By default, all Salesforce credentials are stored in the variables table, unencrypted. If this is a problem for you, this module supports encryption via the AES module: http://drupal.org/project/aes.

You will need to create a directory outside your webroot wherein your encryption key will be stored. (You can use the same one you used for your WSDL.) Your credentials will then be encrypted as securely as AES allows.

1. Make sure that you have satisfied all the Salesforce Suite's requirements and installed it as described.
2. For a minimal configuration, enable salesforce_api and sf_node or sf_user. For the kitchen sink, enable salesforce_api, sf_node, sf_user, sf_prematch, and sf_queue
3. Visit admin/settings/salesforce and enter your login information in the "Salesforce API Settings" fieldset and "WSDL directory". Save that configuration.
4. Upload your organization's generated WSDL file.

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)

The Salesforce module suite makes it possible to create a mapping between Salesforce objects and Drupal entities, which is usable for both data exports and imports. In other words, for each of your supported Drupal entities (e.g. node, user, or entities supported by extensions), you can assign a Salesforce object that will be created / updated when the entity is saved. For each such assignment, you choose which Drupal and Salesforce fields should be mapped to one another.

This suite also includes an API architecture which allows for additional modules to be easily plugged in (e.g. for webforms, contact form submits, Ubercart integration, etc).

Dependencies and Requirements

• A Salesforce account with API access enabled, including username, password, and API secutiry token
• PHP SOAP
• PHP Open SSL
• Salesforce PHP Toolkit 13
• MySQL >5 (see #955572: Add Postgres support: Change double quotes to single quotes in database queries and #790872: Reserved word conflict with MySQL 4.1 in salesforce_field_map)

FAQ

• Which version should I install? or Why isn't the current release doing what I expect?
  Please install the latest dev release to take advantage of the most recent developments and features.