Salesforce ERP Integration with DossARP

Update records, automate tasks and get clear reporting. All in one place.

Book a Demo

Integrations-as-Workflows

Simple, configurable, powerful automation

Nurture Customers to increase Retention

Overview

Automated Record Updates

Ensure that all sales data, from new leads to closed deals, is automatically updated across platforms without manual input.

Cross-Platform Task Automation

Trigger actions and tasks in Salesforce based on customer behaviors captured in other systems, improving response times.

Custom Object Management

Utilize custom objects and fields to create workflows that are as unique as your business processes.

Deep Integrations

Integrate Salesforce with other platforms for real-time reporting and holistic business insights.

Frequently Asked Questions

Why integrate Salesforce with Doss?

The Doss Salesforce ERP integration keeps your sales and operations data in perfect sync. Customer orders, invoices, fulfillment statuses, and lead activity flow automatically between Salesforce and DossARP. You'll eliminate manual updates, streamline your ERP workflows, and gain full visibility across the sales-to-operations pipeline without the typical headaches of multi-platform management.

How do I report across Salesforce and ERP systems together?

Doss integrates operational data directly into your Salesforce reports, dashboards, or external BI tools. You can build real-time views that blend sales performance with order fulfillment rates, shipment delays, inventory shortages, and more. Finally, you'll get a full-picture view of your revenue, operations, and customer health without juggling exports and spreadsheets.

Can I manage custom objects and fields inside the integration?

Absolutely. Doss supports Salesforce custom objects and fields, allowing you to map, automate, and report on workflows that are unique to your business. Whether you track warranty claims, special pricing agreements, or multi-tiered customer programs, Doss can ingest and sync custom data structures natively, no development time required.

How does record synchronization work between Salesforce and Doss?

Doss ensures real-time, bidirectional syncing of key records like Accounts, Opportunities, Orders, and Invoices. Whether a record is created, updated, or closed in Salesforce or Doss, both systems stay up-to-date. You can also control sync frequency — from instant updates to batch pushes — depending on your sales ops and ERP process needs.

Can I trigger Salesforce tasks and workflows based on ERP activity?

Yes. With Doss, ERP events like a confirmed shipment, overdue payment, or new PO creation, can automatically trigger Salesforce tasks, reminders, or custom workflows. You can nurture customers, escalate issues, update opportunity stages, and drive retention actions automatically based on real-time operational behavior. No manual syncing needed.

Is Doss compatible with other Salesforce integrations like HubSpot, Marketo, or Netsuite?

Yes. Doss can integrate neatly with many tools that complement Salesforce, from HubSpot to Quickbooks. It doesn't interfere with your existing data flows, but rather enhances them by layering in critical ERP data. You can keep your marketing, service, and finance stacks fully connected without heavy rework.

Now it’s your turn

30-day free trial, no contract or credit card required.