QuoteWerks Help > CHAPTER 9: Contact Management Integration > Salesforce.com Integration > Using the Salesforce Integration > Writing Information Back to Salesforce.com > Creating or Updating a Document Attachment in Salesforce.com

Important: Please note this feature is only available in the original interface with salesforce.com. If you have upgraded to the Lightning interface, this feature is not available.

When saving a document, the “Create or Update document attachment” checkbox will appear on the Save window.

Note:

The Create or Update document Attachment checkbox will NOT appear if you are saving a quote template. The Create or Attach to Opportunity checkbox will be checked and disabled if the Look for synchronized data in dtf files option is set.

If you check this option, an attachment record that refers to the document you are saving will be created (or updated) under the salesforce.com Opportunities Notes & Attachments heading.

When using salesforce.com, you can choose to open this attachment clicking on the “View” link. It will launch QuoteWerks and open the document.

When you open the attachment and the document does not exist in your installation of QuoteWerks, it will be automatically imported. In order for it to be automatically imported, the Look for synchronized data in dtf files option on Synchronization tab of the Tools -> Options menu must be checked.