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Ubercart / Salesforce Integration 6.x-1.x-dev
File ID: 97911






Ubercart / Salesforce Integration 6.x-1.x-dev
Download Ubercart / Salesforce Integration 6.x-1.x-devhttp://drupal.orgReport Error Link
License: Freeware
File Size: 10.0 KB
Downloads: 2
Submit Rating:
Ubercart / Salesforce Integration 6.x-1.x-dev Description
Description: This code integrates Ubercart orders with the Salesforce.com Customer Relationship Management system (using the salesforce 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 map orders to Contacts)

Note that import functionality is not available in this version of uc_salesforce.

See http://drupal.org/node/722402#comment-2720316 for some suggested field mappings.

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 now, and will be associated with the Order (if you set that up in the Fieldmap).

If you use the OpportunityContactRole, you need to create a custom node type (you may call it whatever you want, but I use "opportunity_contact_role"), and add a CCK field of type "text" to it. The field must be named "order_id" (so it ends up being called "field_order_id").

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 check the appropriate checkboxes.

Thank you to Ryan Jacobs (with support from Lumity.org), who provided testing and suggestions for this release.

License: Freeware

Related: Salesforce, opportunitycontactrole, Field, ubercart, Order, orders, Products, Objects, quotdonationsquot, Support, Exporting, quottextquot, named, quotorder idquot, mapped

O/S:BSD, Linux, Solaris, Mac OS X

File Size: 10.0 KB

Downloads: 2



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