Connect your trading partner EDI network directly to Salesforce Sales Cloud, Service Cloud, and Commerce Cloud. SBSA Technology maps inbound purchase orders, outbound ASNs, and invoices into Salesforce records — with no manual re-keying and no middleware.
Select your use case to see the data flow
Purchase orders from your retail or wholesale buyers arrive via EDI and are created as Salesforce Order or Opportunity records automatically.
Salesforce triggers the 855 acknowledgment the moment the order is accepted — buyer deadlines met without manual intervention.
When your warehouse ships, the 856 ASN is generated and transmitted to your buyer automatically from Salesforce fulfillment data.
Invoice is generated from the Salesforce Order record and transmitted to your buyer via EDI — one invoice per PO, automatically.
All orders and invoices can simultaneously sync to QuickBooks Online or Enterprise — keeping your books current without double-entry.
Purchase orders from your retail or wholesale buyers arrive via EDI and are created as Salesforce Order or Opportunity records automatically.
Salesforce triggers the 855 acknowledgment the moment the order is accepted — buyer deadlines met without manual intervention.
When your warehouse ships, the 856 ASN is generated and transmitted to your buyer automatically from Salesforce fulfillment data.
Invoice is generated from the Salesforce Order record and transmitted to your buyer via EDI — one invoice per PO, automatically.
All orders and invoices can simultaneously sync to QuickBooks Online or Enterprise — keeping your books current without double-entry.
Receive 850 POs and 856 ASNs from your shipper clients via EDI and surface them as Salesforce Service Cloud cases or custom records.
Generate and transmit 856 ASNs and status updates to end retailers automatically when shipments depart your facility.
UPS, FedEx, and LTL carrier tracking numbers are populated in the ASN and synced to the Salesforce record automatically.
Freight invoices are generated from Salesforce and transmitted electronically — eliminating paper billing to your shippers.
SBSA manages EDI connections to all major retailers (Walmart, Target, Amazon, Grainger) on behalf of your shipper clients from one platform.
Salesforce EDI integration looks different depending on your role in the supply chain. SBSA designs the integration around your specific data model, transaction volume, and trading partner network.
You use Salesforce to manage accounts and orders, and you need inbound EDI 850 POs from buyers like Walmart, Target, Home Depot, or Grainger to create Salesforce orders automatically — and outbound ASNs and invoices to fire without manual steps.
You issue purchase orders from Salesforce CPQ or Order Management and need those orders transmitted as EDI 850s to your suppliers — with inbound 855 acknowledgments, 856 ASNs, and 810 invoices flowing back into Salesforce automatically.
You run Salesforce as your customer-facing platform and need to connect multiple clients or merchants to EDI trading partners on their behalf — managing separate compliance requirements per client and per retailer from a single integration layer.
SBSA bridges two connection layers: the EDI network side (AS2, SFTP, or VAN) and the Salesforce API side. Both are configured, tested, and managed entirely by SBSA — no in-house EDI or API expertise required.
Native Salesforce Connection
SBSA integrates directly with Salesforce using its native REST and SOAP APIs. No middleware (MuleSoft, Dell Boomi, or Jitterbit) is required — reducing your licensing cost and complexity significantly.
Direct EDI Protocol
AS2 is the preferred EDI transmission protocol for high-volume trading partners — Walmart, Target, Amazon, and Home Depot. SBSA handles AS2 certificate management, setup, and ongoing compliance monitoring.
File Transfer & Network Options
SFTP and VAN (Value-Added Network) connections are also supported for trading partners that require them. SBSA manages the complete setup and routing for both protocols alongside your Salesforce API connection.
SBSA Technology supports core and supplemental Salesforce EDI Integration EDI documents. Critical transactions are highlighted because they carry the highest compliance risk when transmitted incorrectly or late.
Inbound POs from trading partners are mapped to Salesforce Order or Opportunity records the moment they arrive — no manual entry. PO details, line items, and delivery dates populate the Salesforce record automatically.
InboundTriggered automatically when a Salesforce Order is accepted. Confirms fulfillment ability, line-item ship dates, and any quantity adjustments — transmitted to the buyer within minutes, never missing the deadline window.
Outbound Auto-triggered on Salesforce order acceptanceGenerated from Salesforce shipment records the moment an order leaves your facility. Carrier codes, tracking numbers, and carton details are populated automatically from your Salesforce or WMS fulfillment data.
Outbound Triggered by Salesforce shipment confirmation eventGenerated directly from the Salesforce Order record — one invoice per PO. Invoice amounts always match the order because they're derived from the same Salesforce source data, eliminating match failures and payment delays.
OutboundConfirms syntactic validity of every transmitted document. SBSA monitors all 997 responses in real time and surfaces rejections to your team before they become compliance incidents.
OutboundInbound remittance advice from your buyers is matched against open Salesforce invoices automatically — enabling cash application without manual reconciliation. Syncs to QuickBooks when connected.
InboundBuyer-initiated PO modifications update the Salesforce Order record automatically. Quantity, pricing, or delivery date changes are reflected in Salesforce and flagged for review — no manual re-keying.
InboundSales velocity and inventory data transmitted to buyers for demand planning. Pulled from Salesforce product and inventory records and formatted to partner specifications automatically.
