No extra fields are required in Microsoft Dynamics Great Plains (GP), all corresponding Salesforce ID will be stored in Rapidi configuration via the Link Storage functionality or the Mirror Technology.
Add extra fields to the following objects in Salesforce whichever is applicable:
| SFDC Object | Fieldname | Data Type | Appplicability | Remarks |
| Account | Legal_Entity__c | Picklist | Customer integration | Field that contain a list of abbreviation for the GP Company name. Used to specify what GP Company this Account belongs to. Only needed if you have more than one Company in GP. |
| Account | Transferred__c | DateTime | Customer integration | Datetime field to contain a timestamp that can be used as filter to not transfer the same Account twice and as information of when this Account was transferred from SDFC to GP |
| Account | Transferred_Ship_Address__c | DateTime | Customer integration | Datetime field to contain a timestamp that can be used as filter to not transfer the shipping address twice and as information of when the shipping address was transferred from SDFC to GP. |
| Invoice | Bill_To_Code__c | Text15 | Sales history integration | This will be used to indicate the billing address code used for the invoice. |
| Sales Order | Bill_To_Code__c | Text15 | Sales order integration | This will be used to indicate the billing address code used for the order. |
| Sales Line | Document_Type_No__c | Text5 | Sales order (line) integration | This will be used to indicate the document type no. on sales order line, part of the key that is required in order line deletion. |
| Sales Line | CMPNTSEQ__c | Text5 | Sales order (line) integration | This will be used to indicate the CMPNTSEQ on sales order line, part of the key that is required in order line deletion. |
| Opportunity | Transferred__c | DateTime | Opportunity integration | Datetime field to contain a timestamp that can be used as filter to not transfer the same opportunity twice and as information of when this opportunity was transferred from SDFC to GP |
| Opportunity | AccountNumber__c | Formula/Text | Opportunity integration | This will be used to indicate that the opportunity is associated to an account that is a GP customer (ie. has GP customer number) |
| Opportunity | GP_SOP_Number__c | AutoNumber | Opportunity integration | This will be used as sales order number that will be created in GP. |
Sales history integration
This is applicable for sales history integration.
Install new objects (SalesHistory3) in Salesforce.com to transfer Sales Transaction History and Receivables Management Open/History File from Microsoft Dynamics Great Plains (GP) to Salesforce.com.
Below is the link to install the SalesHistory3 application in Salesforce production instance:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYX
Below is the link to install the SalesHistory3 application in Salesforce sandbox instance:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYX
Sales order integration
This is applicable for sales order integration.
Install an add-on to the SalesHistory3 app in Salesforce.com in order to transfer a copy of open sales orders from Microsoft Dynamics Great Plains (GP) to Salesforce.com.
Below is the link to install the add-on in Salesforce production instance:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYc
Below is the link to install the add-on in Salesforce sandbox instance:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYc