--- title: "Salesforce EDI Integration Services | Tirnav" description: "Salesforce EDI integration from Tirnav, a Salesforce Partner. Connect retail orders, shipment updates, invoices, and ERP data with mapping and partner testing." canonical: "https://tirnav.com/services/edi-integration/salesforce" --- # Salesforce EDI Integration Services **Bring trading-partner orders and EDI visibility into Salesforce.** Your sales and service teams work in Salesforce, while retailer orders arrive through EDI and fulfillment happens in your ERP or warehouse. Tirnav, a Salesforce Partner, connects those workflows so teams can follow an order from the buyer's purchase order through shipment and invoicing. We scope the Salesforce configuration, EDI mapping, and operational handoffs together. Expertise: - Salesforce Partner - Retail EDI mapping - Warehouse & finance workflows - Failure recovery & support [Explore the Demo](#demo) * * * OR * * * Read Our Reviews On [![Google](https://tirnav.com/footerImage/Google-Review.webp)](https://www.google.com/search?q=tirnav+solutions&oq=tirnav+solutions#lrd=0x3be7b7b576456d77:0x7d95984f34b94e68,1 "View our Google Reviews")[](https://clutch.co/profile/tirnav-solutions-private#summary "View our Clutch Profile")[](https://www.linkedin.com/company/tirnav "Connect with us on LinkedIn")[](https://appexchange.salesforce.com/appxConsultingListingDetail?listingId=94def745-3d09-4166-9602-1c27e10d94d4 "View our Salesforce AppExchange Listing") Authorized Partner stripe Trusted by ambitious teams at startups and global enterprises across 5 continents ![client_logo](https://tirnav.com/clietnIcon/active-inventory.png) ![client_logo](https://tirnav.com/clietnIcon/forgotten-book.png) ![client_logo](https://tirnav.com/clietnIcon/hooked-on-tronics.png) ![client_logo](https://tirnav.com/clietnIcon/rocket-kommerce.png) ![client_logo](https://tirnav.com/clietnIcon/tigerpug.png) ![client_logo](https://tirnav.com/clietnIcon/value-kart.png) ![client_logo](https://tirnav.com/clietnIcon/world-depot.png) ![client_logo](https://tirnav.com/clietnIcon/symsafe.svg) ![client_logo](https://tirnav.com/clietnIcon/launch-it.png) ![client_logo](https://tirnav.com/clietnIcon/green-mobile.png) ![client_logo](https://tirnav.com/clietnIcon/ibuy-new.png) ![client_logo](https://tirnav.com/clietnIcon/ibuild-new.png) ![client_logo](https://tirnav.com/clietnIcon/everything-data.png) ![client_logo](https://tirnav.com/clietnIcon/aument-capital.png) ![client_logo](https://tirnav.com/clietnIcon/active-inventory.png) ![client_logo](https://tirnav.com/clietnIcon/forgotten-book.png) ![client_logo](https://tirnav.com/clietnIcon/hooked-on-tronics.png) ![client_logo](https://tirnav.com/clietnIcon/rocket-kommerce.png) ![client_logo](https://tirnav.com/clietnIcon/tigerpug.png) ![client_logo](https://tirnav.com/clietnIcon/value-kart.png) ![client_logo](https://tirnav.com/clietnIcon/world-depot.png) ![client_logo](https://tirnav.com/clietnIcon/symsafe.svg) ![client_logo](https://tirnav.com/clietnIcon/launch-it.png) ![client_logo](https://tirnav.com/clietnIcon/green-mobile.png) ![client_logo](https://tirnav.com/clietnIcon/ibuy-new.png) ![client_logo](https://tirnav.com/clietnIcon/ibuild-new.png) ![client_logo](https://tirnav.com/clietnIcon/everything-data.png) ![client_logo](https://tirnav.com/clietnIcon/aument-capital.png) The problem ## Your customer sees one order. Your systems see separate pieces. Salesforce + EDI gets complicated at the handoffs: where a buyer's SKU becomes a product, where an order becomes a shipment, and where a failed update becomes someone's responsibility. 01 ### Match partner data to your records Map buyer SKUs, ship-to codes, and units to the right records before processing orders. 02 ### Give every handoff a clear owner Define who owns orders, fulfillment, and invoicing so updates stay consistent across systems. 03 ### Track processing beyond delivery A delivered file can still fail processing. Track exceptions and recover without duplicate records. How it works ## One connected transaction. Clear responsibility at every step. For manufacturers, distributors, and wholesale brands using Salesforce alongside an ERP, accounting application, WMS, or 3PL. The integration gives customer-facing teams access to agreed order and exception information while preserving the operational system responsible for stock, shipment confirmation, and financial posting. 1. 01 ### 850 Purchase Order Trading partner 2. 02 ### EDI Network Document exchange 3. 03 ### Tirnav EDI Platform Validation & mapping 4. 04 ### Salesforce Order Workflow Salesforce 5. 05 ### Fulfillment Warehouse / WMS / 3PL 6. 06 ### 856 ASN Shipment notice to the buyer 7. 