---
title: 'Exact MAX + Agentforce Field Service and Operations'
url: 'https://www.staging38.commercient.com/product/exact-max-agentforce-field-service-and-operations/'
date: '2026-06-19T10:20:58-04:00'
modified: '2026-06-19T10:20:58-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact MAX to Agentforce Field Service and Operations, giving your team access to Exact MAX data directly within Agentforce Field Service and Operations. 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 Exact MAX and Agentforce Field Service and Operations, giving field service teams access to ERP customer, equipment and order data from inside Agentforce Field Service and Operations. The connection keeps customer records consistent between the field service platform and the ERP billing system.

## What syncs

- Sync Exact MAX Price Lists to Agentforce Field Service and Operations for Quoting
- Import Agentforce Field Service and Operations Estimates into Exact MAX as Quotes
- Sync Exact MAX Vendors to Agentforce Field Service and Operations Parts and Supplier Data
- Connect Agentforce Field Service and Operations Invoices to Exact MAX Invoices
- Sync Exact MAX Customer Payment Status to Agentforce Field Service and Operations
- Export Exact MAX Purchase Orders Linked to Agentforce Field Service and Operations Jobs

## Why Commercient

### Pricing and contract visibility

Sync Exact MAX Price Lists and contract terms to Agentforce Field Service and Operations so technicians can quote accurately and access customer-specific rates from inside the field service platform.

### New customer setup

Connect Agentforce Field Service and Operations new customer records to Exact MAX Customers so customers added in the field service platform are immediately available for billing and order management in the ERP.

### Payment and balance status

Surface Exact MAX Payments and outstanding invoice balances inside Agentforce Field Service and Operations so technicians and managers know a customer's payment status before completing a job or taking payment.

### Purchase order management

Connect Agentforce Field Service and Operations Jobs parts requirements to Exact MAX Purchase Orders so field service job parts needs create purchase orders in the ERP for procurement.

## About Exact MAX

Exact MAX is a manufacturing ERP for mid-size discrete manufacturers, managing bills of materials, production scheduling, inventory, purchasing and financials.

## About Agentforce Field Service and Operations

Agentforce Field Service and Operations is Salesforce's AI-powered field service platform for scheduling, dispatching, managing work orders and supporting mobile field technicians.

## Frequently asked questions

### Can Exact MAX Price Lists sync to Agentforce Field Service and Operations for field quoting?

Commercient can sync Exact MAX Price Lists and customer-specific rates to Agentforce Field Service and Operations so technicians can provide accurate quotes in the field. Exact capabilities depend on the platforms and project scope.

### Does Commercient support two-way data flow between Exact MAX and Agentforce Field Service and Operations?

Commercient can support two-way data flow for Customers, Items, Jobs and Invoices between Exact MAX and Agentforce Field Service and Operations when configured. Exact two-way capabilities depend on the systems and integration scope.

### Can Exact MAX Purchase Orders be created from Agentforce Field Service and Operations Jobs parts requirements?

Commercient can support connecting Agentforce Field Service and Operations parts requirements from Jobs to Exact MAX Purchase Orders when included in scope. This allows field service jobs to trigger ERP procurement workflows automatically.

### Can Agentforce Field Service and Operations Jobs job costs flow back to Exact MAX for financial reporting?

Commercient can support syncing Agentforce Field Service and Operations Jobs labour, parts and cost data back to Exact MAX when included in scope. This helps finance teams report on service margins and job profitability from ERP records.

### How is customer data matched between Exact MAX and Agentforce Field Service and Operations?

Commercient handles customer matching between Exact MAX and Agentforce Field Service and Operations using configurable criteria such as customer code, email or account name. Matching logic is agreed during the scoping and setup process to prevent duplicate records.