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README
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README
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== 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 http://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.