Clarity Connect integration
Clarity eCommerce Salesforce Integration
Show reps in Salesforce what B2B buyers do in your Clarity eCommerce store: their orders, quotes, invoices and when they last logged in.
What moves between Clarity eCommerce and Salesforce
Clarity eCommerce is Clarity's own B2B and B2C commerce platform. It treats the ERP as the source of truth for pricing, inventory and customer accounts, and Salesforce is where your reps manage those same customers.
Clarity Connect links the two so store activity reaches the people who sell: leads and accounts, orders, quotes, invoices and login activity go into Salesforce, and reps work from that instead of asking customers what they've done online.
Clarity eCommerce
Where B2B buyers order, quote and pay
- Accounts and users
- Orders and quotes
- Invoices
- Logins and browsing activity
Salesforce
Where reps manage the relationship
- Leads
- Accounts and contacts
- Orders and quotes
- Activities and alerts
Clarity eCommerce to Salesforce record mapping
A first map. Discovery settles which system owns each record; the store's own records follow its Common Model.
| Clarity eCommerce | Salesforce | Direction |
|---|---|---|
| New registration or contact form | Lead | Clarity eCommerce to Salesforce |
| Account | Account | Both ways, one owner |
| User on an account | Contact | Both ways, one owner |
| Order | Order | Clarity eCommerce to Salesforce |
| Quote request | Quote or Opportunity | Clarity eCommerce to Salesforce |
| Invoice and balance | Fields or a related record on the Account | Clarity eCommerce to Salesforce |
| Login and browsing activity | Activity on the Contact | Clarity eCommerce to Salesforce |
What reps get from the store
Store activity as Salesforce activities
Logins, orders and products viewed but not bought arrive on the Salesforce contact as activity records. A rep can then build a view such as accounts with no login in 90 days and know who to call today.
Account health your reps can see
Year-to-date and month-to-date sales, receivables aging and credit holds can be shown for each account. Alerts go to sales or customer service when a rule you set is met, for example a customer who has stopped ordering.
Quotes and orders from either side
Buyers request quotes and convert approved quotes into orders in the store, and each step posts back to the ERP. Connect copies the quote and the order to Salesforce, so the rep who negotiated the price sees it turn into revenue.
See Clarity Connect move an order
Watch an online order travel into the ERP and its status come back in our Clarity Connect demo, or book a live walkthrough on your own systems.
Decide who owns the customer first
If the store and Salesforce both create accounts, duplicates appear within weeks and are hard to merge once orders hang off them. Clarity eCommerce's external key database keeps each record's ID in every connected system, so a Salesforce contact, an ERP customer and a store user can resolve to one customer once the owner is agreed.
On the Salesforce side, a new connection should use an external client app, because creating new connected apps is off by default from Spring '26. Salesforce's Web-to-Lead form is capped at 500 leads a day, which is one reason store registrations are better sent through the API than through that form.
How Clarity Connect runs it
Clarity Connect is the integration platform built into Clarity eCommerce: the storefront, the Admin Portal and Connect share one Common Model of accounts, users, products, orders, invoices, inventory, prices and addresses. It keeps a persistent connection to Salesforce and to your ERP and runs each flow as a task, in real time or on a schedule. Clarity has more than 3,000 integrations behind it. Demos are in the video playlist.
Discovery
A Clarity business analyst documents the data fields and workflows each system can share and which ones you need.
Tasks and mapping
Each flow becomes a Connect task, such as orders to the ERP or stock to the store, set to run in real time or on a schedule.
Testing
Orders and updates are run end to end, including the return trip of statuses back to the customer-facing system.
Live, with a dashboard
Queues and scheduled tasks show in Connect's Hangfire dashboard. A job whose target is offline is retried 10 times, every 30 minutes, and can be re-queued once the cause is fixed.
Clarity Connect is sold as a SaaS subscription at $599 a month or as a one-time license at $15,000 with no ongoing fees, and larger projects are priced to scope. See pricing.
Questions
Does Salesforce replace the ERP for pricing and stock?
No. Clarity eCommerce reads customer pricing, inventory and account data from the ERP. Salesforce gets the sales picture: activity, orders, quotes and invoices.
Can customers manage their own team's access in the store?
Yes. Buyers can grant or deny access for colleagues and set buying limits, and pricing and access can be set for each account. See account hierarchy.
Is Salesforce a cloud-to-cloud connection?
Yes. Salesforce is one of the systems Connect reaches cloud to cloud, with access limited to what the integration needs. An on-premises ERP connects through Connect installed behind your firewall.
What does Clarity Connect cost?
Connect is $599 a month on SaaS, or $15,000 once for a license with no ongoing fees. Projects beyond that are quoted on scope. See pricing.
Related resources
Connect your Clarity store to Salesforce
Tell us how your sales team works and which system owns the customer record. A Clarity business analyst will map the store, Salesforce and your ERP with you before the tasks are configured.
Book a demo