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Clarity Connect integration

Salesforce Integration

Connect Salesforce to your ERP, online store and the other systems your teams use, so accounts, orders and cases match wherever people look them up.

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  • Clarity eCommerce
  • Microsoft Dynamics NAV
  • SAP Concur
  • OneDrive
  • DHL
  • Wayfair
Salesforce connected to the ERP, store, carriers and file storage around it

What Salesforce integration covers

Salesforce is a cloud CRM, used mostly through Sales Cloud and Service Cloud, and built on standard objects such as Account, Contact, Lead, Opportunity, Order and Case. Integration connects those objects to the systems that hold the rest of the customer's story: orders and invoices in the ERP, activity in the online store, shipments with the carrier and documents in file storage. Clarity Connect moves the records in both directions, in real time or on a schedule.

Records synced with Salesforce

  • Leads
  • Accounts and contacts
  • Opportunities
  • Products and price books
  • Quotes
  • Orders
  • Cases
  • Files

How the Salesforce connection works

REST for single records, Bulk API 2.0 for volume

Salesforce's REST API creates and updates records one at a time, which suits an order or a new lead. Bulk API 2.0 loads large sets from CSV and decides whether to update or insert by checking an external ID field, so a rerun of a price or customer load doesn't create duplicates.

Connected apps gave way to external client apps

Since Salesforce's Spring '26 release, new connected apps can't be created by default, and Salesforce recommends external client apps for new integrations. Existing connected apps keep working, so an older integration doesn't break; a new one is set up the new way.

Decide which system owns the customer

Discovery settles which system creates accounts before any mapping starts. When Salesforce and the ERP or store can both create one, duplicates pile up and are slow to merge once orders hang off them.

Cloud to cloud, or out from behind your firewall

When the other system is also in the cloud, Connect runs in the cloud as well, with access restricted for each application; Salesforce is one of the systems Clarity connects this way. When the other end is an ERP on your own servers, Connect sits behind the firewall beside it and talks out to Salesforce.

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.

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Systems we connect to Salesforce

Clarity Connect has connectors for each of these. We've written up Salesforce with Clarity eCommerce, Microsoft Dynamics NAV, SAP Concur, OneDrive, HCL Notes (Lotus Notes), Google Tag Manager, ClickDimensions, DHL, Evri (formerly Hermes) and Wayfair, plus Salesforce Marketing Cloud with SAP. For the rest, the linked names go to that system's own integration page.

eCommerce platforms

Marketplaces

  • Amazon Fulfillment
  • Amazon Marketplace
  • Amazon Seller Central
  • eBay
  • Etsy
  • Walmart Marketplace
  • Wayfair

ERP and accounting

CRM

  • Agile CRM
  • Dynamics CRM
  • HubSpot
  • Pipedrive
  • Podio
  • QuoteWerks
  • Salesforce Marketing Cloud
  • Streak
  • SugarCRM
  • Zendesk
  • Zoho

Payments

  • Authorize.net
  • BNG
  • BridgePay
  • Chase Orbital Paymentech
  • Cybersource
  • Fiserv (First Data)
  • GoCardless
  • Heartland
  • Opayo (formerly Sage Pay)
  • Payeezy
  • Payoneer
  • PayPal
  • PayTrace
  • Stripe
  • Worldpay (formerly Vantiv)

Shipping and freight

  • A. Duie Pyle
  • AAA Cooper Transportation
  • ABF Freight System
  • Averitt Express
  • Day & Ross
  • Daylight Transport
  • Dayton Freight Lines
  • DHL
  • DPD
  • Estes Express Lines
  • FedEx
  • FedEx Freight
  • Oak Harbor Freight Lines
  • Parcelforce
  • Pitt Ohio
  • R+L Carriers
  • Roadrunner Freight
  • Saia
  • ShipStation
  • Southeastern Freight Lines
  • TForce Freight (UPS Freight)
  • TNT (FedEx)
  • UPS
  • USPS
  • Werner Enterprises
  • XPO

Content management

Marketing automation

  • Act-On
  • ActiveCampaign
  • Adobe Marketo Engage
  • ClickDimensions
  • Ontraport
  • Salesforce Account Engagement (Pardot)
  • SharpSpring

Email

  • Dotdigital (formerly dotmailer)
  • Elastic Email
  • Mailchimp
  • Mailjet
  • Microsoft Exchange
  • SendGrid
  • SMTP2GO

Social media

  • Facebook
  • Instagram
  • LinkedIn
  • Pinterest
  • X (Twitter)
  • YouTube

Analytics

  • Google Analytics
  • Google Tag Manager
  • Qualtrics

File storage

  • Amazon S3
  • Box
  • Dropbox
  • Google Drive
  • Google Workspace (G Suite)
  • OneDrive

Databases

  • Amazon RDS
  • Amazon Redshift
  • Microsoft SQL Server
  • MySQL
  • PostgreSQL

EHR and EMR

  • eClinicalWorks
  • Epic
  • LabVantage LIMS
  • LabWare LIMS
  • PioneerRx
  • STARLIMS
  • Thermo Fisher SampleManager LIMS
  • TIMS

Other systems

  • Aareon QL
  • Abillity
  • Clickatell
  • Eventbrite
  • FTP
  • Groupon
  • HCL Notes (Lotus Notes)
  • Jira
  • Metapack
  • OData
  • Rithum (ChannelAdvisor)
  • SFTP
  • Slack
  • SurveyMonkey
  • Zoho People

Linked names have their own integration page.

How Clarity Connect runs it

Clarity Connect is the integration platform Clarity builds on. Its architecture is asynchronous, so a record on its way to Salesforce isn't lost if Salesforce or the other system is briefly unavailable: the job waits in a queue and runs again. It runs as many tasks as a project needs, and clients who want to extend it get the platform and connector source code.

How a Clarity Connect project runs

  1. Discovery

    A Clarity business analyst documents the data fields and workflows each system can share and which ones you need.

  2. 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.

  3. Testing

    Orders and updates are run end to end, including the return trip of statuses back to the customer-facing system.

  4. 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

Can website leads go straight into Salesforce?

Yes. Salesforce's own Web-to-Lead form is capped at 500 leads a day, with extra submissions held in a queue. When leads come from a store, portal or quote form, Connect creates them through the Salesforce API instead. More on lead capture.

Can our on-premises ERP talk to Salesforce?

Yes. Connect runs inside your network with the ERP and makes outbound calls to Salesforce only, so nothing on the ERP side has to face the internet.

Does Clarity also connect Salesforce to an online store?

Yes. Clarity eCommerce has a Salesforce integration that sends orders, quotes, invoices and login activity to Salesforce. See Salesforce eCommerce integration.

How is Clarity Connect priced?

Either $599 a month as SaaS or a one-time $15,000 license with no ongoing fees, with larger projects priced to scope. See pricing.

Related resources

eCommerceSalesforce eCommerce integration for B2B sales teamseCommerceSalesforce eCommerce integration: more sales from your CRMArticleWeb leads to SalesforceDemoSalesforce integrations in Clarity's demo siteDirectoryAll Clarity Connect integrations

Plan your Salesforce integration

List the systems that need Salesforce data, and a Clarity business analyst will document the objects, fields and rules with your team before anything is built. Call (800) 928-8160, email sales@clarity-ventures.com or get a consultation.

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