#Sales And Marketing22 discussing

To perform a manual customer integration from Salesforce to Dynamics GP without Jitterbit, you will need to export the customer data out of Salesforce into a structured format (such as a CSV file via reports, Data Loader, or data export) and then import it into Dynamics GP using one of its native loading tools. The most efficient native approach in Dynamics GP is using Integration Manager if you have it licensed and configured, or utilizing the Mass Modify / SmartConnect features if available in your environment. Alternatively, for smaller batches of records, you can use the Integration Manager Express tool or the built-in Data Import utility within Dynamics GP to map your Salesforce CSV columns directly to the Customer Maintenance tables and batch-import the records.

To import all existing emails from a PST file, you can use Microsoft Outlook’s built-in Import/Export wizard. Open Outlook, go to File → Open & Export → Import/Export, select Import from another program or file, and choose Outlook Data File (.pst). Browse to your PST file, select the option to handle duplicate items, and choose the mailbox or folder where you want to import the emails. Click Finish to begin the process. 

If you need to import multiple PST files or migrate emails without relying on Outlook, you can use the

Hi Ulas, 

Yes, you’re mostly going right. The main difference is who initiates the process.

Lead distribution starts with your internal sales/marketing team. They create or capture the lead in Salesforce and assign it to a partner. The partner then qualifies the lead and, if it meets your criteria, converts it into an account, contact, and opportunity. 

Deal registration starts with the partner. The partner submits a potential deal through the portal, and your sales team reviews and approves it before moving it into the appropriate account, contact, and opportunity records. 

The exact Salesforce objects and approval flow can vary depending on how you design the partner process. Tools such as Salesforce Flow, Experience Cloud, or LeadAngel can help automate parts of the routing and assignment when the partner network gets more complex. 

So, in simple terms: your team distributes a lead; the partner registers a deal. 

You can! All you have to do is this - 

1. Login to Dataloader.IO [ http://dataloader.io ] with your Salesforce Credentials.
2. Click New Task to select Export
3. Select the Object as: Email Template
4. Select the Fields: Id(this is required), Name, Subject and all the other fields that will help you identify the ones that needs to be deleted.
5. Click Save and Run
6. Now, you should see an CSV file that will have all the Email Templates.
7. Open it in a Spreadsheet Application of your choice.
8. Retain all those rows which has to be DELETED.
9. Now, login to the same Dataloader.IO
10. This time select New Task to opt for Delete operation.
11. Upload the CSV(the one that you formatted in step 8)
12. Click Save and Run

That should do it!

Hello @Marion Timmermans

go to setup > Object Manager > Account > Fields & Relationships, and then create the needed custom field, if there is no standard equivalent. 

Think of leveraging a recordtype (available in the same object manager menu in the left pane) if you have some different assignments / layout or display / sales process / set of values for your fields, or so. Otherwise it would just be an attribute on the same object. 

Eric

Hi,

If you're referring to the standard Salesforce Mail Merge option “Log an Activity,” that checkbox is part of the standard Mail Merge functionality and isn't normally configurable through the page layout or user settings.

If you need the activity logging to be optional or disabled by default, you'd generally need to use a different mail-merge process/custom solution rather than changing the standard checkbox behavior.

If you can share which Salesforce Mail Merge screen/version you're using, someone may be able to confirm whether that release provides any configuration for it.