Getting Started with RenderDraw

RenderDraw is a Salesforce application that enables visual interaction across many digital mediums for any object or app in Salesforce.

To get started with RenderDraw, consult with our architects for a personalized guide or follow the guide below

1 - Installation

RenderDraw is a native Salesforce application, requiring a standard installation using the install link provided with your welcome email. Follow the guide to install in your Sandbox environment to setup RenderDraw, then repeat for other environments such as production.

Installation

2 - Define your visual interaction use case

RenderDraw provides several components to enhance the Salesforce experience by adding interactive visual aids. Now it's time to decide where to start with your first interaction. If you are already aware of your direct use case e.g. 3D Visualization for a CPQ configuration, this section can serve as inspiration for other potential use cases for your Salesforce orgs to ensure you get the most value out of your RenderDraw experience.

Logical flow

In order to plan out your use of RenderDraw, it would make sense to understand what components we have to offer. Follow this flow to understand which components and use cases you should focus on during your setup of RenderDraw.

General information for setup of RenderDraw

RelationshipsSupported FormatsPerformance ConsiderationsDevelopment Resources

3D Use Cases

Supported FormatsVisual Scene SetupProduct VisualizationSetup of CAD Conversion

2D Use Cases

2D2D Admin Guide (Clicks, not Code)

3 - Configure and Setup

Adding Components to your Lightning PagesWhy Metadata Matters

4 - Replicate and Maintain

Setup Metadata Relationships for your drawings

Copy your settings from one record to another by setting up relationships and fallbacks based on unique ids. Look at this migration guide and the Record Lookup component documentation for more information