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SalesForce

 

We are few days from the release of this integration.

It is not available yet.

Thank you for your patience while we finalize this integration.

 

 

Video

 

 

Details

SalesForce is a third-party software for Customer Relationship Management services. This integration with SalesForce offers: 

 

  • The ability to export SI Projects to SalesForce
  • Elimination of double data entry and making it easier to manage projects that were originally designed in D-Tools.
  • Salesforce’s robust functionality can be leveraged to create automation, reports, and processes to streamline your sales process.
  • Capture all the critical information when designing a project with D-Tools SI software in Salesforce with this connector.
  • Concentrate all your contact data in a database designed for outreaches

 

Pricing

This is a paid integration, offered as a subscription by the developer of this integration, Ennube Solutions. The subscription (per company) is $100 per month (or $1020 per year), and it can be purchased directly at the SalesForce Marketplace. 

 

This integration is only available for Software Assurance (SA) Subscribers. Please also note it is only supported by the latest versions of D-Tools SI (2017R3 and 2018).

 

Access

Please request access to the integration by sending an email to api@d-toolshelp.com prior to perform the setup. D-Tools will enable the access to your specific account within 24 hours.

 

Please also purchase the integration (D-Tools Connector) directly at SalesForce Marketplace.

 

Initial Setup

In order to use this integration, you must first set it up. This is a one-time setup. You will need an active SalesForce account and have purchased the integration on the SalesForce marketplace to proceed.

 

1. In SI, go to Start->Control Panel, then open "Manage Integrations".

 

Important note: If this feature is not available, please send an email to api@d-toolshelp.com requesting access to this particular integration, and we will enable it for you. Please note you must be on SI 2017 or SI2018 and subscribing to Software Assurance (SA) to access this feature.

 

If using SI 2017:

SI2017 Manage Integrations.JPG

 

 

If using SI 2018

SI2018 Manage Integrations.JPG

 

 

2. Select SalesForce, then click the "View API Key" link

Manage Integrations.JPG

 

3. Click the [Copy] button to copy your API Key and then close these windows.

 

4. Login to your Salesforce instance with the d-Tools SI Connector installed.

 

5. Go to the D-Tools Configuration tab in the Org. This tab shows you 3 steps to sync with your D-Tools Account.

 

D-Tools Configuration.png

 

1- D-Tools Credentials:

Please provide the Endpoint URL and the API Key.

Endpoint Url. Please type or copy/paste: https://api.d-tools.com/SI

API Key - See the Previous Section on how to find API Key

 

Here is a screenshot:

1.JPG

 

2- Batch Configurations

Each of these records contains Name, Page Size and a Callout Limit fields.

Please enter the following:

  1. Name - COProjects, Page Size - 10, Callout Limit - 10

  2. Click on Add more configurations

  3. Name - Projects, Page Size - 10, Callout Limit - 10

  4. Click on Add more configurations

  5. Name - Catalogs, Page Size - 10, Callout Limit - 10

 

Here is a screenshot:

2.JPG

 

3- Start Batches

Please click on "Start Scheduler". This will enable the Sync, which will be automatically triggered every 5 minutes.

3.JPG

 

 

For additional details, please visit the Ennube Solutions Support Page: ennube.solutions/support

 

Exporting Projects & Projects Change Orders

The way this integration feature works with SalesForce is that you will export SI Project data and then import that data into SalesForce.

 

D-Tools Side:

  1. For Projects, from the Project Explorer, please select the Project (or Projects) you wish to export and then click the Integrations tab, then on the [Export] button:

5.JPG

 

       For Change Orders, from the Compare Editor, click the Integrations tab, then on the [Export] button:

 

  1. This will open a window showing all of your integrations. Click the checkbox next to SalesFoce and then the [Export] button:

 

  1. You will get a confirmation once the Project or Change Order has been exported:

 

Sales Force Side:

   1. Please wait for up to 5 minutes (usually less), or click on "Start scheduler" on the D-Tools Configuration, as explained on the "Initial Setup" section of this instructions.

 

   2. Check if your settings are showing all Opportunities

4.JPG

 

   3. Click on the Opportunity that was created

6.JPG

 

Exporting Products

The way this integration feature works with SalesForce is that you will export SI Products into SalesForce.

 

D-Tools Side:

  1. From the Product Explorer in SI, select the Product (or Products) you wish to export and then click the Integrations tab, then on the [Export] button:

 

   2. Give a name to the Catalog export that you are exporting. In this example, we are exporting all HDMI Cables from D-Tools to Salesforce. 

     7.JPG

 

   3. This will open a window showing all of your integrations. Click the checkbox next to SalesFoce and then the [Export] button:

   

   4. You will get a confirmation once the Project has been exported:

 

Sales Force Side:

   1. Please wait for up to 5 minutes (usually less), or click on "Start scheduler" on the D-Tools Configuration, as explained on the "Initial Setup" section of this instructions.

 

   2. Check if your settings are showing "All Catalogs"

8.JPG

 

    3. The items are now in Salesforce

9.JPG

 

If you have any additional questions, please send an email to api@d-toolshelp.com 

 

 

 

 

 

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