AccountMate ERP Integration for Salesforce
Sync AccountMate orders, invoices & inventory into Salesforce.
Overview
Sync AccountMate orders, invoices, inventory, and customer data into Salesforce with AI. Give sales reps account history, invoice status, and inventory in Salesforce. Extend with our DataLake, MCP, and AI Agents.
See How AccountMate ERP Integration for Salesforce Works
SYNC Standard Features: - Uni-directional and bi-directional options - Salesforce records sync to your business systems - Usage-based — pay only for what you use - 150+ business systems supported - Enterprise-grade integration
Access Up-To-Date Data in Salesforce: - Full transaction and sales history - Current product pricing & stock levels - Customer accounts and contacts - Sales and service activity - Complete customer picture in one place - Open orders and payment status
SYNC Benefits: - Eliminates duplicate data entry - One accurate source for all teams - Sales connected to your back office - Faster decisions across teams - Increases customer satisfaction & retention - Works across the full Salesforce ecosystem
Compatible Salesforce Products: - B2B Commerce, Marketing, Manufacturing, Experience, Nonprofit and Health Cloud - Customer Data Platform - Tableau - Hyperforce and more!
⭐⭐⭐⭐⭐ "SYNC helps when it gets down to the quoting aspect. We can quickly pull up information from previous jobs and similar jobs." – Tim Zeliesko, COO at Miller Plastic Products When your ERP and Salesforce each hold a different version of the truth, decisions slow down and errors creep in. Commercient brings both sides into agreement, giving sales, finance, and operations teams a single set of facts to work from. The foundation is the Data Lake, where ERP, Salesforce, and eCommerce data all land in one place. SYNC takes it from there, keeping orders, invoices, inventory, and pricing up to date across systems automatically, no manual entry, no lag. That live, unified data is what AI agents need to do their best work: surfacing opportunities, supporting customers, and informing pricing decisions in real time. MCP governs everything underneath, ensuring each agent accesses only the data it needs for the task at hand. The result is a business that runs on accurate information and that gets smarter every day.
Categories
- Business Needs
- SalesEnterprise Resource PlanningIntegration
- Industries
- Horizontal ProductEngineering, Construction, & Real EstateManufacturing
- Personas
- Business Operations ManagerBusiness UserOther
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile
