Epicor Kinetic

Epicor ERP Integration to

Salesforce.com, Inc.
Classic
Disclaimer
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Epicor ERP Integration to Salesforce.com, Inc. Contents

Contents
Salesforce.com Integration....................................................................................................4
Modules Licensing...........................................................................................................................................4
Setup...............................................................................................................................................................4
Company Configuration...........................................................................................................................5
Data Preparation for Synchronization........................................................................................................6
Data Preparation in Epicor.................................................................................................................6
Enable Customers and Contacts.................................................................................................6
Enable Parts...............................................................................................................................7
Set Up Salesforce Synchronization Process................................................................................................8
Selection Fields..................................................................................................................................8
Use the Salesforce Synchronization Program....................................................................................11
Create a Schedule....................................................................................................................11
Data Preparation in SFDC........................................................................................................................12
General Operations........................................................................................................................................12
Epicor Salesforce.com Synchronization Flow............................................................................................12
Import Process.................................................................................................................................12
Map New and Updated Data....................................................................................................13
Export Process.................................................................................................................................15
Map New and Updated Data....................................................................................................15
The System Monitor................................................................................................................................15
Using the System Monitor...............................................................................................................16
Process Review...............................................................................................................................................16
Process Review - Summary......................................................................................................................17
Fields...............................................................................................................................................17
Summary Fields...............................................................................................................................17
Retrieve Process Tasks......................................................................................................................18
Process Monitor - Detail.................................................................................................................................19
Detail Fields............................................................................................................................................19
View Process Task Log............................................................................................................................19

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Salesforce.com Integration

Use this guide to set up the integration software between Epicor and Salesforce.com.
Important An External CRM Module license is required for the 10.1 and above versions of Epicor ERP
Integration to Salesforce.com.

Salesforce.com is a cloud-based Customer Relationship Management (CRM) application that manages customer
relationship, sales pipeline and quote information and analytics.
Through scheduled processes that export and import information automatically, customer, contact, part, and
opportunity/quote data is exchanged between the two applications. The processes are largely invisible to the end
user of both applications.
For additional information on the import and export processes, refer to the Synchronization Flow section.
Before use, you must configure your Epicor application to communicate with Salesforce.com and set up a schedule
for synching the applications via System Agent Maintenance. Any Epicor records that should be synchronized
with Salesforce.com must also be set up to do so.
Complete the Setup steps in this guide to set up customizations. Refer to the General Operations section for
additional information specific to the import and export of data, as well as the Synchronization Message Logging.
Important In Epicor Cloud ERP - Multi Tenant or Epicor Cloud ERP - Dedicated Tenancy, this program
or feature may not be available or may operate under certain restrictions.

Modules Licensing
The following modules must be licensed for 10.1 and higher versions of Epicor ERP Integration to Salesforce.com.
• Salesforce.com
• External CRM

Setup

Use the Setup topics to complete the setup tasks required to integrate Epicor with Salesforce.com.
Use the following Epicor and Salesforce programs to set up integration:
• Company Configuration - Setup Salesforce,com configuration and security information.
• Customer Maintenance - Select customers and contacts to integrate with Salesforce.com
• Part Maintenance - Select parts to integrate with Salesforce.com
• Salesforce Synchronization - Setup up the synchronization scheduled process.
• Prepare data in Salesforce (SFDC). - Assign the SFDC products that should be synchronized to the Epicor
Price Book.

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Company Configuration

Use Company Configuration to set up the external CRM integration information for Salesforce.
Menu Path: System Setup > Company/Site Maintenance > Company Configuration
Navigate to the Modules > Sales > CRM > External CRM sheet.
Use the External CRM sheet to setup the integration information between ERP and Salesforce.com.
Important The fields in the External CRM sheet are only enabled if there is an active license for External
CRM Integration.

1. Select the External CRM Integration check box to enable the integration between Epicor ERP and an
external CRM.

2. In the External CRM System field, select Salesforce.com.

3. In the External CRM URL field, enter the URL of the Salesforce.com External CRM site.
Typically this value is https://login.salesforce.com/services/Soap/c/30.0 but may vary for other
environments that may exist for your organization.

4. In the External CRM Master File field, select which application to use as the primary master file holder.
The options are Epicor ERP or External CRM.

