Salesforce B2B Portal Integration

Salesforce B2B Portal is designed to suit the complex B2B buying journey, including negotiated pricing, account-specific terms and conditions, and discounts, to give your business customers a superior online buying experience.

GoldFinch ERP offers a complete Inventory and Order Fulfillment Management solution built 100% natively on the Salesforce platform.

Salesforce B2B Portal Integration module streamlines the operations between your B2B Portals and your Operations team.

Integration Flow

Product Inventory

Fields

• Location

• Product

• Quantity

• Unit of Measure

• Allocated

• Available (Quantity - Allocated)

Synchronization

• Sync’d from GoldFinch real-time

• Allocated is a roll-up summary field from the Product Allocations object.

• Used by the B2B Portal to show product availability.

Product Allocations

Fields

• Product

• Location

• Order

• Order Product

• Qty.

• UOM

Synchronization

• Insert/Modify/Delete real-time based on the Order object.

Price Books

• Maintained separately or synced from the GoldFinch Sales Prices object.

Locations

• Sync’d from GoldFinch Warehouse object or maintained separately.

Orders

• Created by B2B, or entered manually.

• Update Product Allocations in real-time.

• Used to manage pick/pack/ship/delivery directly using the Order object.

• Hourly routine copies Orders with Status = Delivered or Picked up to GoldFinch Sales Invoices to post, in order to:

  • Deduct Inventory

  • Deduct Production Allocations

  • Create accounting entries

• Alternatively, orders can be copied to the GoldFinch Sales Order object, so pick/pack/ship/delivery can be managed in GoldFinch.

Article Salesforce-B2B-Portal-Integration  ·  Last updated October 04, 2025 · GoldFinch ERP Help Center