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Saving PloneFormGen Data Directly to Salesforce.com, Redux

by Andrew Burkhalter last modified June 24, 2008 - 13:43

Saving PloneFormGen Data Directly to Salesforce.com gets more interesting with related records and host of other features and bug fixes.

It's been a while since I've written an update on the progress that's occurred leveraging the fantastic PloneFormGen to save form responses directly within Salesforce.com and the aforementioned article (though still a good source of background information now has several factual inaccuracies.

The 1.5 branch of the code base has seen a couple of initial releases and offers the following features, which I've enjoyed using on some of the sites we've deployed:

  • "Parent"/"Chained" adapters - There's now a simple UI and functionality for related record creation within Salesforce.com.
  • Support for file uploads (typically stored as an Attachment record related to some other record within the CRM system)
  • Better handling of dates
  • A whole host of other minor bug fixes

Of course, it's always better to see, rather than read what I'm talking about.  The following screencast consists of a pretty advanced example that demonstrates all of the aforementioned features and then some:

 

Thanks to Jon Stahl, who presented on the above at the latest NOLA Plone Symposium.  Without his refusal to demo this live, creating these videos would likely still be on my todo list.  Hope you enjoy!


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