You need to sign in to do that
Don't have an account?
zak
OSX Applications for Salesforce.com
I've built a number of OSX app's that integrate with Salesforce.com, all of them are free.
Maildrop - easily copy emails from Mail.app or Entourage to Salesforce
Trapdoor - manage all your saleforce logins on the keychain and quickly login as any of them.
SoqlXplorer - a developer to explore your salesforce.com schema, and try out queries, generate schema reports.
ZKSFoirce - an open source Cocoa library for the Salesforce.com API
Still Beta
SF3 - synchronized contact, events & tasks between salesforce and addressbook / iCal
Quicksilver plugin - quickly search and upload documents to saleforce.com from Quicksilver.
sfdcFuse - using macFuse, mount your salesforce.com document repository as a real OSX volume.
Comments & Suggestions welcome.
Maildrop - easily copy emails from Mail.app or Entourage to Salesforce
Trapdoor - manage all your saleforce logins on the keychain and quickly login as any of them.
SoqlXplorer - a developer to explore your salesforce.com schema, and try out queries, generate schema reports.
ZKSFoirce - an open source Cocoa library for the Salesforce.com API
Still Beta
SF3 - synchronized contact, events & tasks between salesforce and addressbook / iCal
Quicksilver plugin - quickly search and upload documents to saleforce.com from Quicksilver.
sfdcFuse - using macFuse, mount your salesforce.com document repository as a real OSX volume.
Comments & Suggestions welcome.
To the end, what we really need is just a program that will push (and not sync) calendar events, tasks and contact information to our Mac apps (we use Mail and Address Book). This way, we use SF as the central means to enter data, which then radiates out to our laptops (and Blackberrys) as a second (and third) step.
We are finding that SF3 and Apple's SyncServices are definitely in the rough. For example, it's way too easy to dupe SF3 into deleting our entire calendar from SF (thank goodness for the recycle bin) if we simply delete the "SalesForce.com" category from iCal. If we chose to sync everyone's calendar, we get a single "SalesForce.com" category with everyone's events within it, rather than separate categories for each user. Further, we are finding that Address Book contacts that are not originally within SF are syncing in as Accounts, rather than Contacts.
We are interested in paying to get the app that we specifically need.
Our needs are:
• Pushing SF data to the Mac (not syncing)
• Calendar information for each user would push into its own iCal Calendar
• Address Book information would push into its own Address Book group
The main issue is that we got the folks at SF to open the API for us to try this out, but we're not interested in keeping it open, and incurring the eventual cost of upgrading to Enterprise level, if the things we want can't be done.
Yes, if you delete stuff on the mac, it will delete the matching record in salesforce, that's what it's suposed to do, i'm not sure why this surprised you. If you have contacts in Address Book that have the company name populated, then yes, it will also create/match those account names so that you can see the account/contact relationship correctly in salesforce.com.
You never have to pay to try out the API, just go sign up for a free developer edition account, it includes API access along with all the other enterprise edition features.
Cheers
Simon
PS: SF3 & Maildrop - unless i'm missing something, too complicated. nice try though / A for effort
Thanks for the lead on SpanningSalesforce.com. That is exactly what we needed for our iCal needs.
Let me just specifically address some SF3 items:
• Deleting the Salesforce.com Calendar - I understand that changing iCal items should modify the corresponding item in SF. But I think the program should protect the user when he/she has simply deleted the Salesforce.com Calendar item _as a whole_, and assume that doing so means the user wants a first-time sync. Perhaps it could be a dialogue that simply states something to the effect "Salesforce.com calendar has been deleted from iCal, do you wish to create a new one?" The simple, but totally possible, accidental deletion of the "Salesforce.com" calendar currently has rather catastrophic results, especially if the preferences are set to sync all users' events. It means that all calendar events of all users head to the recycle bin.
• Currently, an additional all-day event gets created in iCal that corresponds merely to the date when an event got created. For example, if I make an event today (3/12) for a "Meeting with Bob" that will actually happen on 3/22, I get an event on 3/22, to be sure, but I also get an all-day event on 3/12 for the same. So, something in the current build is interpreting the event creation date as an event in itself.
• My experience with Contact syncing was that the account was indeed created based on the Company name, but the contact information was nowhere to be seen. All it did was make a company and that is all.
IMO, you'd have a great product that you could easily charge for if issues like these were resolved, and that syncing both calendars and contacts could interact with subsets of local databases (individual calendars and address book groups, as an example).