07 ### 810 Invoice Approved finance source → trading partner Every document is validated, tracked and tied back to the business transaction. Illustrative workflow; record ownership depends on your configuration. How we choose the Salesforce connection We assess Salesforce APIs, event-based integration, and existing middleware against your org's enabled features, permissions, transaction volumes, and latency requirements. The design specifies the supported records, authentication, correlation keys, and recovery process. Salesforce Flow, Apex, validation rules, and existing integrations are reviewed before selecting how incoming transactions create or update records. Your current EDI provider can remain responsible for partner transport and translation where its interfaces support the agreed workflow. [Salesforce: integration patterns and practices](https://developer.salesforce.com/docs/atlas.en-us.integration_patterns_and_practices.meta/integ_pat_tempate.htm) EDI transactions ## Connect the complete order-to-cash conversation Scope the X12 documents your trading partners require and the Salesforce or operational records each document needs. These supplier-side examples are confirmed against the partner's version and implementation guide. 1. 01 / Buyer → supplier ### Order [EDI 850](https://tirnav.com/edi/850-purchase-order) Purchase Order What does the buyer need? Mapping details Agreed Salesforce order workflow Map the retailer PO to Order and OrderItem records or an agreed custom model after confirming org capabilities. Resolve accounts, products, price books, units, and ship-to references before creating the transaction. 2. 02 / Supplier → buyer ### Confirmation [EDI 855](https://tirnav.com/edi/855-purchase-order-acknowledgment) Purchase Order Acknowledgment What can you supply, and when? Mapping details Approved order response Obtain accepted quantities and delivery commitments from the responsible order or supply system. An opportunity stage change alone should not trigger a retailer order acknowledgment. 3. 03 / Supplier → buyer ### Fulfillment [EDI 856](https://tirnav.com/edi/856-advance-ship-notice) Advance Ship Notice What shipped, and how is it packed? Mapping details ERP or WMS shipment + CRM visibility Build the ASN from confirmed warehouse packing, carton, tracking, and SSCC data. Synchronize agreed shipment references and status to Salesforce for sales and service teams. 4. 04 / Supplier → buyer ### Billing [EDI 810](https://tirnav.com/edi/810-invoice) Invoice What is the buyer being charged? Mapping details Approved invoice source + CRM reference Generate the EDI invoice from the designated finance system and expose agreed invoice references or status in Salesforce. Define the invoice data model for your licensed products and org configuration. 5. 05 / Buyer → supplier ### Payment [EDI 820](https://tirnav.com/edi/820-payment-order-remittance-advice) Payment / Remittance Which invoices does the remittance cover? Mapping details Finance reconciliation + application visibility Match retailer remittance references, invoice amounts, and deductions to approved finance records. Define how Salesforce receives reconciliation status; a remittance message alone does not establish payment settlement. The business journey is shown in sequence; actual timing follows the partner agreement. An EDI 820 carries payment instructions or remittance information. Payment execution and settlement are confirmed through the agreed finance and banking process. ### Supporting the transaction throughout its lifecycle [EDI 846 · Inventory Advice](https://tirnav.com/edi/846-inventory-advice) Authoritative inventory availability Use the ERP or WMS availability policy for retailer inventory advice. If availability is also shown in Salesforce, specify its timestamp, warehouse scope, and refresh schedule. [EDI 997 · Functional Acknowledgement](https://tirnav.com/edi/997-functional-acknowledgment) Technical acknowledgment tracking Link functional acknowledgment status to the original EDI interchange. Keep technical acceptance separate from order acceptance and application processing. Additional scope can include 860 order changes, 940 warehouse shipping orders, 945 shipping advice, or EDIFACT equivalents. A technical acknowledgment is separate from a commercial acceptance. Documents and directions are agreed for each partner. Salesforce workflows ## Give sales, service, and operations the same order context Example journey ### EDI → Salesforce → ERP / WMS / 3PL 1. 01 #### Capture the partner order Match customer and item references, then create or synchronize the agreed order records. 2. 02 #### Confirm fulfillment with the warehouse Use confirmed quantities, packing, and tracking data to prepare the shipment notice. 3. 03 #### Reconcile the approved invoice Send the approved invoice with its original PO and shipment references intact. Illustrative workflow; records depend on your edition and configuration. ### Accounts, products, and order ownership Match accounts and products, then define which system owns each order. ### Salesforce Flow, Apex, and validation rules Check Flow, Apex, and validation rules before creating or updating records. ### Permissions, volume, and synchronization Set access, update frequency, and volume limits for reliable synchronization. ### Actionable exceptions for customer service Route exceptions to the right owner with the order reference and next action. ### Shipment and finance data remain traceable Link shipment and invoice updates to their source records and original PO. ### Partner-specific requirements and rollout Validate each retailer's requirements before adding partners or increasing volume. EDI failure & recovery ## When an order fails, your team needs a way forward. Recovery is part of the integration design. We define how to locate the failure, correct the cause, resume processing, and verify the result