https://forums.modx.com/thread/?thread=49002 https://forums.modx.com/thread/49002/salesforce-integration-with-modx?page=3#dis-post-554574 http://www.mannyats.com/services/salesforce/service-cloud/ ]]> mannyats Oct 17, 2017, 07:15 AM https://forums.modx.com/thread/49002/salesforce-integration-with-modx?page=3#dis-post-554574 https://forums.modx.com/thread/49002/salesforce-integration-with-modx?page=3#dis-post-493225
Undecided if I should sync the information with modx users and salesforce or as Susan mentioned pass user validation to sales force and set the SESSION.

Your thoughts and experiences with doing this would be much appreciated.



]]> bennyb Mar 21, 2014, 10:52 AM https://forums.modx.com/thread/49002/salesforce-integration-with-modx?page=3#dis-post-493225 https://forums.modx.com/thread/49002/salesforce-integration-with-modx?page=2#dis-post-462926
The problem I found with my attempt at SalesForce integration is three-fold: First you need a good understanding of the MODx user management system and any other classes you'll be working with (data in - data out), then you need a good understanding of SalesForce and its APIs and SOAP or REST interfaces(again, data in - data out), then you need a good understanding of the specific use case (what is this supposed to be doing?).

In my situation, I'm just beginning to study Revo in depth so I can't say that I fit the first requirement, in the second place I had never heard of SalesForce before (although I have found that they have excellent tutorials and online classes available for free, as well as a free "sandbox" account), and in the third place there are several totally separate divisions of the business involved, so it is very difficult to determine exactly what they're doing with it.]]> sottwell Apr 14, 2013, 10:24 PM https://forums.modx.com/thread/49002/salesforce-integration-with-modx?page=2#dis-post-462926 https://forums.modx.com/thread/49002/salesforce-integration-with-modx?page=2#dis-post-462894
Contact forms would be easy. Salesforce has a web-to-lead feature that allows you to post to Salesforce from an external form, so you could just make the form in MODX and have it post to Salesforce. If you need to get the data into MODX as well, you could process the form with FormIt and re-post to Salesforce using a hook - I have a hook for that here: https://github.com/freejung/Webinex/blob/master/core/components/webinex/elements/snippets/snippet.resubmit.hook.php

The other things you mention will be quite a bit more involved.

You can find lots of information on using the Salesforce SOAP API in PHP in general. So one way to get started would be to get a SOAP client class working in PHP that can pull the data you need out of Salesforce.

Then you'll need somewhere to put the data in MODX. I would store the contact data in the users table. If you have additional data that doesn't fit in existing user fields, you could use extended user fields, or make a custom table linked to the users table. For product info, you may want to write an Extra with custom tables to store the data, or use an existing ecommerce Extra. You could store the products as resources but I wouldn't recommend it unless you have a small number of products, as the performance would be bad with lots of products.

Anyway, once you have a place to put the data and a client that can pull the data, actually getting the data into MODX should be pretty straightforward using the standard XPDO methods to create your MODX objects, set their values and save them.]]> esnyder Apr 14, 2013, 12:40 PM https://forums.modx.com/thread/49002/salesforce-integration-with-modx?page=2#dis-post-462894 https://forums.modx.com/thread/49002/salesforce-integration-with-modx?page=2#dis-post-462764
Any ideas of where to start? Some necessary items to integrate off the top of my head would be contact forms, user creation/tracking, product info and updating, etc. Any thoughts would help!]]> lambkill Apr 12, 2013, 04:18 PM https://forums.modx.com/thread/49002/salesforce-integration-with-modx?page=2#dis-post-462764 https://forums.modx.com/thread/49002/salesforce-integration-with-modx?page=2#dis-post-460917 esnyder Mar 29, 2013, 01:43 PM https://forums.modx.com/thread/49002/salesforce-integration-with-modx?page=2#dis-post-460917 https://forums.modx.com/thread/49002/salesforce-integration-with-modx?page=2#dis-post-460837 sottwell Mar 29, 2013, 01:11 AM https://forums.modx.com/thread/49002/salesforce-integration-with-modx?page=2#dis-post-460837 https://forums.modx.com/thread/49002/salesforce-integration-with-modx?page=2#dis-post-460751 no users in MODx at all, everything "user" managed by SalesForce I would probably maintain people as MODX users too, synchronize with Salesforce to update the information. It would perform faster and allow you to use methods of the MODX user class. That's how Eloqua handles Salesforce integration - it maintains its own contacts table, and synchronizes with Salesforce to keep data updated.

But of course that's a judgment call based on your implementation.]]> esnyder Mar 28, 2013, 01:44 PM https://forums.modx.com/thread/49002/salesforce-integration-with-modx?page=2#dis-post-460751 https://forums.modx.com/thread/49002/salesforce-integration-with-modx?page=2#dis-post-460642 sottwell Mar 28, 2013, 01:10 AM https://forums.modx.com/thread/49002/salesforce-integration-with-modx?page=2#dis-post-460642 https://forums.modx.com/thread/49002/salesforce-integration-with-modx?page=2#dis-post-460640
Feel free to ping me on this, I still have ideas of a Salesforce/Netsuite/CRM agnostic MODX component. Just never really got round to developing on my ideas ]]> garryn Mar 28, 2013, 12:58 AM https://forums.modx.com/thread/49002/salesforce-integration-with-modx?page=2#dis-post-460640