Drupal has always been an open source competitor of Salesforce. It was only recently; Drupal opened its doors for integration of other CRM platforms like Salesforce to their sites. E-commerce giants and non-profit organizations extensively use both of these platforms alike. An integration opportunity will serve to create individual reports that Drupal cannot generate alone.
Today, we will tell you how to integrate Drupal with your existing Salesforce database using a few foolproof steps.
What you need –
- A Developer Edition account
- Salesforce Drupal module from Drupal
- A Drupal development website
What you should look for –
Once you are inside your Salesforce account, you might be a little flabbergasted. It can be quite overwhelming. So keep your eye on the following –
SalesforceDx is a new edition for developers that offer multiple other APIs and extensions for new object types. Most pro-developers can also extend existing object types the same way as they do in Drupal.
Always choose a sandbox environment where you are working in a dev instance. This will enable you to create a proper development module. This involves development, testing, and production workflow, which is necessary for the working of all applications.
How to create a sandbox environment?
For all Drupal versions, go to Setup, Sandboxes and hit on Create New Sandbox option. It is indeed as simple as that!
How to integrate the two?
Create an application that will connect Salesforce and Drupal.
Go to Setup > Create > Apps > Connected Apps > New Application.
Enter the necessary information for integration and activate the OAuth option. You will need to give a callback URL to your local location.
Move forward by selecting API and Offline_Access as your scopes. Always keep your consumer key and your consumer secret close by during this process.
What you need for the next steps
You will need the Salesforce-7.x-3.x module to move forward and enable Salesforce_mapping, Salesforce_push modules.
Go to your Drupal site, Configuration >Salesforce> Authorize > consumer key > consumer secret.
In case, you are working in a sandbox environment, go to the advanced settings and enter as your Salesforce endpoint.
As soon as you enter, the system will prompt you for permissions. Click on Allow to go back to Drupal. Then, you will see a message,
Always create the field_first_name and field_last_name before mapping your user objects. Go to Configuration > People > Account Settings > Manage Fields to enter these fields within Drupal for creating user entities. You can directly map the user account to any contact by Structure > Salesforce > Salesforce Mappings > Add User Mapping. Fill out the immediate form, set Drupal Entity as User in both the fields, set Salesforce Object as Contact and set Field Map as properties > the first name; properties > the last name; properties > email respectively.
You can set a ticket system for all authorized Salesforce and Drupal users. Download and enable the EntityForm module. You can also create Salesforce mapping per-object-type once with the help of Salesforce_webform_map and web form modules together with entity form.
Author Bio: Lucy Jones is a digital marketing automation addict. She loves to learn everything related to digital marketing and automation. You can find more of his work on Flosum.com.