend the user fields available to map with Salesforce, for example, how would I be able to add user roles to the sf_user options to map to salesforce fields?

Do I need to implement hook_fieldmap_objects() ?

Victor Kane
http://awebfactory.com.ar
http://projectflowandtracker.com

integration with Salesforce.com

manojranaweera's picture

Joshk, are you on twitter (@manojranaweera) or skype (ranaweeram)? Wouldn't mind having a quick word as we will shortly embark on a project which may have similarities. Best regards Manoj (I run http://edocr.com)

SalesForce Considerations

couloir007's picture

I'm bidding on a project, and I'm to consider SalesForce over CiviCRM. I don't really care which I use, the client is a non-profit and will qualify for a free SF license. Not much out there on why I would choose SF over Civi, so any thoughts there would be awesome. Also, if they choose SF, am I looking at a bigger effort over CiviCRM at integrating with this module? Cost is a big concern of theirs', and I'm not convinced SF offers them enough to justify greater costs.

***My "CiviCRM vs SalesForce" subject triggered spam filters. Interesting.

I'll be implementing in the next few months

selfuntitled's picture

We will have a custom salesforce build setup in the next few months, I'll be giving this module a shot and will be happy to provide feedback.

Enterprise CRM Integration

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