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CRM adapters

With rhoconnect-adapters, you can utilize the pre-built set of RhoConnect applications for popular CRM backends (SalesForce, Oracle CRM On Demand, Sugar CRM, etc.). Also, this library includes support for writing your own RhoConnect CRM applications to extend or customize the default functionality.

Generating Standard CRM Application

To create a standard out-of-the-box rhoconnect CRM application use the following command:

$ rhoconnect-adapters crmapp <app_name> <CRM-backend>

Here, the \<CRM-backend> parameter specifies the CRM backend that your application will use. Currently, the following CRM backends are supported:

MsDynamics (for Microsoft Dynamics CRM)
Salesforce (for Salesforce CRM)

Also, you can generate the application for the following backends but they are not officially supported (initial test and development has been done, but currently there is no on-going test support):

OracleOnDemand (for Oracle CRM On Demand)
Sugar (for Sugar CRM)

The generated Rhoconnect CRM application structure will include typical RhoConnect files (for example, application.rb and settings.yml). It will also create a special vendor directory vendor/\<CRM\-backend\> containing all support files specific for the corresponding CRM backend.

By default, the Rhoconnect CRM application will be generated with four standard source adapters corresponding to the following CRM objects:

- Account
- Contact
- Lead
- Opportunity

Generating CRM Application without pre-built source adapters

In some cases, it is necessary to generate an application without any standard sources. For this purpose, use the --bare option to generate just the application’s skeleton.

rhoconnect-adapters crmapp <app_name> <CRM-backend> --bare

Generating CRM source adapters for the Rhoconnect CRM application

Once you create your Rhoconnect CRM application, you can generate the desired source adapters based on the CRM objects by typing the following command in your application’s directory:

rhoconnect-adapters crmsource <CRM-object-name> <CRM-backend>

Here, \<CRM-object-name> must exactly correspond to the name of the CRM object you’re trying to build the source adapter for.

Preparing the Rhoconnect CRM Application
Running the CRM Application
Meta

Preparing the Rhoconnect CRM Application

OracleOnDemand settings

All OracleOnDemand-specific settings are located in the vendor/oracle_on_demand/settings directory. In the file settings.yml you’ll find the entries that you must customize before running the app. These are:

:oraclecrm_service_url: - substitute the default URL with your OracleOnDemand account URL.

For every source adapter based on CRM object there is a corresponding ‘vendor/oracle_on_demand/settings/\<CRM-object-name>.yml’ file containing the descriptions for the OracleOnDemand CRM object. Every CRM object file has the following entries:

Query_Fields: hash of the objects's fields 
        (each field's element has the value 
         in a form of the hash with the field's options , 
        containing the following data):
    Label => <val> - display name of the field
    Type => <val> - type of the field data 
        (textinput, textarea, Picklist, id, etc.)

NonQuery_MappingWS_Fields: object's fields that can not be used
        in OracleCRM Queries 
        (however, Oracle returns them in GetMapping API)

StaticPickList: Normally, all picklist fields are queried 
        for the allowed values using GetPicklistValues API
        However, for certain fields OracleCRM API 
        returns the error 'not a valid picklist'
        This entry is a workaround for this error - 
        fields's picklist values are statically hard-coded here.

ObjectFields: this one specifies a hash of fields 
        that are actually references to other objects. 
        For example, AccountName field for Contact object 
        is really a reference to the corresponding Account object.'

TitleFields: this setting specifies an array of fields
            used in constructing the object's title in the 'Show' page
            using the Metadata method. Typically, you will want to put 
            `name` fields in here.

For the default generated CRM object adapters, this file is pre-filled with information. However, you can customize it by including or excluding options. For custom adapters, you need to fill this file with relevant information. List of object’s fields, for example, can be obtained from the Oracle CRM On Demand documentation and then later used to fill the Query_Fields setting. Alternatively, user can customize the adapter and obtain the list of fields using the GetMapping API.

MsDynamics settings

All MsDynamics-specific settings are located in the ‘vendor/ms_dynamics/settings’ directory. In the file ‘settings.yml’ you’ll find the entries that are necessary to customize before running the app. These are:

:msdynamics_ticket_url: - substitute the default URL with your MsDynamics account URL.

For every source adapter based on CRM object there is a corresponding ‘vendor/msdynamics/settings/\<CRM-object-name>.yml’ file containing the descriptions for the Sugar CRM object. Every CRM object file has the following entries:

Query_Fields: hash of the objects's fields 
        (each field's element has the value 
         in a form of the hash with the field's options , 
        containing the following data):
    Label => <val> - display name of the field
    Type => <val> - type of the field data 
        (textinput, textarea, Picklist, id, etc.)

