Salesforce Integration

Opportunity Created.
Workflow Starts.
Proposal Sent.

RenderDraw connects directly to Salesforce via OAuth 2.0. Read Opportunity data, pull CPQ pricing, write approved quotes back to Salesforce records, and trigger entire RFP and takeoff workflows automatically when a Salesforce event fires.

Connect Salesforce → All Providers

Supported Objects

Every Core Salesforce Object.
Read and Write.

RenderDraw workflows can read from and write to the following Salesforce objects. Custom objects are also supported — any object visible to the authenticated user is accessible in workflow blocks.

Opportunity

Read opportunity name, stage, amount, close date, owner, account. Write updated stage, close probability, and custom fields. Trigger workflows on stage change.

Read Write Trigger

Quote

Read quote lines, pricing, discounts, pricebook. Write approved quote line items from workbook output. Sync quote status back to workflow on customer acceptance.

Read Write

Order

Read order products and shipment details. Trigger post-order workflows (e.g., create a BOM extraction workflow when an order is confirmed).

Read Trigger

Product & Pricebook

Query product catalog, pricebook entries, and list prices. Map Salesforce product codes to workbook rows for automatic pricing in takeoff and RFP workflows.

Read Datasource

Account & Contact

Pull account industry, billing address, primary contact, and custom account fields. Include in RFP response headers and proposal templates automatically.

Read

Custom Objects

Any custom object visible to the connected user. Field selection uses the same SOQL-path syntax as standard objects. Supports lookup relationship fields.

Read Write SOQL paths

Salesforce CPQ

Pull Live Pricing.
Push Approved Quotes.

RenderDraw's Salesforce CPQ integration reads pricing rules, product catalog, and pricebook entries at workflow runtime — ensuring every takeoff and RFP workflow uses the current approved pricing, not a stale export.

Pricing rules — RenderDraw queries CPQ pricing rules for each product in the workbook and applies discounts, volume tiers, and contract pricing automatically
Product catalog — Search and resolve product codes to CPQ records. Map workbook material types to Salesforce product families.
Quote generation — When a workbook is approved at a human gate, RenderDraw creates or updates a Salesforce Quote with the approved line items, quantities, and pricing
Quote to Order — Optionally trigger the Salesforce quote-to-order process on workflow completion

CPQ Datasource Block

{
  "type": "datasource",
  "provider": "salesforce-production",
  "action": "cpq_price_products",
  "input": {
    "opportunityId":
      workflow.trigger.opportunityId,
    "products":
      workbook.rows.map(r => ({
        productCode: r.product_code,
        quantity: r.quantity
      }))
  },
  "output": {
    "mapTo": "workbook",
    "columns": {
      "unit_price": "$.unitPrice",
      "discount_pct": "$.discountPct",
      "total_price": "$.totalPrice"
    }
  }
}

B2B Commerce

Automate Order
Workflows from B2B Commerce.

RenderDraw connects to Salesforce B2B Commerce to trigger post-order workflows. When a B2B buyer places an order, RenderDraw can automatically initiate a CAD-to-quote workflow, generate a technical datasheet, or kick off a manufacturing BOM extraction.

Listen to B2B Commerce order events via Salesforce Platform Events
Read order products, buyer account, and custom order fields
Trigger takeoff or RFP workflows automatically based on order type or product family
Write workflow output (e.g., generated PDF datasheets) back to the order record as file attachments

B2B Commerce Order Workflow

1. B2B buyer places order for 5 custom industrial units

2. Platform Event fires → RenderDraw workflow triggered

3. CAD files for the 5 product SKUs are retrieved and converted to GLB

4. Technical datasheet PDFs generated with 3D viewer links

5. PDFs attached to B2B Commerce order record. Buyer notified.

Event Triggers

Salesforce Events
That Start Workflows.

Configure any of the following Salesforce events to automatically trigger a RenderDraw workflow. No polling required — events fire via Salesforce Platform Events within seconds of the change.

New Opportunity Created

Trigger an RFP preparation workflow immediately when a new Opportunity is created. Pull the account's past quote history from your knowledgebase and pre-populate the workbook.

Stage Change

When an Opportunity moves to Proposal/Price Quote, trigger the full RFP automation workflow. When it moves to Closed Won, trigger a BOM handoff workflow to engineering.

Quote Approved

When a Salesforce CPQ Quote is approved by the pricing manager, trigger the proposal generation and DocuSign delivery workflow. No manual handoff required.

Opportunity Created. Workflow Starts. Proposal Sent.

Every Core Salesforce Object. Read and Write.