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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 johnreilly-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 "johnreilly-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.