I'm trying to get my arms around the purpose of this module. It would be fantastic if there were some use cases to review.

Specifically, I'm trying to figure out how best to display a user's SFDC cases within the drupal site. And of course allow them to review and respond as appropriate. Does this module help with that? I'm currently displaying the self-service portal in an iframe which requires the user to login with SFDC credentials (after already logging into our protected portion of the site). Could this module eliminate the second login and pass through the website credentials?

Thanks.

Comments

aaronbauman’s picture

The purpose of this module is to bind your Drupal entities (nodes, users, ubercart orders, etc) to Salesforce entities. In your example, you would probably create a Drupal content type "Web Case" or whatever you want to call it, then create a fieldmap from Drupal Web Case to Salesforce Case. For each Salesforce field you want to use on the web, you'll create a CCK field to use for the fieldmap. When users create a Drupal Web Case node, the module can automatically save the data to Salesforce.

For your situation, such an implementation may not be entirely appropriate, since it sounds like you want to expose the Salesforce case management tools and serve live data from Salesforce. At this point, the module is more suited for the use case in which Salesforce serves primarily as a data silo, and Drupal is the authoritative data source. A solution based on this module may be possible, but whether or not salesforce module is the best solution is difficult to determine without more detail of your application's needs.

Lloyd’s picture

thanks for the comment

aaronbauman’s picture

Status: Active » Postponed (maintainer needs more info)
EvanDonovan’s picture

Status: Postponed (maintainer needs more info) » Closed (fixed)
mckinleymedia’s picture

Version: 6.x-2.0-alpha1 » 7.x-2.x-dev

Evan, did you get this working? I need exactly the same function - auto user log-in with cases in a simple iframe. Can you point me to the solution you used? I'm Drupal 7, but I'm hoping your solution would help me.

Thanks.