OutboundFree-form trading partner communications — exception notes, special instructions, or non-standard order messages. Routed to Salesforce Service Cloud cases or chatter posts for visibility.
InboundMany mid-market companies run Salesforce as their front-office system and QuickBooks for accounting. SBSA Technology — an Intuit Silver Partner for both QuickBooks Online and QuickBooks Enterprise — connects all three layers so data flows without duplication or manual entry.
Salesforce manages your accounts, opportunities, orders, and fulfillment workflows. SBSA maps inbound EDI purchase orders directly to Salesforce records and triggers outbound EDI transactions from Salesforce events — keeping your CRM as the single source of truth for order activity.
SBSA Technology is an Intuit Silver Partner for QuickBooks Online. When Salesforce manages the order and EDI handles the trading partner communication, QuickBooks Online handles the books — with orders, invoices, and payments synced automatically from the Salesforce layer.
For companies with higher transaction volumes or advanced inventory needs, SBSA integrates Salesforce EDI with QuickBooks Enterprise. As an Intuit Silver Partner, SBSA handles the full data mapping between your Salesforce front-office, EDI transaction layer, and QuickBooks Enterprise back-office.
Bidirectional integration: 850 POs create sales orders in NetSuite automatically; ship confirmations and invoices flow back to Salesforce as EDI 856 and 810.
Full SAP integration via IDocs or direct API. Maps Salesforce's EDI segments to SAP order management, warehouse management, and FI invoice processing.
Native D365 integration for purchase order receipt, warehouse pick and ship confirmation, and automated invoice creation from confirmed shipments.
If your ERP or WMS isn't listed, SBSA builds a custom integration. We've connected EDI to hundreds of systems — flat-file imports, AS/400 mainframes, proprietary ERPs, and everything in between.
Every step in the Salesforce EDI workflow that can cause a chargeback, a refused shipment, or a compliance failure is automated by SBSA. Your team focuses on fulfillment; SBSA handles the EDI mechanics end to end.
EDI 850 inbound POs create Salesforce Order records automatically — no manual data entry from PDF or email
EDI 855 acknowledgment auto-fired on Salesforce order acceptance — buyer deadlines met in minutes, not days
EDI 856 ASN generated and transmitted the moment shipment is confirmed in Salesforce — never late
All required ASN fields auto-populated from Salesforce data: carrier codes, tracking numbers, weights, carton counts
Zero-quantity line item prevention — unfulfillable items removed from the ASN, not zeroed out
GS1-128 / UCC-128 carton labels generated and validated against ASN contents before dispatch
EDI 810 invoice auto-generated from the Salesforce Order — one invoice per PO, always matched to what shipped
Inbound EDI 820 remittance auto-applied against open Salesforce invoices and synced to QuickBooks
EDI 860 PO changes update Salesforce Order records and trigger alerts for your sales team
997 functional acknowledgment monitoring — rejections surfaced within seconds, before they escalate
Common questions from companies evaluating Salesforce EDI integration for the first time — or looking to replace a slow or error-prone current solution.
Common questions from companies evaluating Salesforce EDI integration for the first time — or looking to replace a slow or error-prone current solution.
No middleware is required. SBSA connects directly to Salesforce using its native REST and SOAP APIs, authenticated via OAuth 2.0 Connected Apps. This eliminates the need for MuleSoft, Dell Boomi, Jitterbit, or any other integration platform — which significantly reduces your licensing cost and the number of systems requiring maintenance. SBSA's integration layer handles all translation, routing, and error handling directly.
Yes — and this is a very common architecture for mid-market companies. SBSA Technology is an Intuit Silver Partner for both QuickBooks Online and QuickBooks Enterprise. The typical setup has Salesforce as the order management and CRM front-end, EDI handling trading partner communication, and QuickBooks receiving synchronized order, invoice, and payment data automatically. You get the best of all three platforms without manual data duplication across any of them.
SBSA supports EDI connections to all major US retailers and distributors — including Walmart, Target, Amazon Vendor Central, Home Depot, Lowe's, Best Buy, Costco, Grainger, and hundreds of others. For each trading partner, SBSA obtains the relevant implementation guide, sets up the connection (AS2, SFTP, or VAN), and maps the partner's specific EDI requirements to your Salesforce data model. You do not need to manage any direct communication with the retailer's EDI team.
Most Salesforce EDI integrations are live within 4 to 8 weeks from kickoff. The timeline depends primarily on the number of trading partners being connected, the complexity of your Salesforce org's data model, and whether QuickBooks or another ERP system requires simultaneous integration. A single trading partner with a standard Salesforce Orders setup is typically live in 3–4 weeks. More complex multi-partner implementations with custom objects and ERP sync typically take 6–8 weeks.
SBSA monitors all EDI transactions 24/7 after go-live. When a document is rejected — via a 997 functional acknowledgment error, an AS2 transmission failure, or a buyer-specific compliance flag — SBSA surfaces the failure to your team with a plain-language description of what went wrong and the recommended action. Most issues are resolved by SBSA without any action required from your side. For issues requiring your input (such as a quantity discrepancy on a specific PO), SBSA routes the alert directly to the right person on your team with full context.
Tell us which Salesforce Cloud you're using, which trading partners you need to connect, and whether QuickBooks is in your stack — and we'll design a complete integration plan.