Lastly, thanks for pointing out the developer edition account, but this doesn't allow me to try things out with my data, just oodles of fake data that SF has lovingly created for the developer. Although I guess it would be safer to do so, I'd rather see how it would affect my business. I guess that sandbox feature would be more appropriate for that. My point was that for a Professional user (which we currently are), the opening of the API is quite a steep upgrade price to get these kinds of features working.
Cheers,
Matt
Cheers
Simon
if possible, I would also like to talk live if you can - it sounds like you can help us! (and we really need the help)
(info@liveloveleblon.com)
Steve
So we definitely have a need to get our information out of the centralized database which is SF and out to Entourage and then push it out to our blackberries.
Remeber to do backup's first, SF3 is still beta.
If you just want one way push of your salesforce.com events & tasks into iCal, then go tryout Spanning Salesforce.
I do wish Maildrop could help quickly create a new lead.
Yes, I didn't even notice the "+" in the original dialog until I happened across one of your web pages or another that emphasized you could create a contact.
If I may suggest that the create a lead functionality contain a description field on which the selected text instead of the whole email body would be pasted into Maildrop and ultimately onto SF.
For example, you get an email from someone who should be a lead for you. You select their email signature information which you want to populate the lead. Then only that information might get sucked into the lead generation of maildrop GUI. If the line that has foo@foo.com could get slurped into the email area so much the better. Just so that bringing in a lead doesn't involve 8 cut and paste operations from Mail.app and Safari, if instead it was 1 Maildrop applescript invocation and then some cut and pasting withing Maildrop that would be easier. Or maybe a kind of mapping dialog.
I think the Spring 07 Upgrade and the Mac OS 10.4.9 update broke my SOQL Explorer. I was wowing all my Windows co-workers by using those beautiful diagrams, and now no joy. Any ideas? Thanks!
Marc at NPower NY
I trashed the prefs file (com.pocketsoap.blahbah) in my /Library/Preferences folder and redownloaded, but to no avail.
A trick is once you've installed the plug in modify the rank of the search in salesforce action to the top of your list, then you only do the following:
option-space, . , searchstring, return
Compare that to the typical process
- Start safari
- find sf bookmark
- login, wait
- type search string
- hit search
It leaves us poor Team/Professional Edition users out in the cold.
Tannic
Now am I blind? This thread has 3 pages and yet there are no thread nav links to go to the next page. I can return to the main forum page and click the '2' but no way to go between pages once I'm in the thread. I'm using Firefox FWIW. Just tried it in Safari and same deal. Maybe I am blind...
Thanks for this, great resource for those in the Mac world.
[edit] weirdly, I was on page 1 when I created this reply, and then it took me to page 2 of the thread when I submitted it. I think the forums have a bug or two.
MarkL
Message Edited by MarkL on 03-27-2007 05:05 PM
I can try deleting the keychain references, but why in the world would that have something to do with forum behavior in the browser?
MarkL
BTW I can sign out, read the thread and the messages are out of order. Sign back in and they are fixed. Very repeatable.
MarkL
I'll try to give it a shot today and post with the results. Thanks for the tip.
Also, the forum does appear to behave bizarrely. It seems like within a thread, the message order is random unless signed in. Viewing by thread is the only choice to sort out the conversations.
Marc, any luck with this? are you using any of my other apps? they use the same keychain code, so if it is a keychain problem, it would affect those as well. FWIW so far this does seem to be PPC specific.
Looks like 0.8.3 took care of the problem, but I'm still not sure what the root cause was. And I haven't yet used Maildrop, although that's on my to-do list. I'm the lone Mac evangelist here at NPower NY, so I'm the one trying to do things "differently". I have to say, once I shoed the other folks on the CRM team the SOQL Explorer schema, you could practically see the drool... :) Thanks for making a useful and elegant app.
Marc
"API_DISABLED_FOR_ORG: API is not enabled for this organization or partner"
I don't understand why I keep getting this error message. How can I make it go away??
I am having problems installing the Maildrop to use with my Mac Mail. Do you hav anywhere a step by step "how to" so I can see where I'm messing up?
My problem is this: I download the app, it runs through fine, but no buttons appear in Mail. Instead, I created a rule in Mail and pply it when needed. The problem is the it then applies to all incoming e-mails and keeps jumping up with every incoming message.
I'm new to Mac, quite obvious by my confusion here...any help will be greatly appreciated.
Gon Kafri
I write to ask if there is a way to sync only the contacts in a specific group using SF3. My address book contains work contacts as well as personal contacts and SF3 moved them all. I distinguish my contacts by Smart Groups, not by Groups typically, but could easily move all of my work contacts into a 'Work' group if it would allow me to synchronize only those contacts into Salesforce.com. There is probably already a way to do this, as I imagine many people would run into the same dilemma otherwise, but I was not able to find the solution.
