Salesforce is one of the premier CRM platforms that has expanded it's features and offerings to cover a wide variety of needs across many industries. The most popular uses include:
- Sales & CRM
- Service management & field service
- Commerce and retail
- and much more
Salesforce is rarely used for ERP functions and so typically organizations will have full feature ERP like Microsoft Dynamics Business Central that handles the critical finance, accounting and operational components. Allowing these two solution to exchange information seamlessly adds significant value, and the integration we have created provides the exchange of data between the two.
Salesforce products integrated with Microsoft Business Central
Given the wide variety of products and possible ways of utilizing the Salesforce platform, each integration between it and Business Central are unique and requires tailoring to the specific needs of each client. The types of integration requests that we have serviced so far cover the following products:
- Sales Cloud
- Service Cloud
- Contract management
Each of these Salesforce products are extensive in their feature-set, but we provide some light on what each included below.
Customer Relationship Management (CRM) & Sales features were the original product offering and what many think of when Salesforce is mentioned. At the simplest level the integration to the CRM and sales side involves syncing customer accounts, orders, commissions, and possibly invoicing details.
As the accounts are created and maintained in Salesforce they are pushed to Business Central.
Any updates to the accounts from either side will update the other, allowing a perfect sync to be kept. There may be business processes such as account approval, credit limits, or other aspects which need to be handled by one system exclusively.
The integration is malleable to allow operational workflows to be embedded or enhanced according to the needs of each client.