ms gp - sales force mapping
TRANSCRIPT
8/6/2019 MS GP - Sales Force Mapping
http://slidepdf.com/reader/full/ms-gp-sales-force-mapping 1/15
DBSYNC DATASHEET
Provide synchronization between Microsoft Dynamics GreatPlains to Salesforce. Data
Integration from GreatPlains to Saleforce is performed using DBSync where it is defined
a process under a profile.
Salesforce GreatPlains
Accounts and Contacts as Customer
Products as Items
Opportunity as Receivables Transactions ,
SOP Transactions
Use case• DBSync for Salesforce.com & GreatPlains provides an easy to use application to
synchronize Accounts, Contacts, Products and Opportunities to GreatPlains Customer,
Products and Transactions .
• The application provides a pre-built field map along with a flexible advance mappi
capability and configuration capability. The application also has an automatic onlineupdate so you never have to manually upgrade your application.
Customer Review
“ Even with salesforce.com, before installing DBSync .I had to field several call a day from our salespeople asking
"how much did we sell this customer and what did we sell them". Now they get this information directly from
salesforce.com. Also for the first time we have been able to implement a system where the salespeople are mak
collection calls on their own clients. This tool has made my life much simpler.
When installing and deploying it DBSync went the extra mile to make sure we were satisfied. This is no “shrink
wrapped” app; it will satisfy the most demanding customer.”- Gustavo Morles on BodyWell Nutrition
SIMPLIFY SALEFORCE AND GREATPLAINS INTEGRATION:
Salesforce.com to GreatPlains Bidirectional
Requirements:
Salesforce Adapter
GreatPlains Adapter
Provider:
DBSync
KEY BENEFITS
• Seamless transfer.
• Ability to implement
automated workflows
• Reduced turn-around
time.
8/6/2019 MS GP - Sales Force Mapping
http://slidepdf.com/reader/full/ms-gp-sales-force-mapping 2/15
DBSYNC DATASHEET
Process Map
Salesforce to GreatPlains.
GreatPlains to Salesforce
GreatPlains Salesforce.com
Customer Accounts
Customer Contacts
SalesInventory ProductsServices Products
Flat Fee Products
Discontinued Products
Kit Products
Misc Charges Products
Receivable Transaction(Without Line Item) Opportunity
SOP Transactions(With Line Item) Opportunity/LineItem
Salesforce s
Account Customer
Opportunity(Without Opportunity Line Item) Receivable
Transactions(Sales/Invoices,services/Repairs,CreditMe
Opportunity/Opportunity Line Item
SOP Transactions(Quote/Order/Invoice)
Product/PriceBook Sales Inventory/ Services/Discontinued/Kit/Flat Fee/D
Charges
8/6/2019 MS GP - Sales Force Mapping
http://slidepdf.com/reader/full/ms-gp-sales-force-mapping 3/15
DBSYNC DATASHEET
Business Process Flow
Salesforce to GreatPlain
GreatPlaindbsyncSalesforce
Customer to
Account/ContactAccount Customer
Contact
Product Product to Item(s)
Item(SalesInventorySer
vices ,Kit,FlatFee,Discontinued,Misc Charges..)
PriceBookEntry
Opportunity/Without Line Item
Opportunity/ LineItem
Opportunity toReceivable
Transcations
ReceivableTransactions
(Sale/
Invoices,Services/Repair,CreditMem
o,DebitMemos,Warranty,
Financecharges,Returns)
Opportunity toSales Order Transactions
SOPTransactions(Quote,Order,Invoice)
8/6/2019 MS GP - Sales Force Mapping
http://slidepdf.com/reader/full/ms-gp-sales-force-mapping 4/15
DBSYNC DATASHEET
GreatPlain to Salesforce
SalesforcedbsyncGreatPlains
Customer to
Account/ContactCustomer Account
Product to Item(s)
Item( Services,,Sales
Inventory,Kit,Flat
Fee,Misc
charges,Discontinued.)
PriceBookEntry
Opportunity
Opportunity Line
Item
Opportunity to
Invoice
SOP
Transactions(Quote,Order
,Invoice)
Contact
Product
Receivable
Transactions(CreditMemo,Services/
Repairs,Sales/
Invoices,Warranty,Finance
Charges,Returns) Opportunity
Opportunity
8/6/2019 MS GP - Sales Force Mapping
http://slidepdf.com/reader/full/ms-gp-sales-force-mapping 5/15
DBSYNC DATASHEET
Installation
Salesforce
1. Get the following App from AppExchange .
https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t9000000095Kh&crc=1
2. It asks for username and password of the Salesforce.com instance where you would like to install DBSync
GreatPlains Integration. The username and password should have the administrative privileges to install.
