• 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:



The following link is for sandbox installation:



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):



and a link for Sandbox installation:



  1. Getting Started
  2. Documentation
  3. HowTo
  4. Standard Integrations


Service News can now be found on our Product Updates Blog 


Remember to Subscribe to our Product Updates Blog to receive updates and product news.





Wheeled by Wagn v. 1.9.1