---
title: 'Exact Synergy + Salesforce Sales Cloud'
url: 'https://www.staging38.commercient.com/product/exact-synergy-salesforce-sales-cloud/'
date: '2026-06-19T10:21:34-04:00'
modified: '2026-06-19T10:21:35-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact Synergy to Salesforce Sales Cloud, giving your team access to Exact Synergy 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 Exact Synergy and Salesforce Sales Cloud, giving sales teams access to ERP customer, order, invoice and inventory data from inside Salesforce Sales Cloud. With ERP account data visible in Salesforce Sales Cloud, sales managers can monitor outstanding invoices, recent orders and payment history alongside pipeline activity.

## What syncs

- Access Exact Synergy Items and Inventory from Salesforce Sales Cloud
- Export Salesforce Sales Cloud Opportunities as Exact Synergy Sales Orders
- Sync Exact Synergy Sales Orders and Status Updates to Salesforce Sales Cloud
- Update Salesforce Sales Cloud Contacts from Exact Synergy Customer Contacts
- View Exact Synergy Inventory in Salesforce Sales Cloud
- Sync Exact Synergy Payments to Salesforce Sales Cloud Account Records

## Why Commercient

### Customer contact sync

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

### Customer account visibility

Connect Exact Synergy Customers to Salesforce Sales Cloud 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 Exact Synergy Sales Orders, Invoices and Order History to Salesforce Sales Cloud so sales reps can review order status and customer purchase activity without leaving the CRM.

### Product and inventory visibility

Access Exact Synergy Items, Inventory and Price Lists from Salesforce Sales Cloud so sales teams can check product availability and provide accurate information to customers.

## About Exact Synergy

Exact Synergy is a workflow, document management and HR platform that integrates with Exact ERP systems, managing HR processes, documents, approvals and collaboration.

## 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 Salesforce Sales Cloud Opportunities be connected back to Exact Synergy as Sales Orders?

Commercient can support connecting Salesforce Sales Cloud Opportunities back to Exact Synergy 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 Synergy and Salesforce Sales Cloud 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 Synergy Invoices and Payments inside Salesforce Sales Cloud?

Yes, Commercient can surface Exact Synergy Invoices and Payments data inside Salesforce Sales Cloud so sales reps can review account financial status without leaving the CRM. Exact field display depends on project configuration.

### Can Exact Synergy Items and Inventory be accessed from Salesforce Sales Cloud?

Yes, Commercient can sync Exact Synergy Items and Inventory to Salesforce Sales Cloud 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 Exact Synergy and Salesforce Sales Cloud?

Commercient can support bidirectional sync between Exact Synergy and Salesforce Sales Cloud, 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.