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Drupal salesforce12/6/2023 ![]() Next Stepsĭownload the ‘’ module and enable the salesforce_mapping and salesforce_push modules. ![]() If your local development Drupal site resides at then your callback URL is Select api and offline_access as scopes.įigure 1: Creating an app in Salesforce is easy, but be certain that the oAuth callback URL is correct.]īe sure to keep your consumer key and consumer secret handy, and you’re ready to move on. Enter a callback URL to your local instance. “Drupal Integration”) and activate oAuth. To create a sandbox (Enterprise, Performance, Unlimited, and ), go to Setup » Sandboxes » Create new Sandbox.Īs the final step in this first part of the process, create an application to connect Drupal to Salesforce by going to Setup » Create » Apps and clicking on New application under Connected Apps. It will help ensure that you can create a proper development -> testing -> production workflow. Also, existing object types can be extended in much the same way as in Drupal.Īs a best practice, always work in a sandbox environment when not working within a dev instance. There are many other extensions for Salesforce, extensions that provide new object types. A complete overview is way beyond the scope of this article the most important objects for our purposes are Campaigns, Leads, Contacts, and Cases. ![]() Once you’re in Salesforce, you’ll quickly notice that the site seems overwhelming. To get the Developer Edition, create a developer account. The Salesforce Suite of Drupal modules is an easy way to connect Drupal to Salesforce, a Customer Relationship Management system used by retailers and non-profits alike, which allows non-technical staff to create extensive reports – reports that would be difficult to create using Drupal alone.Īlthough entities can be synchronized to Salesforce objects – and custom mappings created – there is lots more that can be done with Salesforce.
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