RenderDraw Documentation
  • About RenderDraw
    • What is RenderDraw?
    • RenderDraw Philosophy
    • Key features and benefits
  • Introduction
  • Getting Started with RenderDraw
    • Installation
    • Adding a RenderDraw License to a user's account
    • RenderDraw Permission Sets
      • Using user access policies for automated permission set & License Assignment
    • Relating Drawings to a Salesforce Record
    • CAD Conversion
      • Setup of CAD Conversion
      • UI CAD Conversion for Salesforce for Salesforce Admins
      • Version 1
        • CAD Conversion API (Direct Use)
          • Example input for Conversion
      • Version 2 (proposal)
        • Purpose
        • Sample File Input Conversion
  • Diving deeper
    • RenderDraw Architecture
      • RenderDraw Components
      • Storage of your Drawings
        • Connecting to your drawings
      • Supported Formats
    • Relationships
      • Why Metadata Matters
        • Advanced Metadata Relationships
          • Child Lookup
          • Parent-Child Relationships
      • Record Management
        • Scene Settings
    • Performance Considerations
    • Development Resources
    • Using Components on LWR Digital Experiences
    • Utilizing Interactions within Lightning Flow
    • Fixing Common Issues
  • Usage Scenarios
    • Use Cases
      • 2D
        • Part Finder
          • Data Setup for B2B
            • Choose where you want to display your Product Catalogs
            • Setup Field on Catalog Object
            • Setup Group and Files
          • Parse PDF Catalogs to attach images
          • Base setup for initial catalog page
            • Sharing of Files
            • Clone Pages
          • Create Callouts for Parts
          • Utilize OCR to highlight callouts
          • Optionally show inventory or availability based on data
          • Create Interactions for hover and click actions
          • Create a reusable, connected Datatable
        • Custom 2D App Development using Salesforce
        • 2D Admin Guide (Clicks, not Code)
          • Setting your object up for 2D visuals
          • Setup 2D Scene Settings for a record
          • Add a background image to your scene
          • Adding Droppable Areas and Drop Zones to a Scene
          • Adding Draggable Items to a Scene
          • Relating Components to Salesforce Data
          • Add a DataSource to a 2D scene to bind data
          • Adding Layout Drawing menu to your component (Floorplan & Spatial Drawing)
          • Linking your clicks to Actions / Flows
          • Visual Rules engine
          • Hover Actions and Popovers
          • Change your Layout Drawing visuals based on Salesforce Data in a DataSource query
          • Enable users to take snapshots
          • Show additional Drawings with your 2D Canvas
          • Use Color Selection to add clickable regions to your 2D Scene
          • Use OCR to add Clickable regions to your 2D scenes.
            • Enable Azure OCR in your Remote Site settings & Metadata
            • Add Layout Areas using OCR
        • Data interaction within a Flow
          • Modifying Canvas with APEX
        • 2D User Guide
          • Take a snapshot
      • 3D
        • Admin
          • Adding Components to your Lightning Pages
          • Examples
            • Asset Management
            • Product Visualization
            • Setup for 3D Visual Configuration Scenarios
              • Salesforce CPQ
              • Conga CPQ
              • Custom Configuration Scenarios
            • 3D Product Photography
          • Setup 3D Scene
            • Visual Scene Setup
              • Interaction Events
              • Grouping
              • Labeling
              • Actions
              • Attributes (Look & Feel)
            • Configuration
              • Interaction Events
                • Action Items
                • Conditions
                • Steps
        • Developer
          • Custom 3D App Development using Salesforce
        • End-User Usage
          • View Related 3D Converted files on a record
          • 3D Annotations & Comments
      • CAD Conversion
        • CAD Conversion using Admin UI
          • Prior to getting started...
          • CAD Conversion UI within Salesforce
        • Automatic Conversion in Salesforce
          • Integration User
          • Remote Site Setting
          • Setup Connected App
          • Setup Custom Settings for Triggering Conversion
          • Test your Files
          • Extending the integration using Platform Events
      • RenderDraw Interactive Maps
        • Admin Setup
        • End User Usage
      • Other Apps
        • RenderDraw Data Utilities
          • Essentials
            • Swiper
            • Flow Image display
            • QR Code Generator
            • QR Code Scanner
          • Standard
            • 360º Virtual Tours
              • Administration
              • Usage
            • AnnotateIt! Images
              • Admin's Guide to AnnotateIt! components
              • Permissions / Authorization
            • Standalone Datatable
          • Advanced
            • AnnotateIt! PDF Editor
            • Parsing PDFs
            • CSV Importer
        • RenderDraw for Propel
          • Initial Setup
            • Common Issues
          • CAD Conversion & Visual Viewing
          • Annotate Item Attachments
        • MeasurePro (iOS App)
          • Creating a Deep Link to Launch with Parameters
      • Interacting with RenderDraw using Lightning Messaging Service (LMS)
        • Canvas Element Hovered
        • Canvas Element Selected
        • Canvas Initialized
        • Canvas Interaction
        • Record Selected
        • Code Example of Listening to LMS Events
  • API Documentation
    • 3D Components API
      • Events (Aura)
        • EVT_Renderer_Context_Details_Closed
        • EVT_Renderer_Element_Added
        • EVT_Renderer_Get_CameraPositionandTarget
        • EVT_Renderer_Get_Hierarchy
        • EVT_Renderer_Loaded
        • EVT_Renderer_Mesh_Selected
        • EVT_Renderer_Mesh_Selection_Cleared
        • EVT_Renderer_Select_Component
        • EVT_Renderer_Screenshot_Taken
      • Components (Aura/LWC)
        • 3D Interaction Canvas (LWC)
        • 3D Advanced Renderer (Aura)
        • 3D Scene Director (Aura)
        • 3D Simple Renderer (Aura)
        • 3D File Attachment Viewer (Aura)
    • 2D Components API
      • 2D Interaction Canvas
      • 2D Scene Director
    • Universal Components Used throughout the Suite
      • dynamicContentComponent_treeGrid
    • Data Objects used throughout the Suite
      • Canvas
      • BaseCanvasItem
      • LayoutWall
      • DropZone
      • DroppableArea
  • 👬Digital Twin
    • Digital Twin App
      • Setup
        • Steps to Setup Digital Twin Capabilities
        • RenderDraw Relationship Settings
        • Embedding Digital Twin Components
      • Asset Search
      • Digital Twin LWC Component
        • Custom Component Interaction with Renderer
        • Digital Experience Tips and Tricks
Powered by GitBook
On this page
  1. Usage Scenarios
  2. Use Cases
  3. CAD Conversion
  4. CAD Conversion using Admin UI