3. Next you should see the contents of the package in your Salesforce.com instance. Click on Next and then click on
Install and then Click on “Deploy Now” button.
4. Go to setup Create ‘Objects’ menu to see whether “Invoice” object has “deployed” status. If not, click edit
adjacent Invoice object, check on “Deployed”, and Save.
5. Go to setup Customize Account ‘Page Layout’ menu to add the “GPCustomerID” field on the page layout
Save the Account ‘page layout.’
Field Comments
GPCustomerID This field is used to store the GreatPlains Customer Number
6. Go to setup Customize Contact ‘Page Layout’ menu to add the “GPContactID”,”UniqueContactID” field o
the page layout. Save the Contact ‘page layout.’
Field Comments
GPContactID This field is used to store the GreatPlains Customer Number
UniqueContactID This is a formula field, which is used to ensure that no Contacts in Salesforce are
duplicates while syncing.
7. Go to setup Customize Opportunity ‘Page Layout’ menu to move “DOC ID”, ”GPTransaction”,”
GPTransactionID”,” TransactionType”,” Primary Contact” on the Page Layout.
Field Comments
DOC ID This field is used only for Sales Order Transactions. For every transaction the
value of the DOC ID needs to be as below:
SalesOrder Transaction – Invoice STDINV
SalesOrder Transaction – Quote STDQTE
SalesOrder Transaction – Order STDORD
GPTransaction This fields provides the type of transaction that needs to be created inGreatPlains from the Opportunity
TransactionType Based on the GPTransaction, the type of transaction can be selected in this field.
Primary Contact The contact of this field would be the Primary Contact for the Transaction in
GreatPlains
GPTransactionID This field stores the Document Number of the transaction in GreatPlains.
8/6/2019 MS GP - Sales Force Mapping
http://slidepdf.com/reader/full/ms-gp-sales-force-mapping 6/15
DBSYNC DATASHEET
8. Create a new field of type “Auto Number” under Setup Customize Opportunity Fields. Set the properties
the field as below.
o Field Label = Auto Doc Number
o FieldName = Auto_Doc_Number
o Display format = DBSYNC{000000}
o Starting Number = 1
You can check the box “Generate Auto Number for existing records”9. Move Invoices from the Opportunity Related List to the page layout. Go to setup Customize Opportunity
‘Page Layout’ .Click on Invoices in the Related List Section and hit “edit properties” button. Select columns as
Invoices, Invoice number, Total Invoice Amount, Payments, Balance, Days Outstanding, and Transaction Date. Se
the picture below for the column sequence:
Save the opportunity ‘page layout’.
10. Go to Setup Customize Product ‘Page Layout’ to move ‘GPProductID, ‘Location Code, ‘Product Type’ an
‘Unit Of Measurement’,’PriceLevel’, ‘Class ID’ and ‘Currency ID’ field to the Product layout.
Field Comments
GPProductID This field is used to store the GreatPlains Item Number
Location Code This field holds the Location Code’s which are set up in the GreatPlains. By
Default we have few locations and you can update the field with the values of
your GreatPlains setup.
ProductType This fields specifies the type of Item in GreatPlains
Unit of Measurement This field holds the Unit of Measurement list of your GreatPlains. By Default we
have few units and you can update the field with the values of your GreatPlains
setup.
8/6/2019 MS GP - Sales Force Mapping
http://slidepdf.com/reader/full/ms-gp-sales-force-mapping 7/15
DBSYNC DATASHEET
PriceLevel This field holds the PriceLevel list of GreatPlains. By Default we have few
PriceLevels and you can update the field with the values of your GreatPlains
setup.
ClassID This field holds the Class ID’s of GreatPlains. By Default we have few Class’s and
you can update the field with the values of your GreatPlains setup.
Currency ID This field holds the Currency IDs of GreatPlains. By Default we have few
Currencies and you can update the field with the values of your GreatPlains
setup.
At this point, you have successfully completed your Salesforce.com instance setup.
