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Salesforce.com - MS Dynamics AX
Overview
- Rapidi offers a standard solution for Integrating Salesforce.com and MS Dynamics AX.
- The standard solution consists of a predefined setup of a number of Transfers in your Rapidi service.
- In addition to this, you can choose 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 AX.
Changes needed to accommodate the standard transfer setup for a solid AX-SFDC integration.
- Add extra fields to the following tables in MS Dynamics AX whichever is applicable:
| AX Table | Fieldname | Data Type | Length | Applicability | Remarks |
| CUSTTABLE | EXTERNALID | Text | 20 | Customer integration | This will be used to store the SFDC account id. |
| SALESLINE | SOEXTERNALID | Text | 20 | Sales order integration | This will be used to store the sales order id that was transferred into SFDC. |
| CUSTINVOICETRANS | INVEXTERNALID | Text | 20 | Sales history integration | This will be used to store the invoice id that was transferred into SFDC. |
- Add extra field to following objects in SDFC:
| SFDC Object | Fieldname | Data Type | Length | External ID? | Applicability | Remarks |
| Account | AXID__c | Text | 15 | Yes | Customer Integration | Field to contain RECID from MS Dynamics AX |
| Account | Legal_Entity__c | Picklist | N/A | No | Field that contain a list of abbreviation for the AX company name. Used to specify which AX company this Account belongs to. Only required if you have more than one company in AX. | |
| Account | Transferred__c | DateTime | N/A | No | 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 AX. |
- Custom fields required in SDFC:
| SFDC Object | Fieldname | Data Type | Length | External ID? | Applicability | Remarks |
| Contact | Transferred__c | DateTime | 15 | Yes | Contact Integration | Datetime field to contain a timestamp that can be used as filter to not transfer the same contact twice and as information of when this contact was transfered from SDFC to AX. |
| Contact | Contact_Person_ID__c | Text | 20 | Contact Integration | Datetime field to contain a timestamp that can be used as filter to not transfer the same contact twice and as information of when this contact was transferred from SDFC to AX. | |
| Opportunity | OrderNumber__c | Text | 20 | Yes | Opportunity Integration | Field to hold the AX Sales Order number (automatically assigned in AX and written back to the Opportunity in SF). |
Install new objects in Salesforce.com
Sales History Integration
This is applicable for sales history integration.
Install new objects (SalesHistory3) in Salesforce.com to transfer posted invoices and customer ledger entries from Microsoft Dynamics AX 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 AX 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