5. In the External Token field, enter the token provided by Salesforce.com for API calls.

6. In the External CRM Login ID field, enter the user ID used to login to Salesforce.com.

7. In the External CRM Password ID field, enter the token password used to login to Salesforce.com.
Once you enter the password value, it is encrypted.

8. In the External CRM Time Zone ID field, enter the time zone used by Saleforce.
This value is used in cases where Salesforce.com is located in a different time zone than Epicor ERP. The
recommended setting is (UTC) Coordinated Universal Time.

9. In the Default Industry Class Type field, enter the default industry class type used by Salesforce.com.
Note You define industry class types in Industry Class Maintenance.

10. Click the Test External CRM Connection button to test the connection between Epicor ERP and Salesforce.com.
A message box will confirm if the test was successful.

11. Review the following fields in the External CRM Last Sync Dates pane. Currently these fields are blank
but they display synchronization information once synchronization begins between Salesforce.com and
Epicor ERP.
Note These fields are all display only and are maintained by the Salesforce Synchronization process.

• ERP Last Sync - Displays the last date and time that Salesforce has been synchronized to Epicor ERP.
• Contacts Last Sync - Displays the last date and time that Customer Contacts were synchronized between
Epicor ERP and Salesforce.com.

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• Customer Last Sync - Displays the last date and time that the Customers have been synchronized
between Epicor ERP and Salesforce.com.
• Part Last Sync - Displays the last date and time that parts have been synchronized between Epicor ERP
and Salesforce.com.
• Quote Last Sync - Displays the last date and time that quotes have been synchronized between Epicor
ERP and Salesforce.com.

12. Do not enter a value in the External CRM Create SO field. This field is used only by external CRM integration.

13. Click Save on the Standard toolbar and exit the program.

Data Preparation for Synchronization

When the synchronization process runs, existing Epicor customers, contacts, and parts are synchronized with
Salesforce.com if the appropriate SFDC check box is selected in the data record.

Data Preparation in Epicor

This section of the guide contains the steps to prepare Epicor customers, contacts, and parts for synchronization
with Salesforce.com.
To set up synchronization with Salesforce, you must enable synchronization for customers, contacts and parts.

Enable Customers and Contacts

Use Customer Maintenance to select customers and contacts for synchronization with Salesforce.com.
All customers and contacts selected for synchronization are synchronized with Salesforce,com, When a Salesforce
Synchronization process that includes customers and contacts runs, Salesforce.com is queried for new and updated
customers and contacts and those records are retrieved from Salesforce.com and updated in Epicor ERP. ERP is
queried for new and updated customers and contacts that synchronize with Salesforce. Any new or updated
customer or contact data is used to update the records on Salesforce.com

Menu Path
Navigate to this program from the Main Menu:
Menu Path: Sales Management > Customer Relationship Management > Setup > Customer

Select Customers for Synchronization

Navigate to Customer Maintenance.

Menu Path: Sales Management > Customer Relationship Management > Setup > Customer
Perform the following steps for each customer to synchronize with Salesforce.com

1. In the Customer field, select the customer to synchronize.

2. Navigate to the Integrations > External CRM sheet.

3. Select the Sync to External CRM check box.

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4. Review the External CRM Customer ID field. It displays the name of the customer in SFDC. This field is
updated by the synchronization process and is display only. If the customer has not been synchronized, this
field is blank.

5. Review the External CRM Last Sync field. It displays the date and time of the last synchronization with
Salesforce. The field is automatically updated by the synchronization process and is display only.

6. Review the External CRM Sync Required check box. The check box automatically selects if a change is
made to the customer that requires a synchronization to Salesforce. When the next synchronization process
that includes customers runs, the check box automatically clears. This check box is display only.

7. Click Save.
The customer is now enabled to synchronize with Saleforce.

Select Contacts for Synchronization

Navigate to Customer Maintenance.

Menu Path: Sales Management > Customer Relationship Management > Setup > Customer
Perform the following steps for each contact to synchronize with Salesforce.com
Important You can integrate multiple contacts for a customer.

1. In the Customer field, select the customer whose contact you want to synchronize with Salesforce.com.

2. Navigate to the Contacts > Detail sheet.

3. In the Person / Contact field, select the contact you want to synchronize with Salesforce.com.

4. Navigate to the Integrations > External CRM sheet.

5. Select the Sync to External CRM check box.

6. Review the External CRM Customer ID field. It displays the name of the customer in SFDC. This field is
updated by the synchronization process and is display only. If the customer has not been synchronized, this
field is blank.

