The DataLink can be configured to copy information from QuoteWerks into salesforce.com opportunity fields when QuoteWerks creates or updates a salesforce.com opportunity. You can do this on the salesforce.com Opportunity level with the EventAction of "CRMOppHeader_CreateUpdate". Information can also be copied at the line item level when QuoteWerks is creating/updating salesforce.com Opportunity product items using the EventAction of "CRMOppItem_CreateUpdate".
The DataLink is bi-directional, so after you create/update the Opportunity in salesforce.com, you can set up a DataLink mapping to copy information from the salesforce.com Opportunity back into the QuoteWerks quote. You can do this at the Opportunity level and also the Opportunity product items level, enabling you to update QuoteWerks line-item columns with information from the salesforce.com Opportunity or Opportunity product items.
Custom fields listed in the DataLink mappings will show the actual field names with the "__c" postfix rather than field ids. If you are updating to Version 5 Build 5 from an earlier QuoteWerks version, you will need to re-setup any DataLink mappings that mapped data to or from a salesforce.com custom field to use their new "__c" name.
Setup
To setup the DataLink, click on Contacts-> Setup Contact Manager menu selection. Highlight (if not already highlighted) salesforce.com and click on the [DataLink Setup] button on the right hand side of the window.
The DataLink Setup window will open. If you have not created a DataLink yet, the field will be blank:
Create, Edit, Delete DataLinks
The three icons on the top left of the window will allow you to create (
), edit (
), and delete (
) DataLinks.
Creating a new DataLink
Step 1: Click on the create () button.
Step 2: On the next window (DataLink Mapping), change the first drop-down menu to:
a) RetrieveSoldTo, RetrieveShipTo, RetrieveBillTo to pull information from salesforce.com into QuoteWerks when selecting a contact
b) CRMOppHeader_CreateUpdate to update the salesforce.com opportunity with information from a QuoteWerks field
c) CRMOppItem_CreateUpdate to update the salesforce.com opportunity line items with information from a QuoteWerks field
Step 3: Under the External System ID field, change the drop down to SF (if you select one of the CRMOpp options from the previous step, only SF will be available).
Step 4: On the next field of Assign Field Mapping click on the radial button:
a) Read into QuoteWerks to PULL salesforce.com field data from salesforce into QuoteWerks
b) Write out to External System to PUSH data from a QuoteWerks field to a salesforce.com field
Important: If you have selected RetrieveSoldTo, RetrieveShipTo, RetrieveBillTo under the Event/Action/Context drop down, the option Write out to External System will be grayed out. |
Step 5: If you selected Read into QuoteWerks, click on the External System Field as Source to specify the salesforce.com field to pull the data from into QuoteWerks. On the QuoteWerks field as Destination select which QuoteWerks field you want the mapped data from salesforce.com to populate.
If you are using the Write out to External System option, choose the QuoteWerks field you want to use as a source and then choose the salesforce.com field that should be populated with that data.
Step 6: Click [Ok] to complete the DataLink Mapping.
Editing an existing DataLink
To edit an existing DataLink, highlight the link and click on the edit () button. This will open the DataLink Mapping window and allow you to change any of the fields previously set for that DataLink.
Deleting an existing DataLink
To delete an existing DataLink, highlight the link and click on the delete () button. This will remove that specific DataLink from your system. Please note, this cannot be undone.
Disabling a DataLink
Disabling a DataLink will let users disable the DataLink from working without having to remove the link. This is very useful if you need to stop a DataLink from working for a period of time, but do not want to remove it from the DataLink list.
To disable a DataLink, highlight the DataLink and click on the checkbox for Disable DataLink. Uncheck it to re-enable the DataLink.