PRE-BUILT CONNECTOR
ConnectJunction unlocks Infor CSD 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.
NO-CODE INTEGRATION
Access product catalogue, inventory availability and order updates from Infor CSD in Salesforce to create inventory-aware quotes and improve customer and order management processes.
POINT & CLICK INTEGRATION
Sync products and pricing to enable quoting in your Salesforce. Aggregate orders and invoices data in Salesforce reports and dashboards to drive account management excellence. Extend Salesforce workflow automation to trigger alerts and customer notifications from updates to Infor data.
Rapid setup and configuration in a few clicks thanks to 100% Salesforce-native architecture
Easily extend the integration to any standard or custom object in Salesforce or Infor CSD
Leverage timesheet data from Infor CSD or Salesforce (or other time entry apps) to automatically generate Invoices in bulk, saving invoice generation time for professional services firms
Offer visibility into inventory at the time of Quote creation in Salesforce and see invoices and customer balances on Salesforce Accounts
Product Catalog sync from Infor CSD enables Salesforce Dashboards to show Sales Pipeline and Order History by Products for more granular product-level Sales reporting
data sync matrix
Pricing
Discounted pricing is available for not-for-profits
Do More in Salesforce with Infor CSD Data
Enhance Infor CSD with More Data Sources
Comprehensive Solution for Advanced Needs
Fuel your AI Agents with real-time insights
Customer service representatives can be armed with information in a few seconds with a simple conversational query. No more juggling multiple screens, swivel chairing and accessing multiple apps and interfaces to find information related to a customer.
Self-service possibilities for customers become more exciting as customers and partners can access AI Agent-powered web portals and web apps and lookup information, request actions and get progress visibility and status updates, in response to simple conversational requests, powered by live data streaming from ERPs and back-office systems.
Avoid expensive integrations
Your data stays as-is, in the system it belongs to. This bypasses the need for expensive data migrations and matching up reference IDs and data formats across multiple systems.
Data can be accessed on-demand by AI Agents without having to deal with the overhead of a long, complex integration project.
Bypass all ETL / data sync pains
The conventional Extract-Transform-Load complexity of data integrations is bypassed as the data is not synced or replicated across systems.
The zero-copy architecture simply queries the data on-demand as and when needed.