Ubercart / Salesforce Integration

This module makes it possible to export Ubercart customer and order data to the Salesforce.com CRM (using the Salesforce API module).

It includes support for:

• Exporting Ubercart Orders to Salesforce
• Exporting Ubercart Order Products to Salesforce
• Creating OpportunityContactRole objects and exporting them to Salesforce (they link Opportunities (orders) to Contacts)
• Experimental: Exporting Ubercart purchaser information separately as Contact
• Experimental: Exporting Ubercart purchaser information as Account
• Experimental: Integration with Extra Fields, Ubercart Discount Coupons, and Attributes
• In dev only: Ability to export values from product-specific fields on an Ubercart product node

See the README.txt for a description of how to configure this module. As of alpha2, Chaos Tools module is required (since it is a requirement for Salesforce API), and it will provide default fieldmaps for Order->Opportunity and OpportunityContactRole to give you a quick start.

OpportunityContactRole objects connect Opportunities ("Donations") to Contacts. If a proper OpportunityContactRole synchronization is enabled, then when viewing the Contact record, the "Opportunities" (or "Donations") tab on the top will include Orders in the list.

If you have multiple Order Products in a single order, these can be mapped independently, and will be associated with the Order (if you set that up in the fieldmap).

As of alpha2 the module creates a custom node type for OpportunityContactRole mapping, with a field to track the order's Salesforce ID. Note that this feature has been removed in -dev, since it is actually better to "mock up" an object for export without storing this data in nodes.

Make sure to go to the Salesforce settings page, and choose the appropriate "Ubercart Integration" fieldmaps for use, after they have been defined, and to mark the appropriate checkboxes for synchronization.

Seeking co-maintainer

I am seeking a co-maintainer who is interested in fixing bugs with the experimental features of this module, and adding new features only if they do not cause problems with the currently-working base functionality. This has become necessary, since I have become a co-maintainer of the Salesforce API module and am currently in a push to work on the 7.x version of that module.

Only people who follow Drupal code standards and have submitted patches to this module will be considered.

Post an issue in the module's issue queue if you are interested. I will only be accepting one co-maintainer since I don't want to create potential conflicts between people's changes.

In a few months, I hope to be able to contribute more actively to the development of this module.

Recommended release

See the releases box, below.

This module was originally developed by Bibek Sahu. His code is still available as the alpha1 release.

Roadmap Prior to Beta Release

• The module will get its own dedicated configuration screen (related: #1198774: Move fieldmap selection to Conditional Action settings.
• The import support will be added back.

Release acknowledgments

alpha3 Release and beyond

On behalf of various clients.

alpha2 Release

Most of the development of what became the alpha2 release was done by aaronbauman, the creator of the Salesforce API module.

Documentation, testing, and bug fixes were done by EvanDonovan for TechMission's CityVision.edu site.

alpha1 Release

Ryan Jacobs (with support from Lumity.org) provided testing and suggestions.

Support for this work provided by Trees for Life.

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