Salesforce EDI Integration Services

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

   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

   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

   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

   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

   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.

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.

Frequently asked questions

Salesforce EDI integration FAQs

• Can Salesforce connect to EDI trading partners?

  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.

• Is Tirnav a Salesforce Partner?

  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.

• Does Salesforce EDI integration replace our ERP or warehouse system?

  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.

• Can EDI orders create Salesforce orders instead of opportunities?

  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.

• Can Service Cloud teams see EDI errors and shipment updates?

  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.

• Do we need MuleSoft for Salesforce EDI integration?

  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.

• What is included in a Salesforce EDI integration project?

  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.

• How long does Salesforce EDI implementation take?

  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.

• Can we retain our current EDI provider or VAN?

  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.

• How is EDI integration priced?

  Scope is driven by the number of partners and document maps, application interfaces, custom fields, warehouse dependencies, environments, and support requirements. We separate implementation work from any recurring service, transport, or third-party licensing costs in the proposal.