Jigar Amin (OpenERP) has proposed merging lp:~openerp-dev/openobject-addons/trunk-import_salesforce-b8_doc-jam into lp:~openerp-dev/openobject-addons/trunk-import_salesforce.
Requested reviews: Bhumika (OpenERP) (sbh-openerp) For more details, see: https://code.launchpad.net/~openerp-dev/openobject-addons/trunk-import_salesforce-b8_doc-jam/+merge/69062 Changes Explanation text : - Where the security token can be found, - Which login and password - and Important Notes for the import process Kindly Review this. Thank You -- https://code.launchpad.net/~openerp-dev/openobject-addons/trunk-import_salesforce-b8_doc-jam/+merge/69062 Your team OpenERP R&D Team is subscribed to branch lp:~openerp-dev/openobject-addons/trunk-import_salesforce.
=== removed file 'import_salesforce/README.txt' --- import_salesforce/README.txt 2011-06-02 09:00:33 +0000 +++ import_salesforce/README.txt 1970-01-01 00:00:00 +0000 @@ -1,43 +0,0 @@ - - This Module import values from salesfroce table like User, Contact, Lead, -Account, Opportunity, Employee, Case, Event, Task, Attachment, Folder, Document, -Product2 to the OpenERP Modules CRM, Human Resource, Document Management, it -import data and also maintain consistency of data a per salesforce have. - -Use Guide : - -Pre-requirement : --------------------------------------------------------------------------------- -1) Install python-beatbox api(A Python library for querying/updating - Saleforce.com data via SOAP API - http://pypi.python.org/pypi/beatbox/20.0 - -2) Get Salesforce Developer Account [http://developer.force.com/] - - Enable Developer Mode (not mandatory but recommended) - Developer Mode can be enable from Use Setting - - Login to your account (https://login.salesforce.com/) - - Administration Setup > Manage Users > Users > Edit User and - Check "Developer Mode" Check box - -3) Generate the Security Token for your login. - - Home > Setup > Personal Setup > My Personal Information > - Reset My Security Token and click to button "Reset Security Token" and it - will send your security token to Email address specified in User Form. - -How to Use Module: --------------------------------------------------------------------------------- -1) Install Module "import_salesforce". -2) " Sales => Import => Import Salesforce" run the wizard it will ask for three - login detail and modules to be imported. -3) Supply Username, password and Security Token and below this you will find - list of module to be imported, check the modules for import. -4) Their is two option for import - 4.1) First "Import Once" button that will start import process in background. - 4.2) Or by Clicking "Create Recurrent Import" you can create scheduler, which - will run the import process at specified interval -5) Import process run in background so as soon as Importing process get over - system send mail to specified mail address in wizard. - - - - - === added directory 'import_salesforce/doc' === added file 'import_salesforce/doc/README.txt' --- import_salesforce/doc/README.txt 1970-01-01 00:00:00 +0000 +++ import_salesforce/doc/README.txt 2011-07-25 10:26:08 +0000 @@ -0,0 +1,95 @@ + + This Module import values from Salesfroce table like User, Contact, Lead, +Account, Opportunity, Employee, Case, Event, Task, Attachment, Folder, Document, +Product2, User Chatter ItemFeeds to the OpenERP Modules CRM, Human Resource, Document +Management, History and also maintain consistency of data a per Salesforce tables. + +Use Guide : + +Pre-requirement : +-------------------------------------------------------------------------------- +1) Install "python-beatbox api" (A Python library for querying/updating + Saleforce.com data via SOAP API + + 1 http://pypi.python.org/pypi/beatbox/20.0 + +2) Get Salesforce Developer Account [http://developer.force.com/] + - Enable Developer Mode (not mandatory but recommended) + Developer Mode can be enable from User Setting + - Login to your account (https://login.salesforce.com/) + - Administration "Setup > Manage Users > Users > Edit User" and + Check "Developer Mode" Check box + +3) To access Salesforce via a API-based application or Other Desktop Application , + you must replace your current password with a combination of Your Password and + a Security Token: + + How to Generate the Security Token : + ------------------------------------ + 1 Log in to Salesforce via the browser to request your security token. + 2 Go to "Setup -> My Personal Information -> Reset Security Token". + 3 Click the Reset Security Token button to trigger an email which will + contain your security token. + 4) Check you Inbox for your security token and save it. + +How to Use Module: +-------------------------------------------------------------------------------- +1) Install Module "import_salesforce" which will add Salesforce Import Functionality + to your database. + +2) Run the Wizard "Import Salesfroce" from + 2.1) " Sales => Import => Import Salesforce" + +3) The Following Wizard required thee Mandatory inputs: + 3.1) "Username/Email" : This field takes the valid salesforce Login Name. + Valid Username for the user can be found in User Form, Under + "Setup > Manage Users > Users". + User form has field named "Username" that is your valid salesforce login + 3.2) "Password" : This field takes the password of the user supplied in + "Username/Email". + 3.3) "Security Token": To access Salesforce via a API-based application you + must need password and a Security Token (In Pre-requirement check Point3) + 3.4) Select the Modules that you want import here modules are divided in Category + like "Address Book", "CRM", "Document" and "Miscellaneous", each category + Provides various choice of data to be imported. (e.g. "Address Book/Contacts" + will import all the Contacts from Saleaforce, "Miscellaneous/ Feeds/Communication/" + will import SalesForce user chatter feed to Message history and link it to the + respective models ) + 3.5) "Email Address to notify" : this field takes the email which i used to notify + import summary at end of import process. + 3.6) "Instance Name" : this Field is for advance user and can be used to import data + from multiple login of Salesforce Instance. For Each Login give Unique value, + this will ensure the consistence and will also take care of user specific record. + +4) Their is Two option for Import Data : + 4.1) First "Import Once" : + With this option you can initiate import process at a time by selecting + the you required modules from given selection list. This Option will start + the import process in background and at end of the import process if + "Notify Email" address is supplied than it will send email describing the + import process summary to the email address. Here this process may take time + depending on amount of data. + + 4.2) Second Option : "Create Recurrent Import" : + This option will create Scheduler (Cron) Job for importing data process + by default will run the import process at specified interval of every Six + month for Two times. This Option is same as "Import Once" but it will import + data automatically when Scheduler is triggered. + +5) In Both above case Import process will run in background so if "Email Address to Notify" + is supplied than the Import process summary will be sent to the respective email address. + +NOTES : +-------------------------------------------------------------------------------- +1) and User Import Salesfroce module with "System Administrator" profile or user +who is assigned with all field level security. + +2) By Default User will be Imported every time and When user is imported the Default +password for user in set to "salesforce" so according to user preference you can +change it after import process get Over. + +3) Feeds/Communication will import all related Feeds from Salesfroce to the OpenERP +Messages. + +4) Field "Instance Name" is accessible to "Useability / No One" groups only. +
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