Getting Started

This document is a work in progress

To configure a Propel instance you need:

The base API path of your Propel cloud instance which is of the form: https://{propel-instance}.my.salesforce.com
Propel uses the OAuth 2.0 protocol to authenticate, therefore, a code grant url (OAuth Url), a refresh token url (OAuth token Url), a Salesforce Connected App Consumer Key (OAuth Client ClientId) and Consumer Secret (OAuth Client Secret), and the OAuth Scopes need to be supplied, they are of the form:
- OAuth Url: https://{propel-instance}.my.salesforce.com/services/oauth2/authorize
- OAuth token Url: https://{propel-instance}.my.salesforce.com/services/oauth2/token
- OAuth Client ClientId: The Salesforce Connected App Consumer Key from the previous step
- OAuth Client Secret: The Salesforce Connected App Consumer Secret from the previous step
- OAuth Scopes: full api web refresh_token offline_access

Login on the application
Navigate to Data Sources
On the right > Select Propel > Add
Update the Server Url with your instance's url, then click on the UPDATE button
Click on the configure button
On the first tab Authentication, select the OAuth 2.0 authentication type then enter the OAuth credentials
On the second tab BOM Configuration, select the preferred BOM child revisions selection option
Click the Save button
Click the Authenticate button

Navigate to Property Mapping
After creating/adding your Property Mappings from your primary/CAD source, select the corresponding Propel property from the drop down selection boxes.

In the current implementation of the SharpSync Propel Module:

New Propel items are are already created with at least a Name and Category prior to exporting to SharpSync.
Existing Propel item Names or Part Numbers (Propel property name: "Name") cannot be edited.
Existing Propel item Categories (Propel property name: "PDLM__Category__c") cannot be edited.

Last updated 18 days ago