AttributeTypePicklists: this is a hash of picklist arrays
        for artificially constructed fields
        that are really represent some other field's type
        for example, `customerid` field can be either
        `account` or `contact`. In this case
        field `customertype_attrtype` will represent `customerid` field's type
        and will take values from the `AttributeTypePicklists`
        array for the field `customerid_attrtype`

ObjectFields: this one specifies a hash of fields 
        that are actually references to other objects. 
        For example, `account_name` field for Contact object 
        is really a reference to the corresponding Account object.

TitleFields: this setting specifies an array of fields
            used in constructing the object's title in the 'Show' page
            using the Metadata method. Typically, you will want to put 
            `name` fields in here.

For the default generated CRM object adapters, this file is pre-filled with information. However, you can customize it by including or excluding options. For custom adapters, you need to fill this file with relevant information. List of object’s fields, for example, can be obtained from the MsDynamics documentation and then later used to fill the Query_Fields setting. Alternatively, user can customize the adapter and obtain the desired list of object’s fields using the MsDynamics SOAP API.

Sugar settings

All Sugar-specific settings are located in the ‘vendor/sugar/settings’ directory. In the file ‘settings.yml’ you’ll find the entries that are necessary to customize before running the app. These are:

:sugarcrm_uri: - substitute the default URL with your OracleOnDemand account URL.
:debug_enabled: - enable debug output of the backend HTTP transactions.

For every source adapter based on CRM object there is a corresponding ‘vendor/sugar/settings/\<CRM-object-name>.yml’ file containing the descriptions for the Sugar CRM object. Every CRM object file has the following entries:

Query_Fields: hash of the objects's fields 
        (each field's element has the value 
         in a form of the hash with the field's options , 
        containing the following data):
    Label => <val> - display name of the field
    Type => <val> - type of the field data 
        (textinput, textarea, Picklist, id, etc.)

ObjectFields: this one specifies a hash of fields 
        that are actually references to other objects. 
        For example, `account_name` field for Contact object 
        is really a reference to the corresponding Account object.

TitleFields: this setting specifies an array of fields
            used in constructing the object's title in the 'Show' page
            using the Metadata method. Typically, you will want to put 
            `name` fields in here.

For the default generated CRM object adapters, this file is pre-filled with information. However, you can customize it by including or excluding options. For custom adapters, you need to fill this file with relevant information. List of object’s fields, for example, can be obtained from the SugarCRM documentation and then later used to fill the Query_Fields setting. Alternatively, user can customize the adapter and obtain the desired list of object’s fields using the SugarCRM REST API.

Salesforce settings

All Salesforce-specific settings are located in the vendor/salesforce/settings directory. In the file settings.yml you’ll find the entries that you must customize before running the app. These are:

:salesforce_login_url: - Currently, this parameter is pre-defined to https://login.salesforce.com/services/Soap/c/22.0 for simple SOAP web service authentication. Rhoconnect-adapters is not using OAuth2 scheme at this point.

For every source adapter based on CRM object there is a corresponding ‘vendor/salesforce/settings/\<CRM-object-name>.yml’ file containing the descriptions for the SalesForce CRM object. Every CRM object file has the following entries:

Query_Fields: hash of the objects's fields 
        (each field's element has the value 
         in a form of the hash with the field's options , 
        containing the following data):
    Label => <val> - display name of the field
    Type => <val> - type of the field data 
        (textinput, textarea, Picklist, datetime, id, etc.)

ObjectFields: this one specifies a hash of fields 
        that are actually references to other objects. 
        For example, AccountId field for Contact object 
        is really a reference to the corresponding Account object.'

TitleFields: this setting specifies an array of fields
            used in constructing the object's title in the 'Show' page
            using the Metadata method. Typically, you will want to put 
            `name` fields in here.

For the default generated CRM object adapters, this file is pre-filled with sample information. However, you can customize it by including or excluding different fields. For custom adapters, you need to fill this file with relevant information. List of object’s fields, for example, can be obtained from the Salesforce documentation and then later used to fill the Query_Fields setting. Alternatively, user can customize the adapter and obtain the list of fields using the /sobjects/<CRM-object-name>/describe/ API.

Running the CRM Application

Once your Rhoconnect application is customized and ready to run, you can start it like any other Rhoconnect app. Type the following command in the CRM application’s root directory:

rake rhoconnect:start