Trusted by over 40 manufacturers using Duet360 

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Salesforce Epicor Integration for Manufacturers and Distributors

Duet360 OneOffice delivers prebuilt Salesforce and Epicor integration with configurable Business Process Orchestration for manufacturers and distributors. Connect CRM, CPQ, ERP, manufacturing, fulfillment and service processes without the cost and risk of custom point-to-point integrations.

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Salesforce + Epicor Integration with Duet360
 

Proven Salesforce and Epicor integration across real-world manufacturing and distribution environments.

Duet360 by Endowance Solutions connects Salesforce with Epicor to help manufacturers and distributors automate and orchestrate the business processes that span CRM, ERP, quoting, manufacturing, fulfillment, finance and service.

Endowance has extensive experience integrating Salesforce with Epicor environments, including Epicor Kinetic, Epicor 10, Prophet 21 (P21) and BisTrack.

Rather than simply synchronizing data between Salesforce and Epicor, Duet360 provides an orchestration layer that coordinates workflows, business rules, validation, exceptions and actions across the complete sales-to-operations process.
 

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Can Salesforce integrate with Epicor?

Yes. Salesforce can be integrated with Epicor ERP to synchronize customer, contact, product, pricing, inventory, quote, order, shipment, invoice, accounts receivable and service information.

Duet360 by Endowance Solutions provides a prebuilt Salesforce-to-Epicor integration and Business Process Orchestration layer designed for manufacturers and distributors.

Rather than simply moving data between Salesforce and Epicor, Duet360 can use ERP and CRM events to trigger and coordinate the next step in an end-to-end business process.
 

What is the best Salesforce Epicor integration?

The best Salesforce Epicor integration depends on the Epicor ERP product, business processes, integration requirements and level of automation required.

For manufacturers and distributors that need more than basic data synchronization, Duet360 by Endowance Solutions provides a Salesforce-Epicor integration and Business Process Orchestration platform designed to connect CRM, ERP, manufacturing, fulfillment and service processes.

Duet360 provides prebuilt integration processes while remaining configurable for customer-specific Epicor and Salesforce requirements.

Does Salesforce integrate with Epicor Kinetic?

Yes. Salesforce can be integrated with Epicor Kinetic so CRM and ERP information can move between sales and operational processes.

Duet360 connects Salesforce with Epicor Kinetic to support processes involving customers, contacts, products, pricing, inventory, quotes, orders, manufacturing, shipments, invoices, accounts receivable and service information.

Relevant Epicor information can be made available within Salesforce, allowing sales and service teams to work with ERP information without requiring users to access Epicor for every transaction.
 

How do I connect Salesforce to Epicor Kinetic?
 

Duet360 provides a managed integration and orchestration layer between Salesforce and Epicor Kinetic.

For example, a manufacturer can use Salesforce for customer, opportunity, quoting and sales activities while Duet360 coordinates the exchange of customer, product, pricing, inventory, order, manufacturing, shipment and invoice information with Epicor.

This creates a connected sales-to-operations process instead of requiring users to manually transfer information between Salesforce and Epicor.
 

Can Salesforce integrate with Epicor Prophet 21 (P21)?

Yes. Salesforce can be integrated with Epicor Prophet 21 to connect CRM activities with distribution and ERP processes.

Duet360 can integrate Salesforce with Prophet 21 for customer and account information, contacts, products, pricing, inventory availability, sales orders, shipments, invoices, accounts receivable, returns and service-related processes.

This allows distributors to provide Salesforce users with relevant Prophet 21 information while maintaining Epicor as the operational ERP system.

Is there a Salesforce connector for Epicor?
 

Yes. There are multiple approaches to connecting Salesforce with Epicor, ranging from custom integrations and integration platforms to prebuilt solutions.

Duet360 by Endowance Solutions is designed to connect Salesforce with Epicor ERP environments and orchestrate the business processes between CRM and ERP.

For manufacturers and distributors, this provides a standardized alternative to maintaining individual point-to-point integrations for customers, products, pricing, inventory, orders, shipments, invoices, accounts receivable and service processes.​​​​​

What data can be integrated between Salesforce and Epicor?

Duet360 supports prebuilt and configurable integration processes for:

• Customers and accounts

• Contacts

• Products and SKUs

• Pricing

• Inventory and availability

• Quotes

• Sales orders

• Manufacturing information

• Order status

• Shipments

• Invoices

• Accounts receivable

• Service cases

• Returns and RMAs

Integration processes can operate in either direction depending on the Salesforce, Epicor and business-process requirements.​​​​​​​​​​​​

Can Salesforce get real-time pricing and inventory from Epicor?

