Add new orders from Business Central to Salesforce
Business Central → Salesforce
Apps Required
No-code and low-code platform
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Trigger: New sales orders created in Business Central
Detects when new sales orders are created in Dynamics 365 Business Central.
Get account in Salesforce
Fetches the Salesforce account using the email from the sales order.
Get standard pricebooks in Salesforce
Retrieves standard pricebooks from Salesforce.
Decision: Order existence check
Checks if the order already exists in Salesforce using external ID.
Create sales order header in Salesforce
Creates the sales order header in Salesforce with account and pricebook information.
Splitter: Split sales order lines
Splits sales order lines for processing individual line items.
Get pricebook entry by pricebook and product code
Fetches pricebook entry ID for each product in Salesforce.
Create order line item in Salesforce
Creates order line items in Salesforce for each sales order line.
Aggregator and merge operations
Aggregates and merges item data for order creation.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| Items updated | Trigger when items are updated in Business Central. |
| New contacts created | Trigger when new contacts are created in Business Central. |
| New sales invoices created | Trigger when new sales invoices are created in Business Central. |
| Contacts updated | Trigger when contacts are updated in Business Central. |
| New salesorders created | Trigger when new salesorders are created in Business Central. |
| New sales shipments created | Trigger when new sales shipments are created in Business Central. |
| New items created | Trigger when new items are created in Business Central. |
| Customers updated | Trigger when customers are updated in Business Central. |
| Opportunities created | Trigger when opportunities are created in Business Central. |
| New customers created | Trigger when new customers are created in Business Central. |
Streamline Your Order Process with Automation
Automated order sync
Automatically syncs new sales orders from Business Central to Salesforce.
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Data consistency
Ensures order, account, and product data are accurately transferred to Salesforce.
Reduced manual effort
Eliminates manual order entry and reduces errors.
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1
Automated order sync
Automatically syncs new sales orders from Business Central to Salesforce.
2
Data consistency
Ensures order, account, and product data are accurately transferred to Salesforce.
3
Reduced manual effort
Eliminates manual order entry and reduces errors.
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Frequently Asked Questions
Common questions about this automation template.
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