Installation and Upgrades

Requirements

1. You need a Salesforce account. Developers can register here: http://www.developerforce.com/events/regular/registration.php
   • You will need to know your login data and your security token.
2. PHP needs to be compiled on your server with the SOAP web services extension, as per: http://php.net/soap
3. Required modules: Chaos Tool Suite - http://drupal.org/project/ctools (for exporting and importing fieldmap definitions
4. Recommended modules: Libraries API - http://drupal.org/project/libraries (for maintaining the same version of the Salesforce PHP Toolkit across module upgrades)

Recommended

1. Download and install your organization's generated Enterprise WSDL file. (see Working with WSDL Files)
2. AES encryption: http://drupal.org/project/aes (see Notes about Security)

Installation

1. Download, uncompress, and situate the module as usual.
2. Download the Salesforce PHP Toolkit:
   • The official Force.com PHP toolkit is available here: https://github.com/developerforce/Force.com-Toolkit-for-PHP
     • You can get a tarball: https://github.com/developerforce/Force.com-Toolkit-for-PHP/tarball/master
     • or a zip file: https://github.com/developerforce/Force.com-Toolkit-for-PHP/zipball/master
     • or a git clone: http://github.com/developerforce/Force.com-Toolkit-for-PHP.git
   • If the Libraries module is installed, place the "soapclient" directory in "salesforce/soapclient" in your libraries path. You should end up with:
     sites/all/libraries/salesforce/soapclient
   • Otherwise, if the Libraries module is not installed, place the "soapclient" directory within the "toolkit" directory in "salesforce_api". You should end up with:
     sites/all/modules/salesforce/salesforce_api/toolkit/soapclient
3. Enable the module on admin/build/modules along with at least one of the object modules (sf_node, sf_user, sf_contrib). Node is the usual place to start.
4. Assign a WSDL directory and upload your organization's WSDL file (admin/settings/salesforce and admin/settings/salesforce/wsdl).

Updating and Reinstalling

If you have previously installed this module on your Drupal site and are upgrading, you need to do the following to update the module.

1. Always backup your site's code and your database.
2. Download the latest version of Salesforce Suite and then run update.php, or use the following drush command: drush up salesforce

Upgrading from Older Versions

If you are using an older version of the Salesforce 2.x module (from 2009 or earlier), follow these directions:

1. Backup your site's code and database. Download your WSDL, which would be in sites/all/modules/salesforce_api/wsdl/enterprise.wsdl
2. Download the latest version of Salesforce Suite and then run update.php, or use the following drush command: drush up salesforce
3. You will have to update your WSDL directory. It is recommended that your WSDL file be stored outside your webroot. After enabling the new version of Salesforce, visit admin/settings/salesforce and set the WSDL directory and click "Save configuration". You will then be prompted to upload a new WSDL file (admin/settings/salesforce/wsdl).

Note that your fieldmaps may need adjustment after upgrading.