Salesforce Sales Cloud Integration

The GoldFinch Sales Cloud Integration module streamlines operations between your Sales team and Operations team, enabling efficient collaboration.

• Sales Cloud: Used by the Sales team to manage activities such as Opportunities, Products, and Price Books.

• GoldFinch ERP: Used by the Operations team to manage inventory-related transactions.

Activate Sales Cloud Integration

In Setup, search for Custom Settings. Click Sales Cloud Integration.

Click Manage.

Click Edit.

GoldFinch Item to Salesforce Product

• Product Sync: When checked, inventory items created or updated in GoldFinch are automatically synced as Salesforce Products in Sales Cloud. GoldFinch Items and Salesforce Products are linked.

• Non-Sellable Sync: When checked, items with Non-Sellable = True will not sync as Salesforce Products.

To display additional fields from the Item object, create formula fields in the Product object using GFERP__GF Item__r.fieldname.

Salesforce Order Management

Salesforce Orders can be created from the following sources:

• Opportunities

• B2B Portal

• B2C Sites

You can choose to fulfill Salesforce Orders using the Salesforce Order object or GoldFinch.

Salesforce Orders to GoldFinch Sales Orders

1. Select Order Sync in Custom Settings to use GoldFinch for fulfilling Salesforce orders.

2. Once a Salesforce Order is activated, it will be copied to GoldFinch as a Sales Order. Inventory will be allocated, and the orders will be linked.

Note: GoldFinch Sales Orders are created through a system trigger—no manual button clicking is required. Consult with a GoldFinch consultant if you prefer to copy Won Opportunities instead of Salesforce Orders to GoldFinch Sales Orders.

Salesforce Orders to GoldFinch Sales Invoices

1. Select Invoice Sync to use the Salesforce Order object for fulfillment.

2. GoldFinch will automatically update the Production Allocation table.

Behavior:

• When a Salesforce Order is created or updated:

  • If Do Not Allocate = false and no GF Sales Invoice exists, Product Allocation will be created or updated.

• When a Salesforce Order is deleted:

  • Product Allocation will be deleted.

• When a Salesforce Order status changes to Cancel:

  • Create a flow to update Do Not Allocate = true. Product Allocation will be deleted.

• When a Salesforce Order status changes from Cancel:

  • Create a flow to update Do Not Allocate = false. Product Allocation will be recreated.

The allocation code also updates the Allocated Qty on the Order Product object and Allocation Status on the Salesforce Order object.

Allocation Logic

• For lot-tracked items, lot numbers are allocated using FEFO (First Expiry, First Out).

• Bin Contents with Do Not Allocate = true are excluded.

Product Allocation Fields:

• Order: Lookup to Order object

• Order Product: Lookup to Order Product object

• Bin Content: Lookup to GoldFinch Bin Content object

• Quantity: Allocated quantity

• Posted

Defaults:

• Base Unit of Measure is used on both Sales Order and Product Allocation objects.

Bin Content object has the following new fields:

• OMS Allocated (a roll-up summary field from the Product Allocation object with Posted = false)

• OMS Available (Quantity - OMS Allocated)

To calculate Quantity Available for a product for B2B portal, filter GFERP__Bin_Content__c by GFERP__Warehouse__c = Order’s Warehouse__c AND GFERP__Item__c = Product__r.GFERP__Item__c AND GFERP__Unit_of_Measure__c = Product__r.GFERP__Item__c__r.GFERP__Sales_Unit_of_Measure__c AND GFERP__Bin__r.GFERP__Do_Not_Allocate__c = false

Then, total up GFERP__OMS Available__c

Copy Salesforce Orders to GoldFinch Invoices

After fulfilling an order:

1. Click the Copy to Sales Invoice button to create a GF Sales Invoice.

2. The system will verify the following conditions:

   • Activated Date is not blank (order cannot be in draft status).

   • Fulfilled = true.

   • Warehouse is not blank.

   • GF Sales Invoice does not already exist.

   • At least one Order Product Line exists.

   • Warehouse's Ship Bin is not blank.

3. After creating the invoice, click Post to finalize the GF Sales Invoice.

Behavior:

• When a GF Sales Invoice is posted, the related Product Allocation table's Posted field is updated.

• When a GF Sales Invoice is unposted, the Posted field is unchecked.

Hourly Scheduled Routines

You can schedule the following routines to run hourly:

1. Schedule SFOrderSchedulable:

   • Copies Salesforce Orders to create GF Sales Invoices for orders meeting these conditions:

     • Activated Date is not blank.

     • Fulfilled = true.

     • Warehouse is not blank.

     • GF Sales Invoice does not already exist.

     • At least one Order Product Line exists.

     • Warehouse's Ship Bin is not blank.

2. Post Sales Invoices Automatically:

   • Add a flow to check the Ready to Post field when an invoice is created.

   • Schedule the SalesInvoiceBatchPost routine or manually batch post from the Sales Invoice list.

   • Review any batch posting errors.

More Information

In addition to tracking OMS Allocated on the Bin Content object, you can also use the Allocated field on the Stockkeeping Unit object to track allocated quantities. For B2B and B2C integrations, using the SKU object may be more convenient for calculating Available Quantity. Read this page for more details: Stockkeeping Units (SKU) Inventory Fields Calculations

Article Salesforce-Sales-Cloud-Integration  ·  Last updated October 02, 2025 · GoldFinch ERP Help Center