---
title: 'Agility ERP + Salesforce Sales Cloud'
url: 'https://www.staging38.commercient.com/product/agility-erp-salesforce-sales-cloud/'
date: '2026-06-19T09:56:47-04:00'
modified: '2026-06-19T09:56:47-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Agility ERP to Salesforce Sales Cloud, giving your team access to Agility ERP data directly within Salesforce Sales Cloud. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Agility ERP and Salesforce Sales Cloud, giving sales teams access to ERP customer, order, invoice and inventory data from inside Salesforce Sales Cloud. Account managers can review open Agility ERP Invoices and Sales Orders alongside Salesforce Sales Cloud deal activity to prioritise follow-ups and renewals.

## What syncs

- View Agility ERP Inventory in Salesforce Sales Cloud
- Sync Agility ERP Payments to Salesforce Sales Cloud Account Records
- Access Agility ERP Price Lists from Salesforce Sales Cloud
- Sync Agility ERP Credit Notes to Salesforce Sales Cloud
- Import Salesforce Sales Cloud Contacts as Agility ERP Customer Contacts
- Connect Agility ERP Quotes to Salesforce Sales Cloud Opportunities

## Why Commercient

### Forecast and pipeline accuracy

Align Salesforce Sales Cloud deal values and expected close dates with Agility ERP order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

### Credit and order limit visibility

Sync Agility ERP customer credit status and order limits to Salesforce Sales Cloud so sales reps know a customer's account standing before quoting or accepting new orders.

### Sales rep account management

Connect Agility ERP Customers account assignments to Salesforce Sales Cloud Accounts so sales reps in the CRM always see the accounts they own, with full ERP order and financial context.

### Upsell and cross-sell visibility

Access Agility ERP purchase history and product usage data in Salesforce Sales Cloud so sales teams can identify upsell and cross-sell opportunities based on what customers have previously ordered.

## About Agility ERP

Agility ERP is a distribution-focused ERP system for building material dealers and home improvement distributors, managing orders, inventory, pricing and customer accounts.

## About Salesforce Sales Cloud

Salesforce Sales Cloud is a CRM platform for sales teams, managing accounts, contacts, leads, opportunities, activities and revenue forecasting.

## Frequently asked questions

### Does Commercient support two-way sync between Agility ERP and Salesforce Sales Cloud?

Commercient can support bidirectional sync between Agility ERP and Salesforce Sales Cloud, such as ERP-to-CRM customer data and CRM-to-ERP deal-to-order workflows. Two-way sync capability and object coverage depend on the systems involved and the integration scope.

### Can Agility ERP Price Lists sync to Salesforce Sales Cloud for sales quoting?

Yes, Commercient can sync Agility ERP Price Lists to Salesforce Sales Cloud so sales reps have access to current pricing, discount tiers and customer-specific rates from inside the CRM. Exact mapping depends on project configuration.

### Can Commercient support dashboards or reporting from Agility ERP data in Salesforce Sales Cloud?

Commercient can support surfacing Agility ERP data inside Salesforce Sales Cloud views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.

### How is the Agility ERP and Salesforce Sales Cloud integration scoped and implemented?

Commercient scopes each integration project based on the customer's Agility ERP and Salesforce Sales Cloud configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can Agility ERP Sales Orders history sync to Salesforce Sales Cloud account records?

Yes, Commercient can sync Agility ERP Sales Orders history to Salesforce Sales Cloud Accounts records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.