产品详细信息以英文显示。翻译即将推出。
速览
- 价格
- $499.00 USD
- dynamics_365_business_central 版本
- —
- 设置时间
- 30分钟
- 许可证
- 一次永久
- 语言
- 11 语言
一次性购买
Salesforce Connector for Business Central
A build-to-order AL extension that keeps Salesforce and Business Central in sync — accounts, opportunities, quote-to-order, inventory and pricing exposure, and invoice/payment write-back — in scheduled or real-time modes. Built, installed per-tenant, and supported by ECOSIRE.
$499.00USD
现在无需付款。此操作会向我们的团队发送报价请求——我们会通过邮件跟进价格和后续步骤。
核心功能
Bi-directional Account ↔ Customer sync with configurable field mapping and Salesforce ID stored on the BC Customer record via a table extension
Opportunity sync that converts closed-won Salesforce opportunities into BC Sales Quotes or Sales Orders
Quote-to-order automation — Salesforce quote lines mapped to BC sales lines with item and unit-price resolution
Inventory availability and price-list exposure pushed to Salesforce so reps quote against live BC item data
Invoice and payment status write-back from Posted Sales Invoices to the originating Salesforce record
Scheduled batch mode via the BC Job Queue plus near-real-time mode driven by AL event subscribers
OAuth 2.0 connected-app authentication to the Salesforce REST and Bulk APIs (no stored passwords)
Page extensions adding a 'Salesforce' factbox and sync-status fields on Customer, Item, Sales Order, and Posted Invoice pages
Dedicated sync log table and page recording every record, direction, status, and error for full auditability
Configurable conflict resolution, automatic retry with back-off, and per-entity enable/disable toggles
Dedicated permission sets so only authorized roles can configure or trigger synchronization
Setup wizard page for endpoints, mapping, sync direction, and schedule — no code edits needed to reconfigure
关于此产品
The Salesforce Connector for Business Central is a per-tenant AL extension that ECOSIRE builds, installs, and supports on your Microsoft Dynamics 365 Business Central environment. It closes the gap between where your sales team works (Salesforce) and where your finance and operations team works (Business Central), so accounts, opportunities, quotes, sales orders, and invoices stay aligned without manual re-keying.
为什么选择 Salesforce Connector for Business Central
Bi-directional Account ↔ Customer sync with configurable field mapping and Salesforce ID stored on the BC Customer record via a table extension
Opportunity sync that converts closed-won Salesforce opportunities into BC Sales Quotes or Sales Orders
Quote-to-order automation — Salesforce quote lines mapped to BC sales lines with item and unit-price resolution
Inventory availability and price-list exposure pushed to Salesforce so reps quote against live BC item data
Invoice and payment status write-back from Posted Sales Invoices to the originating Salesforce record
Scheduled batch mode via the BC Job Queue plus near-real-time mode driven by AL event subscribers
This is not an instant AppSource download. After purchase, ECOSIRE scopes your Salesforce objects and field mappings, develops the extension, and deploys it to your sandbox first, then production — installed as a per-tenant extension (or, where you prefer, packaged for your own AppSource private listing).
Under the hood the connector uses Business Central's REST/OData v4 APIs and AL event subscribers, paired with the Salesforce REST and Bulk APIs (OAuth 2.0 connected app). Integration runs through the BC Job Queue for scheduled batches and via event-driven triggers for near-real-time updates. We add table and page extensions to surface Salesforce IDs and sync status directly on Customer, Item, Sales Quote, Sales Order, and Posted Sales Invoice pages, plus a setup page, a sync log, and dedicated permission sets.
Typical flows: a closed-won opportunity in Salesforce becomes a Sales Quote or Order in BC; item availability and price-list data flow back to Salesforce so reps quote accurately; and when an invoice is posted and paid in BC, the payment status writes back to the originating Salesforce record. Conflict handling, retry/back-off, and field-level mapping are all configurable.
You get a documented, owned extension on your tenant — built around your actual process, not a generic template you bend to fit. ECOSIRE handles the build, the install, BC version-update compatibility, and ongoing support.
你得到什么
- A per-tenant AL extension (.app) installed to your Business Central sandbox then production, or packaged for your private AppSource listing if you prefer
- Source code (AL project) with table/page extensions, event subscribers, API integration codeunits, and Job Queue setup
- Configured Salesforce connected app guidance and OAuth 2.0 setup for secure API access
- Field-mapping configuration covering your specific Salesforce objects and BC entities
- Permission sets and a setup/configuration page for ongoing self-service adjustments
- A sandbox UAT cycle plus production go-live, with admin documentation and a short handover walkthrough
这是给谁的
Operations / Sales Ops Manager
Owns the handoff between sales and fulfillment and is tired of reps re-keying closed deals into Business Central. Wants opportunities to become orders automatically and accurate stock/pricing visible inside Salesforce.
Finance Controller
Needs invoice and payment status to reflect back in Salesforce so account managers stop asking 'has this been paid?' and revenue reporting reconciles cleanly across both systems.
IT Manager / BC Administrator
Responsible for the Business Central environment and wary of unsupported customizations. Wants a documented, permission-scoped per-tenant extension that survives BC update cycles and has a vendor on the hook for support.
安装概述
从ECOSIRE下载
在 ecosire.com 上购买许可证并从您的帐户仪表板下载 Salesforce Connector for Business Central 模块 ZIP。
上传至Odoo
将 ZIP 解压到服务器上的 Odoo 自定义插件文件夹中（或通过“应用程序”>“从 Odoo.sh / runbot 上的文件安装”上传）。
安装模块
激活开发者模式，打开应用程序，单击更新应用程序列表，搜索 Salesforce Connector for Business Central，然后按安装。
配置设置
打开新菜单，粘贴您的 ECOSIRE 许可证密钥，连接任何外部凭据（Shopify、Amazon、Stripe 等），然后保存。
验证并上线
运行内置连接测试，同步前 10 条记录，并安排定期 cron。如果出现任何问题，请联系支持人员。
Salesforce Connector for Business Central 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | 奥杜本机 |
|---|---|---|---|---|
| Built specifically for your Salesforce objects and BC process | ||||
| Installed and supported on your tenant by the vendor | ||||
| Bi-directional account, opportunity, quote, order, and invoice sync out of scope-as-built | ||||
| Invoice/payment status write-back to Salesforce | ||||
| Inventory and price-list exposure to Salesforce | ||||
| Both scheduled (Job Queue) and near-real-time (event-driven) modes | ||||
| Survives BC updates via proper AL extension architecture | ||||
| Source code and configuration handed over to you | ||||
| Available instantly with no build lead time |
关于Salesforce Connector for Business Central的常见问题
+How long until the connector is live, and how is it delivered?
This is a build-to-order extension, not an instant download. After purchase we run a short scoping call to confirm your Salesforce objects, field mappings, and sync direction. Typical delivery is about 2 to 4 weeks depending on how many entities and custom fields are in scope. We develop and test in your Business Central sandbox first, run a UAT cycle with you, then install to production as a per-tenant extension.
+What do ongoing support and updates include?
Support covers bug fixes, help with configuration, and keeping the extension compatible across Business Central's update cadence (the major/minor releases Microsoft ships). Because it is installed as a per-tenant extension on your environment, we can patch and redeploy without disrupting your data. We agree a support arrangement at handover; new features or additional Salesforce objects beyond the original scope are quoted as a small change request.
+Does this sync in real time or on a schedule?
Both, and it is configurable per entity. Scheduled batch sync runs through the Business Central Job Queue at intervals you choose. Near-real-time sync is driven by AL event subscribers that fire when a relevant record is created or posted. Many customers run high-volume objects (like inventory and pricing) on a schedule and lower-volume, time-sensitive events (like a posted invoice's payment status) closer to real time.
+How does it authenticate to Salesforce, and is it secure?
It connects through a Salesforce connected app using OAuth 2.0 — no usernames or passwords are stored in Business Central. Access to the connector's setup and sync actions is restricted by dedicated BC permission sets, and every sync operation is recorded in a sync log table for auditability. All Salesforce calls go over the standard REST and Bulk APIs.
+Will this break when Microsoft updates Business Central or when we customize Salesforce?
Because it is built as a proper AL extension using table/page extensions and event subscribers rather than modifying base objects, it is designed to survive Business Central updates. We test against new BC releases as part of support. On the Salesforce side, field mapping is configuration-driven, so adding or renaming fields within your existing objects is usually a setup change rather than a code change; structurally new objects are handled as a change request.
为什么客户信任 ECOSIRE
SOC 2 对齐
符合 GDPR
安全条纹支付
30 天退款
终身更新
LGPL-3.0 许可证
申请报价
Salesforce Connector for Business Central
A build-to-order AL extension that keeps Salesforce and Business Central in sync — accounts, opportunities, quote-to-order, inventory and pricing exposure, and invoice/payment write-back — in scheduled or real-time modes. Built, installed per-tenant, and supported by ECOSIRE.
- Bi-directional Account ↔ Customer sync with configurable field mapping and Salesforce ID stored on the BC Customer record via a table extension
- Opportunity sync that converts closed-won Salesforce opportunities into BC Sales Quotes or Sales Orders
- Quote-to-order automation — Salesforce quote lines mapped to BC sales lines with item and unit-price resolution
- Inventory availability and price-list exposure pushed to Salesforce so reps quote against live BC item data