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 althor880-activerecord-activesalesforce-adapter –source 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 "althor880-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.