---
title: 'Deltek Vision + Salesforce'
url: 'https://www.staging38.commercient.com/product/deltek-vision-salesforce/'
date: '2026-06-19T10:07:47-04:00'
modified: '2026-06-19T10:07:47-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Deltek Vision to Salesforce, giving your team access to Deltek Vision 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 Vision 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 Deltek Vision Sales Orders and Status Updates to Salesforce
- Update Salesforce Contacts from Deltek Vision Customer Contacts
- View Deltek Vision Inventory in Salesforce
- Sync Deltek Vision Payments to Salesforce Account Records
- Access Deltek Vision Price Lists from Salesforce
- Sync Deltek Vision Credit Notes to Salesforce

## Why Commercient

### Territory and region alignment

Sync Deltek Vision customer region and territory data to Salesforce so account assignments, territory reports and sales coverage in the CRM reflect the ERP's customer classification.

### Customer contact sync

Sync Deltek Vision Contacts to Salesforce Contacts so both platforms share accurate individual contact information, phone numbers, email addresses and roles for each customer account.

### Customer account visibility

Connect Deltek Vision Customers to Salesforce Accounts and Contacts so sales teams can view ERP customer data from inside the CRM and manage relationships with accurate account information.

### Sales order history

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

## About Deltek Vision

Deltek Vision is an ERP and CRM system for project-based professional services firms, managing projects, financials, HR, business development and resource management.

## 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 Deltek Vision Invoices and Payments inside Salesforce?

Yes, Commercient can surface Deltek Vision 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 Deltek Vision Items and Inventory be accessed from Salesforce?

Yes, Commercient can sync Deltek Vision 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 Deltek Vision and Salesforce?

Commercient can support bidirectional sync between Deltek Vision 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 Deltek Vision Price Lists sync to Salesforce for sales quoting?

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

Commercient can support surfacing Deltek Vision 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.