Yes. Salesforce can retrieve pricing and inventory information from Epicor so sales teams can access current ERP information while working within Salesforce.

With Duet360, manufacturers and distributors can integrate Salesforce and Epicor processes so users can access relevant pricing, product availability and inventory information without manually checking the ERP.

This is particularly valuable during quoting and order creation, where accurate ERP pricing and availability can directly affect order accuracy and the customer experience.

Can Salesforce orders automatically be created in Epicor?

Yes. A Salesforce sales process can be integrated with Epicor so an approved transaction in Salesforce can initiate downstream order processing in Epicor.

With Duet360, the process can extend beyond simple order transfer:

Opportunity → Quote → Approval → Epicor Order → Manufacturing/Fulfillment → Shipment → Invoice

Duet360 can also return downstream Epicor information to Salesforce, providing sales and service teams with visibility into order, manufacturing, fulfillment, shipment and invoice status.

Can Salesforce CPQ or Revenue Cloud integrate with Epicor?

​Yes. Salesforce quoting solutions can be integrated with Epicor ERP using Duet360.

Sales teams can initiate opportunities and quoting processes in Salesforce while Duet360 connects the resulting transaction with Epicor for product, pricing, inventory, order, manufacturing and fulfillment processes.

Duet360 can also return relevant Epicor information—including order status, inventory, shipments, invoices and other operational information—to Salesforce.

The result is a connected end-to-end process spanning Salesforce and Epicor—from sales and quoting through operations, manufacturing, fulfillment and service.

How long does Salesforce Epicor integration take?

Implementation time depends on the Epicor environment, Salesforce configuration, number of integration points, customizations, data requirements and business processes involved.

Duet360 uses prebuilt integration and orchestration capabilities to reduce the amount of custom integration required.

During implementation, Endowance establishes the required Salesforce-Epicor integration points, mappings, business rules, validation, monitoring and deployment requirements.

A typical Duet360 Salesforce ERP integration can be implemented in approximately four weeks, depending on scope and customer-specific requirements.

How much does Salesforce Epicor integration cost?

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Why use Duet360 instead of a basic Salesforce-Epicor connector?

A traditional integration primarily focuses on transferring data between applications. Duet360 is designed to orchestrate the business processes that depend on that data.

Manufacturers and distributors can coordinate activities across Salesforce, Epicor ERP and other enterprise applications while incorporating workflow, business rules, validation, monitoring, exception handling and reprocessing into the integration architecture.

Integration shares information. Orchestration drives action.
 

Proven Epicor Integration Experience
 

Endowance Solutions has extensive practical experience connecting Salesforce with Epicor ERP environments for manufacturers and distributors.

Duet360 is designed for organizations that want Salesforce and Epicor to operate as part of one connected business process—from the first customer interaction through quoting, ordering, manufacturing, fulfillment, invoicing and service.

Duet360 supports Salesforce integration with Epicor environments including:

• Epicor Kinetic

• Epicor 10

• Epicor Prophet 21 (P21)

• Epicor BisTrack

Support for specific versions, deployment models and integration processes depends on the customer's Epicor environment and requirements.

https://www.epicor.com/en-us/products/business-intelligence-and-data-management/duet360-oneoffice/
 

Business Process Orchestration for Salesforce and Epicor

Integration moves data. Business Process Orchestration drives action.
 

Duet360 connects Salesforce, Epicor ERP and other enterprise applications while orchestrating the workflows, business rules, validation, monitoring, exception handling and reprocessing required to execute end-to-end business processes.

Instead of treating Salesforce-to-Epicor integration as a collection of individual interfaces, Duet360 provides an orchestration layer across the complete business process.

This helps manufacturers and distributors connect the front office and back office into OneOffice.
 

Support Complex Salesforce and Epicor Environments

Duet360 provides functionality designed to support complex enterprise requirements, including:

• Integrating multiple Epicor ERP environments with a single Salesforce org

• Connecting multiple ERP platforms with a single Salesforce org

• Supporting multi-company and multi-site ERP environments

• Supporting ERP multi-company accounting structures

• Managing Ship-To accounts in Salesforce to align with ERP customer and shipping structures

• Coordinating business processes across Salesforce, Epicor and other enterprise applications

• Monitoring integrations and identifying processing exceptions

• Supporting validation, error handling and reprocessing

Duet360 OneOffice Enterprise starts at $27,500 per year with a fixed one-time onboarding fee of $26,500. Optional Duet360 add-ons for Multi-Company/Multi-Site, Salesforce Revenue Cloud Advanced, Salesforce Field Service, and Salesforce Commerce Cloud are $15,000 per year each with a fixed one-time onboarding fee of $15,000 per add-on.