Propel

This document is a work in progress

Propel is a cloud ERP available from salesforce. Please also see (https://www.propelsoftware.com/)

To configure a Propel intance 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 Datasource

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

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.