Getting Started

This document is a work in progress

Configuration

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, a refresh token url and the OAuth scopes need to be supplied, they are of the form:

  • Code Grant URL: https://{propel-instance}.my.salesforce.com/services/oauth2/authorize

  • Refresh Token URL: https://{propel-instance}.my.salesforce.com/services/oauth2/token

  • Scopes: full api web refresh_token offline_access

Setup Propel Data Source

• Login on the application

• Navigate to Data Sources

• On the right > Select Propel > Add

• Click 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

Setup Propel Property Mappings

• 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.

Notes:

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.