{ "info": { "author": "Camptocamp,Odoo Community Association (OCA)", "author_email": "support@odoo-community.org", "bugtrack_url": null, "classifiers": [ "Framework :: Odoo", "License :: OSI Approved :: GNU Affero General Public License v3", "Programming Language :: Python :: 2.7" ], "description": ".. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg\n :target: https://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n\n====================\nSalesforce Connector\n====================\n\nThis module allows to import and export various models between\nOdoo and Salesforce.\n\nIt provides the foundations to create or extend various synchronizations.\n\nBy default following synchronizations are supported out-of-the box:\n\n - Import of Account and contact into Odoo Partners. Salesforce is the master.\n Parent relation of Sales force account is not supported at this time.\n - Import or export of Product. ERP or Salesforce can be master. Bidirectional synchronization is not supported and a master must be set.\n - Import of Salesforce priceBook entries into Odoo pricelist version. Salesforce is the master.\n - Import of won opportunities into Odoo. Salesforce is the master.\n\nInstallation\n============\n\nTo install this module, you need to:\n\n * install simplesalesforce\n\n `pip install simple-salesforce`\n\n * install requests\n\n `pip install requests`\n\n\nConfiguration\n=============\n\nConfigure Connection With Salesforce\n------------------------------------\n\nThere are 2 supported ways to access a Salesforce instance with the Salesforce connector\n\nOauth2 flow\n***********\n\nIn Salesforce\n#############\n\nIn order to use it you have to add a remote application in Salesforce administration\nand enable Oauth2 login. The app should preferably be named `odoo_connector`\n\nThe created remote access app must have following parameters:\n\n Permitted Users --> All users may self-authorize\n Callback URL --> public_odoo_url/salesforce/oauth\n\n\nOnce done, you have to manage your app and ensure the\n`Refresh token is valid until revoked` parameter is set\nand configure the desired authorization of the app.\n\nIn Odoo\n#######\n\nGo to the menu `Connector -> Salesforce -> Salesforce backend` and create a new backend.\nGo to the `Authentication` page of your backend and input the following parameters:\n\n - `Authentication Method`: Choose oauth2\n - `URL`: Input the URL of your Salesforce instance\n - `Connect on sandbox instance`: Check it if you are working on a sandox Salesforce instance\n - `OAuth2 Consumer Key`: Input the consumer key provided by Salesforce app\n - `OAuth2 secret`: Input the consumer secret provided by Salesforce app\n - `Public secure URL of Odoo (HTTPS)`: Input the callback URL you have specified in Salesforce\n - `OAuth2 client authorization code`: Input the authorization code provided by Salesforce app\n\nChoose a default shop in `Import/Export Configuration` page and save your backend.\n\nThen simply press the `Authorize Odoo in Salesforce` button and follow the instruction provided\nin Salesforce. Once done, your application must be authorized in Salesforce and tokens\nmust be present in backend.\n\nSecurity warning: Only the OAuth flow is production proof. Other Authentication methods are still exprimental!\n\n\nUser Authentication process\n***************************\n\nThis flow allows a user to connect to api using SOAP access\nin order to get a token. The first step is to pass the domain of your Salesforce instance\nand an access token straight in Odoo backend.\n\nYou must have the full URL of your instance (e.g. https://na1.salesforce.com)\n\nYou need to select one of the two supported means of authentication:\n\n- Using username, password and security token\n- Using IP filtering, username, password and organizationId\n\nSecurity Warning: This approach is simpler but less secure than Oauth authentication process.\n\nConfigure Import Export with Salesforce\n---------------------------------------\n\nOnce you backend is set up you can configure your synchronization flow in the\n`Import/Export Configuration` page.