Questions tagged [crm]

this is about SalesForce integration with Drupal.

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SalesForce Opportunity object mapping

I'm trying to connect an Drupal entity (commerce) to the Salesforce using the SF suite modules. I started using only the mandatory fields of the SF Opportunity object, which are: Opp. name Account ...
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48 views

Sending Webform submissions

We installed Webforms and Salesforce suites and we'd like to create new leads in Salesforce based on the webform submissions. I created a webform with 3 fields. email: '#type': email '#title': ...
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0answers
502 views

How do I configure a site as SSO provider with Salesforce as IdP?

I need allow users to log in on a Drupal site using their Salesforce IDs. I understand that the Salesforce site will need to be configured as an Identity Provider and will provide a SAML certificate. ...
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0answers
27 views

No option to map 'Lookup' type fields [closed]

I'm using Salesforce suite & Salesforce webforms to map fields between Drupal and Salesforce. I can map every field type except the 'lookup' type because I don't have that as an option. Can I get ...
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0answers
28 views

Creating Custom Object Record with Salesforce Connector [closed]

I'm new to Drupal's Salesforce webform plugin. Can someone tell me what type of Salesforce Records a Drupal form can create? Is it limited to Lead and Case? Or can it create any standard or custom ...
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1answer
76 views

What happens to fields that don't have corresponding database columns?

I'm doing some work around the Salesforce Suite in Drupal 7. It's a suite of modules that load the Salesforce REST API, map objects and fields between Drupal and Salesforce, push data from Drupal to ...
1
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1answer
243 views

field_collection_item not updating / old data preserved

I am using SalesForce suite to pull data from SalesForce to Drupal. In the SalesForce object I have multiple date fields. These fields needs to map to a field-collection in the node. The field-...
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1answer
71 views

Drupal to Salesforce - Check if record exists before create

I am using the Salesforce Suite to push Entity Registrations to Salesforce in our commerce workflow. The problem I am experiencing is that there is no checks to first see if the registrant exists ...
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0answers
77 views

Why is Drupal not pulling data from Salesforce?

I am using the Salesforce Suite module and have created field mappings. However, when I run cron, no data is pulled into the site. I have set the Direction to SF to Drupal for all field mappings. I ...
1
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1answer
112 views

Mapping Drupal User to SalesForce User

What is the best approach to map Drupal Users to the same user profile that is in SalesForce? Essentially I would want to add the User UID to their corresponding SalesForce User profile. But if there ...
1
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1answer
215 views

Help with debugging and fixing errors with SalesForce Mapping Module

For Drupal SalesForce Suite I am having the follwoing Errors show up in my log messages When I select from the Drupal Entity Type , Drupal Entity Bundle, and Salesforce Object I get these errors ...
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1answer
78 views

Salesforce API module encryption warning

I started working on a legacy Drupal 7 site that uses the salesforce_api at version 7.x-2.0-alpha3 (yes, it's ancient). I noticed in the status report page the following warning: There is a link on ...
3
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1answer
4k views

How to fix SalesForce authentication errors on localhost?

I am fairly new to developing with Drupal, and new to this forum, so any help would be greatly appreciated. While trying to authorize SalesForce with a local install I get the following two errors ...
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0answers
79 views

Can Salesforce Suite handle many-to-many relationships with SF junction objects?

My salesforce implementation has a bunch of objects with many-to-many relationships, just as Drupal's node references are many-to-many. But in Salesforce I need to create junction objects to hold ...
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1answer
5k views

How to deal with SalesforceException: HTTP Method 'PATCH' not allowed [closed]

I've the the Salesforce module mapping in place integrated with Commerce module and I've the following SalesforceException when purchasing the order: SalesforceException: HTTP Method 'PATCH' not ...
4
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1answer
257 views

Is there existing integration between the Salesforce and Location modules?

I'm using the Salesforce module in Drupal 7 and am attempting to create a mapping to one of my content types that contains a Location module field. After looking at both modules, I don't see an ...