dpearcefl's sandbox: Salesforce Actions

UPDATE:

It's been seven months and I finally got my first comments about this module (in the wrong issue queue). As I am moving to a new job in 1.5 weeks, I will be losing access to Salesforce. I've also lost interest in maintaining this module if the approval process is this slow. If someone wants to pick it up, go for it.

Salesforce Actions is an add-on to the Salesforce Suite project.

This module will allow the creation of Advanced Actions to import or export Drupal objects to Salesforce.

Install this module as normal by copying the files to your modules folder in a folder called salesforce_actions.

Enable the module by going to your Modules page and enabling it.

Create a new advanced action to export Drupal items to Salesforce:

1. Go to the actions settings page (/admin/settings/actions)
2. Under "Make a new advanced action available" select "Export Drupal objects to Salesforce..." and press the Create button
3. Change the description to something meaningful for this action
4. Select a fieldmap from the pulldown list
5. Select a minimum interval for this action (Every time, 1, 2, 4, 12 or 24 hours)
6. Select whether to export all items or just those that are linked
7. Select whether to export only published/active items or all items
8. Click on Save

Create a new advanced action to import Drupal items from Salesforce:

1. Go to the actions settings page (/admin/settings/actions)
2. Under "Make a new advanced action available" select "Export Drupal objects to Salesforce..." and press the Create button
3. Change the description to something meaningful for this action
4. Select a fieldmap from the pulldown list
5. Select a minimum interval for this action (Every time, 1, 2, 4, 12 or 24 hours)
6. Select whether to link items on import
7. Select a "WHERE" clause if needed
8. Click on Save

Once the action is created, it can be assigned on the triggers page. Assigning these actions to the CRON page is likely (/admin/build/trigger/cron).