<p>Learn hands-on from the module’s architect how you can leverage the Salesforce Suite to integrate Drupal and Salesforce in D8.</p> <p>Message Agency released Salesforce-8.x-3.0-rc1 at Drupalcon Baltimore and has continued to refine the modules toward a full release. The arrival of these modules are big news for Drupal 8 adoption, as many enterprises have been waiting for this milestone to plan D8 migrations. In an effort to accelerate refinement and adoption of this important contribution, we’re raising awareness about the release and providing a how-to presentation so developers can download the modules and start building.</p> <p>This session is a follow-up to our previous webinar introducing the Suite’s new architecture, designed to provide an overview and practical instruction about the ways in which developers can use the Suite to integrate Drupal and Salesforce. We’ll review the following topics:</p> <ul> <li>Directions (push/pull) available for integration</li> <li>Options for synchronous and asynchronous data exchange</li> <li>Overview of object mapping options and review of the mapping interface</li> <li>Error handling and recovery</li></ul> <p>In our presentation, we will also provide tips and tricks for avoiding schema mismatches and touch on the planned roadmap of more advanced features.</p>

1. August 10, 2017
How to Use the Salesforce Suite
with Drupal 8: A Quick Start Guide

2. We build better websites for the greater good.
Message Agency is a social enterprise that helps nonprofits use technology to enlighten, educate,
engage, and enact change.

3. Overview
• State of the Salesforce Suite
• The Suite from 30,000 Feet
• Set-up Walk-through
• Deeper Dive: Events & Examples
• Questions
Goal:
At the end of the presentation, you should know what
the Suite is, how it works, how to set it up, and how to
complete some basic synchronization mappings
between Drupal and Salesforce.

4. The State of the Suite

5. The State of the Suite
● Updates from Drupal 7.x
● New Features for Drupal 8
● Re-includes from 7.x - 2.x branch
● Queue on failure
● Test coverage
● Async push queue overhaul
● Objectification of Salesforce resources
● Queue settings per mapping

6. The State of the Suite
● Goodbye hooks, hello events
● Plugin system for mapping fields
● Pluggable everything, including REST Client itself
● Working examples module
● Updates from Drupal 7.x
● New Features for Drupal 8
● Re-includes from 7.x - 2.x branch

7. The State of the Suite
● Updates from Drupal 7.x
● New Features for Drupal 8
● Re-includes from 7.x - 2.x branch
● Mapped Objects are tied to Mappings
● Custom push queue
● Re-attempt on failure
● Encryption support

8. The Suite from 30,000 Feet

9. Basic Features
● REST Client for Salesforce API
● Map Drupal entities to Salesforce records
● Synchronize data between Drupal and Salesforce

10. Demo
● Mapping API
● Mapped Object Admin Views
● Entity-Level Forms (Push/Pull)

11. Setting up the Suite

12. Demo: Suite Set-up
1. Provision a Salesforce Org
2. Create an OAuth app
3. Enable and configure Drupal module
4. Create a Mapping
5. Push Demo
6. Pull Demo

13. Deeper Dive

14. Goodbye Hooks, Hello Events
● Event dispatcher and event subscribers
● SalesforceEvents.php wayfinding
● salesforce_example.module
● salesforce.api.php legacy

15. Salesforce Logger Module
● Consolidated logging
● Separation of concerns
● Dependency injection, pluggability, extensibility

16. Environment Management & Dev Workflow
● Mappings are config - portable between environments
● Mapped Objects are content - not portable
● SFIDs do not translate between Salesforce Orgs
● New drush commands

17. Salesforce-side Pro Tips
● Environment Hub
● Version control everything with Force.com Migration Tool (Ant)
● Create your own packages for reusable Salesforce deployments
● Use formula fields (easy) and roll-ups (difficult) to avoid syncing additional tables
● Picklists will accept any value, even if it isn't defined in the field

18. Questions?

19. Thank you slide!