{ "info": { "author": "Rob LaRubbio", "author_email": "rob@onenw.org", "bugtrack_url": null, "classifiers": [ "Framework :: Plone", "Framework :: Zope2", "Programming Language :: Python", "Topic :: Software Development :: Libraries :: Python Modules" ], "description": "PloneFormGen GetPaid Salesforce Adapter \n============================================\n#\n# This section needs to be updated once the final home is decided on\n#\n\nProduct home is\nhttp://plone.org/products/salesforcepfgadapter.\nA `documentation area`_ and `issue tracker`_ are available at the linked locations.\n\n.. _documentation area: http://plone.org/documentation/manual/integrating-plone-with-salesforce.com\n.. _issue tracker: http://plone.org/products/salesforcepfgadapter/issues\n\nA Google Group, called `Plone Salesforce Integration`_ \nexists with the sole aim of discussing and developing tools to make Plone integrate well\nwith Salesforce.com. If you have a question, joining this group and posting to the \nmailing list is the likely best way to get support.\n\n.. _Plone Salesforce Integration: http://groups.google.com/group/plonesf\n\nFailing that, please try using the Plone users' mailing list or the #plone irc channel for\nsupport requests. If you are unable to get your questions answered there, or are \ninterested in helping develop the product, see the credits below for \nindividuals you might contact.\n\nOverview\n========\n\nThis product builds on top of the foundation for through the web form \ncreation provided by `PloneFormGen`_ and Salesforce connection provided \nby the Salesforce Base Connector and Salesforce PloneFormGen Adapter.\nIf you are unfamiliar with PloneFormGen's capabilities and the problem\nspace it intends to serve, we encourage you to start by downloading that\nand reading the README.txt file in the root of the product. In particular,\nthe \"Overview\" and \"Rationale For This Product\" sections are recommended.\n\n.. _PloneFormGen: http://plone.org/products/ploneformgen\n\nIn addition if you are unfamiliar with Salesforce please see salesfoce.com. \nFor more information about Salesforce base Connector and Salesforce PloneFormGen \nAdapter please see http://plone.org/products/salesforcebaseconnector/releases/1.0.1 \nand http://plone.org/products/salesforcepfgadapter.\n\nOnce you've setup a suitable PloneFormGen form folder (and correctly\ninstalled and configured the PloneFormGen GetPaid Salesforce Adapter \nits dependencies), you'll have the option of adding a new action adapter called a\n\"GetPaid Salesforce Adapter\".\n\nOnce you've added a GetPaid Salesforce Adapter to your form, you're presented with \nboth \"default\" and \"field mapping\" (in addition to the standard \"overrides\") \nmanagement screens for editing the adapter. The default screen consists of a \ndrop-down menu populated with all the sObject types (i.e. Salesforce Objects) \nfound in the Salesforce.com instance that corresponds to the credentials\nentered when creating a Salesforce Base Connector in the ZMI. This should \ninclude both standard and custom sObjects. \n \nOnce you've chosen your sObject type, moving through to the \"field mapping\"\nmanagement screen will display two seperate sets of two-column forms. \nEach for setting which Salesforce field will be populated by a field on \neither your form, or from data supplied by GetPaid. Each field is\nrepresented by a single row, with the field name in the left column, and a\ndrop-down selection menu of all available Salesforce fields on the right. \nSelect the desired Salesforce field for each field and click \"Save\". \n \n# Add section talking about creating an object per line item\n\n# Probably want to explaing the difference between line item cost and total cost\n\nNB: While it is not required to map every form field to a Salesforce field,\nyou will want to make sure that all the sObject fields defined as required\nfields in your Salesforce configuration *do* have a mapping. Otherwise, the\nsObject will not be succesfully created on submission of the form. All required\nfields for your chosen sObject should be marked accordingly and appear at the\ntop of the list of options.\n\nShould you go back and switch to a different sObject type after having provided\na mapping at any time, you'll want to recreate your desired mapping. This is\nintended behavior, since the update would fail (or worse, produce very\nconfusing results) if the previously selected sObject type's mapping were\nmaintained.\n\nRationale For This Product\n==========================\n\nUsing the wonderful foundation that is provided by PloneFormGen, PloneGetPaid\n(and Plone for that matter), the task of creating a form that collects and \nvalidates some desired information, then integrates with third party payment \nprocessors to collect funds associated with the information is no longer a \ntask that requires developer intervention. Now this can be done by the any \ncontent editor with a decent grasp of the Plone user interface. Having this \ndata inside the CMS or emailed is only of limited use however. \n\nSalesforce.com provides an extensible, powerful platform from which\nto do Customer Relationship Management (CRM) tasks ranging from sales,\nmarketing, nonprofit constituent organizing, and customer service. The\nSalesforce PFG Adapter symbolizes the pragmatic joining of a best of breed CMS\nand CRM so that each can focus on its own strengths in a way that is easy for\nnon-developers to use.\n\nSalesforce.com offers functionality called web-to-lead, but aside from \nPloneFormGen's many strengths over the web-to-lead form builder this software \noffers the following additional features:\n\n- Configurable validation of individual form fields\n- Ability to create as many different records as you'd like from the results \n of one form\n- Ability to create custom sObject records with your form\n- Ability to create whichever type of sObject records, whereas web-to-lead\n creates a Lead record, which can only be converted to a Contact, Account, or\n Opportunity record. Want to directly create a Campaign record from a form? \n That's fine.\n\n\nDependencies\n============\n\nDepends upon the beatbox library >= 0.9.1.1, which is a Python wrapper to the\nSalesforce.com API (version 7.0). You must have a Salesforce.com account\nthat provides API access.\n\nTo download and install beatbox, please visit::\n\n http://code.google.com/p/salesforce-beatbox/\n\nSee dependencies for PloneFormGen 1.2.x+. As a pre-requisite, all of these must \nbe met in order to use the PloneFormGen GetPaid Salesforce Adapter.\n\nSalesforcePFGAdapter see\nhttp://plone.org/products/salesforcepfgadapter\n\nSalesforceBaseConnector >= 1.0a3. See \nhttp://plone.org/products/salesforcebaseconnector\n\nDataGridField >= 1.6.x. Earlier versions didn't properly disable \nDataGridField's add row feature, which is important in our case because the \nuser can't add new possible form fields for mapping from within the Salesforce\nAdapter. Those need to be added to the form itself.\n \nInstallation\n============\n#\n# Todo update section\n#\n\nTypical for a Zope/Plone product:\n\n* Install and *configure* dependencies (includes beatbox setup and creation of\n Salesforce Base Connector with credentials in the root of the Plone site.)\n\n* Unpack the product package into the Products folder of the Zope/Plone \n instance. Check your ownership and permissions.\n\n* Restart Zope.\n\n* Go to the Site Setup page in the Plone interface and click on the Add/Remove\n Products link. Choose salesforcepfgadapter (check its checkbox) and click the \n Install button. If not done already, this will install PloneFormGen in \n addition to the salesforcepfgadapter. 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