PRE-BUILT CONNECTOR

Connect Jeeves and Salesforce

ConnectJunction iunlocks 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

Contact a Specialist

AGGREGATED INSIGHTS

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

POINT & CLICK INTEGRATION

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 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

data sync matrix

Infor-csd-Template-for-App-Data-Matrix-01-1

Pricing

Subscription plans

Billed Annually in USD

unnamed-1.png

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
Contact Us

Pro

Enhance Jeeves with More Data Sources

$795 USD/month

  • View Inventory in Salesforce
  • Automate Sales Order generation
Contact Us

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
Contact Us

Ready to unlock your data in Salesforce?

Empower users.
Delight customers.

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.

Access data residing
"as-is" elsewhere.

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.

Zero-copy
Agentic connections.

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.