Epicor + Salesforce
Connect Epicor and Salesforce to Unify Your ERP and CRM Data
Automate data flows between your back-office operations and customer-facing teams so every department works from the same numbers.
Why integrate Epicor and Salesforce?
Epicor and Salesforce are two of the most capable platforms in their respective domains — Epicor handles manufacturing, distribution, and financial operations, while Salesforce manages customer relationships, sales pipelines, and revenue intelligence. When these two systems operate in silos, sales reps quote against stale inventory data, finance teams reconcile orders manually, and customer service has no visibility into fulfillment status. Integrating Epicor with Salesforce closes these gaps by creating a real-time, bidirectional data bridge between your ERP and CRM.
Automate & integrate Epicor & Salesforce
Use case
Automated Quote-to-Order Fulfillment
When a Salesforce opportunity reaches Closed Won, tray.ai can automatically create a corresponding sales order in Epicor, pulling all relevant line items, pricing, and customer details from the CRM. This eliminates the manual handoff between sales and operations and ensures fulfillment begins the moment a deal closes. Order confirmation details are then written back into Salesforce so reps have full visibility without leaving their CRM.
Use case
Real-Time Inventory Availability in Salesforce
Sales reps often promise delivery timelines based on outdated inventory snapshots, which leads to overpromising and customer dissatisfaction. By syncing Epicor inventory data into Salesforce on a scheduled or event-driven basis, tray.ai lets reps check live stock levels before committing to a quote. This data can surface as a custom Salesforce field, a related list, or a CPQ input.
Use case
Customer Account and Contact Synchronization
Keeping customer records consistent across Epicor and Salesforce is a constant headache for operations teams. tray.ai detects when a new account or contact is created or updated in either system and propagates those changes bidirectionally, so both platforms reflect accurate customer information. Deduplication logic and field mapping rules keep data integrity intact throughout the sync.
Use case
Invoice and Payment Status Visibility in Salesforce
Account executives and customer success managers often need to know whether an account has outstanding invoices before pursuing upsell opportunities or renewals. By syncing Epicor invoice and payment status into Salesforce, tray.ai gives revenue teams real-time financial context without requiring access to the ERP. Teams can set automated alerts for overdue accounts and pause renewal workflows accordingly.
Use case
Product and Pricing Catalog Synchronization
When product lines, SKUs, or pricing tiers change in Epicor, those updates need to be reflected in Salesforce CPQ or the product catalog to avoid incorrect quotes. tray.ai automates the sync of product data, pricing schedules, and unit-of-measure configurations from Epicor to Salesforce, so the quoting engine always runs on current ERP data. Changes can be pushed in real time or on a nightly batch schedule depending on your business requirements.
Use case
Automated Customer Onboarding Across Systems
When a new customer is created in Salesforce after a deal closes, that customer record also needs to exist in Epicor before orders can be processed. tray.ai automates this handoff by detecting new Salesforce accounts with a customer record type and creating the corresponding Epicor customer with all required fields, credit terms, and shipping configurations. This removes a manual bottleneck that often delays first-order fulfillment.
Use case
Sales Performance Reporting Enriched with ERP Data
Salesforce reports often lack the operational depth available in Epicor — actual margins, cost of goods sold, fulfillment rates. tray.ai can push Epicor order and financial data into Salesforce custom objects or external data sources, letting revenue leaders build dashboards that blend CRM pipeline data with real ERP performance metrics. No more toggling between tools to get the full picture.
Get started with Epicor & Salesforce integration today
Epicor & Salesforce Challenges
What challenges are there when working with Epicor & Salesforce and how will using Tray.ai help?
Challenge
Complex Data Model Mapping Between ERP and CRM
Epicor's data structures — part numbers, UOM codes, price schedules, customer classes — rarely map cleanly to Salesforce objects and fields. Point-to-point tools and manual ETL scripts tend to be brittle here. Mismatches result in failed syncs, data corruption, or orders created with missing required fields.
How Tray.ai Can Help:
tray.ai provides a visual data transformation layer where teams can define precise field mappings, apply conditional logic, and handle format conversions between Epicor and Salesforce data models. Configurable error handling and alerting catch mapping failures before they impact downstream operations.
Challenge
Maintaining Data Consistency Without a Single System of Record
Many organizations allow both Salesforce and Epicor users to update customer and order data, which creates conflicts when changes happen in both systems at the same time. Without a clear conflict resolution strategy, bidirectional syncs can overwrite valid data or create duplicate records that require manual cleanup.
How Tray.ai Can Help:
tray.ai supports configurable conflict resolution policies, letting teams designate field-level or object-level systems of record. Timestamp-based logic, custom business rules, and audit logging ensure the correct version of each record wins and that all changes are tracked for compliance.
Challenge
Handling High-Volume Order and Transaction Syncs
Manufacturers and distributors using Epicor often process thousands of orders, shipments, and invoices daily. Syncing that volume of transactional data into Salesforce in real time can hit API rate limits, cause latency, and degrade CRM performance if not carefully managed.
