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Hi,
The mapping of sales/donations to a contact does not appear to be working, can't quite figure out why.
I've followed the documentation and I can see that it is getting an error from salesforce saying "contactID missing"
See my attached screen shot of the OpportunityContactRole configuration
c) Opportunity Contact Role node -> OpportunityContactRole
i) This makes the link between an individual Contact and an Opportunity.
The OCR node only stores a field containing the Contact's Salesforce ID.
It is necessary since currently you can't do one-to-many mapping using
the Salesforce API module. Normally, in Salesforce,
Opportunities/Donations are linked with Accounts/Organizations, but the
Ubercart Salesforce Integration module, in its current state, links only
to individual Contacts. Linkage with Accounts will be added in a later
version as an optional add-on module.
ii) Fields:
1) Contact ID -> Order User's Salesforce UserID [for OCR]
2) Donation -> Order Salesforce ID [for OCR]
Also I'm guessing that your primary setup must deal with mostly Donations, but i guess this could be any donation/sale/purchase etc, however there are only fairly limited fields in the "Fields" drop down (see attached fields.png also)
Comment | File | Size | Author |
---|---|---|---|
#1 | fields.png | 33.85 KB | dgtlmoon |
Screenshot - 09142011 - 02:04:29 PM.png | 66.88 KB | dgtlmoon |
Comments
Comment #1
dgtlmoon CreditAttribution: dgtlmoon commentedAttached image for missing fields
Comment #2
EvanDonovan CreditAttribution: EvanDonovan commentedDonation is the name if you are using the nonprofit starter pack. That should be corrected since most people aren't using that.
It should be set up as follows, after uc_sf_order_ocr has been enabled:
Contact ID -> Order User's Salesforce ID
Opportunity ID -> Order Salesforce ID
Comment #3
EvanDonovan CreditAttribution: EvanDonovan commentedWould someone like to create a documentation page for Ubercart/Salesforce Integration? Then, I could link to that from the project page. I may get around to that in the next few months, but not soon.
Comment #3.0
EvanDonovan CreditAttribution: EvanDonovan commentedadd comment about fields missing