Connect Jeeves and Salesforce

ConnectJunction unlocks Jeeves data for Salesforce with a zero-code, pre-built connector enabling two-way sync. Its unique Salesforce-native architecture makes ERP data searchable, actionable, and reportable with Salesforce’s Automations and Analytics, powering AgentForce’s AI insights. Bring ERP data to life in Salesforce, generating digital docs, automating bulk invoicing, digital payments and raising alerts in Slack, mobile or email. Give field teams mobile access to insights from ERP data in a Customer 360 snapshot.

Enrich your customer profile. Automate actions.

Access real-time ERP data, customer records, orders, products, invoices, and payment updates from Jeeves directly within Salesforce to streamline quoting, sales operations, reporting, and account management workflows.

Digitize & Automate ERP Data in Salesforce

  • Generate Digital Docs (Quotes, Invoices, Work Orders) pre-filled with Jeeves data
  • Automated batch invoicing from Jeeves data
  • Enable Digital Payments (credit card, ACH) for Jeeves Invoices

Unlock & Extend ERP Insights

  • Deliver Epicor Kinetic data insights on mobile app to customer-facing and field teams
  • Share Orders History and Shipment Status with clients and partners via Salesforce client portals
  • Sync Products data to enable quote configuration in Salesforce’s Revenue Cloud

Power AI-driven Analytics with ERP Data

  • Power AgentForce’s AI-driven insights and predictive models with Jeeves data
  • Create Salesforce Dashboards and Reports from Jeeves Data
  • Automate alerts and notifications in Slack, email or mobile app for order status changes in Jeeves

Your customer’s financial data. Unified in Salesforce.

Break down silos to aggregate customer data analytics in your CRM. Automate workflows across your tech stack. Leverage AI-driven analysis on all your data in legacy systems. Drive visibility and automation across teams and departments.

Zero Code Plug-n-Play Integration

Rapid setup and configuration in a few clicks thanks to 100% Salesforce-native architecture.

Point-and-Click Administration

Basic point-and-click Salesforce Admin skills are all that is needed to manage the integration and easily extend it to any standard or custom object in Salesforce or Epicor.

Automated Data Sync

Automated bi-directional data sync maintains data integrity across both systems while invokable actions also allow on-demand click-to-sync actions where needed.

Designed for Sales Cloud & Manufacturing Cloud

See invoices and customer balances on Salesforce Accounts and improve Account Planning by monitoring sales orders / realized revenue against forecast demand plan or targets.

Power AgentForce AI models with Jeeves Data

Leverage Jeeves data for sales orders history, shipment and returns trends to feed AgentForce AI models for Jeeves data-driven AI insights and predictive analytics.

Enable Quoting in Revenue Cloud

Sync Products data to enable Quoting in Salesforce’s Revenue Cloud and offer visibility into inventory at the time of Quote creation in Salesforce.

Subscription plans

Billed Annually in USD

Discounted pricing is available for not-for-profits.

Growth

Do More in Salesforce with Jeeves Data

$695 USD/month

  • Sync Products to Create Quotes
  • Automate Batch Invoicing
  • Accept Digital Payments

Pro

Enhance Jeeves with More Data Sources

$795 USD/month

  • View Inventory in Salesforce
  • Automate Sales Order generation

Plus

Comprehensive Solution for Advanced Needs

Special pricing USD/month

  • Sync 3rd party Apps (e.g. Shopify)
  • Supports any objects/fields
  • Supports Static IP-based endpoints

Ready to unlock your data in Salesforce?