Salesforce.com - MS Dynamics C5

Overview

• Rapidi offers a standard solution for Integrating Salesforce.com and MS Dynamics C5.
• The standard solution consists of a predefined setup of a number of Transfers in your Rapidi service.
• In addition to this, you can chose to install a Salesforce.com application called SalesHistory3 that contains Salesforce.com objects to hold Posted Invoices and Customer Ledger Entries (visible on the Salesforce.com Account object).
• In general, the standard solution has been designed to cause a minimal change in your MS Dynamics C5.

 

Below is a link to install the SalesHistory3 Application:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYX

 

The following link is for sandbox installation:

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYX

 

Changes needed to accommodate the standard transfer setup for a solid C5-SDFC integration.

• Add extra field to following objects in SDFC:

SFDC Object	Fieldname	Data Type	Length	External ID	Remarks
Account	C5ID__c	Text	15	Yes	field to contain RECID from MS Dynamics C5
Account	New_Account_Number__c	Autonumber	-	-	Autonumber field to contain a Number to be used as Customer No. in C5

• New Objects in SDFC: Refer to the link above to install Rapidi's SalesHistory3 objects in Salesforce.com to transfer posted invoices and customer ledger entries to Salesforce.com
• We also have an add-on to the SalesHistory3 app in Salesforce.com to contain a copy of all Sales Orders from MS Dynamics C5. Below is a link to install that Application (it currently requires a password, so please ask us to help you install it - also please note, that default transfers have not been created for these objects):

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYc

 

and a link for Sandbox installation:

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYc