Have you tried to connect your smartwatch to your phone, but it just wouldn’t work at first?

No matter how hard you try, they will only work together if they understand each other’s languages.

Imagine doing this in your business applications, like Salesforce, Business Central, and more.

When you try to sync product specifications or update customer information, you get mixed up. You deal with old information and confusion instead of being able to get them to work together effortlessly.

A lot of businesses deal with this problem every day, but most people do not do something to fix it all for once. They look out for temporary workarounds.

But what if your tools could talk to each other without you having to do anything?

This is where the automated connection between Salesforce and Business Central comes into play. Automated processes keep things running smoothly and cut down the chaos.

This blog post lists the top five automation processes that can help your business run smoother.

We’ll talk about how automation can speed up things like sales, customer service, syncing data, and more. You’ve come to the right place if you want to find practical ways to get more done.

1. Sync data instantly from Salesforce to Business Central and vice versa.

The biggest challenge in parallelly managing multiple systems is synchronizing the data across the systems. Assuming everything is set up correctly, you’re working with current and complete data. This is critical in CRM tools like Salesforce and ERP tools like Business Central.

How it Works:

Salesforce Business Central Integration allows you to sync information between these two systems automatically. As an example, you could set to push new Salesforce customers into Business Central automatically. Similarly, any changes made in Business Central regarding inventory, order status, etc., can be reflected in Salesforce in real time. Leave behind all manual data entry and ensure that your teams are always working on the latest data.

Benefits:

• Does away with manual data entry and auricles data.
• Delivers accurate, need-to-know info across systems.
• This reduces the time needed to organize data, which improves operational efficiency.

Example:

You are entering a customer order in Salesforce only to check the inventory of that item in Business Central and see that it’s out of stock. Now you’ve got a problem. Your salesforce is using outdated data, and the customer does not know they could be waiting for a long time for their order.

But what if that information was automatically updated in Salesforce the moment an item goes out of stock in Business Central? No more surprises.

Your sales reps would immediately know and be able to tell customers quickly, avoiding excessive back and forth or confusion.

Well, this is the beauty of real-time data sync between Salesforce and Business Central, where both apps keep themselves in sync to save a lot of time without any errors.

2. Automated Sales Order Creation from Salesforce to Business Central

Direct Outstanding Sales Orders from Salesforce into Business Central

If you are filling sales orders manually from sales leads, it can consume a lot of time. The process itself is copying data from one place to another, so it is both repetitive and an excellent opportunity for typos and errors. This becomes exponentially time-consuming and error-prone, which is where automating this process has the potential for significant time savings and accuracy.

3. Inventory Management Automation Between Salesforce and Business Central

Proper inventory management is essential to meeting customer demand and facilitating timely deliveries. Salesforce integration with Business Central allows real-time inventory updates to ensure your sales and inventory teams are on the same page.

How it Works:

For example, when a sales order is entered in Salesforce, the integration can automatically adjust the inventory levels in Business Central by being notified when an item is running low or automatically reordering items from a supplier. Likewise, if stock levels are adjusted in Business Central, those updates carry over to Salesforce so that sales teams know what is on hand to close deals.

Benefits:

• Ensures reordering on time, which in turn helps avoid stockouts.
• It provides sales teams with real-time information on stock levels.
• Less manual checking and updating saves time.

Example:

An individual reaches out to your sales team, requesting to buy a product. The sales rep looks up the inventory in Salesforce, verifies the availability, and promises immediate delivery. However, the item will be out of stock when the order is processed in Business Central.

Now there’s a delay — and the customer’s not happy. That scenario occurs more frequently than you might think when inventory updates aren’t automated.

This is where the power of workflow automation comes into play – now that Salesforce and Business Central are integrated, whenever an order is placed in Salesforce, the inventory levels in Business Central get updated automatically.

The system can alert the purchasing team when an item is running low — or even reordering from suppliers. Conversely, inventory updates in Business Central — like those for new shipments — instantly redraw from Salesforce, so your sales team knows (and can make informed promises) based on your latest supplies and stocks.

The system prevents stockouts, sends timely reordering, and saves time from manual checks. Your sales team always knows the most accurate inventory information, leading to fewer mistakes and happier customers.

4. Automated Invoicing and Billing from Business Central to Salesforce