7. Review the External CRM Contact ID field. It displays the name of the contact in SFDC. This field is updated
by the synchronization process and is display only. If the contact has not been synchronized, this field is
blank.

8. Click Save.
The contact is now enabled to synchronize with Saleforce.

Enable Parts

Use Part Maintenance to select parts for synchronization with Salesforce.com.

All parts selected for synchronization are synchronized with Salesforce,com. If selected, when the Salesforce
Synchronization process runs, Salesforce.com is queried for new and updated parts and those records are retrieved
from Salesforce.com and updated in Epicor ERP. ERP is queried for new and updated parts that synchronize with
Salesforce. Any new or updated part data is used to update the records on Salesforce.com. For each part selected
to synchronize with Salesforce.com, changes to information such as the product ID, part number and description
and unit price synchronize. The part synchronization process between Epicor ERP and Salesforce.com is bidirectional.

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Menu Path
Navigate to this program from the Main Menu:
Menu Path: Material Management > Inventory Management > Setup > Part

Select Parts for Synchronization

Navigate to Part Maintenance.

Menu Path: Material Management > Inventory Management > Setup > Part
Perform the following steps for each part to synchronize with Salesforce.com

1. In the Part field, select the part to synchronize.

2. Navigate to the Integrations > External CRM sheet.

3. Select the Sync to External CRM check box.

4. Review the External CRM Part ID field. It displays the name of the part in SFDC. This field is updated by
the synchronization process and is display only. If the part has not been synchronized, this field is blank.

5. Review the External CRM Last Sync field. It displays the date and time of the last synchronization with
Salesforce. The field is automatically updated by the synchronization process and is display only.

6. Review the External CRM Sync Required check box. The check box automatically selects if a change is
made to the part that requires a synchronization to Salesforce. When the next synchronization process that
includes parts runs, the check box automatically clears. This check box is display only.

7. Click Save.
The part is now enabled to synchronize with Saleforce.

Set Up Salesforce Synchronization Process

Use Salesforce Synchronization to set up a schedule for the SFDC synchronization process. The Epicor system
clock will launch the schedule at the specified time, and all synchronization tasks selected for the schedule will
run as well.
You can select the Customers/Contacts, Quotes, and Parts check boxes to specify which records to synchronize
at a given time. Use the Processing Type field to select a net change or regenerative synchronization. Use the
Schedule drop-down list to set the time on which the synchronization process should run. If you want
synchronization to occur more than once, select the Recurring check box.
Menu Path: Sales Management > Customer Relationship Management > General Operations > Salesforce
Synchronization

Selection Fields
Salesforce Synchronization

Fields for the current sheet are listed on this topic.

Some fields on the interface have a context menu, which is indicated by a triangle in the upper right corner of
the field. To open the context menu, right-click on the field.

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Customers/Contacts
If selected, when the Salesforce Synchronization process runs, customer and contact data synchronizes between
Epicor ERP and Salesforce.com based on the selected processing type:
• If the Processing Type is Net Change, Salesforce.com is queried for new and updated customers and contacts
and those records are retrieved from Salesforce.com and updated in Epicor ERP. ERP is queried for new and
updated customers and contacts that synchronize with Salesforce. Any new or updated customer or contact
data is used to update the records on Salesforce.com.
• If the Processing Type is Net Change and Regenerative, Salesforce.com is queried for customers and contacts
and those records are retrieved from Salesforce.com and updated in Epicor ERP. ERP is queried for customers
and contacts that synchronize with Salesforce. All customers or contact data set to integrate with Salesforce.com
is used to update the records on Salesforce.com.
The customer and contact synchronization process between Epicor ERP and Salesforce.com is bidirectional.
Note For a customer to synchronize with Salesforce.com, the Sync to External CRM check box must be
selected for that customer in the Customer Maintenance > Integrations > External CRM sheet. If the
check box is clear, the customer is excluded from the synchronization process.

Note For a contact to synchronize with Salesforce.com, the Sync to External CRM check box for that
contact must be selected in the Customer Maintenance > Contacts > Integrations > External CRM
sheet. If the check box is clear, the contact is excluded from the synchronization process.

