# \#salesforce

**URL:** https://www.epiusers.help/tag/salesforce/1068.md

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## [What are common ways to integrate with salesforce or engage Epicor users in service industry?](https://www.epiusers.help/t/what-are-common-ways-to-integrate-with-salesforce-or-engage-epicor-users-in-service-industry/127063)

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**Author:** [@nhanson](https://www.epiusers.help/u/nhanson)\
**Replies:** 3\
**Last updated:** [July 13, 2025, 8:09am UTC](https://www.epiusers.help/t/what-are-common-ways-to-integrate-with-salesforce-or-engage-epicor-users-in-service-industry/127063 "2025-07-13T08:09:31Z")

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Looking to determine common ways that other companies who engage in service. How did you design your system / architecture? If you do Preventative Maintenance work under contracts paid up front and also ad hoc billable…

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## [Salesforce data sync to Epicor Kinetic](https://www.epiusers.help/t/salesforce-data-sync-to-epicor-kinetic/117237)

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**Author:** [@EdWCler](https://www.epiusers.help/u/EdWCler)\
**Replies:** 10\
**Last updated:** [January 20, 2025, 8:00pm UTC](https://www.epiusers.help/t/salesforce-data-sync-to-epicor-kinetic/117237 "2025-01-20T20:00:31Z")

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We are planning to implement Salesforce with bi-directional sync with Customers, Contacts and ShipTos with one way from epicor to salesforce for orders and quotes. We are on-prem and not in the cloud. Is anyone using the…

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## [Salesforce + Epicor](https://www.epiusers.help/t/salesforce-epicor/81154)

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**Author:** [@Aaron\_Moreng](https://www.epiusers.help/u/Aaron_Moreng)\
**Replies:** 13\
**Last updated:** [December 18, 2024, 8:27pm UTC](https://www.epiusers.help/t/salesforce-epicor/81154 "2024-12-18T20:27:30Z")

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I’m trying to gather some information on how customers are using Salesforce CRM and Epicor and what an integration might look like. We have identified some areas of opportunities within our sales process and just at a c…

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## [Salesforce Synchronization / Integration?](https://www.epiusers.help/t/salesforce-synchronization-integration/105665)

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**Author:** [@jhecker](https://www.epiusers.help/u/jhecker)\
**Replies:** 1\
**Last updated:** [August 21, 2024, 10:03pm UTC](https://www.epiusers.help/t/salesforce-synchronization-integration/105665 "2024-08-21T22:03:43Z")

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Does anyone have any reading material on what the Salesforce Synchronization provides? How to set it up? Etc.? Is there separate pricing for it, or is it included as part of the CRM module?

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## [Working! Rudimentary Salesforce API Client in a BPM](https://www.epiusers.help/t/working-rudimentary-salesforce-api-client-in-a-bpm/79551)

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**Author:** [@SteveFossey](https://www.epiusers.help/u/SteveFossey)\
**Replies:** 12\
**Last updated:** [June 15, 2021, 2:32am UTC](https://www.epiusers.help/t/working-rudimentary-salesforce-api-client-in-a-bpm/79551 "2021-06-15T02:32:41Z")

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Ok, I know I’m a terrible coder, and that’s partly why I’m posting this. I know I’ll get things working but I don’t know standards / best practices. Some things I know, like use a transaction scope or make the company ex…

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## [Salesforce Integration Initial Sync](https://www.epiusers.help/t/salesforce-integration-initial-sync/71733)

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**Author:** [@eic1dav](https://www.epiusers.help/u/eic1dav)\
**Replies:** 0\
**Last updated:** [October 12, 2020, 2:11pm UTC](https://www.epiusers.help/t/salesforce-integration-initial-sync/71733 "2020-10-12T14:11:31Z")

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I am currently in the process of testing how to set up the initial sync between Epicor and Salesforce for when we apply it to production. I was able to get the system up and running after clearing out the initial errors,…