across EDI, Salesforce, and the systems downstream. ### Detect the actual failure Track document receipt, validation, application processing, and partner acknowledgment separately. Surface the failed stage, affected order line, and source error instead of showing one ambiguous success flag. ### Give someone enough context to act Route mapping issues, application validation errors, and warehouse exceptions to the right owner. Keep partner control references, record IDs, timestamps, and the required correction together. ### Replay with duplicate protection Check whether the destination already committed a record before retrying. Preserve the original correlation reference, retry only the appropriate stage, and require review when the outcome is uncertain. ### Reconcile before closing the issue Confirm that source and destination records agree and that the required downstream messages completed. Record the correction and recovery result so operations can explain what happened later. ### Example: a Salesforce order update times out Ambiguous outcome A timeout does not prove the write failed. Check the original external reference and the supported Salesforce record state before retrying. If the agreed order record exists, resume from the next incomplete stage. If it does not, a controlled retry can proceed. Uncertain matches go to review. Edition-specific permissions and posting rules govern any correction. [Try the sample recovery workflow](#demo) Implementation process ## From the first partner guide to production support Six clear steps from discovery to ongoing support. 1. 01 ### Discover Agree on partners, systems, scope, and ownership. 2. 02 ### Map Match partner documents to your business records. 3. 03 ### Build Connect systems with validation and recovery controls. 4. 04 ### Test Verify complete transactions, exceptions, and partner requirements. 5. 05 ### Go-live Launch with a controlled cutover and verified live orders. 6. 06 ### Support Monitor transactions, resolve issues, and maintain mappings. Why Tirnav ## EDI delivery. Salesforce integration. Our own EDI platform. ### EDI beyond file translation Connect trading partners, orders, and warehouse operations in one workflow. [Explore EDI services](https://tirnav.com/services/edi-integration) ### A Salesforce Partner Salesforce expertise aligned with your EDI records, automation, and ERP connections. [Salesforce integration expertise](https://tirnav.com/services/enterprise-salesforce-integration) ### Our own EDI platform Work directly with our platform team on integration, deployment, and support. [Discuss the EDI platform](#contact) Customer examples ## See the integration work behind the service These documented projects show our EDI, warehouse, and accounting integration experience. Each card identifies the actual systems and scope delivered. Use these examples to review the relevant partner mapping, warehouse handoffs, and accounting connections for your project. ![World Depot](https://tirnav.com/clietnIcon/world-depot.png) Retail EDI + custom ERP ### World Depot Explore multi-retailer EDI integration with a custom ERP, connecting partner documents to the business's logistics workflows. Relevant to partner mapping and cross-system order processing. [Read the World Depot case study](https://tirnav.com/case-study/edi-integration/logistic/world-depot-edi-integration) ![SymSafe](https://tirnav.com/clietnIcon/symsafe.svg) Business Central + shipment operations ### SymSafe See a logistics portal connected to Microsoft Business Central, including shipment synchronization and SSCC label automation. Relevant to warehouse handoffs and shipment data ownership. [Read the SymSafe case study](https://tirnav.com/case-study/web/distributor/edi-purchase-order-shipment) ![HookedOnTronics](https://tirnav.com/clietnIcon/hooked-on-tronics.png) Commerce + QuickBooks ### HookedOnTronics Review connected ecommerce and accounting work with QuickBooks as part of a wider system modernization project. Relevant to financial record connectivity and application integration. [Read the HookedOnTronics case study](https://tirnav.com/case-study/web/ecommerce/hookedontronics-system-modernization) Platform integrations ## Connect the systems behind every customer promise ### ERP & finance Orders, allocations, invoice posting, and financial reconciliation. ### Shopify & commerce Catalog references, wholesale order context, and channel inventory rules. ### WMS & warehouses Confirmed quantities, carton hierarchy, tracking, and SSCC data. ### 3PL & logistics Fulfillment handoffs, dispatch events, shipment corrections, and partner references. Connections are scoped to the available APIs or supported file interfaces. Review the platform guides below for mapping and implementation considerations. EDI integrations by platform ## Need EDI beyond Salesforce? Tirnav also connects EDI workflows with Salesforce, Shopify, SAP, Microsoft Dynamics, WMS, 3PL and other business systems. - [Cloud ERP ### NetSuite EDI integration Bring retail EDI into your NetSuite workflow. ](https://tirnav.com/services/edi-integration/netsuite) - [Ecommerce ### Shopify EDI integration Connect wholesale EDI orders to Shopify operations. ](https://tirnav.com/services/edi-integration/shopify) - [Accounting ### QuickBooks EDI