Do you have any thoughts or ideas that can keep me from synching my personal contacts into our Salesforce.com database?
By and large, your solutions are great and generally, better than the alternatives Salesforce offers to their Outlook users. I know because I come to SF3, Maildrop and the Quicksilver plug-in directly from relying on their Outlook solutions all day long. I get more done with your tools in less time and will keep watching this space for a solution to syncing by contact group. I can't employ SF3 without this, as syncing between my phone (iPhone in 4 days) and computer are critical to me and I really need to carry both personal and work contacts with me in my phone, but I am very eager to put SF3 to use so I won't always have to manually add contacts into Salesforce.
Cheers for all your work,
Michael
First i want to thank you for what you have contributed. It is really appreciated.
My background is Windows / Smartphone / Outlook via Active Sync.
I just transferred to a new company and I am now using Mac OS X / Iphone / Mail / I Cal and Address book. This is my first MAC ever. WOW what a change!
So far I am getting along ok, however I really like the thought of SF3. My concern is I am apparently using Group eddition (Not sure the ups or downfalls) and I do not want all of my contacts to be sync'd with my entire organization.
Any Ideas?
Thank you in advance,
Tony Minsquero
Director of Dealer Development
Saxon Motorcycles
Message Edited by tminsquero on 09-07-200704:31 PM
Thanks,
PBP_Macuser
1) Create a group in Address Book containing only the people you want to import into Salesforce
2) Drag & drop this group into your /Users/Shared directory. This will create a Vcard containing all your entries
3) In System Preferences -> Accounts, create a new user account and enable fast user switching
4) Log in as the new user you just created
5) Drag & Drop the Vcard file you created in step 2) into the Address Book
6) Use SF3 in the new user account to Sync to Salesforce
Viola! I know this isn't perfect, but it should help jump start a certain group of people with their initial salesforce setup.
zak wrote:
I've built a number of OSX app's that integrate with Salesforce.com, all of them are free.
Maildrop - easily copy emails from Mail.app or Entourage to Salesforce
Trapdoor - manage all your saleforce logins on the keychain and quickly login as any of them.
SoqlXplorer - a developer to explore your salesforce.com schema, and try out queries, generate schema reports.
ZKSFoirce - an open source Cocoa library for the Salesforce.com API
Still Beta
SF3 - synchronized contact, events & tasks between salesforce and addressbook / iCal
Quicksilver plugin - quickly search and upload documents to saleforce.com from Quicksilver.
sfdcFuse - using macFuse, mount your salesforce.com document repository as a real OSX volume.
Comments & Suggestions welcome.
Hi---
My modest suggestions for improvement:
Allowing attached docs to travel from entourage into SF (and into the opportunity) would be stunning. This is the main flaw and the difference between maildrop being mildly convenient and brilliant.
Allow emails to attach to a SF lead; if a lead is still a lead I cannot sync my entourage mail w/SF. It takes two separate and very time-consuming steps as I have to log into SF and write the message from within. (Obviously this problem goes away when a lead becomes an opportunity, etc.)
This is for starters...
Thanks in advance-
Tanis
Nice job on maildrop. Works very well. My only problem is that I have sfdc opportunities that have the same name, but are associated with a different account. Currently, you allow an email to be associated with a Sender or a specific Opportunity. If you displayed the Account name with Opp, I'd be able to select the correct Opp and not have to edit the record once it's in SFDC.
Thanks. You're one of the few developers working to integrate SF with the Mac, and it's is very appreciated.
lschor
looking forward to hear from you,
Andreas
I get an error message: File operation error:Couldn't open with file: /Users/davidfradin/Library/Scripts/Applications/Mail
I tried to create a "Mail" folder but even tho I am the admin, it won't let me.
Attachment support is top of the todo list, but no timeframe yet.
i can't seem to get sfdcFuse to work for connecting to my document library.
I read the instructions here - http://www.pocketsoap.com/weblog/2007/02/1746.html
Do i need to open up terminal & enter "sfdcFuse username password"?
i tried that & terminal says "command not found". i suppose i need to specify the exact location of sfdcFuse? what would that be if it's on my desktop? Sorry...I'm not too familiar w/ the terminal & it's syntax.
I'm guessing it would be something like macintosh hd/user/desktop/sfdcFuse"?
thanks again.
Desktop/sfdcFuse username password
I was able to mount the network drive, but can't seem to open it. The Finder is telling me "The folder could not be opened because you do not have sufficient access privileges". Let me know if you have any guesses as to why this might be happening.
