---
title: 'Epicor 9 + Salesforce Sales Cloud'
url: 'https://www.staging38.commercient.com/product/epicor-9-salesforce-sales-cloud/'
date: '2026-06-19T10:15:41-04:00'
modified: '2026-06-19T10:15:41-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Epicor 9 to Salesforce Sales Cloud, giving your team access to Epicor 9 data directly within Salesforce Sales Cloud. 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 Epicor 9 and Salesforce Sales Cloud, giving sales teams access to ERP customer, order, invoice and inventory data from inside Salesforce Sales Cloud. With accurate ERP data in Salesforce Sales Cloud, reps spend less time locating account details and more time managing customer relationships.

## What syncs

- Sync Epicor 9 Payments to Salesforce Sales Cloud Account Records
- Access Epicor 9 Price Lists from Salesforce Sales Cloud
- Sync Epicor 9 Credit Notes to Salesforce Sales Cloud
- Import Salesforce Sales Cloud Contacts as Epicor 9 Customer Contacts
- Connect Epicor 9 Quotes to Salesforce Sales Cloud Opportunities
- Sync Epicor 9 Customers to Salesforce Sales Cloud Accounts

## Why Commercient

### Invoice and payment visibility

Surface Epicor 9 Invoices and Payments inside Salesforce Sales Cloud so account managers can review outstanding balances and recent payments alongside their pipeline and customer activity.

### Quote-to-order workflow

Connect Salesforce Sales Cloud Quotes to Epicor 9 Sales Orders so sales quotes approved in the CRM can create ERP orders and trigger fulfilment without re-entry.

### Account health monitoring

Sync Epicor 9 payment status, open Sales Orders and credit data to Salesforce Sales Cloud so account managers can flag at-risk accounts and prioritise renewals based on financial history.

### New customer onboarding

Connect Salesforce Sales Cloud new Accounts to Epicor 9 Customers so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

## About Epicor 9

Epicor 9 is an ERP system for manufacturers and distributors, managing production, inventory, purchasing, financials and customer order management.

## About Salesforce Sales Cloud

Salesforce Sales Cloud is a CRM platform for sales teams, managing accounts, contacts, leads, opportunities, activities and revenue forecasting.

## Frequently asked questions

### Can Epicor 9 Price Lists sync to Salesforce Sales Cloud for sales quoting?

Yes, Commercient can sync Epicor 9 Price Lists to Salesforce Sales Cloud 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 Epicor 9 data in Salesforce Sales Cloud?

Commercient can support surfacing Epicor 9 data inside Salesforce Sales Cloud 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 Epicor 9 and Salesforce Sales Cloud integration scoped and implemented?

Commercient scopes each integration project based on the customer's Epicor 9 and Salesforce Sales Cloud configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can Epicor 9 Sales Orders history sync to Salesforce Sales Cloud account records?

Yes, Commercient can sync Epicor 9 Sales Orders history to Salesforce Sales Cloud 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 Epicor 9 and Salesforce Sales Cloud?

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.