Enterprise CRM Integration

API-First Decoupled Drupal camp Tokyo 2019

Concept :

Open source development of API-First, modern Web services and systems leading to 5G

Goals :

Understand Drupal's API-First functionality to work with other systems and build a front end.

Target :

Corporate IT person, System Integration company engineers, Web engineers (front end), etc.

Date:

December 13-14, 2019
Hands-on: Friday, December 13,
Session: Saturday, December 14

Venue :

We are glad to invite you to the Halloween & Dia de Muertos Drupal Camp at Mexico city!!!

http://drupalcamp.mx/

We are glad to invite you to the Halloween & Dia de Muertos (Day of Dead) Drupal Camp at Mexico city!!!

Mexico and Mexico city have lot of things happening on those dates around both celebrations, we'll be preparing activities and trips related to both celebrations.

Meanwhile, please review our past edition and see what's going to happen at
MX City this year

http://drupalcamp.mx/

Simultaneously we'll host PHP Day Mexico!!
Please join us as sponsor, speaker or attendee!!

I'm trying to upsert values from a newly created node into an existing Salesforce contact object. The field mapping includes a field containing the Salesforce contact ID. The Action triggers are set as "Drupal entity create" and "Drupal entity update".

When inserting a new node the following error occurs:

SalesforceException: The Id field should not be specified in the sobject data. in Salesforce->apiCall() (line 104 of /sites/all/modules/salesforce/includes/salesforce.inc).

Salesforce won't know which contact object to upsert without the ID.

Has anyone dealt with this before?

Estimados Drupaleros,

Es un gusto ver la rápida respuesta que hemos tenido a nuestro fugaz anuncio del próximo Drupal Camp en la Ciudad de México.

¡ Hemos generado más de 1000 visitas en una semana al Landing Page!

Además el tema de Large Scale Drupal ha llamado la atención tanto de Drupal Association como del OCTO team (la oficina de Dries) de Acquia quienes se han puesto en contacto para ofrecer su ayuda y posible participación.

Definitivamente me parece que México es un mercado virgen y muy interesante con muchas promesas de expansión.

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.

I have been created a website two years ago, Considered the sensitive of this kind of website in my country, I purchased a Java Shared Hosting in Godaddy, It has very good performance, even in China, We can connect it very fast seems like in a locale server.

Hello,

I am a developer for jenkinslaw.org and we are currently discussing migrating to a new CRM. So far we are looking into Sugar and Salesforce. We just recently finished migrating our old CMS to Drupal.

We are looking for a CRM that meets the following criteria:

• Roles-based permissions
• Integration with Drupal
• Integration with Google single sign-on
• Integrate with the current invoicing system
• Have the potential to serve as our new invoicing system

I'm wondering what sort of experiences you may have had/ and how you came to make your final choice.

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?

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.

Hello everyone. I am working on a project to setup up Drupal as a case tracker front end for Salesforce giving end users the ability to provide a feedback. I recently setup a simple Drupal Pressflow instance with Salesforce integration and was able to submit cases and users to my development Salesforce account. Awesome. Now I need the Drupal sites to be able to pull statuses of the cases back from Salesforce to keep end users up-to-date on the cases that they've created. This is my question for the Salesforce group: What is the best way to pull data back from Salesforce?

I am looking for a group or just others interested in using MSSQL Svr with Drupal (especially Drupal 7).

I am NOT necessarily wanting to run Drupal on Windows. I want to leave Drupal on its own server under Linux but store the data in SQL Svr on its own Windows server.

Is this group the appropriate group for such discussion? If not, where might I find people interested in such discussion.

CiviCRM is a web-based, open source CRM system, designed specifically to meet the needs of advocacy, non-profit and non-governmental organizations that integrates deeply with Drupal, including content, views and the permissioning system. Elected officials, professional/trade associations, political campaigns and parties, government agencies, and other similar organizations are among its growing number of enthusiastic users. Using CiviCRM shows you how to harness CiviCRM’s impressive array of possibilities as you develop and execute performance-critical CRM strategies.

This book will help you become familiar with the structure and main functions of CiviCRM. It will guide you in developing and successfully implementing a CRM strategy for your organization using detailed explanations and practical examples.

Using CiviCRM walks you through developing a CRM Implementation Plan that is suited to your organization's size, culture, and needs. Readers will take away many constituent relationship management best practices and the knowledge of how to implement them with CiviCRM. Benefits of Using CiviCRM will be felt across your organization, and help it better achieve its mission.

I'm currently involved in a project that captures webform data and posts it into zoho as a "lead". In an earlier version, we had PHP in the webform itself, but now I'm upgrading it to a standalone module which hooks into relevant webforms via hook_form_alter. Currently it's not generalised enough to become a general-purpose module, but it could be. Is anybody else doing anything like this, or need to?

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.

CiviCRM Toronto Meetup - May 2010

Come meet others from the Toronto area who are interested in, using or developing for CiviCRM. For this first Toronto meetup we'll have an overview of existing and upcoming CiviCRM functionality, and have open question and answer sessions / breakout groups based on interests.

Meetup Agenda

• Introductions (6:30 - 7:00pm)
• Presentation on CiviCRM (7:00 - 7:30pm)
• Questions and Answers (Break-outs??) (7:30 - 8:30)

I am building a module which does provides a basic integration of a drupal site with netsuite crm(for a client). I am planning to implement tasks such as
1.) creating leads,prospects, customers.
2.) adding users as sales reps.
3.) assigning sales reps.
4.) notifications with emails about new leads for follow up.
5.) creating activites.
6.) create roles types based on netsuite.
I will make use cases once I get around the PHPToolkit that netsuite provides for the developers. I would be very happy if anyone would want to chip with their ideas and experiences with netsuite or in general.

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.

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?

For those of you who aren't on the thread re: Salesforce integration session at DrupalCon, I thought I'd post this. I'll also post notes from the meeting on this thread when I get back sometime on Thursday.