---
title: 'Agility ERP + Salesforce'
url: 'https://www.staging38.commercient.com/product/agility-erp-salesforce/'
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, giving your team access to Agility ERP data directly within Salesforce. 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, giving sales teams access to ERP customer, order, invoice and inventory data from inside Salesforce. Sales teams can check stock availability, pricing and open orders in Salesforce before and after every customer call.

## What syncs

- Sync Agility ERP Sales Orders and Status Updates to Salesforce
- Update Salesforce Contacts from Agility ERP Customer Contacts
- View Agility ERP Inventory in Salesforce
- Sync Agility ERP Payments to Salesforce Account Records
- Access Agility ERP Price Lists from Salesforce
- Sync Agility ERP Credit Notes to Salesforce

## Why Commercient

### Sales order history

Sync Agility ERP Sales Orders, Invoices and Order History to Salesforce so sales reps can review order status and customer purchase activity without leaving the CRM.

### Product and inventory visibility

Access Agility ERP Items, Inventory and Price Lists from Salesforce so sales teams can check product availability and provide accurate information to customers.

### Deal-to-order workflow

Connect Salesforce Opportunities back to Agility ERP as Sales Orders so approved deals can move into ERP fulfilment workflows when included in the integration scope.

### Invoice and payment visibility

Surface Agility ERP Invoices and Payments inside Salesforce so account managers can review outstanding balances and recent payments alongside their pipeline and customer activity.

## 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

Salesforce is a CRM platform for managing sales, service and marketing activities, including accounts, contacts, opportunities, cases and campaigns.

## Frequently asked questions

### Can sales reps see Agility ERP Invoices and Payments inside Salesforce?

Yes, Commercient can surface Agility ERP Invoices and Payments data inside Salesforce so sales reps can review account financial status without leaving the CRM. Exact field display depends on project configuration.

### Can Agility ERP Items and Inventory be accessed from Salesforce?

Yes, Commercient can sync Agility ERP Items and Inventory to Salesforce so sales teams can check product availability and pricing from inside the CRM. Supported objects and sync direction depend on project scope.

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

Commercient can support bidirectional sync between Agility ERP and Salesforce, 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 for sales quoting?

Yes, Commercient can sync Agility ERP Price Lists to Salesforce 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?

Commercient can support surfacing Agility ERP data inside Salesforce 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.
