Please consult the Online Help File for the most up to date information and functionality.
The DriveWorks Salesforce plug-in extends a DriveWorks implementation by adding Salesforce CRM specific functions and tasks.
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.
The plug-in is uninstalled from Windows Programs and Features, and will be listed as DriveWorks Salesforce Integration [version number].
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.
Please see Salesforce Help > Docs > Reset Your Security Token for more information.
Once the Salesforce plug-in is installed the following user defined functions will be available from the rule builder.
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).
|Create a New Account in Salesforce||Create a New Attachment in Salesforce||Create a New Contact in Salesforce|
|Create a New Entry in Salesforce for a Named Entity||Create a New Opportunity in Salesforce||Create a New Opportunity Line Item in Salesforce|
|Create a New Price Book Entry in Salesforce||Create a New Product in Salesforce||Create a New Quote in Salesforce|