---
title: 'Exact Synergy + Salesforce Service Cloud'
url: 'https://www.staging38.commercient.com/product/exact-synergy-salesforce-service-cloud/'
date: '2026-06-19T10:21:35-04:00'
modified: '2026-06-19T10:21:35-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact Synergy to Salesforce Service Cloud, giving your team access to Exact Synergy data directly within Salesforce Service 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 Service Cloud, giving sales teams access to ERP customer, order, invoice and inventory data from inside Salesforce Service Cloud. Account managers can review open Exact Synergy Invoices and Sales Orders alongside Salesforce Service Cloud deal activity to prioritise follow-ups and renewals.

## What syncs

- View Exact Synergy Inventory in Salesforce Service Cloud
- Sync Exact Synergy Payments to Salesforce Service Cloud Account Records
- Access Exact Synergy Price Lists from Salesforce Service Cloud
- Sync Exact Synergy Credit Notes to Salesforce Service Cloud
- Import Salesforce Service Cloud Contacts as Exact Synergy Customer Contacts
- Connect Exact Synergy Quotes to Salesforce Service Cloud Opportunities

## Why Commercient

### Deal-to-order workflow

Connect Salesforce Service Cloud Opportunities back to Exact Synergy as Sales Orders so approved deals can move into ERP fulfilment workflows when included in the integration scope.

### Invoice and payment visibility

Surface Exact Synergy Invoices and Payments inside Salesforce Service Cloud so account managers can review outstanding balances and recent payments alongside their pipeline and customer activity.

### Quote-to-order workflow

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

### Account health monitoring

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

## 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 Service Cloud

Salesforce Service Cloud is a customer service platform for managing cases, tickets, knowledge bases, live chat, field service and service team operations.

## Frequently asked questions

### Does Commercient support two-way sync between Exact Synergy and Salesforce Service Cloud?

Commercient can support bidirectional sync between Exact Synergy and Salesforce Service 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.

### Can Exact Synergy Price Lists sync to Salesforce Service Cloud for sales quoting?

Yes, Commercient can sync Exact Synergy Price Lists to Salesforce Service 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 Exact Synergy data in Salesforce Service Cloud?

Commercient can support surfacing Exact Synergy data inside Salesforce Service 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 Exact Synergy and Salesforce Service Cloud integration scoped and implemented?

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

### Can Exact Synergy Sales Orders history sync to Salesforce Service Cloud account records?

Yes, Commercient can sync Exact Synergy Sales Orders history to Salesforce Service 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.