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activesalesforce

Activesalesforce is a project mainly written in Ruby, it's free.

== 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 activesalesforce

  2. if you have not already done so generate your initial rails app using "rails "

  3. edit config/environment.rb and add "require_gem 'activesalesforce'" to the end of the "Rails::Initializer.run do |config|" block, e.g.

    Rails::Initializer.run do |config|
      ...
    
      require 'activesalesforce'
    end
  4. edit database.yml

    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. 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 .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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