Experimental project

This is a sandbox project, which contains experimental code for developer use only.


IMPORTANT - Module Obsolete: This module is no longer supported or updated due to Drupal 6 EOL.

This is a proof-of-concept module that requires 6.x-2.x versions of salesforce_api, sf_user and sf_prematch. See http://drupal.org/project/salesforce.

This helper module allows leads to be matched, and converted to contacts, before a new contact is exported from Drupal to Salesforce. If a lead match is found, and converted, the user being exported will be exported to the newly converted contact (instead of creating a new contact). This functionality only works when a new contact is about to be created in Salesforce (lead checking/converting will not be attempted if exporting to a salesforce contact that is already linked to a Drupal user, etc.).

See http://drupal.org/node/962568 for more information about the impetus for this module.

To configure this module:

  1. Enable the module as normal.
  2. Setup a user-to-lead fieldmap that has prematch criteria set which will be used to identify matching leads that should be converted. This fieldmap does no actually have to be used for any exports, it just needs to be configured with the correct prematching details. Note that this means you will have to define fieldmaps for any required lead fields and then any fields that you want to use in matching.
  3. Go to admin/settings/salesforce and in the "Lead conversion options" select "Attempt to find and convert leads when a new contact is about to be created" and select your user-to-lead mapping from the pull-down.

Project information