\n\n\nProducts Synchronization\n************************\n\nThe first step is to choose the direction of the product synchronization. Once\nset, you should not change it anymore.\n\n** There is the possibility to do an initial import of the product and then change the direction **\n\nProduct Type Mapping\n********************\n\n\nSalesforce product type of Salesforce can not be imported and mapped in Odoo.\nFor this reason, you have to manually set the mapping in the `Product Configuration` section.\nSimply select the Odoo type and link it with the corresponding Salesforce type.\n\nSimply choose the Odoo type and input the corresponding name of the Salesforce type.\n\n\nPrice Book mapping\n##################\n\nSalesforce currencies can not be imported and mapped in Odoo.\nYou have to manually set the mapping under the `Product Book Entry Configuration` section.\n\nSimply select an Odoo pricelist version with desired currency and link it with\na Currency ISO code available in Salesforce.\n\nOnce done, it should look like this:\n\n.. image:: doc/media/config_import.png\n\n\n\n\nUsage\n=====\n\nThere are two ways to use the module: go to the backend and click on the Action\nbuttons available under the `Actions` page or activate one of the cron jobs,\ndepending on the desired synchronization in the\n`Settings/technical/automation/scheduled` actions.\n\nSF - Odoo: Synchronization summary\n----------------------------------\n\n+----------------------------------+-----------+--------------------------------+\n| SalesForce | Direction | Odoo |\n+==================================+===========+================================+\n| Account | \u2192 | Partner |\n| | | with the checkbox IsCompany |\n| | | checked |\n+----------------------------------+-----------+--------------------------------+\n| Contact | \u2192 | Partner |\n| | | with the checkbox IsCompany |\n| | | unchecked linked to |\n| | | the parent partner |\n+----------------------------------+-----------+--------------------------------+\n| State + Country + title | \u2192 | State + Country + title |\n| | | |\n+----------------------------------+-----------+--------------------------------+\n| Product | \u2190 or \u2192 | Product |\n| | | Import of product was designed |\n| | | for initial import and should |\n| | | not be used later even if it |\n| | | can work |\n+----------------------------------+-----------+--------------------------------+\n| Pricebook entry | \u2192 | Pricelist item |\n| | | |\n+----------------------------------+-----------+--------------------------------+\n| Won Opportunity | \u2192 | Sale Order |\n+----------------------------------+-----------+--------------------------------+\n\nTest UseCase\n------------\n\nIn Salesforce\n*************\n\nCreation of an Account\n######################\n\n * Scroll down to see the section \u2018Contact\u2019 and click on \u2018New contact\u2019\n - create contact \u2018Mrs Marie Durand\u2019\n - create contact \u2018Helmut\u2019\n\nCreation of an opportunity\n##########################\n\n * Creation of the \u2018opportunity A\u2019\n - Scroll down to see the section \u2018Quote\u2019 and click on \u2018New quote\u2019\n\n * Creation of the Quote A1\n - with contact \u2018Helmut\u2019 (which does not belong to the Company A)\n * save\n\n * Scroll down to see the section \u2018Quote Line items\u2019 and click on \u2018Add Line item\u2019 in order to add products in the quote.\n * Tick the product and click on Select button\n\n * Change the price to 99, set the Qty = 5 and add a discount of 15%\n\n * Save\n\nSet the Quote/Opportunity as Won\n################################\n\n * Go back to the Quote, click on \u2018Start Synch\u2019 (and confirm)\n\n * Reopen the opportunity, click on Edit and change the stage to \u2018Won\u2019\n\n * Save\n\nIn Odoo\n-------\n\nNow the Opportunity can be synchronized with Odoo.