| Applies toSalesforce | AudienceAll users | Last updatedOctober 04, 2025 |
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
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Location
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Product
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Quantity
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Unit of Measure
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Allocated
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Available (Quantity - Allocated)
Synchronization
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Sync’d from GoldFinch real-time
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Allocated is a roll-up summary field from the Product Allocations object.
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Used by the B2B Portal to show product availability.
Product Allocations
Fields
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Product
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Location
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Order
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Order Product
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Qty.
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UOM
Synchronization
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Insert/Modify/Delete real-time based on the Order object.
Price Books
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Maintained separately or synced from the GoldFinch Sales Prices object.
Locations
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Sync’d from GoldFinch Warehouse object or maintained separately.
Orders
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Created by B2B, or entered manually.
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Update Product Allocations in real-time.
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Used to manage pick/pack/ship/delivery directly using the Order object.
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Hourly routine copies Orders with Status = Delivered or Picked up to GoldFinch Sales Invoices to post, in order to:
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Deduct Inventory
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Deduct Production Allocations
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Create accounting entries
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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
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