Salesforce Infor integration for manufacturers and distributors
Duet360 connects Salesforce with Infor CSI, CloudSuite Industrial, SyteLine, CSD/SX.e, LN, M3, VISUAL and Infor CPQ. It coordinates product and customer data, pricing, availability, approved quotes, sales orders, shipments, invoices and service activity across the two platforms. Prebuilt business processes apply ERP-aware rules and manage handoffs, validation, monitoring, exceptions and reprocessing—so sales can act on operational context while Infor remains the system of record. For manufacturers and distributors, the approach supports multiple companies and sites, ship-to hierarchies, and cloud or on-premises deployments. Endowance maps your Infor workflows, data and approvals, then validates representative scenarios before launch. Duet360 is hosted and managed, with fixed-fee out-of-the-box onboarding planned for four weeks; final timing and pricing depend on scope and selected modules.
Salesforce and Infor integration
Duet360, the preferred integration solution from the Infor Marketplace for Salesforce and Infor integrations. In a manufacturing or distribution environment, a transaction may involve a Salesforce account, ship-to location, product, price, quote, sales order, shipment, invoice and service record. Duet360 coordinates agreed business processes across Salesforce and the Infor environment, while each platform remains responsible for its system-of-record data. The specific scope depends on the Infor products, versions, interfaces, Salesforce configuration and business processes included in a project. Infor products and process fit Organizations use different Infor applications, configurations and naming conventions. Endowance experience includes Infor CSI and CloudSuite Industrial, SyteLine, CSD/SX.e, LN, M3, VISUAL and Infor CPQ. This does not mean every integration includes every product or capability. Discovery confirms the actual environment, supported interfaces and workflows in scope. A useful first step is to identify the process users want to improve—such as quote-to-order, order status, inventory visibility or service coordination—and then map the Infor records and Salesforce objects needed to support it. Connect quoting with ERP execution A quote-to-order flow can bring together product and customer details, configured options, pricing and availability before a transaction proceeds. If Infor CPQ is part of the environment, teams can assess how its approved configuration and quote information should relate to Salesforce and the ERP order process. Define where product details, price, discounts, customer terms and ship-to information are maintained. Then agree which values should be shared, which validations should run and which approvals are required before an order handoff. The goal is a consistent process, not duplicate ownership of the same business record. Support sales and operations with shared context Sales users may need to review availability, order progress or invoice status without switching among multiple systems or asking operations to look up information. Operations users may need the originating customer demand and quote context when processing an order. Coordinated data flows can make relevant details available where they are useful and return agreed status updates to Salesforce. Availability and timing depend on the systems and interfaces in scope. Teams should confirm which locations, companies, warehouses and units of measure matter, and how frequently each type of information needs to update. Rules, validation and exceptions Moving data is only one part of a reliable process. Business rules can define when a quote is ready, which company or ship-to record applies, what information is required, and whether an approval must happen first. Validation can identify a missing customer match, invalid product code or incomplete order before the process continues. Monitoring helps teams see handoffs that need attention, while documented error handling and reprocessing provide a controlled route after the underlying issue is corrected. Process owners should decide who receives an exception, what information they need and which actions require review. Complex company and site structures Manufacturers and distributors may manage several legal entities, locations and customer hierarchies. A Salesforce account may relate to multiple Infor customer or ship-to records, and the right destination can vary by product, region or business unit. A project should document those relationships explicitly, define identifier and ownership rules, and test representative scenarios for each relevant entity. Cloud and on-premises environments may also have different access, network and interface requirements. Confirming these details early helps avoid ambiguous mappings and makes it easier to understand what a transaction’s status means across systems. Plan a scoped implementation Endowance works with business and technical stakeholders to map the workflow, confirm the Infor environment, configure agreed handoffs and validate representative transactions. The standard onboarding is fixed-fee and planned for four weeks, subject to scope, access, data readiness and customization. Testing should cover successful quote and order flows along with incorrect identifiers, invalid pricing, unavailable services, delayed acknowledgements and duplicate events. Agree monitoring, escalation, retry and support responsibilities before launch. Duet360 is hosted and managed; final pricing and timing depend on the products, modules and process scope selected. Questions for your discovery session Bring a short description of the process, the Salesforce and Infor products involved, relevant companies or sites, sample transaction stages and any known exceptions. It is also helpful to identify which team owns customer, product, pricing, inventory and order data. Together, these details can clarify integration fit and the best first workflow to assess. Endowance can discuss requirements and implementation planning; Duet360 is not offered as a free trial.