\n\n* Import won opportunity from Odoo. Importing Opportunity in Odoo will\n automatically trigger all other synchronizations. For instance, if you try to\n import an opportunity but the partner (= SF account) does not exist yet in\n Odoo, the connector will automatically launch a direct import of this\n specific account, without job creation. Same goes for the other missing items\n such as product, price, etc.\n\nKnown issues / Roadmap\n======================\n\n - Cleanup and DRY refactoring for common code to be done\n - Extend the test coverage to product and corner cases\n - Improve SO onchange management\n - Fix simple Salesforce exception lookup on next release of library\n - Import Sales Quotation must copy, store and set as inactive the created address\n - Support the usecase of deactivating a deleted binding\n - Battle test authentication process and fix it\n\n\n.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas\n :alt: Try me on Runbot\n :target: https://runbot.odoo-community.org/runbot/216/8.0\n\n\nCredits\n=======\n\nImages\n------\n\n* Odoo Community Association: `Icon `_.\n\nContributors\n\n* Nicolas Bessi\n* Alexandre Fayolle \n\n\nMaintainer\n----------\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nThis module is maintained by the OCA.\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\nTo contribute to this module, please visit https://odoo-community.org.", "description_content_type": null, "docs_url": null, "download_url": "", "downloads": { "last_day": -1, "last_month": -1, "last_week": -1 }, "home_page": "", "keywords": "", "license": "AGPL-3", "maintainer": "", "maintainer_email": "", "name": "odoo8-addon-connector-salesforce", "package_url": "https://pypi.org/project/odoo8-addon-connector-salesforce/", "platform": "UNKNOWN", "project_url": "https://pypi.org/project/odoo8-addon-connector-salesforce/", "project_urls": null, "release_url": "https://pypi.org/project/odoo8-addon-connector-salesforce/8.0.1.0.0/", "requires_dist": [ "odoo (<9.0a,>=8.0a)", "odoo8-addon-connector", "requests", "simple-salesforce" ], "requires_python": "", "summary": "Provides core synchronization interfaces with Salesforce.", "version": "8.0.1.0.0" }, "last_serial": 5082883, "releases": { "8.0.1.0.0": [ { "comment_text": "", "digests": { "md5": "fa80bbe5d53406a8b1ec6d28e73ba98d", "sha256": "32506517a91cb7dc0c2221f0115e50b88ab119979f456ab35cb4932cf25a585d" }, "downloads": -1, "filename": "odoo8_addon_connector_salesforce-8.0.1.0.0-py2-none-any.whl", "has_sig": false, "md5_digest": "fa80bbe5d53406a8b1ec6d28e73ba98d", "packagetype": "bdist_wheel", "python_version": "py2", "requires_python": null, "size": 218949, "upload_time": "2017-04-11T10:54:21", "url": "https://files.pythonhosted.org/packages/62/34/758d34a87fe78dd9ba8da9eb81c0d15e1c440b43c4513c7df52c8cc05442/odoo8_addon_connector_salesforce-8.0.1.0.0-py2-none-any.whl" } ], "8.0.1.0.0.99.dev1": [ { "comment_text": "", "digests": { "md5": "0507fe48741640d38c568b46aa7bbee5", "sha256": "bb0ccdcc397d72ca8105c0b9b974c71ba53560421cd435a39e19a479859ffa0d" }, "downloads": -1, "filename": "odoo8_addon_connector_salesforce-8.0.1.0.0.99.dev1-py2-none-any.whl", "has_sig": false, "md5_digest": "0507fe48741640d38c568b46aa7bbee5", "packagetype": "bdist_wheel", "python_version": "py2", "requires_python": "~=2.7", "size": 224344, "upload_time": "2019-04-03T04:49:55", "url": "https://files.pythonhosted.org/packages/43/d5/c8b34eba05bc2ef219874d0990a04fcbd174914cc2093dfbf1b9294d65d2/odoo8_addon_connector_salesforce-8.0.1.0.0.99.dev1-py2-none-any.whl" } ] }, "urls": [ { "comment_text": "", "digests": { "md5": "fa80bbe5d53406a8b1ec6d28e73ba98d", "sha256": "32506517a91cb7dc0c2221f0115e50b88ab119979f456ab35cb4932cf25a585d" }, "downloads": -1, "filename": "odoo8_addon_connector_salesforce-8.0.1.0.0-py2-none-any.whl", "has_sig": false, "md5_digest": "fa80bbe5d53406a8b1ec6d28e73ba98d", "packagetype": "bdist_wheel", "python_version": "py2", "requires_python": null, "size": 218949, "upload_time": "2017-04-11T10:54:21", "url": "https://files.pythonhosted.org/packages/62/34/758d34a87fe78dd9ba8da9eb81c0d15e1c440b43c4513c7df52c8cc05442/odoo8_addon_connector_salesforce-8.0.1.0.0-py2-none-any.whl" } ] }