Salesforce and Epicor integration for accurate orders, inventory, and invoices
Connect Salesforce with Epicor to sync customers, quotes, orders, inventory, and invoicing data so your teams work from one source of truth with reliable reporting.
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• Accounts, contacts, ship-to locations, and tax identifiers are mapped between Salesforce objects and Epicor customers, including external IDs for deterministic matching.
• Item masters, UOM, and availability signals are synced from Epicor to Salesforce on scheduled and delta-based jobs, with field-level validation and rejection handling.
• Price lists, discount matrices, and customer-specific terms are sourced from Epicor and surfaced in Salesforce as synchronized pricing references for quotes and orders.
• Salesforce quotes and orders are transformed into Epicor sales orders, including line items, requested ship dates, freight fields, and payment and credit metadata.
• Order status, shipments, invoices, and credit holds are pushed back from Epicor to Salesforce to keep customer-facing timelines and finance visibility consistent.
• Sync runs are logged with correlation IDs, error payloads, and retry rules, and ownership of master data is enforced per entity to prevent overwrites.
• For B2B multistore setups, store views, selling entities, and customer groups are mapped to Epicor companies, sites, and price rules for consistent cross-entity reporting.
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Why choose scandiweb to handle Salesforce integration for you?
How does a Salesforce Epicor ERP integration sync quotes, sales orders, and invoices?
It maps key objects between Salesforce and Epicor and syncs quote, order, shipment, and invoice status so teams stop reconciling in spreadsheets.
Can Salesforce integrate with Epicor to show real-time inventory availability and pricing for B2B sales?
Yes, Epicor inventory and price logic can be surfaced in Salesforce so reps sell what is actually available, with the right contract pricing.
What data should be the system of record in a Salesforce Epicor integration for finance reporting?
Epicor typically stays the source of truth for invoicing, tax, and financial posting, while Salesforce holds CRM activity and pipeline with linked ERP outcomes.
Does a Salesforce Epicor integration support multi-company, multi-warehouse, and multi-currency B2B operations?
Yes, the integration can be designed to respect company codes, warehouses, currencies, and customer-specific terms across entities.
How do you keep a Salesforce Epicor integration reliable during outages and API limits?
We use queued syncs, retries, logging, and clear error handling so failed messages get fixed and replayed without breaking order flow.
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