DriveWorks Pro 15: Salesforce [send feedback...]

Salesforce

The DriveWorks Salesforce plug-in extends a DriveWorks implementation by adding Salesforce CRM specific functions and tasks.

Installation

Once downloaded double click the DriveWorks-SalesforceIntegration-[Version Number].msi file to begin the installation process. DriveWorks and SolidWorks should be closed while installing the plug-in.

Once installed the plug-in is automatically loaded in DriveWorks.

Uninstall

The plug-in is uninstalled from Windows Programs and Features, and will be listed as DriveWorks Salesforce Integration [version number].

DriveWorks should be closed and restarted once the plug-in has been uninstalled to remove it from the plug-in list in the DriveWorks settings.

Account Login

Account login information is passed to the plugin via variables. The account must be authenticated on the client machine before a valid connection can be established.

Required Variables:

  • SalesForceUserName - Username (usually email account).
  • SalesForcePassword - Password of account concatenated with the authenticated security token.
  • ConnectToSalesForce - Boolean (True to connect).

Optional Variables:

  • SalesForceWebAddress - If a valid web address is provided then the plugin will try to connect to this address. Otherwise the default SF production site is used. This variable is usually used for connecting to sandbox instances. (e.g. https://test.salesforce.com/services/Soap/u/35)

User Defined Functions

Once the Salesforce plug-in is installed the following user defined functions will be available from the rule builder.

FunctionFunctionFunction
SFConnectionStatusSFCurrentlyLoggedInSFGetAccountDetailByID
SFGetAccountDetailByIDForSpecificFieldsSFGetAccountDetailByNameSFGetAccountDetailByNameForSpecificFields
SFGetAccountsSFGetAllAccountsWithDetailSFGetAllContactDetailForAccountByID
SFGetAllContactDetailForAccountBynameSFGetContactNamesForAccountByIDSFGetContactNamesForAccountByName
SFGetObjectDataSFGetObjectFieldDataSFGetObjectList
SFGetPicklist

Specification Tasks

Once the Salesforce plug-in is installed the following specification tasks will be available from the toolbox (available when creating Specification Macros or editing the Specification Flow).

TaskTaskTask
Create a New Account in SalesforceCreate a New Attachment in SalesforceCreate a New Contact in Salesforce
Create a New Entry in Salesforce for a Named EntityCreate a New Opportunity in SalesforceCreate a New Opportunity Line Item in Salesforce
Create a New Price Book Entry in SalesforceCreate a New Product in SalesforceCreate a New Quote in Salesforce

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