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 activesalesforce

  2. if you have not already done so generate your initial rails app using “rails <myappname goes here>”

  3. edit config/environment.rb and add “require_gem 'activesalesforce'” to the end of the “Rails::Initializer.run do |config|” block, e.g.

Rails::Initializer.run do |config| …

require 'activesalesforce' end

  1. edit database.yml

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
  1. 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.