---
title: 'Applied Epic + Salesforce'
url: 'https://www.staging38.commercient.com/product/applied-epic-salesforce/'
date: '2026-06-19T09:57:08-04:00'
modified: '2026-06-19T09:57:09-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to Salesforce, giving your team access to Applied Epic 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 Applied Epic and Salesforce, giving sales teams access to ERP customer, order, invoice and inventory data from inside Salesforce. When included in scope, the integration can also push Salesforce Opportunities back to Applied Epic to trigger order fulfilment or invoicing workflows.

## What syncs

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

## Why Commercient

### Invoice and payment visibility

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

### Quote-to-order workflow

Connect Salesforce Quotes to Applied Epic Sales Orders so sales quotes approved in the CRM can create ERP orders and trigger fulfilment without re-entry.

### Account health monitoring

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

### New customer onboarding

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

## About Applied Epic

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

## 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 Applied Epic Customers sync into Salesforce Accounts and Contacts?

Yes, Commercient can sync Applied Epic Customers into Salesforce as Accounts 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 Opportunities be connected back to Applied Epic as Sales Orders?

Commercient can support connecting Salesforce 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 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?

Yes, Commercient can surface Applied Epic 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 Applied Epic Items and Inventory be accessed from Salesforce?

Yes, Commercient can sync Applied Epic 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.