Integration of cases

I thought it is a good idea to upload the code I've already got. I know it's nothing special but I hope somebody is willing to share some ideas. Would be great :)

Hey eojthebrave,
you've put a lot of work in this module. I'm impressed! It's no problem for me that you didn't use my code. It's the first time in my life that I'm trying to create a new module...
What have I done so far:
- I've read all your comments
- installed your salesforce_case module, cck, content, text, date api, date etc.
- placed salesforce_sync_api.inc in the folder /sites/all/modules/salesforce/
- went to /admin/settings/salesforce/cases and synchronized the data model
- got the following message:

warning: require_once(sites/all/modules/salesforce/salesforce_sync_api.inc) [function.require-once]: failed to open stream: No such file or directory in /sites/all/modules/salesforce_case/salesforce_case.module on line 311.

    * Importing/Updating of the Case object from Salesforce was successfull
    * 13 fields inserted, 0 fields skipped

- went to node/add/salesforce-case and created a case --> case was both saved in Drupal and Salesforce

Next steps:
- test the module, want to find out why this warning showed up
- test the limiting SOQL (I don't need all fields in Drupal)
- find a way to hide fields (maybe according to their role --> CKK?)
- display cases with the help of views
- find a way to solve this problem: "when a new Self Service Portal user (SSU) is created (based on an existing contact) a new Drupal user is generated"
- I think it is a good idea to give the user the option to decide in which case a new user is created in Drupal
- so a checkbox would be great to say "only create new user in Drupal when Self Service Portal user"
- that means I just have to adjust the SQL query ... we'll see...
- solve problem: admin/settings/salesforce/cases/queue --> Page not found

I'll keep you informed about my further steps.

Thanks you for your reply. What did I do:
- moved the files to salesforce/
- re-installed the salesforce_case module
- re-run the "model update"
No error message came up. So this should be okay. But one thing happend. When I uninstalled the module the content type salesforce_case was deleted. I.e. all of my cases were deleted in Drupal. The good thing is they are still available in Salesforce. Right now I'm not sure. Does your module also import cases from Drupal? I've to test it...

Edit: One thing occured: In {salesforce_field_map} the mapping was still available. But in {content_type_salesforce_case} no mapped fields showed up. I had to delete the entries in {salesforce_field_map} manually (with PHPMyAdmin) and started the "model update" again. Now everythin works fine.

Edit: Tested it several times. No case was imported from Drupal... mmh. Have to check the source code.

I've tested your module and I've found a problem regarding hook_access()

What did I do?
- went to access control: authenticated user are allowed to "create new salesforce case" and "edit own salesforce case"
- in a second browser logged in as a "normal" user
- created case
- viewed case --> problem: user can't edit the node
- I've changed to salesforce_case.module code from

} else if (user_access('edit own salesforce case') && $user->account_id == $node->field_account_id[0]['value']) {

to

} else if (user_access('edit own salesforce case') && ($user->uid == $node->uid)) {

and it works very well. Is this the right solution? Why is your solution not working in this case?

Thanks for any comment.

I've done some more testing and styling of the case module. Here is what I've found:

1. A general problem: In Salesforce I've created a field of the type "Picklist (Multi-Select)". Somehow this field is not created when I synchronize the data model.
2. I was wondering why field_case_casenumber is not synchronized. In function salesforce_case_nodeapi -> case 'insert ' there is a comment saying it will be synchronized with the next cron run. So far it's not synchronized i.e. the field remains saying "Not Assigned".
3. We have to make sure that the Salesforce field "Contact Name" is not empty. I.e. the cornjob has to submit the name (full name) of the Durpal user who created the case. As soon as the "Contact Name" is available in Salesforce the field "Account Name" won't be empty anymore (I'm not sure but when I manually assigned the Contact Name the field Account Name was filled out).
4. It's not enough to synchronize the case. We have to make sure that comments can be synchronized as well. In addition events have to be created when needed.

And one question. In Salesforce I've created a field of the type "Formula (Text)". The data model synchronization worked very well i.e. the field was created in Drupal. But the value is not synchronized. Am I right that fields of this type are computed "on demand" and can't be synchronized?

As you can see I've got a lot of questions. I think some of the described problems are more general and can be implemented in the salesforce account module. Some other problems are only related to the case module and I think nobody will come up with a solution. I will give my best and try to solve the problems...

We've found another problem. Right now we've modified the case module in order to synch comments which were created in Salesforce. in Salesforce the corresponding database table is named "casecomment". There are two fields which have to be synchronized: "LastModifiedByID" an "LastModifiedDate". And there it happens: both fields are created and mapped but both of them have the same name "field_casecomment_LastModi".

I think we have to change the function (_salesforce_sync_make_field in salesforce_sync_api.inc) which is responsible for creating the fields with the help of CCK. I've noticed the problem on a different project as well. There I created the fields manually and the field names were truncated too.

Hi there,

we are moving on with the integration of the functions we need for our recent project and we've found another "problem". We have to synchronize the ContactID. Therefore I've tried to create the field with the help of the field mapping function but it didn't show up. Therefore we changed the code of salesforce_sync_api.inc. We have to use the field "reference" in order to map the ID field:

change from

'reference' => false, // not really sure how to deal with these, or if we even really need to.

to

'reference' => array('field_widget_type' 	=> 'text-text',
'widget_type'  => 'text'),

After synchronizing the data model four new fields were created: Contact ID, Account ID, Asset ID, Owner ID. I don't know if it's the proper way to handle reference fields. I will check your post where you've described how to find out the handling of certain fields (when there's more time). But right now it seams that handling it as text is okay, at least for me because I don't want to have it linked.