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Questions tagged [crm]

Use it for customer relationship management integration with Drupal.

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4 votes
1 answer
268 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 ...
Borys's user avatar
  • 141
3 votes
1 answer
5k 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 ...
jtrenton's user avatar
2 votes
1 answer
187 views

How can I pull Salesforce objects as users, updating existing accounts when the email address matches?

I have a Drupal install that has been live for many years with over 200 thousand users. We are currently trying to sync our salesforce users with our Drupal users but we only need to do this for ...
GradoniusTheWise's user avatar
2 votes
0 answers
82 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 ...
Charles Bandes's user avatar
1 vote
1 answer
81 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 ...
bronzehedwick's user avatar
1 vote
0 answers
705 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. ...
nizz0k's user avatar
  • 1,172
1 vote
0 answers
36 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 ...
Suby's user avatar
  • 11
1 vote
0 answers
29 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 ...
jedbrill's user avatar
1 vote
1 answer
333 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-...
JP Dippenaar's user avatar
1 vote
1 answer
174 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 ...
jtrenton's user avatar
1 vote
1 answer
313 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 ...
jtrenton's user avatar
0 votes
1 answer
98 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 ...
Jonathan Stegall's user avatar
0 votes
1 answer
411 views

Salesforce Connection

I am currently getting an error when trying to connect Drupal 8 with Salesforce. This will be the first time I am hooking into Salesforce from Drupal and I am not entirely sure what I am doing wrong. ...
GradoniusTheWise's user avatar
0 votes
0 answers
94 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': ...
Stephanie Park-Turberg's user avatar
0 votes
1 answer
158 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 ...
Travis Johnston's user avatar
0 votes
0 answers
85 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 ...
Stephen Martin's user avatar
0 votes
1 answer
9k 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 ...
kenorb's user avatar
  • 14.2k