For manufacturers, the ERP system is the heartbeat of the business—tracking inventory, production, fulfillment, and financials. But while ERP systems manage operations, Salesforce manages customer relationships, sales processes, and service interactions.

When these systems don’t talk to each other, teams operate in silos. Sales can’t see order status. Operations don’t have insight into upcoming demand. Customer service lacks access to case and order histories.

The solution? Integrating Salesforce with your ERP system—so you can create a connected ecosystem that improves collaboration, eliminates duplication, and gives everyone a shared view of the truth.

In this post, we’ll walk through integration strategies, options, and best practices for manufacturing companies using Salesforce and common ERP platforms like SAP, NetSuite, Epicor, and Infor.

Planning your integration? Download our CRM Checklist for Manufacturers (no form fill)

Why Salesforce–ERP Integration Matters in Manufacturing

Disconnected systems lead to:

• Manual data entry across platforms
• Sales teams lacking real-time order or inventory visibility
• Fulfillment delays due to missing or inaccurate customer details
• Support teams unable to resolve issues quickly
• Inefficient forecasting and capacity planning

Integrating Salesforce with your ERP closes these gaps and enables:

• Real-time data flow between sales, ops, and service
• Seamless quote-to-cash processes
• Automation of tasks like order creation, shipment updates, and invoice tracking
• Visibility into production timelines and inventory levels from within the CRM

Common ERP Platforms Manufacturers Integrate with Salesforce

• SAP (ECC, S/4HANA)
• NetSuite
• Epicor
• Infor (CloudSuite Industrial / SyteLine)
• Microsoft Dynamics 365
• Oracle ERP Cloud
• IFS
• Syspro

Each of these systems has different integration capabilities, data structures, and business logic—but the core integration goals remain similar.

Core Salesforce–ERP Integration Use Cases

Here’s what most manufacturers aim to accomplish:

1. Sync Customers and Accounts

Ensure that customer records stay consistent across ERP and Salesforce.

Data Points to Sync:

• Company name, ID, billing/shipping address
• Primary contact(s)
• Credit terms and payment history
• Tax status and compliance indicators

2. View Order and Fulfillment Status in Salesforce

Give sales and service teams access to order history, shipping dates, and tracking numbers without logging into the ERP.

Common ERP Data to Surface in Salesforce:

• Open and closed orders
• Ship dates and tracking numbers
• Invoices and payment status
• Order line items and quantities
• Production status (if available)

3. Enable Better Forecasting and Demand Planning

Use Salesforce opportunity data to forecast future production needs.

Sync Fields Like:

• Product SKUs from opportunity line items
• Estimated close and delivery dates
• Expected volume or order quantity
• Regional or facility-level demand indicators