Thanks again,
-t
I find the Salesforce C/S no help when it comes to Macs...but you would figure they see what is happening out there....
Any suggestions would be greatly appreciated.
Chi-Town
I have a need for an Email Opt -Out application that would run a script on Mailer-Daemon returned mail. I recently sent a mass email to thousands of customers, the number of failures is around 2000. Right now, the only way I have been able to relatively quickly change the Email Opt out to checked, is to export all of the customers in a mass mail, then search the affected email address in excel, change opt out to 1, then update the contacts using Apex data Loader on Windows OS.
To me, it seems possible just to add a new script to maildrop that looks for the email address in the body of the email, then goes through the same routine as adding an email but instead edits the contact email opt out.
Has anyone done this?
Richard Hotchkiss
MacMaurice
lsatony wrote:
Thanks, Simon.
I was able to mount the network drive, but can't seem to open it. The Finder is telling me "The folder could not be opened because you do not have sufficient access privileges". Let me know if you have any guesses as to why this might be happening.
Thanks again,
-t
I'm still having this issue - any thoughts?
this is what I'm seeing in the console. thanks for your help!
May 20 15:50:32 ts-Computer sfdcFuse[23460]: ############################ Starting!
May 20 15:50:32 ts-Computer sfdcFuse[23460]: (; "Desktop/sfdcFuse", ; "/tmp/sfdcFS_L2YphL6c", ; "-o", ; "ping_diskarb,volname=SalesforceDocuments", ; "-f";)
May 20 15:50:33 ts-Computer kernel[0]: MacFUSE: starting (version 1.5.0, Apr 24 2008, 18:58:09)
Mark
Mark
Microsoft_Intermediate_Certificates
The root Library only contains a system.keychain file.
Mark
Oh and Trapdoor is a fantastic app, use it constantly and can't imagine being without it, even when the entries were doubled. It's one of those little things that seems small and simple, but really makes a big impact. Thanks a million.
Mark
Thank you,
GaryF
Ok here's a question. We currently do a lot of graphic production using InDesign, and it of course contains quite a bit of customer information. Has anyone ever thought about a connector from InDesign to Salesforce to pull that data? Would there be a way to leverage SoqlXplorer? It does exactly what is needed, maybe with a little friendlier query builder making the result set available to InDesign.
Mark
Hi Zak,
It's great that you're working on these useful tools to connect the Mac and Salesforce. I really appreciate it.
I downloaded and ran SF3 and received an error during the sync. The sync seemed to work only one way: from Salesforce into Addressbook. The error occurred after this direction completed but before the data from Addressbook got into Salesforce.
I got two error windows, which said "An invalid XML character (Unicode: 0xb) was found in the element of the document"
Any suggestions?
Thanks,
Ted
Hello Simon-the-savior,
I used to use maildrop but it stopped working during one of the updates (don't remember which one...)
- I have just downloaded the latest version but when I try to send an email to SF from my Entourage, by clicking on the applescript/send copy to SF, I get the following error message:Microsoft Entourage got an error: Can't get subject
I have re-downloaded several times and this keeps happening. Any advice?
- Also, does this version of maildrop send along the attached docs?
Thanks for your help-
Tanis
If you're using the latest version of maildrop, use the maildrop button bar, rather than the entourage scripts menu.
Yes, the latest version supports attachments.
Hi Simon--
I am back.This worked for me the first time but the past times, all it does is open a "task" window in the opportunity (and the email doesn't even get copied into the task so ultimately, nothing happens).
However, I want a cc of my email to get copied into the opportunity's email activity. What am I doing wrong?
Also, I often have to go through the process several times before it even opens the task window. (FYI, when I write an email from Entourage, I open the apple script "S" which opens a maildrop bar. There, I press "add email." )
Thanks again for your help.
Tanis
Nice job Zak, didnt take long to figure out how to use this. If you could add the ability to add email "drafts" and highlighted portions of emails (like selection before reply when editing) that would be a very useful enhancement
Thanks again...
I have downloaded quicksilver but I can't seem to find where it opens. It is in my applications folder. Where should I see it on salesforce?
Thanks
This is a good getting started video on using the salesforce.com plugin for quicksilver.
http://blogs.splunk.com/thewilde/2008/10/31/got-salesforce-got-mac-need-help-here-you-go/
If you're new to Quicksilver, you may want to check out this general tutorial on quicksilver
http://blogs.splunk.com/thewilde/2008/06/26/mac-productivity-with-quicksilver/