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Integrating SalesForce with SharePoint 2007 via the Business Data Catalog SalesForce CRM is a popular tool that allows you to manage your Customer Relation Management in the cloud through a web based system. This is particularly useful for a company that does not have a huge sales team - but needs all the functionality of a CRM system without bringing huge costs. This can quite easily become another island of data issue. People working in your accounts department may need to tag documents with customer metadata. With the business data catalog this is easy to do as long as you can integrate successfully with the SalesForce - Force.com web services. This document will walk you through an example of how we have done this, so you can use our solution or base yours from it. SalesForce CRM offers a web service that you can use to pull your CRM data from and even push data back to. As you may know from working with the Business Data Catalog, it is much easier to integrate a web service with the BDC if the data is presented in a way that mimics the BDC methods such as Finder, SpecificFinder and IdEnumerator. To help us integrate with the BDC we will write a custom web service wrapper around the SalesForce web services. By default API/web service access is only available in Enterprise or Unlimited editions of SalesForce, so if you want to integrate with the BDC you'll need to either upgrade or see if you can get the API access bolted on. This example will walk through using a Developer account with some sample SalesForce data. Once you have this up and running you can look at how to get the web service calling your live SalesForce data. You can sign up for your developer account at http://developer.force.com/join You can read the complete walk through by downloading the free PDF: Integrating SalesForce with SharePoint 2007 via the Business Data Catalog Also you can test out our demo web service that accompanies the walkthrough by visiting: http://salesforce.lightningtools.com/service.svc And finally you can download the code for this web service from: >>HERE<< |