Monday, October 05, 2009

SalesForce

Bueno como sabran o sino Salesforce.com es un CRM muy importante (mas..)


Aqui muestro unos tips para conectarte a salesforce, particularmente ahora trabajo en C#.


Primero necesitas una cuenta en salesforce tipo desarrollador.

Register on Salesforce for importa data
=======================================

Step 1:

goto http://developer.force.com/
: Fill fields

Username:* : it's important, it's account name for salesforce [[Account]]



Step 2:
Open your mail and confirm your account at salesforce(click on link)
salesforce will be open window for reset password(set new password) [[Password]]

Step 3:

Click on Setup, My Personal Information, Reset My Security Token, finally click on Reset Security Token button.

Step 4:

here:

User Name: [[Account]]
Security Token: xxxxxxxxxxxxxxxxxxxxxxxxx

Open your mail account and review you new token [[Token]]

ready.


Note:

on Compelligence System you need register one user with same email [[Account]] for import data, it's important
on Salesforce it's possible register four new account into account principal registered.



Crear Cliente propio de Salesforce
===========================

Paso 1:
Descargar el API de conexion
http://code.google.com/p/salesforce-dotnet/

Paso 2: generar el archivo faltante con los WSDL obtenidos de Setup, Develop, API
Siguiendo lo indicado aqui:
http://wiki.developerforce.com/index.php/Web_Services_API#API

Ejem.

Establecer ruta de wsdl.exe
D:\local\salesforce.wsdl>set path=%path%;"C:\Archivos de programa\Microsoft SDKs\Windows\v6.0A\bin"

D:\local\salesforce.wsdl>wsdl.exe /language:CS /out:SforceService.cs enterprise.wsdl
D:\local\salesforce.wsdl>wsdl.exe /language:CS /out:SforceMetadata.cs metadata.wsdl

Listo.


=================================================================================

Crear Objetos usando la API
http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_calls_create.htm

Accediendo a la metadata
http://www.pocketsoap.com/weblog/2008/01/1803.html

Herramientas
http://salesforceonrails.com/tags/apex%20data%20loader

Probar importar datos con Apex Data Loader
http://sourceforge.net/projects/sforce-app-dl/

Video referencia
http://www.megaupload.com/?d=METWVO2I

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