Salesforce Sales Cloud Integration
Overview
GoldFinch Sales Cloud Integration module streamlines the operations between your Sales team and your Operation team.
Sales Cloud is used by your Sales team to manage sales-related activities such as Opportunities, Products, and Price Books.
GoldFinch ERP is used by your Operation team to manage inventory-related transactions.
Activate Sales Cloud Integration
In Setup, search for Custom Settings. Click on Sales Cloud Integration.
Click on Manage.
Click on Edit.
Select the following checkboxes:
Product Sync
Order Sync if you prefer to use GoldFinch to fulfill the Salesforce orders.
Invoice Sync if you prefer to use the Salesforce Order object to fulfill Salesforce orders directly then use GoldFinch Sales Invoices to deduct inventory.
GoldFinch Item to Salesforce Product
When an inventory item is created or updated in GoldFinch, a corresponding Product will be automatically created or updated in Sales Cloud. GoldFinch Items and Sales Cloud products are linked.
You can exclude Items from being synced over the Product object by setting Non-Sellable = True. If a Product record is created already, GoldFinch will delete it if Non-Sellable is changed to True.
GF Item | SF Product |
|---|---|
Item No. | Product Code |
Item No. | Product SKU |
Description | Product Name |
Long Description | Product Description |
Item Category | Product Family |
Sales Unit of Measure | Quantity Unit of Measure |
Block | Active |
Standard Base Price | Standard Base Price |
Id | GF Item |
SF Product | Id |
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 for the following sources:
Opportunities
B2B Portal
B2C Sites
You can choose to fulfill Salesforce Orders using the Salesforce Order object, or using GoldFinch.
Salesforce Orders to GoldFinch Sales Invoices
If you choose to use the Salesforce Order object to do the fulfillment, select Invoice Sync.
Order Allocations
When a Salesforce Order is created or updated, and if:
Do Not Allocate = false.
GF Sales Invoice is not created.
Product Allocation will be created or updated.
When a Salesforce Order is deleted.
Product Allocation will be deleted.
When a Salesforce Order’s Status is changed to Cancelled, create a flow to update
Do Not Allocate = true.
Product Allocation will be deleted because Do Not Allocate = true.
When a Salesforce Order’s Status is changed from Cancelled, create a flow to update
Do Not Allocate = false.
Product Allocation will be created because Do Not Allocate = false.
The allocation code also updates the Allocated Qty on the Order Product object and Allocation Status on the Salesforce Order object.
The Product Allocation object has the following fields:
Order (a lookup field to Order object)
Order Product (a lookup field to Order Product object)
Bin Content (a lookup field to GoldFinch Bin Content object)
Quantity
Posted
By default, the Base Unit of Measure is used on the Sales Order object and the Product Allocation object.
If an item is Lot Tracked, lot numbers are allocated using FEFO.
Bin Contents with Do Not Allocate = true are excluded
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 an Order is fulfilled, click Copy to Sales Invoice button to copy the order to create a GF Sales Invoice.
The routine will check the following conditions:
Activated Date != blank (the order cannot be in the draft status)
Fulfilled = true
Warehouse != blank
GF Sales Invoice = blank
At least one Order Product Line
Warehouse’s Ship Bin != blank
After creating the invoice, click the Post button to post the GF Sales Invoice.
When a GF Sales Invoice is posted, the Posted field for the related Product Allocation table will be checked. When a GF Sales Invoice is unposted, the Posted field for the related Product Allocation table will be unchecked.
Hourly Scheduled Routines
It is possible to schedule the following routines to run hourly:
Schedule SFOrderSchedulable to copy Salesforce Order to create GF Sales Invoices for Orders with the following conditions:
Activated Date != blank (the order cannot be in the draft status)
Fulfilled = true
Warehouse != blank
GF Sales Invoice = blank
At least one Order Product Line
Warehouse’s Ship Bin != blank
To post sales invoices automatically:
Add a flow to check Read to Post field when an invoice is created.
Schedule SalesInvoiceBatchPost routine to post sales invoices, or
Or Batch post manually from the Sales Invoice list.
Review any batch posting errors.
Salesforce Orders to GoldFinch Sales Orders
Select Order Sync if you plan to use GoldFinch to fulfill your Salesforce orders. Once a Salesforce Order is activated, it will be copied to GoldFinch as a GoldFinch Sales Order and inventory will be allocated, and they will be linked.
Discuss with a GoldFinch consultant if you want to copy Won Opportunities, instead of Salesforce Orders to GoldFinch Sales Order.
More Information
In addition to tracking OMS Allocated on Bin Content object, it is also possible to use the Allocated field on Stockkeeping Unit object to track all allocated quantities. When integrating with B2B, or B2C, sometimes it is more convenient to use SKU object to calculate Available Qty. Read this page for more details.