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使用iOS客户门户的SalesForce

[英]SalesForce with iOS Customer Portal

I am using zkSForce with iOS for direct access to our SalesForce data and for logging in and viewing cases for customer portal users. 我将zkSForce与iOS一起使用,以直接访问我们的SalesForce数据,以及为客户门户网站用户登录和查看案例。 This all works, a customer portal user can log in to the app and see the cases and make queries, etc. 所有这些都有效,客户门户网站用户可以登录到应用程序并查看案例并进行查询等。

The problem I have is, before the user is a customer portal user, they are a Person Account. 我遇到的问题是,在用户是客户门户网站用户之前,他们是个人帐户。 We are able to go into SalesForce and select to enable the Person Account as a customer portal user. 我们可以进入SalesForce并选择启用“个人帐户”作为客户门户网站用户。 But what we want to do is be able to do this from the iOS device. 但是我们要做的是能够从iOS设备执行此操作。 From the device, we want to be able to say: Enable customer portal license for AccountId xxxxxx. 从设备上,我们希望能够说:为AccountId xxxxxx启用客户门户网站许可证。

Have no idea how we would or if we can actually do this... 不知道我们将如何或是否可以实际做到这一点...

I'd say "it's better to not do it". 我会说“最好不要这样做”。 Sorry, I feel the answer to this would be more philosophical than truly programming-related. 抱歉,我觉得解决这个问题的方法要比真正与编程相关的问题更具哲学性。

Obviously Customer Portal/Guest user cannot enable himself as a damn actual user. 显然,客户门户网站/来宾用户无法将自己启用为该死的实际用户。 It would be wrong on so many levels: 在许多级别上都是错误的:

  1. He/she would be able to select to which Account he wants to be associated, out of many interesting possibilities ;) 他/她将能够从许多有趣的可能性中选择他想要关联的帐户;)
  2. If he can "elevate" himself that would defeat the whole purpose of limiting Cust. 如果他能“提升”自己,那将使限制克斯特的全部目标无法实现。 Portal user's options in the first place. 首先是门户网站用户的选项。
  3. Hackers, data miners & screen scraping applications welcome! 欢迎黑客,数据挖掘者和屏幕抓取应用程序!
  4. You guys pay for Cust. 你们为Cust 付款 Portal licenses. 门户网站许可证。

So... you can hardcode username & pass of a dedicated "SysAdmin" user in your iOS app that'd connect and fix the data. 因此...您可以在iOS应用中对用户名进行硬编码并通过专用的“ SysAdmin”用户,以连接并修复数据。 Except what if it's hacked or password expires? 除非被黑或密码过期怎么办?

Or you can build something like "request Access" screen? 或者您可以构建类似“请求访问”屏幕的内容? Whatever. 随你。 A form which they'd fill in (I'm John Smith, I work for company XYZ, my Email is ..., I need access because of Case 0123456, somebody I know at your org is...) and then either a human being looks at it or you leverage Web-To-Lead, Email-To-Case, a Site page or whatever to programmatically decide what to do with it? 他们填写的表格(我是John Smith,我在XYZ公司工作,我的电子邮件是...,由于案例0123456,我需要访问,我在您的组织中认识的人是...),然后一个人看着它,或者您利用Web-To-Lead,Email-To-Case,网站页面或其他内容以编程方式决定如何处理它?

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