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An ActiveRecord adapter for the Salesforce.com API

Home Page: http://activesfdc.rubyforge.org/

Ruby 100.00%

activerecord-activesalesforce-adapter's Introduction

== Welcome to Active Salesforce

ActiveSalesforce is an extension to the Rails Framework that allows for the dynamic creation and management of ActiveRecord objects through the use of Salesforce meta-data and uses a Salesforce.com organization as the backing store.

== Getting started

1. gem install kellyfelkins-activerecord-activesalesforce-adapter --source http://gems.github.com

2. If you have not already done so generate your initial rails app:

    rails myappname

3. Edit config/environment.rb and add a config.gem requirement:

    Rails::Initializer.run do |config|
      ...
      config.gem "kellyfelkins-activerecord-activesalesforce-adapter", :source => 'http://gems.github.com', :lib => 'activerecord-activesalesforce-adapter'
      ...
    end

4. Edit database.yml

    development:
      adapter: activesalesforce
      url: https://www.salesforce.com
      username: <salesforce user name goes here>
      password: <salesforce password goes here>

    NOTE: If you want to access your Salesforce Sandbox account use https://test.salesforce.com as your url instead.

5. Create your salesforce models using a Salesforce::<ModelName> namespace.

    script/generate model Salesforce::Contact

6. Run a quick test to make sure things are working

    > script/console
    Loading development environment (Rails 2.3.3)
    
    >> Salesforce::Contact.first
    => <Salesforce::Contact id: "003T000000GqvJsIAJ", ... >

7. Proceed using standard Rails development techniques!

== Advanced Features

1. Session ID based Authentication: Add the following to /app/controllers/application.rb to enable SID auth for all controllers

   class ApplicationController < ActionController::Base
     before_filter ActiveSalesforce::SessionIDAuthenticationFilter
   end

2. Boxcar'ing of updates, inserts, and deletes. Use <YourModel>.transaction() to demark boxcar boundaries.

== Description of contents

lib
 Application specific libraries. Basically, any kind of custom code that doesn't
 belong under controllers, models, or helpers. This directory is in the load path.

script
 Helper scripts for automation and generation.

test
 Unit and functional tests along with fixtures.

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