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Business Process Automation Platform

Salesforce Exact Online Integration

Integration

Integrate cloud, on-premises, and legacy systems with a single platform

Automation

Automate any document or report for internal and external recipients

Real-time Alerts

Dynamically push notifications from all your systems to people

Workflow

Drive workflows so that employees adhere to best practices

Salesforce Exact Online Integration

Are you looking for Salesforce Exact Online integration solution to automatically synchronise critical business data to reduce repetitive bi-directional data entry? Or are you looking to improve sales team performance and drive company revenue?

Codeless Platforms’ drag and drop Exact Online Salesforce integration solution provides you with a simple, straightforward way of reading and updating Salesforce and Exact Online to reduce costs, remove data entry errors, increase employee productivity and improve company performance. BPA Platform supports the central creation and management of an Integration Platform as a Service (iPaaS) and supports cloud, hybrid and on-premises environments providing you with flexibility regardless of where your business systems reside.

Salesforce ERP Integration Brochure

Salesforce ERP Integration Brochure

Learn how integrating Salesforce with on premise or cloud-based ERP software saves your organisation time and money and improve the visibility of critical data.

Salesforce Exact Online Integration Scenarios and Benefits

Common Salesforce integration examples with Exact Online that our customers often implement include:

  • Automatically update Exact Online when a new customer and contact is entered in Salesforce
  • Dynamic event-driven synchronisation of customer status between Exact Online and Salesforce, e.g. customer placed on hold in Exact Online due to financial status
  • Automatic synchronisation of customer information
  • Automatically create and distribute sales invoices in Exact Online when a sales opportunity is won in Salesforce
  • Automatically synchronise customer purchase history to facilitate cross/upsell opportunities
  • Automatic synchronisation of inventory availability and product lists between Exact Online and Salesforce
  • Inclusion of non-Salesforce or Exact Online users within workflow processes that start outside of either system

Commercial benefits gained from Salesforce integration with Exact Online include:

  • Removal of repetitive bi-directional data entry tasks
  • Reduced administration errors
  • Improved employee productivity
  • Reduced operational costs
  • Increased visibility of critical business information from Exact Online and Salesforce
  • Improved decision making
  • Reduced company exposure to financial risk

Subscription Pricing

Salesforce Exact Online Integration

Software from

BPA Platform

Starts from

£350

4200
Per month
Billed annually
Configuration day(s) required subject to requirement.

Please note that the dependency information is intended for technical purposes and is expressly not intended to provide exhaustive guidance on licensing matters. With regard to licensing therefore, this information should be treated as advisory only and is provided purely on an “as is” basis.

The precise license restrictions applied to the use of third party products and technologies lie entirely with their respective owners and/or licensors and may be changed from time to time without notice to Orbis Software Ltd t/a Codeless Platforms. It is not within the control of Codeless Platforms exactly how its products will be used in conjunction with third party technologies.

It is therefore the responsibility of the End User to ensure that their use of Orbis Software Ltd t/a Codeless Platforms products, in conjunction with third party products and technologies, lies within the licensing restrictions applied to those third party products and technologies.

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