SalesForce

The Latino Policy Forum is looking to hire a website developer/company to rehaul our website, preferably that has some knowledge of Salesforce as we'd like to integrate the too systems. My understanding is that Drupal works best with the Saleforce CMS system. Budget is $12,000-$15,000

I'm attaching a RFP and sample site map to provide a little bit more information about our needs.

My apologies is this is not the appropriate space to post these types of requests and if anyone has any recommendations - I welcome them

mlemay@latinopolicyforum.org

Hi All,

I have a form validation question that I'm hoping someone might be able to help me with.

We are offering a download of a publication - but require that the user offer a bit of lead information in exchange for this document.

The form we will use will be housed on this page: http://www.oursite.com/[url]/download

Salesforce enables form validation via javascript which does not allow the end user to go to the completion page without filling out all of the inputs: http://bit.ly/e201Zo

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.

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.

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.

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?

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?

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.

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.