Salesforce Module on a Demo Account

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amariotti's picture

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.

Comments

You need to get the security

tom friedhof's picture

You need to get the security token for your account. In salesforce go to Setup -> My Personal Information -> Reset My Security Token.

This will send you a security token that you will add after your password to authenticate in the API.

I'm still getting the error.

amariotti's picture

I'm still getting the error. I followed the steps you gave me along with the steps on page with the information about resetting my security token. It's still doing the same thing it was before. When I check my watchdog log I see nothing with details about what the error is, even though it seems pretty obvious. I'm using a test server that cannot be accessed outside of the College I work for, would this be a problem? I'm guessing that is the problem.

Andrew (amariotti)

Andrew (amariotti)

If they blocked port 80 from

tom friedhof's picture

If they blocked port 80 from the inside then it will not work. I'm using a private server on my LAN that can access salesforce just fine, and my server is not accessible from the outside. All the traffic is sent via http(s).

Try using the example.php file in the includes directory in the module. Put your login credentials in that script and then run the script in your browser. The script will spit out errors if it cannot connect to salesforce.

failed login: Array (

amariotti's picture

failed login: Array ( [faultcode] => ns1:INVALID_LOGIN [faultstring] => INVALID_LOGIN: Invalid username, password, security token; or user locked out. [detail] => Array ( [fault] => Array ( [exceptionCode] => INVALID_LOGIN [exceptionMessage] => Invalid username, password, security token; or user locked out. ) ) )

Andrew (amariotti)

Andrew (amariotti)

OK. The authentication in

amariotti's picture

OK. The authentication in Drupal still says that it failed but my user login log on Salesforce claims that it has logged in successfully. What am I doing wrong here?

Andrew (amariotti)

Andrew (amariotti)

Since no one has responded I

amariotti's picture

Since no one has responded I will try and look into the issue and report back.

Thanks for your help.

Andrew (amariotti)

Andrew (amariotti)

Can you verify that you're

eojthebrave's picture

Can you verify that you're salesforce user has the proper permissions? API Access?

If you've got the devel.module installed try running this php via the Execute PHP block. It might give you some idea as to what's going on.

<?php
$sf
= salesforce();
print_r($sf);
exit();
?>

That should print out a huge object, but usually the "useful" information is towards the top.

If that doesn't work, you could open up the includes/salesforce_api.inc and right after this line

<?php
$login
= $salesforce->login($username, $password);
?>

add something like

<?php
print_r
($salesforce); exit();
?>

You may need to add the API key

mlncn's picture

Salesforce support was very helpful in explaining how to set and use the API key:

In your Salesforce account, go to Setup > Personal Setup > My Personal Information > Reset Security Token. Then use the security token sent to your e-mail address as an addendum to your password provided to the Salesforce module settings page.

benjamin, Agaric Design Collective

benjamin, agaric

Good to know

amariotti's picture

Thanks for your help on this. I haven't done anthing on this for a little while, but was never able to successfully set this up. I think that it had something to do with the fact that it was only Trial. I am looking forward to focusing on this again to see it functioning on our live site.

Andrew (amariotti)

Andrew (amariotti)

same problem for me

ceege111's picture

The token thing (above) worked but I am still figuring out how to do it with a 'real' (not demo) salesforce account. Not sure what the permissions are on the salesforce system - its showing a successful login from external in the salesforce system but it's not generating any leads. I'll have to come back to this later too.

I should be faced with this

amariotti's picture

I should be faced with this in the near future. I may just be using a web-to-lead form to accomplish this since not all of my users will need to be created as a lead in my Salesforce instance. We'll see though. I'll post here with whatever I figure happens.

Andrew (amariotti)

Andrew (amariotti)

Level of salesforce accounts

ceege111's picture

Did some more testing - same thing. I scoured the accounts (dev and professional edition) and could find only minor differences except for one in the personal information section - "marketing user" which was checked in the dev account and not in the pro account - and when I tried to set it it said there were "no marketing user licenses available" and to submit a case - strange terminology but whatever. I'm not sure how to get salesforce.com support, have to look into that next. Found a comparison chart of types of accounts and saw one thing that is in the enterprise account that is not in the pro account: Apex Web Services API 8.0 under "Integration Platform". I suppose that might be it.

Failed to authenticate on SalesForce.com

mrthasewer's picture

Hi all

I am having the same issue. I do have my username and password with key installed correctly because I can post to salesforce using webforms.
I am new to Drupal and I am new to Salesforce.

I am hoping someone can offer me some insight on how to go about what I want to do....
This is my goal:

I would like to create a forum and a store.
I have users already in Salesforce.

I would like to have the users only have to sign in once. There user-name and password will be in Salesforce and drupal will recongnize them as a user and they will not have to re-register. If they are not registered, their information will be submitted to Salesforce and once turned into a contact will be a registered user. (is this clear)

I installed the Salesforce module and I am getting the error Failed to authenticate on SalesForce.com

other than the login and username being incorrect is there any other reason this might be happening, as I said webforms will post to salesforce. I am open to workarounds....

also when you respond, please understand that I am very new to drupal, salesforce and php coding. I will need good explinations and please assume I know nothing because that is what I know...not much.

Thank you all for your advice a head of time

thank you

Janalese

WSDL files are cached

alex_b's picture

WSDL files are cached by SoapClient - that may be the culprit of some of the issues described on this thread.

See also: http://drupal.org/node/475914

http://www.twitter.com/lx_barth

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