Salesforce

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Carolina Tiger Rescue's picture

should I use the Salesforce Suite (Drupal), Salesforce Communities? Red Hen? Springboard?

I am the IT Administrator at Carolina Tiger Rescue, a wildcat sanctuary in NC. I'm currently looking to revise our existing site as a Drupal site, and we use Salesforce as our CRM.

There's a lot that of crossover that could help us:

  1. Login - we could offer different views/permissions to our website visitors based on Salesforce Contact values- (e.g.- volunteers would have access to volunteer documentation, members could access coupon codes, expiration information). We also have a 3rd party online store with its own login and I would like our users to only need one.
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mtbosworth's picture

Drupal Returning nack to Salesforce SOAP Message

I have setup Outbound messages for Case, Comment, and Contact objects and their respective sf_notifications configs. Case and Comment objects are being received without problems. Contact object are being reject by Drupal.

Things I have ruled out:
User send as on the Salesforce side (Same user is used for Case and Comment)
Workflow logic (Every time a contact is created or updated when 1 = 1)
Endpoint URL (all endpoint urls are the same)
All field maps are enabled in Drupal to recieve notifications.

I am out of ideas on why these messages are rejected. Anyone dealt with this?

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mtbosworth's picture

Cases Pushed to Salesforce show Contact Name as empty in Salesforce

In my Drupal instance I have mapped a Case Node to a the Case object in Salesforce. I have mapped the fields that are relevant to my project. All fields seem to show up correctly in Salesforce except that the Contact Name is empty.

Things I've ruled out:
Salesforce permissions - I've confirmed that I can create contacts.
Salesforce connection - Cases are making it there fine

Things I'm testing now:
Clearing out all users, doing a fresh import from salesforce, the try creating a case.

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emptyvoid's picture

Salesforce REST API - Any plans to support it?

Hello,

I know about the salesforce api module providing a framework to connect to salesforce using the SOAP web service. Has anyone started to take a look at the REST API?

Salesforce API
http://drupal.org/project/salesforce

The upcoming Force.com REST API is a new and powerful integration API. An alternative approach to the SOAP-based Force.com Web Services API, REST uses simple HTTP and JSON as a possible output format, to make integrating with Force.com fast and easy.

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Lloyd's picture

Single Sign On to Salesforce.com Self-Service Portal

I'm trying to figure out how to enable single sign on so that logged in users can access the SFDC self-service portal (included in a page on our site via an iframe) without having to login a 2nd time using SFDC-specific credentials. I guess I also have to sync Drupal credentials and SFDC SSP credentials.

I've been searching desperately but can't find any solutions. Does anybody have any experience with this and can help and/or point me in the right direction?

Thanks.

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acronym's picture

Salesforce BOF session at DrupalCon SF

Start: 
2010-04-20 14:45 - 15:45 America/Los_Angeles
Organizers: 
Event type: 
User group meeting

Room 212

* Site security when using SF integration
* What is possible, what is not
* Portal integration
* Cases
* Leads
* Accounts/ Contacts
* How have you used it? How do you want to use it?
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franscud's picture

Comparing CMS options that integrate with SalesForce

I'm doing some research on the various CMS options out there that integrate with SalesForce. What I'd like is a CMS that can be hosted outside the Force servers (so Force Sites isn't really an option), but that allows both pushing and pulling information to/from the SF database.

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Anonymous's picture

Drupalcon SF Presentation on Salesforce Integration?

Anyone planning to do a presentation on Salesforce integration at Drupalcon? I've gotten to know it relatively well in the past month or so, and I've begin to contribute to the drupal/sf modules. We're putting in a lot of investment (through a number of client projects) into the integration in the next few months.

It would be great if someone who has been central to the development of the module is planning on doing a presentation. I'd love to be of help in any way I can.

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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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aaronbauman-gdo's picture

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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