How Tray.ai Can Help:
tray.ai's workflow engine supports bulk processing, intelligent batching, and rate limit management out of the box. Workflows can process high-volume transaction feeds asynchronously, with retry logic and backpressure controls that prevent API throttling on either the Epicor or Salesforce side.
Challenge
Managing Authentication and Security for ERP Integrations
Epicor deployments — whether on-premise, private cloud, or SaaS — often have strict network and authentication requirements that make API access genuinely complicated. Configuring secure, persistent connections while satisfying enterprise IT security standards can stall integration projects before they start.
How Tray.ai Can Help:
tray.ai supports a range of Epicor authentication models including API keys, OAuth, and username/password with session tokens, and provides secure credential storage through its secrets management infrastructure. For on-premise Epicor deployments, tray.ai's on-premise agent enables secure connectivity without requiring firewall changes or public endpoint exposure.
Challenge
Keeping Integrations Current as Systems Evolve
Both Epicor and Salesforce release regular updates that can change API endpoints, alter object schemas, or deprecate fields — breaking integrations that were built on hardcoded assumptions. Point-to-point integrations and custom code are especially fragile when either platform goes through a major version upgrade.
How Tray.ai Can Help:
tray.ai maintains and updates its Epicor and Salesforce connectors to track API changes, shielding integration workflows from breaking changes at the connector layer. When schema updates do require workflow adjustments, tray.ai's visual workflow builder makes it straightforward for operations or IT teams to update mappings without rewriting code.
Start using our pre-built Epicor & Salesforce templates today
Start from scratch or use one of our pre-built Epicor & Salesforce templates to quickly solve your most common use cases.
Epicor & Salesforce Templates
Find pre-built Epicor & Salesforce solutions for common use cases
Template
Closed Won Opportunity to Epicor Sales Order
Automatically creates a new sales order in Epicor when a Salesforce opportunity is marked Closed Won, mapping line items, pricing, shipping address, and customer account details. The Epicor order number is written back to the Salesforce opportunity record for traceability.
Steps:
- Monitor Salesforce for opportunities with Stage updated to Closed Won
- Extract opportunity line items, account details, and shipping information from Salesforce
- Create a new sales order in Epicor with mapped fields and write the Epicor order ID back to Salesforce
Connectors Used: Salesforce, Epicor
Template
Epicor Inventory Sync to Salesforce Product Records
Runs on a configurable schedule to pull current inventory quantities from Epicor and update corresponding Salesforce product or custom inventory object records, so sales reps always have an accurate stock picture when building quotes.
Steps:
- Query Epicor inventory API for current stock levels across all active SKUs
- Match Epicor part numbers to Salesforce product records using a shared identifier
- Update inventory quantity fields on Salesforce product or custom object records
Connectors Used: Epicor, Salesforce
Template
Bidirectional Customer Account Sync Between Salesforce and Epicor
Keeps customer account records consistent across both platforms by detecting creates and updates in either system and propagating changes to the other, with configurable conflict resolution rules to determine the system of record for each field.
Steps:
- Listen for account create and update events in both Salesforce and Epicor via webhooks or polling
- Apply field mapping and deduplication logic to identify the correct record in each system
- Push updates to the non-originating system and log sync activity for audit purposes
Connectors Used: Salesforce, Epicor
Template
Epicor Invoice Status to Salesforce Account Feed
Pushes invoice creation, due date, and payment status events from Epicor into Salesforce account activity feeds or custom financial objects, giving customer-facing teams full billing transparency without ERP access.
Steps:
- Detect new or updated invoices in Epicor using scheduled polling or event triggers
- Map invoice number, amount, due date, and payment status to Salesforce custom object fields
- Create or update the invoice record on the related Salesforce account and trigger alerts for overdue statuses
Connectors Used: Epicor, Salesforce
Template
Epicor Product Catalog and Pricing Sync to Salesforce CPQ
Automatically pushes product, SKU, and pricing schedule updates from Epicor into Salesforce CPQ pricebooks and product catalog, so quotes always reflect current ERP pricing without manual updates.
Steps:
- Detect product or pricing changes in Epicor through scheduled query or change event
- Map Epicor part attributes, unit price, and price schedule to Salesforce CPQ product and pricebook entry objects
- Upsert product and pricing records in Salesforce CPQ and log any mapping exceptions for review
Connectors Used: Epicor, Salesforce
Template
New Salesforce Account to Epicor Customer Provisioning
When a new Salesforce account is created with a Customer record type, tray.ai automatically provisions a corresponding customer record in Epicor with all required fields, credit terms, and default shipping configurations populated from CRM data.
Steps:
- Trigger on new Salesforce account creation with Customer record type designation
- Validate and transform required fields including billing address, tax ID, and payment terms
- Create the customer record in Epicor and write the Epicor customer ID back to the Salesforce account
Connectors Used: Salesforce, Epicor