DriveWorks Pro 20

Salesforce PowerPack

Salesforce PowerPack

The DriveWorks Salesforce Powerpack 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].

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.
  Salesforce generates security tokens based on a computers IP address. Therefore the security token must be requested on the same machine you wish to use the plugin from.

  Please see Salesforce Help and search for Reset Your Security Token, for more information.

• 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.

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).