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Integrate Salesforce and Epicor

AppShark Connect helps you achieve real-time data synchronization between Salesforce and Epicor, empowering CRM and Field Service Management with bi-directional sync and data management.

From Field Service Management to CRM, AppShark Connect for Epicor helps you streamline your business workflows and improve operational efficiency.

Achieve seamless data synchronization between Salesforce and Epicor, using a robust connector available in the AppShark Connect package. Using this connector, you can automate integration between your ERP and Salesforce, data that was previously only visible to users in the respective systems, can now be available to all users across both platforms. This empowers businesses to enhance operational efficiency and optimize workflows, making it a valuable tool for Field Service Management and CRM implementations.

Key Feature Highlights

Bi-Directional Synchronization

Bi-Directional Synchronization

Keep your data flowing between Salesforce and Epicor with real-time, two-way synchronization of Accounts, Contacts, Opportunities, Products, Payments, and Invoices. This ensures consistency across all touchpoints, giving you access to the most up-to-date information.

Configurable Sync Schedule

Configurable Sync Schedule

Control when and how often your data syncs. Whether you need updates every 5 minutes or prefer a 15-minute interval, AppShark Connect for Salesforce and Epicor allows full customization of your sync settings to match your business needs and Salesforce.

Field Service & CRM Support

Field Service & CRM Support

Designed to optimize data flows for both Field Service Management and CRM implementations, the connector can increase efficiency by automating data entry and integration that were previously performed manually in the respective silos. For most use cases in both CRM and Field Service, the connector has pre-built data flows that can be quickly deployed and made operational in a short time frame.

Customizability & Management

Customizability & Management

AppShark’s service professionals will first walk you through the readily available data flows between Epicor and Salesforce. They will then ask questions to understand your data flow needs and based on your responses, they will configure the object & field mappings, along with other sync settings to meet your needs. In most cases, customizations to data flows can be accomplished with minimal effort, and often at no additional cost.

Technical Specifications

Data Flow & Sync

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Continuous Sync

Bi-directional data updates ensure changes in one system reflect in the other after each sync cycle.

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Overwrite Rules

Latest updates always prevail, keeping data consistent across platforms.

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Security & Compliance

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Industry-Standard Security

We implement SSL/TLS, OAuth, OpenID, and encryption protocols to safeguard your data.

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Salesforce Compliance

Adheres to Salesforce’s robust security and compliance standards, ensuring sensitive data remains protected.

Data Migration

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One-Time Setup & Migration

Ensure a smooth transition from legacy systems, with ongoing support for data migration during implementation.

Performance Monitoring

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Real-Time Monitoring Tools

Keep track of sync health with built-in and third-party tools that provide performance metrics, error logs, and system integrity checks.

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Alerts & Notifications

Receive real-time notifications via email, SMS, or dashboards for system health and sync failures.

Experience an Effortless Integration Journey

Transform your business operations with AppShark Connect for Epicor. Whether you're looking to streamline field service management, enhance CRM processes, or simply improve your data management, this connector will ensure Salesforce and Epicor work together seamlessly.

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Benefits of Epicor Connect

Bi-Directional Synchronization

Streamlined Integration

Enjoy seamless synchronization of critical business data between Salesforce and Epicor, enabling efficient operations and faster decision-making.

Configurable Sync Schedule

Customizable & Scalable

Tailor sync settings to your specific business processes, whether for Field Service Management or CRM solutions. Easily scale the system as your business grows.

Field Service & CRM Support

Security You Can Trust

Built-in security protocols and compliance standards ensure your data remains protected and compliant with industry regulations.

Customizability & Management

Enhanced Operational Efficiency

By eliminating data silos and improving cross-system communication, AppShark Connect for Epicor helps reduce manual work, enabling your team to focus on accelerating your business growth.

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