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Learn the application and database architecture of this open-source CRM and develop and integrate your own modules and custom workflows
- Learn to customize SugarCRM code
- Develop modules from scratch
- Learn database and application architecture
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- Buy two eBooks, get 35% off
- Buy two print books, get 18% off
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Sample Chapter 7: Developing And Testing Strategies For Sugar CRM [2 MB]
Table of Contents
Language English
Paperback 296 pages [191mm x 235mm]
Release date
June 2007
ISBN 1847192068
ISBN 13 978-1-847192-06-6
Author(s)
Dr Mark Alexander Bain
Topics and Technologies
PHP/MySQL, Open Source, CRM
This is a developer's manual for SugarCRM. It focuses on customizing SugarCRM. It provides an overview of the architecture of the application and the database, and covers the essential steps for hooking your module into the SugarCRM infrastructure.
SugarCRM is the world's leading commercial open-source customer relationship management (CRM) software for companies of all sizes. SugarCRM easily adapts to any business environment by offering a more flexible, cost-effective alternative to proprietary applications. SugarCRM's open-source architecture allows companies to more easily customize and integrate customer-facing business processes in order to build and maintain more profitable relationships. SugarCRM offers several deployment options, including on-demand, on-premise and appliance-based solutions to suit customers' security, integration, and configuration needs.
This book will help you to customize the SugarCRM code. You will get learn about the database and application architecture. The book provides you with a module development tutorial, showing the essential steps for hooking your module into the SugarCRM infrastructure. You will learn about common customizations that can be performed against the codebase.
Read the full Table of Contents for SugarCRM Developer's Manual
- Customize your SugarCRM application
- Add your own components in the form of module tabs and dashlets
- Modify the look and feel of SugarCRM
- Add new fields to SugarCRM
- Develop, test, and use SugarCRM in a safe environment
- Incorporate third-party modules into your site
- Develop your own modules from scratch
- Develop a custom workflow within SugarCRM
- Optimize the performance of SugarCRM implementations
Chapter 1 is a smooth introduction to customizing Sugar CRM.
In Chapter 2, you will start to customize the SugarCRM application itself, and you will be able to add your own components in the form of module tabs and dashlets.
In Chapter 3, you will learn how to modify the look and feel of SugarCRM. This chapter also shows how to add new fields to SugarCRM.
Chapter 4 looks at the interfaces, and how to use them effectively in your customizations.
Chapter 5 includes database schematic diagrams, showing the relationships between each table in the database and the other tables.
Chapter 6 covers complete database schematics for the SugarCRM application, providing full details on each table.
In Chapter 7, you will learn how to develop, test, and use SugarCRM in a safe environment using a development server, a test server, and a live server.
In Chapter 8, you will learn to incorporate third-party modules into your site and develop your own modules from scratch.
Chapter 9 deals with developing a custom workflow within SugarCRM.
In Chapter 10, you will see various techniques for optimizing the performance of a SugarCRM implementation, and a few
more ways of extending the application.
The book is structured as:
- An overview of the architecture of the application and database, how it all fits together
- A module development tutorial, showing the essential steps for hooking your module into the SugarCRM infrastructure
- A section of common customizations that can be performed against the codebase
The book is for PHP developers working with SugarCRM, who want to extend its capabilities. Readers should have a basic knowledge of SugarCRM as the book does not cover installation and usage of SugarCRM. This can be gained from Implementing SugarCRM.
Dr Mark Alexander Bain
Dr. Mark Alexander Bain first started customizing CRM systems back in the mid '90s when he was team leader for Vodafone's Cascade project – the team took the 'out-of-the-box' Clarify CRM and turned it into a radio base station planning application, complete with a workflow engine for passing jobs between the different departments involved in the planning, building, and implementation of a radio network.
Since then he's lectured at the University of Central Lancashire, and currently Mark writes articles on all things Linux and Open Source for Linux Format, Newsforge.com and Linux Journal. SugarCRM customization, therefore, seems the obvious choice for this, his second book, since it combines Mark's knowledge of working with commercial CRMs and the Open Source philosophy.
Mark works from his home on the edge of the Lake District in the UK, where he lives with his wife, two dogs and two cats, and gets the odd visit from his sons – Michael and Simon.
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