GreatPlains Setup
1. Install and setup Microsoft Dynamics GP 10.0
2. Install and setup SQl Server Management Studio.
3. Install and setup eConnect SDK.
Dbsync Installation and Setup
1. Download the DBSync exe file from the link of your email from DBSync Team and Install it.
Installation steps:
a.Run the Setup wizard
8/6/2019 MS GP - Sales Force Mapping
http://slidepdf.com/reader/full/ms-gp-sales-force-mapping 8/15
DBSYNC DATASHEET
b.Click on Next and select I accept the agreement.
c.Click on Next and Enter Destination Location.
8/6/2019 MS GP - Sales Force Mapping
http://slidepdf.com/reader/full/ms-gp-sales-force-mapping 9/15
DBSYNC DATASHEET
d. Select Start menu Folder.
e. Set Additional task.
8/6/2019 MS GP - Sales Force Mapping
http://slidepdf.com/reader/full/ms-gp-sales-force-mapping 10/15
DBSYNC DATASHEET
f. Click on Install.
8/6/2019 MS GP - Sales Force Mapping
http://slidepdf.com/reader/full/ms-gp-sales-force-mapping 11/15
DBSYNC DATASHEET
Click on Finish
At this point, you have successfully completed your Dbsync Installation on your Desktop. If you have selected theoption ‘Set DBSync as Service’, then DBSync would be running as a Windows Service in the background. If you have no
opted to select this, then you can start DBSync from your Start Up Program Files DBSync Integration Suite.
Dbsync Configuration
1. Login into dbsync by following the http://localhost:8080/dbsync2/login.m in your internet browser. You can
provide the username and password which is been provided to you.
2. Go to Library Section and add the template SalesforceGreatPlains:BiDirectional.
8/6/2019 MS GP - Sales Force Mapping
http://slidepdf.com/reader/full/ms-gp-sales-force-mapping 12/15
DBSYNC DATASHEET
3. Enter eConnectport (Default: 18888), Datasource, Dbname and click on save properties.
Examples:
Datasource : DESKTOPUSERNAME\MSSQLSERVER2008
Dbname : <<Your GreatPlains Company Database name. >>
3. Click on Validate to check wether the connection properties are valid or not.
4. Click on Continue and Enter Username and password. Make sure you enter your Salesforce Security Token at th
end of the password.
8/6/2019 MS GP - Sales Force Mapping
http://slidepdf.com/reader/full/ms-gp-sales-force-mapping 13/15
DBSYNC DATASHEET
5. Click on save properties .After this click on validate to check wether the connection properties are valid or n
If you have problems setting up, please go to
1. Salesforce setup - http://www.appmashups.com/dbsyncwk/index.php?title=Dbsync:Adapter_Salesforce
Note:
Once you have configured DBSync, you can go for Advanced Properties and click on Run button to perform th
sync.
Profile Setup
Salesforce Adpater
Configuration Instructions
Username <<Username>>
Password <<Password>>
EndPoint https://www.salesforce.com/services/Soap/u/14.0
Transport.compression True/False
Sid As Applicable
ProxyHost If you use a proxy server then put <<proxy ip or host>>
ProxyPort If you use a proxy server then put <<proxy port>>
ProxyUserName If you use a proxy server then put <<proxy username>>
8/6/2019 MS GP - Sales Force Mapping
http://slidepdf.com/reader/full/ms-gp-sales-force-mapping 14/15
DBSYNC DATASHEET
ProxyPassword If you use a proxy server then put <<proxy password>>
acceptGzip As Applicable
sendGzip As Applicable
GreatPlains Adapter
Configuration Instructions
eConnecturl The port on which the eConnectProxy Connector would work on. Default value
would be of 18888.
Datasource Provide the SQL Server Connection Source details.
Dbname Provide the GreatPlains SQL Server Database Name.
Advanced Properties
Configuration Instructions
Log Level According to requirements.
Email Email address to receive logs. Multiple email addresses should be separated withcommas.
Process Definition Filename
Configuration Instructions
Process Name Name of the process definition file to create
Select Process File Upload of a process from an appropriate location in local drive.
8/6/2019 MS GP - Sales Force Mapping
http://slidepdf.com/reader/full/ms-gp-sales-force-mapping 15/15
DBSYNC DATASHEET
Copyright @ 2010, DBSync LLC and/or its affiliates. All rights reserved. This document is provided for information purpose only, a
the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor is it subject to an
other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of
merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no
contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or
transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission.
DBSync is a registered trademark of DBSync LLC and/or its affiliates. Other names may be trademarks of their respective owners.
DBSync LLC
750 Old Hickory Blvd.
Bldg 2, Suite 150
Brentwood TN 37027
U.S.A
Phone/Fax
1-877-739-2818