---
title: 'Deltek Costpoint + Salesforce'
url: 'https://www.staging38.commercient.com/product/deltek-costpoint-salesforce/'
date: '2026-06-19T10:06:21-04:00'
modified: '2026-06-19T10:06:21-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Deltek Costpoint to Salesforce, giving your team access to Deltek Costpoint 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 Deltek Costpoint and Salesforce, giving sales teams access to ERP customer, order, invoice and inventory data from inside Salesforce. With accurate ERP data in Salesforce, reps spend less time locating account details and more time managing customer relationships.

## What syncs

- Sync Deltek Costpoint Payments to Salesforce Account Records
- Access Deltek Costpoint Price Lists from Salesforce
- Sync Deltek Costpoint Credit Notes to Salesforce
- Import Salesforce Contacts as Deltek Costpoint Customer Contacts
- Connect Deltek Costpoint Quotes to Salesforce Opportunities
- Sync Deltek Costpoint Customers to Salesforce Accounts

## Why Commercient

### Invoice and payment visibility

Surface Deltek Costpoint 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 Deltek Costpoint Sales Orders so sales quotes approved in the CRM can create ERP orders and trigger fulfilment without re-entry.

### Account health monitoring

Sync Deltek Costpoint 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 Deltek Costpoint Customers so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

## About Deltek Costpoint

Deltek Costpoint is an ERP and project accounting platform for government contractors, managing projects, contracts, compliance, billing, purchasing and financials.

## 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 Deltek Costpoint Price Lists sync to Salesforce for sales quoting?

Yes, Commercient can sync Deltek Costpoint 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 Deltek Costpoint data in Salesforce?

Commercient can support surfacing Deltek Costpoint 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.

### How is the Deltek Costpoint and Salesforce integration scoped and implemented?

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

### Can Deltek Costpoint Sales Orders history sync to Salesforce account records?

Yes, Commercient can sync Deltek Costpoint Sales Orders history to Salesforce 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.

### What happens if a customer already exists in both Deltek Costpoint and Salesforce?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.