Salesforce integration in Poland
Push contacts, deal-driven merch and shipment events between Salesforce and Corp-Merch for Poland — built around VAT 23% via KSeF.
Architecture — Salesforce as the CRM record
Salesforce stays the system of record for contacts, accounts and deals; Corp-Merch consumes deal-driven triggers (won/closed, renewal, NPS promoter) to send merch kits in Poland. The mapping is configured in the dashboard: deal stage → product bundle → ship-to. VAT 23% is computed against the account billing entity and invoiced via KSeF; the invoice id is pushed back to the Salesforce deal record.
How to wire it up — Workflows and the Salesforce API
Install the Corp-Merch app from the Salesforce marketplace; scope it to objects: Contact, Account, Opportunity/Deal, plus a custom Object 'Shipment' that we create on install. Workflow actions: Send merch kit (sync), Resend on failure (async with retry), Issue invoice (KSeF). Webhooks subscribe to deal.stage_changed and a synthetic 'merch.fulfilled' event posts back to the Salesforce timeline.
Operations and edge cases — Address validation, opt-outs, returns
Address validation runs at deal-stage transition so reps in Poland see address quality before triggering a shipment; opt-outs from the contact record are honoured at send-time. Returns post back as activities and the KSeF invoice is credited automatically. Idempotency keys derived from deal id + workflow execution id prevent duplicates.
FAQ
Which edition of Salesforce do we need?
Any edition that supports custom apps and workflows. Enterprise gets sandbox + production environments and SSO.
Can we keep Salesforce as the source of truth for contacts?
Yes — Corp-Merch reads from Salesforce and only writes the shipment object back.
How are taxes handled?
VAT 23% is computed against the account billing entity; invoices are issued via KSeF after fulfillment.
Do you support custom objects?
Yes — the 'Shipment' object is created on install; you can extend it with custom fields and they will flow back from Corp-Merch.
Where is VAT 23% shown?
On the deal record, on the Shipment object, and in the Corp-Merch dashboard before push — itemised so finance can validate.