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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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