---
title: 'Applied Epic + Salesforce Data 360'
url: 'https://www.staging38.commercient.com/product/applied-epic-salesforce-data-360/'
date: '2026-06-19T09:57:08-04:00'
modified: '2026-06-19T09:57:08-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to Salesforce Data 360, giving your team access to Applied Epic data directly within Salesforce Data 360. 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 Applied Epic and Salesforce Data 360, giving sales teams access to ERP customer, order, invoice and inventory data from inside Salesforce Data 360. Sales reps can view Applied Epic Invoices, Sales Orders and Inventory from inside Salesforce Data 360 to support more informed customer conversations.

## What syncs

- Sync Applied Epic Customers to Salesforce Data 360 Unified Profiles
- Display Applied Epic Invoices in Salesforce Data 360
- Access Applied Epic Items and Inventory from Salesforce Data 360
- Export Salesforce Data 360 Opportunities as Applied Epic Sales Orders
- Sync Applied Epic Sales Orders and Status Updates to Salesforce Data 360
- Update Salesforce Data 360 Contacts from Applied Epic Customer Contacts

## Why Commercient

### Account health monitoring

Sync Applied Epic payment status, open Sales Orders and credit data to Salesforce Data 360 so account managers can flag at-risk accounts and prioritise renewals based on financial history.

### New customer onboarding

Connect Salesforce Data 360 new Unified Profiles to Applied Epic Customers so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

### Pricing and discount visibility

Sync Applied Epic Price Lists to Salesforce Data 360 so sales reps can reference current pricing, discount tiers and customer-specific rates from inside the CRM without ERP access.

### Forecast and pipeline accuracy

Align Salesforce Data 360 deal values and expected close dates with Applied Epic order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

## About Applied Epic

Applied Epic is agency management software for commercial insurance brokers, managing policies, clients, renewals, commissions and carrier relationships.

## About Salesforce Data 360

Salesforce Data Cloud is a real-time customer data platform that unifies customer data from multiple sources to power personalised marketing, sales and service experiences.

## Frequently asked questions

### What data can Commercient connect between Applied Epic and Salesforce Data 360?

Commercient can synchronise key Applied Epic ERP data with Salesforce Data 360, such as Customers, Contacts, Items, Inventory, Sales Orders, Invoices and Payments. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Applied Epic Customers sync into Salesforce Data 360 Unified Profiles and Contacts?

Yes, Commercient can sync Applied Epic Customers into Salesforce Data 360 as Unified Profiles and Contacts. This gives sales teams access to ERP account data from inside the CRM. Exact field mapping and sync frequency are configured per project.

### Can Salesforce Data 360 Opportunities be connected back to Applied Epic as Sales Orders?

Commercient can support connecting Salesforce Data 360 Opportunities back to Applied Epic as Sales Orders when included in the integration scope. This allows approved CRM deals to flow into ERP fulfilment workflows. Two-way sync capability depends on project configuration.

### How often does the Applied Epic and Salesforce Data 360 sync run?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time and scheduled batch options are available depending on system capabilities and project scope.

### Can sales reps see Applied Epic Invoices and Payments inside Salesforce Data 360?

Yes, Commercient can surface Applied Epic Invoices and Payments data inside Salesforce Data 360 so sales reps can review account financial status without leaving the CRM. Exact field display depends on project configuration.