integration Connect retail EDI with your QuickBooks accounting. ](https://tirnav.com/services/edi-integration/quickbooks) - [Microsoft Dynamics 365 ### Business Central EDI integration Connect Business Central orders to retail-ready shipments. ](https://tirnav.com/services/edi-integration/business-central) - [Modular ERP ### Odoo EDI integration Connect Odoo sales, inventory, and accounting through EDI. ](https://tirnav.com/services/edi-integration/odoo) - [ERP for growing businesses ### SAP Business One EDI integration Connect SAP Business One to your retail trading partners. ](https://tirnav.com/services/edi-integration/sap-business-one) - [Enterprise ERP ### SAP S/4HANA EDI integration Connect enterprise EDI to SAP S/4HANA processes. ](https://tirnav.com/services/edi-integration/sap-s4hana) - [Enterprise ERP ### Microsoft Dynamics 365 EDI integration Connect Dynamics 365 operations to enterprise EDI. ](https://tirnav.com/services/edi-integration/dynamics-365-finance-supply-chain) - [Cloud ERP ### Acumatica EDI integration Connect Acumatica distribution workflows to retail EDI. ](https://tirnav.com/services/edi-integration/acumatica) - [ERP and accounting ### Sage EDI integration Build an EDI connection around your Sage product. ](https://tirnav.com/services/edi-integration/sage) - [Open-source ERP ### ERPNext EDI integration Connect ERPNext documents to retail EDI workflows. ](https://tirnav.com/services/edi-integration/erpnext) Frequently asked questions ## Salesforce EDI integration FAQs - Yes. We scope an integration that translates partner EDI documents and connects the agreed data to Salesforce through supported interfaces. The solution includes the EDI transport and mapping responsibilities, Salesforce record design, and ERP or warehouse connections required by the business process. - Yes. Tirnav is a Salesforce Partner. For an EDI project, we combine Salesforce configuration and integration planning with trading-partner mapping, testing, and operational support. The specific connector, middleware, and document scope are agreed for your environment. - The proposed integration connects their responsibilities. Your ERP or warehouse can remain the source for allocation, inventory, packing, and shipment confirmation, while Salesforce supports customer-facing workflows and visibility. Discovery defines which system owns each record and business decision. - Where your org supports the required order workflow, we can map retailer POs to the agreed order and line records. We first review account and product matching, price books, required fields, automation, and permissions. A custom model or ERP-owned order may be more appropriate for some environments. - This can be included in scope. We define the data available to agents, how exceptions become cases, tasks, or custom records, and how shipment updates are correlated to the customer and order. Access controls, ownership, and refresh expectations are established before implementation. - The integration approach depends on your existing architecture and requirements. We assess your current EDI provider, middleware, Salesforce interfaces, volumes, and support model. MuleSoft can be evaluated where relevant; we do not assume every Salesforce EDI project requires it. - The agreed scope covers discovery, source-to-target mapping, connectivity, validation, exception handling, end-to-end testing, and go-live support. Deliverables identify the trading partners, document types, application records, and any ERP or warehouse changes required. Ongoing support responsibilities are agreed separately. - Timing depends on partner testing windows, document complexity, master-data readiness, interface access, and application changes. After discovery, we provide a dated plan with dependencies and acceptance criteria rather than promise one timeline for every project. - We assess the existing provider's interfaces, mapping ownership, transport agreements, and support responsibilities. The project can focus on the application connection where suitable. If migration is needed, we plan partner testing, reconciliation, and cutover explicitly. - Scope is driven by the number of partners and document maps, application interfaces, custom fields, warehouse dependencies, environments, and support requirements. 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Deliverables identify the trading partners, document types, application records, and any ERP or warehouse changes required. Ongoing support responsibilities are agreed separately." } }, { "@type": "Question", "name": "How long does Salesforce EDI implementation take?", "acceptedAnswer": { "@type": "Answer", "text": "Timing depends on partner testing windows, document complexity, master-data readiness, interface access, and application changes. After discovery, we provide a dated plan with dependencies and acceptance criteria rather than promise one timeline for every project." } }, { "@type": "Question", "name": "Can we retain our current EDI provider or VAN?", "acceptedAnswer": { "@type": "Answer", "text": "We assess the existing provider's interfaces, mapping ownership, transport agreements, and support responsibilities. The project can focus on the application connection where suitable. 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