A scheduled trigger polls Dynamics 365 Business Central every three minutes for newly created items. Each item payload includes the display name, item number, item category code, base unit of measure, and unit price—providing all the data needed to create a matching product in Salesforce.

The Business Central item number is used as the product code to search for an existing product in Salesforce. This lookup ensures the workflow only creates new products and avoids duplicating items that were previously synced.

A decision node evaluates the Salesforce lookup result. If no matching product ID is found (product does not exist), the workflow routes to the creation path to build the product and its price book entry. If the product already exists, the workflow stops to prevent duplicates.

A new product record is created in Salesforce using the Business Central item's display name as the product name, the item number as both the product code and stock keeping unit, the item category code as the product family, and the base unit of measure as the quantity unit of measure.

The workflow fetches the active standard price book from Salesforce. The price book ID is required to create a price book entry that links the newly created product to its selling price.

The newly created product is retrieved from Salesforce by its product code to obtain the Salesforce Product ID. This ID is needed to associate the product with a price book entry in the next step.

A price book entry is created in Salesforce linking the new product to the standard price book. The unit price from Dynamics 365 Business Central is mapped as the list price, the Salesforce Product ID identifies the product, and the standard price book ID ties it to the correct price list—making the product immediately available for quoting and ordering.