# Connect Epicor to Salesforce > Automate data flows between your back-office operations and customer-facing teams so every department works from the same numbers. **Canonical page:** https://tray.ai/connectors/epicor-salesforce-integrations/ **Epicor connector:** https://tray.ai/connectors/epicor-integrations/ **Epicor documentation:** https://tray.ai/documentation/connectors/service/epicor **Salesforce connector:** https://tray.ai/connectors/salesforce-integrations/ **Salesforce documentation:** https://tray.ai/documentation/connectors/service/salesforce ## Overview 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. Manufacturers and distributors that rely on Epicor for core operations often struggle to give their Salesforce-powered sales teams accurate, up-to-date information about pricing, inventory, order history, and account status. That disconnect costs deals, delays fulfillments, and frustrates customers. By integrating Epicor with Salesforce through tray.ai, you can automatically sync customer accounts, push confirmed orders from Salesforce into Epicor for fulfillment, surface real-time inventory availability inside sales workflows, and feed ERP financial data back into Salesforce dashboards. The result is a faster quote-to-cash cycle, fewer manual data entry errors, and a complete customer view that gives sales, finance, and operations the accurate, timely information they need. ## Use cases ### 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. - Eliminates manual re-keying of order data between systems - Reduces time-to-fulfillment by triggering ERP order creation instantly - Keeps sales reps informed of order status directly within Salesforce ### 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. - Prevents overselling by surfacing real-time stock levels in Salesforce - Improves quote accuracy and customer trust - Reduces back-and-forth between sales and warehouse teams ### 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. - Eliminates duplicate or conflicting customer records across ERP and CRM - Ensures billing, shipping, and contact data is always current in both systems - Reduces manual data reconciliation effort for operations and IT teams ### 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. - Surfaces invoice and payment status inside Salesforce account records - Enables proactive collections outreach triggered by overdue invoice events - Prevents upsell conversations on accounts with unresolved billing issues ### 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. - Keeps Salesforce CPQ product catalog aligned with Epicor pricing master data - Reduces quoting errors caused by stale product or pricing information - Accelerates onboarding of new products into the sales quoting process ### 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. - Automatically provisions new customers in Epicor upon Salesforce account creation - Reduces delays between contract signing and first order fulfillment - Ensures all required ERP fields are populated through configurable data mapping ### 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. - Enriches Salesforce dashboards with actual margin and COGS data from Epicor - Enables sales leadership to measure performance against actual fulfilled revenue - Reduces reliance on separate BI tools for cross-system reporting ## Templates ### 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. Connectors used: Salesforce, Epicor ### 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. Connectors used: Epicor, Salesforce ### 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. Connectors used: Salesforce, Epicor ### 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. Connectors used: Epicor, Salesforce ### 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. Connectors used: Epicor, Salesforce ### 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. Connectors used: Salesforce, Epicor ## Challenges Tray.ai solves ### 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 helps:** 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. ### 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 helps:** 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. ### 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 helps:** 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. ### 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 helps:** 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. ### 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 helps:** 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. ## Learn more - Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/ - Merlin Agent Builder: https://tray.ai/platform/merlin-agent-builder/ - Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/ - Book a demo: https://tray.ai/contact/