Salesforce ERP Integration Services

Salesforce ERP integration connects Salesforce CRM with enterprise resource planning systems so customer, sales, operational, and financial information stays aligned across multiple systems. It works through defined data flows that move records between Salesforce and ERP using APIs or middleware, based on rules for direction, frequency, data mapping, validation, and error handling.

We integrate Salesforce with popular ERP systems such as Oracle NetSuite, SAP (S/4HANA/ECC), Microsoft Dynamics 365 (Finance & Operations/Business Central), Sage Intacct, Infor, Epicor, Acumatica, Odoo, Oracle E-Business Suite, and JD Edwards. We also support legacy ERP systems and proprietary operational systems when standard connectors are not available.

Most integrations synchronize customer master data, sales info used for quoting and ordering, operational updates that affect order management and inventory management, and financial data needed for financial reporting and collections visibility. The exact set depends on how you run business operations, how many systems are involved, and which platform should own each data domain.

Common integrations support quote-to-cash and order-to-cash flows, including sales approvals, handoffs between sales and operations teams, order status updates, fulfillment and returns visibility, inventory availability, and finance-related steps tied to invoices and payments. The goal is to connect multiple business functions so teams are not forced into manual data entry or disconnected workflows.

The right integration method depends on scope, complexity, and how much the integration needs to scale. Native integration can work well for standard patterns when your ERP ecosystem offers a proven connector, while iPaaS/middleware is often the better fit when you have multiple systems, need strong monitoring, and expect the data flows to expand. Custom integration and custom development are best when you have legacy ERP systems, advanced transformations, strict governance requirements, or specialized business processes. Point-to-point integration is typically reserved for smaller, contained scopes.

We align sync frequency with operational needs and system constraints. When business operations require near-real-time data for inventory, order status, or customer interactions, we use controlled event-based or near-real-time patterns with throttling and queuing to protect system load. For heavier data domains or periodic updates, scheduled sync reduces risk and keeps data transfers predictable while still meeting reporting and planning needs.

We define data ownership early by deciding which system is the source of truth at the object and field level. ERP commonly owns financial data, inventory, and fulfillment status, while Salesforce typically owns CRM activity and sales process fields; customer master data ownership depends on where onboarding, compliance, and account governance live. These rules are then enforced through data mapping, validations, and direction controls to prevent conflicts and ensure data consistency.

We use least-privilege access, dedicated integration users, and encrypted connections to protect sensitive data during data transfers between Salesforce and ERP. We also control which fields can move between systems, apply validation to prevent incorrect exposure, and design monitoring and logging so issues are traceable without unnecessarily storing sensitive payloads. This keeps integrations secure, auditable, and maintainable over time.