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Pre-requisites for Integration
- Integration of Salesforce to GP SOP transaction is invoked provided the Generate field in Salesforce Opportunity is selected with the required transaction.
- It is mandatory that SF Opportunity (to be integrated with QB Invoice) is associated with the respective SF Account & also should have Products with Standard Price Book attached to it for DBSync to invoke integration.
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In order to ensure that DBSync is configured to integrate data between Salesforce and Microsoft Dynamics GP instance, the following should be ensured.
- Microsoft.net Framework 4.0 and above.
- eConnect Service Pre-Installed with your GP software.
- Setup and Configuration of eConnect Runtime Service for the Domain and User accessing GP database.
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DBSync package (DBSync GreatPlains Integration) Installation in Salesforce
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