---
title: 'Exact MAX + Salesforce'
url: 'https://www.staging38.commercient.com/product/exact-max-salesforce/'
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 Salesforce, giving your team access to Exact MAX 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 Exact MAX and Salesforce, giving sales teams access to ERP customer, order, invoice and inventory data from inside Salesforce. Sales reps can view Exact MAX Invoices, Sales Orders and Inventory from inside Salesforce to support more informed customer conversations.

## What syncs

- Sync Exact MAX Customers to Salesforce Accounts
- Display Exact MAX Invoices in Salesforce
- Access Exact MAX Items and Inventory from Salesforce
- Export Salesforce Opportunities as Exact MAX Sales Orders
- Sync Exact MAX Sales Orders and Status Updates to Salesforce
- Update Salesforce Contacts from Exact MAX Customer Contacts

## Why Commercient

### Upsell and cross-sell visibility

Access Exact MAX purchase history and product usage data in Salesforce so sales teams can identify upsell and cross-sell opportunities based on what customers have previously ordered.

### Territory and region alignment

Sync Exact MAX 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 Exact MAX 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 Exact MAX 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.

## 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 Salesforce

Salesforce is a CRM platform for managing sales, service and marketing activities, including accounts, contacts, opportunities, cases and campaigns.

## Frequently asked questions

### What data can Commercient connect between Exact MAX and Salesforce?

Commercient can synchronise key Exact MAX ERP data with Salesforce, such as Customers, Contacts, Items, Inventory, Sales Orders, Invoices and Payments. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Exact MAX Customers sync into Salesforce Accounts and Contacts?

Yes, Commercient can sync Exact MAX 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 Exact MAX as Sales Orders?

Commercient can support connecting Salesforce Opportunities back to Exact MAX 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 Exact MAX 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 Exact MAX Invoices and Payments inside Salesforce?

Yes, Commercient can surface Exact MAX 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.