On import and export, sometimes the Drupal value should take precedence, and sometimes the Salesforce value should take precedence. It would be nice if, when creating fieldmaps, the admin could specify an actions for import / export. E.g. "always update," "never update," "update only if blank", etc.

Comments

EvanDonovan’s picture

What would the UI for this be?

aaronbauman’s picture

The UI that Jackson River demonstrated at drupalcon SF was something like:

Drupal Field SF Field Criteria Precedence
field_1 select: Field1, Field2, Field3, etc. select: always update,
create only (never update),
update only (never create),
update only if blank,
etc.
select: Salesforce,
Drupal,
Neither
etc...

In other words, for each field, the user selects under which circumstances data should be pushed or pulled; and which database should be considered the "master" for this field.

This UI made sense to me, but it would be good to hear some other ideas too.

emptyvoid’s picture

I'm confused, did this "Jackson River" person extend the SF module or create an additional custom module or did they just display wireframe mock-ups of what they'd like to see in some future module?

aaronbauman’s picture

Jackson River (a company) demonstrated their custom fork of the SF module, which from what I understand is in production use elsewhere, but has not been contributed. I gathered that their fork diverged significantly enough as to make it difficult to merge.

EvanDonovan’s picture

@aaronbauman: This UI sounds like it might be similar the FormAssembly UI for exports to Salesforce which you should probably check out if you haven't already, since I think it is a brilliantly done integration between a third-party form building system and Salesforce. Their mapping UI has a lot of power that we haven't yet brought into Drupal (conditional export rules, one-to-many and many-to-many mappings, etc.).

You can get FormAssembly trial from Salesforce AppExchange.

aaronbauman’s picture

Evan, I checked out the FormAssembly Salesforce trial, which exposes FormAssembly to the SF interface, but integrating forms with salesforce is still hidden.

If you can post screenshots or a more detailed explanation -- or point us to a better demo -- then hopefully we can come of a good way to implement something similar for this module.

EvanDonovan’s picture

Weird...for me, I had installed it in a dev sandbox first, and then I had a "Manage Web Forms" tab, and could create a form from Salesforce, or set a form to export to Salesforce on the Connectors tab.

I can try posting some screenshots, but I don't think it will describe it as well.

kostajh’s picture

Is anyone interested in working on this? This is important functionality for anyone who doesn't want to work with the pre/post import/export hooks - and even for those of us who do, I'd much rather configure my sync logic through a UI like the one in #2.

EvanDonovan’s picture

I think that this may prove to be necessary for the purposes for which I am working with brianV on the 7.x-2.x branch.

As a prerequisite, we are thinking it might be a good idea to decouple the fieldmapping UI from the core salesforce_api.module, since the current fieldmapping UI is a bit of a blunt instrument for some uses of the module.

Anyway, that to say I won't be working on this immediately, but we may end up working on this.

EvanDonovan’s picture

Issue tags: +D7 feature, +7.x-2.x

To put on the 7.x roadmap (high priority).

EvanDonovan’s picture

Issue tags: +Springboard

Tagging as a feature to pull from Springboard.

kostajh’s picture

Status: Active » Closed (won't fix)