In this blog you will learn how to set up Drupal Salesforce Integration by synchronizing Drupal entities with Salesforce objects. It provides a step-by-step guide to help you create a Salesforce application and connect it with drupal 9.
Requirements
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A Drupal website
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A salesforce developer account
Create connected app in Salesforce
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Setup->Apps->App manager->New connected App
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Provide basic information about your app
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Enable OAuth settings and add the url callback
The callback is: /salecesforce/oauth_callback
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Select the OAuth scopes that you want to enable and place them in selected OAuth scopes
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After saving the configuration a consumer key and a consumer secret will be generated
Drupal Salesforce module
Step 1:
Enable Salesforce submodules:
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Salesforce
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Salesforce Mapping
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Salesforce Push
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Salesforce Pull
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Salesforce Encrypt
Step 2:
Configure the module:
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Go to Configuration->Salesforce->Salesforce Authorization
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Add the OAuth configuration setting
Create Salesforce mapping
In this case we will try to map drupal users and salesforce contacts.
Step 1: Config drupal
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Go to admin/structure/salesforce/mappings and add mapping
Now fill the list of values:
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Label: Label of the mapping.
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Drupal Entity: Select users in both of the fields “Drupal Entity Type” and “User Bundle” in order to map out Drupal users.
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Salesforce object: Here the selected value should be contacted only.
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Action Trigger: Ones you create a user on Drupal site, use that as a contact in Salesforce tool. For this, select all the data push actions, like insert, update, delete.
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Select the fields that you want to map
Step 2: Start mapping data
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Go to content > salesforce and you will find the mapped objects
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In salesforce check the list of contacts
Test the mapping
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Create a drupal user
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Salesforce module will automatically push the user on CRM with contacts
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Run the cron directly to update data with Salesforce contacts:
/admin/config/system/cron