Add new orders from Business Central to Salesforce
Users200+
Publish DateOct, 2025
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.
BUSINESS BENEFITS
Streamline Your Order Process with Automation
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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CaseStudies
Custom pricing synced; ordersCustom pricing synced; orders posted faster; manual entry removed. The team now focuses on sales, not fixes.”
Sales order automation and“Sales order automation and accurate inventory. Deployed in a week; growth and service accelerated.”
Unstable connectors replaced;“ orders, payments, shipping now reliable. Stability restored and operations simplified.”
Troubleshooting &FAQs
The sync runs every 3 minutes as per the workflow schedule.
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