CAD Conversion UI within Salesforce

PreviousPrior to getting started...NextAutomatic Conversion in Salesforce

Last updated 2 years ago

1. Login to your Salesforce instance as an Admin with RenderDraw Admin Permission Set applied

2. Click on App Launcher

3. Click on View All

4. Click on the app "RenderDraw Tools & Settings"

5. The RenderDraw Settings App is loaded and by default the Data Utilities are selected

6. Let's get to converting, Click on CAD Conversion

7. This displays the CAD conversion wizard.

All files processed need to be compressed into a ZIP file. Each file call made counts as an API call to RenderDraw's server, and if multiple CAD files are present, each conversion will count as an API call.

8. Select your ZIP file, ours is "62CUNH.dwg.zip" from the file upload menu

9. Status messages are displayed based on the conversation happening between Salesforce and RenderDraw's API

10. Click on Download Converted File. This will download the ZIP file containing your converted, compressed files.

11. Verify the converted file is present in the unzipped folder, it's format will be .glb

12. Great! Now that we confirmed the conversion worked let's host this in Salesforce. Click on App Launcher

13. Type "files"

14. Click on option

15. Click on Upload Files

16. Select the file from the conversion. Ours was named 62CUNH.glb

17. Once uploaded, Click on the file name

18. Click on Show More

19. Click on View File Details

20. From the file details, copy the Content Document Id from the URL. We'll use this to set the scene.

21. Let's go to the record where we want this 3D. Click on App Launcher

22. This example, we'll use a Product to use this converted 3D file

23. Once you locate your record and you've added the 3D Scene Director component to your page, let's add the converted drawing to this visualization. Click on the Visualization tab, then the Attributes section.

24. Paste your Content Document into the Content Version Input. This input can accept either Content Documents or Content Versions Ids.

25. Click on Save Scene

26. Success! We saved the scene settings.

27. Once the component reloads, and on each subsequent loading of this visualization, the newly converted file will be displayed. Now you can use RenderDraw to set the scene around your newly converted CAD file


CAD Conversion
Click on the app "RenderDraw Tools & Settings"
Click on View All
Click on App Launcher
The RenderDraw Settings App is loaded and by default the Data Utilities are selected
Let's get to converting, Click on CAD Conversion
This displays the CAD conversion wizard.
Status messages are displayed based on the conversation happening between Salesforce and RenderDraw's API
Great! Now that we confirmed the conversion worked let's host this in Salesforce. Click on App Launcher
Select your ZIP file, ours is "62CUNH.dwg.zip" from the file upload menu
Verify the converted file is present in the unzipped folder, it's format will be .glb
Type "files"
Click on Download Converted File. This will download the ZIP file containing your converted, compressed files.
Click on option
Once uploaded, Click on the file name
Select the file from the conversion. Ours was named 62CUNH.glb
Click on Upload Files
Click on View File Details
Click on Show More
Let's go to the record where we want this 3D. Click on App Launcher
From the file details, copy the Content Document Id from the URL. We'll use this to set the scene.
This example, we'll use a Product to use this converted 3D file
Click on Save Scene
Once you locate your record and you've added the 3D Scene Director component to your page, let's add the converted drawing to this visualization. Click on the Visualization tab, then the Attributes section.
Paste your Content Document into the Content Version Input. This input can accept either Content Documents or Content Versions Ids.
Once the component reloads, and on each subsequent loading of this visualization, the newly converted file will be displayed. Now you can use RenderDraw to set the scene around your newly converted CAD file
Success! We saved the scene settings.