Please consult the Online Help File for the most up to date information and functionality.
The DriveWorks Salesforce Powerpack 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.
Required Variables:
Please see Salesforce Help and search for Reset Your Security Token, for more information.
Optional Variables:
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).