The aim of this article is to run through the procedure I have used to test the Salesforce module on Drupal 5.1, availing ourselves of the 5.x-1.x-dev version I have recently committed.
First of all you will need a Salesforce developer account (unless you are going to test on another valid Salesforce account). Follow the instructions outlined in this awebfactory Salesforce article.
On a fresh Drupal 5.3 install, first enable the core contact module and set up the site-wide contact form. Make sure it is working normally. This will become a web-to-lead form for anonymous users.
Secondly, enable the core profile module. The profile module must be enabled in order for the salesforce installation process to be able to create the profile categories and fields for mirroring Salesforce lead/contact info.
Thirdly, enable the Salesforce module in the usual way (in CRM section on the module administration page).
Upon submitting, you should see:
- salesforce.module – users table installed successfully
- salesforce.module – logs table installed successfully
- The field has been created.
- The field has been created.
- The field has been created.
- The field has been created.
- The field has been created.
- The configuration options have been saved.
Now, go to Administer / Salesforce in the Site Configuration section and provide a valid salesforce username and password (probably from the Salesforce developer account you have just created for yourself).
After saving the configuration, head over to Administer / Users and create a new user account (be sure to fill out the Personal Info in the new user’s profile, the fields for which were created automatically in step 3 above, and make sure that the "create a lead in salesforce" checkbox is checked). Now confirm that the new user appears in your Salesforce account as a lead. Edit the info (phone number, fax number) and see the changes reflected in the Salesforce account.
Going to administer » salesforce » leads (in Content Management section) will list those Drupal users mirrored as Salesforce leads.
Further test the installation by logging out and making anonymous use of the site-wide contact form. The name will be inserted into the Salesforce account as a new lead, together with the email and subject. Logging in again as user with appropriate permissions and going to administer » salesforce » leads (in Content Management section) will list sitewide contact form web to lead instances as anonymous leads with direct links to their Salesforce records.
Please use the issue queue for the Salesforce module (specifying version used, etc.) for bug reports.
Please feel very welcome to post feature requests also! We are planning a great number of feature enhancements.
Thank you in advance for helping to test this module.
P.S.: If you are interested in the technical details of what was involved in the upgrade of 4.7 to 5.x, please see article Updating the Salesforce module from 4.7 to 5.x.