Configuration Quickstart

  1. Make sure that you have satisfied all the Salesforce Suite's requirements and installed it as described.
  2. For a minimal configuration, enable salesforce_api and sf_node or sf_user. For the kitchen sink, enable salesforce_api, sf_node, sf_user, sf_prematch, and sf_queue
  3. Visit admin/settings/salesforce and enter your login information in the "Salesforce API Settings" fieldset and "WSDL directory". Save that configuration.
  4. Upload your organization's generated WSDL file.
  5. Click on the "Fieldmaps" local task, and create a fieldmap between Drupal and Salesforce objects.
  6. If you left the "automatic" box checked, the next time a Drupal object is created, it will create a corresponding object in Salesforce.
  • Alternatively, you can click the "salesforce" tab on any node which you've established a mapping for and manually create a Salesforce object for it.

About Field Mappings

Much can be achieved through configuration alone. While mapping allows only 1 node to 1 salesforce object, setting it up is the key to all

Guide maintainers

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