BOLD Complete: EDI Integration & Mapping

EDI Integration for Salesforce

BOLD Complete connects Salesforce to your EDI trading partner network through native Salesforce APIs, whichever Salesforce products run your orders. Purchase orders, incoming orders and the documents that follow them move between Salesforce and your trading partners automatically.

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Salesforce
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BOLD Complete
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EDI Trading Partners
The problem

Salesforce Speaks APIs. Your Trading Partners Speak X12 and EDIFACT.

Costly Custom Integrations

Connecting Salesforce to a trading partner network typically requires custom development, ongoing maintenance and IT resources most teams can't spare.

Compliance Risk at Scale

As trading partner requirements evolve, manually maintaining EDI compliance across every document you exchange creates risk that compounds with volume.

Data Living in Silos

Order data sitting in Salesforce that never reaches trading partners on time leads to chargebacks, disputes and strained relationships.

What it does

Automate EDI Across Your Salesforce Order Flow

BOLD Complete connects Salesforce to your EDI trading partner network. Whichever Salesforce products you use, we consume their native API payloads and map them into compliant EDI for each trading partner, then convert incoming partner EDI into payloads that load straight into Salesforce. Most connections run through cloud APIs, though file-based exchange is available if that fits your environment better.

Vendor Purchase Order Automation

Send EDI 850 purchase orders from Salesforce out to your vendors automatically, with no manual re-entry and no delays getting orders out the door.

Order Intake & Routing

Receive EDI orders from your trading partners and route them directly into Salesforce for processing, with no rekeying.

Trading Partner Mapping & Maintenance

We build the EDI maps between Salesforce and each trading partner, then keep them compliant as partner requirements evolve.

Self-Service Lookup Management

Maintain your Salesforce trading partner lookups through a self-service portal, with notifications when missing or incorrect data would disrupt an EDI process.

Implementation Support

We help expedite new Salesforce connections, collaborating with your Salesforce implementation partner or internal team to keep timelines on track and protect your trading partner relationships.

Ready to Connect Salesforce to Your Trading Partners?

See how BOLD Complete automates EDI for Salesforce in a live demo.

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