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JayB Sharepoint/Salesforce Integration Overview
Can someone give me a quick overview of what is required to pull Salesforce data into Sharepoint 2007 web parts? Specifically, we would like to pull a dashboard gauge, chart or table, or a report, into a Sharepoint web part that displays on a Sharepoint page.
Is there any software, library, toolkit or SDK required?
How is the call made to Salesforce? How is the authentication handled?
Thanks
Jay Brennan
Is there any software, library, toolkit or SDK required?
How is the call made to Salesforce? How is the authentication handled?
Thanks
Jay Brennan
Jay,
Does not look like anyone ever replied to you. We think that you can use the BDC to do this. Would be very interested to chat with you more about this.
Andy
andy.saletra@allincal.com
www.allin.com
We have done this many times using a native as well as a Business Data Catalog ( BDC) based approach that has been mentioned in this thread. Please contact me (paddix@gmail.com ) if you need more information.
We sell a web part that allows you to display Salesforce data in a SharePoint web part - either WSS or MOSS 2007.
The web part is a multi-purpose data display web part called the SharePoint Data Zoom web part.
One of the extensions that we sell for it is called the SharePoint Data Zoom Web Part Extension for Salesforce.com Sales. It sells for $995 for a server license.
The nice thing about our solution is that it is driven by a scripting language (nVelocity) that goes along with the web part. That means that you can design custom data displays and reports to your heart's content.
Here are some live examples of this product working in a SharePoint Web Part in a SharePoint site:
Sales Funnel Demo
Won-Lost-Closed Demo
Again, these are just two examples from scripts that ship with the web part. You can design any kind of display or report you need by developing your own script. If you are a VB programmer or Javascript programer or even just a power user who knows how to write script, you can easily learn nVelocity and do whatever you want.
We've been developing commercial software for SharePoint for the past five years and are one of the leaders in SharePoint training, consulting and software.
We also are a happy Salesforce.com customer :).
Jeff Cate
President
SharePoint Solutions
Hi, we have a very flexible integration to many enterprise systems including salesforce.com. Our product will actually synchronize salesforce data directly into sharepoint lists with full translated security mapping for you to do what you want with. It is a one way sync and can be scheduled to run as frequently as needed. We also do NOT impact your daily quotas as other methods of integration can.
Our connectors are also used for SharePoint and FAST search engines.
Goto
http://ba-insight.net for more information.
Have a look here, a whitepaper about SharePoint Integration with Salesforce.com with Magic Software iBOLT.
http://web.magicsoftware.com/de_sharepoint_salesforcecom-integration/
Hi Jeff,
I visited your demo sites but I encountered following error;
Invocation of method 'GetUsers' in SPSolutions.SharePoint.DataZoom.Apex.Entities.ApexUsers threw exception System.Web.Services.Protocols.SoapException : INVALID_OPERATION_WITH_EXPIRED_PASSWORD: The users password has expired, you must call SetPassword before attempting any other API operations
Hi Ossy,
Thanks for the question. Unfortunately, we no longer sell the Data Zoom web part with Salesforce Integration.
I am sorry we can't help you with that.
Best regards,
Jeff Cate
I was interested in the BDS solution. Could you provide some more information?
I need to pull salesforce data into a list.
Tnaks for sharing this Markus. You an find the AVL case study from here as well: http://it.toolbox.com/blogs/integrate-my-jde/the-magic-of-integration-connecting-sharepoint-and-your-crm-48693