This article shows how end users will experience the ArcSite - Salesforce integration.
Here is a high level overview of the integration.
Pushing Project and Project Information from Salesforce
From a Salesforce opportunity, the end user can either select an explicit button or alternatively the push to ArcSite can be coded to automatically occur.
The newly created ArcSite project will:
Have a name based on a pre-defined naming convention
Contain client details such as name, address and other identifying information
Be assigned to a specific ArcSite user account
Pushing ArcSite Documents and Products to Salesforce
Once the end user has accessed this project and completed his work in ArcSite, he can push the diagram and any output documents back to Salesforce by uploading the work to the ArcSite cloud.
Uploads can be accomplished by:
Generating a proposal or other output document.
Tapping the Publish Drawing icon in the top right corner of the drawing canvas.
How It Works:
The latest Drawing PDFs are generated and automatically pushing to Salesforce, replacing any existing files.
Manually Pushing the Line Items and Pricing
When the end user clicks the Export button in the app, as part of the create a proposal workflow, a Do you want to push this proposal to Salesforce? pop-up appears
If "Yes" is selected the push of the line items and pricing will occur.
Alternatively, a correctly permissioned account (needs to have Project Manager access level) can click on the Send to Salesforce button in the Takeoff & Estimate Tab on the drawing detail page of the user site.
How It Works:
ArcSite pushes the corresponding drawing line items data to OpportunityLineItems of the Salesforce opportunity.
Automatic push of a Signed Proposal to ServiceTitan
When this automatic push occurs
The push is automatically triggered at the following two points:
After uploading a “Signed on Device” Proposal in the app.
When the eSign process is complete, and the Proposal status changes to “Online Approved.”
How are the files named
• Signed on Device: {Proposal Name} - Signed on Device.pdf
• eSigned: {Proposal Name} - eSigned.pdf
Where does the signed Proposal get placed
In the Salesforce Opportunity Notes & Attachments
