Salesforce Query

Ability to bring in Salesforce data to Plone in a straightforward way. Provides some out-of-the-box utility though is most powerful if used as starting place for your own UI and interactivity. Allows you to add a point in your website that connects to an object in Salesforce and bring that object's records into Plone for display.

Project Description

This product is a work in progress. Please check the releases for details as to availability.

Overview

This product is the result of ongoing work in the Plone community to increase re-usable tools for integrating Plone and Salesforce CRM. It began as a proof of concept product as to how you can pull Salesforce data into a Plone website. It is now growing in functionality to a much more useful tool that can be the basis for custom integration where one or more objects from Salesforce are brought into Plone. This can be used to make directories in Plone that cache data from Salesforce locally. In general, it requires further development to create desired interfaces.

Features include:

• Ability to add a query into a Plone site like Plone content
• Link the query to an object in Salesforce
• Cache Salesforce data in Plone
• Ability to refresh the cache of data from Plone

Using the Product

After you install the product in your Plone site, you will see the "Salesforce Query" as an option in the "Add new item" menu. You can add this anywhere in your website. After that, you configure the options you want for the data from Salesforce (which object, etc).

Sponsors

Work sponsored and done by ifPeople and Machinalis.

Self-Certification

[X] Internationalized

[X] Unit tests

[ ] End-user documentation

[ ] Internal documentation (documentation, interfaces, etc.)

[ ] Existed and maintained for at least 6 months

[ ] Installs and uninstalls cleanly

[X] Code structure follows best practice

Current Release

No stable release available yet.

If you are interested in getting the source code of this project, you can get it from the Code repository .