Marketplace - Lead To Cash Agent

An Agentic AI-driven solution integrating Salesforce and Microsoft Dynamics 365 to automate the complete Lead-to-Cash lifecycle. Specialized AI agents for Sales, Pricing, Orders, Finance, Inventory, and Support collaborate through a central Coordinator Agent. Built on Boomi, it delivers intelligent orchestration, real-time visibility, improved accuracy, reduced manual effort, and faster quote-to-cash processing with a unified customer view

Solution Details

Difficulty Level
INTERMEDIATE
Solution Type
Designer Agent Accelerator
Author
LevelShift
Published on
Apr 23, 2026
Last updated on
Apr 23, 2026

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How it works

This solution introduces an Agentic AI-driven Lead-to-Cash orchestration platform that integrates Salesforce and Microsoft Dynamics 365 to enable intelligent, end-to-end business process automation. It replaces traditional point-to-point integrations with autonomous AI agents that collaboratively manage the complete lifecycle from Lead to Quote, Order and Invoice.

A central Coordinator Agent ensures workflow governance, state management, SLA tracking, and real-time synchronization across systems using Boomi integration platforms. This architecture enables a fully connected, self-orchestrating enterprise process with improved accuracy, speed, scalability, and end-to-end visibility.

  • Scalable Event-Driven Architecture Built on Boomi (MCP framework) enabling an extensible, event-driven design that supports easy addition of new AI agents and workflows
  • Enterprise-Grade Governance Provides built-in controls including SLA tracking, audit logging, validation, retry mechanisms, and exception handling to ensure controlled and reliable execution.
  • Real-Time Cross-System Synchronization Ensures continuous and consistent data synchronization between Salesforce and Microsoft Dynamics 365 across all business stages.
  • Multi-Agent Collaboration Specialized agents (Sales, Pricing, Order, Finance, Inventory, Support) operate autonomously and collaboratively to execute domain-specific business functions
  • Agentic AI Orchestration Layer A central Coordinator Agent manages the end-to-end Lead-to-Cash workflow across CRM and ERP systems, ensuring seamless orchestration and decision flow.

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Verified Partner/Vendor Supported: This accelerator is fully supported and managed by the Partner/Vendor. For any support related inquiries or assistance including troubleshooting, guidance and/or updates to the solution, please contact the Partner/Vendor directly.​

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