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Everest for Salesforce.

By Everest Systems, Inc

Turn Salesforce Opportunities into Sales Orders in Everest Systems

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Paid Add-On Required  

Payment required for external services or products

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Industries
High Tech
Business Need
Sales
Enterprise Resource Planning
Quotes & Orders
Requires
Sales Cloud
Compatible With
Sales Cloud

Everest for Salesforce automates sales order creation from Salesforce opportunities while keeping products, pricing, and key financial data in sync—giving sales teams complete visibility into subscriptions, invoices, and metrics.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited

App Details

Version
Everest Connect/ver 0.168.0 0.168.0
Listed On
09/29/2025
Latest Release
09/29/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 14
Custom Tabs: 4
Custom Apps: 1
Lightning Components
Global: 13
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.168.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/09/2025

Additional Details

Everest Systems provides a managed package that seamlessly integrates Salesforce with Everest ERP, enabling sales teams to automate sales order creation directly from opportunities. This integration syncs products and pricing from Everest ERP to Salesforce, allowing reps to configure opportunities with flexible pricing models, including one-time, recurring, tiered, usage-based, and commit with overages. When an opportunity is closed, the system automatically generates a corresponding sales order in Everest ERP—eliminating manual entry and reducing errors. Additionally, the integration syncs key ERP metrics, subscription details, and invoice data back into Salesforce, ensuring sales teams have a complete financial view to support customer decisions, modifications, and renewals.

Need help?

Everest Systems, Inc

Mountain View, California, USA

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