Concept X is a marketing firm specializing in digital advertising. Concept X helps companies implement effective marketing strategies across various digital platforms. Customers include, for example, Volvo, Adidas, Jysk, L'Oreal, Nike, and others
Yield
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Automatisering: From Salesforce Opportunity to posted invoice in Business Central
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Data Quality: Business logic is maintained across Salesforce and Business Central
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Overview: Possible to view PDF sales documents in Salesforce that are posted in Business Central
Concept X, a recognized marketing firm, has managed customers and deliveries since its inception via a customized Salesforce solution adapted to their unique business model. The invoice basis is created in Salesforce and was previously partially transferred to C5 via a CSV file, where the subsequent manual processing was a resource-intensive process.
In the spring of 2025, Concept X chose to replace C5 with Business Central, assisted by their ERP partner, ITM8. In this first phase, however, there was no integration between Salesforce and Business Central.
To solve this problem and optimize processes, ITM8 recommended the product "OneLink 365 for Salesforce," developed by Corpital.
Products
Standard integration with OneLink 365 for Salesforce
During the presentation of "OneLink 365 for Salesforce," the management at Concept X gained deeper insight into the potential for further simplification and optimization of their workflows. As a Salesforce and Microsoft Business Central partner, we could offer unique and comprehensive sparring on both processes and architecture, which created the foundation for a more strategic approach to the integration.
The workflow in Salesforce remains largely the same. However, functionality has been added in connection with an Opportunity being "Closed Won." When an Opportunity is delivered and ready for invoicing, this is indicated in a new field, "Ready for BC," and from here, Business Central takes over.
Fra Salesforce Opportunity til bogført faktura i Business Central
The technical (and rather nerdy) journey we have been through is described below.
Synchronization of customer data
Concept X wanted debtor master data to be maintained only in Business Central. In addition, it is now possible to link multiple Salesforce Accounts to the same debtor, as well as override this on the individual Opportunity when needed.
Technically, we therefore only established a one-way synchronization of customer data from Business Central to Salesforce via OneLink 365 for Salesforce. To ensure data integrity and compliance with the existing Salesforce structure, we created a custom object "BC Customers" in Salesforce that mirrors active customers in Business Central. A smart mapping function in Salesforce thus enables an easy and precise connection between existing accounts and the synchronized BC Customers.
Automated order management
Logic on the Salesforce Opportunity object now collects all relevant information to automatically generate orders in Business Central. Validation rules ensure that business logic is followed and that data quality in both systems remains high.
Invoice management and overview
Once the invoice is generated and sent to the customer from Business Central, a PDF version is transferred to the Salesforce Account and the respective Opportunity. This gives Salesforce users direct access to invoices, as well as a consolidated overview of all invoices, posting dates, due dates, and whether the invoice has been paid.
OneLink 365 for Salesforce
By implementing OneLink 365 for Salesforce, Concept X has obtained a unique integration between Salesforce and Business Central. This has made it possible to efficiently automate the order and invoicing process.
The solution is an example of how OneLink 365 for Salesforce can create value and optimize business processes for both small and large companies.
References
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