Parts
If selected, when the Salesforce Synchronization process runs, part data synchronizes between Epicor ERP and
Salesforce.com based on the selected processing type:
• If the Processing Type is Net Change, Salesforce.com is queried for new and updated parts and those records
are retrieved from Salesforce.com and updated in Epicor ERP. ERP is queried for new and updated parts that
synchronize with Salesforce. Any new or updated part data is used to update the records on Salesforce.com.
The part synchronization process between Epicor ERP and Salesforce.com is bidirectional. For each part selected
to synchronize with Salesforce.com, changes to information such as the product ID, part number and description
and unit price synchronize.
• If the Processing Type is Net Change and Regenerative, Salesforce.com is queried for parts and those
records are retrieved from Salesforce.com and updated in Epicor ERP. ERP is queried for parts that synchronize
with Salesforce. All part data set to integrate with Salesforce.com is used to update the records on
Salesforce.com. For each part selected to synchronize with Salesforce.com, information such as the product
ID, part number and description and unit price synchronizes.
The part synchronization process between Epicor ERP and Salesforce.com is bidirectional.
Note For a part to synchronize with Salesforce.com, the Sync to External CRM check box for that part
must be selected in the Part Maintenance > Integrations > External CMS sheet. If the check box is
clear, the part is excluded from the synchronization process.

Note When a part synchronizes between ERP and Salesforce.com, the ERP on hand quantity for the part
is summed up and sent to Salesforce.com. In Salesforce.com, an Epicor 10 Quantity On Hand = XXXX
note related to the product is created (where XXXX is the on hand quantity). If there is an existing note, it
is overwritten by the new note. If the processing type is Net Change, only new or changed on hand
quantities are sent to Salesforce.com.

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Processing Type
Determines the processing type to use when the synchronization process runs. You can select Net Change or
Net Change and Regenerative.
• Net Change - Customer/contact, part and quote records that are new or have changed since the last
synchronization date are included in the synchronization process.
• Net Change and Regenerative - All customer/contact, part and quote records set to synchronize with
Salesforce.com are included in the synchronization process. The last sync date is ignored.
Note A part, customer or contact must have the Sync to External CRM check box selected to be included
in the synchronization process with Salesforce.com.

Quotes
If selected, when the Salesforce Synchronization process runs, quote data synchronizes between Epicor ERP and
Salesforce.com based on the selected processing type:
• If the Processing Type is Net Change, Salesforce.com is queried for new and updated quotes (opportunities)
and quote lines and those records are retrieved from Salesforce.com. New quotes (opportunities) and quote
lines created in Salesforce.com import into Epicor ERP with a link to the quotes (opportunities) and quote
lines in Salesforce.com. Updated quote (opportunities) and quote line data in Salesforce.com update the
linked quotes and quote lines in Epicor ERP. ERP is queried for updates to quotes and quote lines that
synchronize with Salesforce. Any updated quote data is used to update the opportunity records on
Salesforce.com. The quote synchronization process between Epicor ERP and Salesforce.com is bidirectional.
• If the Processing Type is Net Change and Regenerative, Salesforce.com is queried for quotes (opportunities)
and quote lines and those records are retrieved from Salesforce.com and updated in Epicor ERP. ERP is queried
for updates to quotes and quote lines that synchronize with Salesforce. Any updated quote data is used to
update the opportunity records on Salesforce.com.
Note When a quote imports into Epicor ERP, the stage/status is not updated in Epicor ERP. You will need
to set the status manually.

Note When a quote imports into ERP and the quote line part has a type of Sales Kit, component lines
for the quote line part are also created based on the quote line order quantity and the bill of materials
defined for the active part revision in Engineering Workbench.
When a quote line for a sales kit is imported, the sales kit pricing is based on the Price Type assigned to
the sales kit in Part Maintenance > Part > Sites > Sales Kits:
• If the Price Type is Parent Pricing, the price imported from Salesforce.com is used as the unit price.
• If the Price Type is Component Pricing, the unit price is based on prices defined for the kit component
parts in ERP.

Recurring
Select the Recurring check box to indicate that the process should be run on a repeating basis. This check box
is available only if a schedule other than Now is selected.

Schedule
From this list, select the schedule option during which you would like the process to run. Options include Now,
Startup Task Schedule, and any other user-defined schedules created for your company.
To learn more about creating schedules, review the System Agent Maintenance - Schedules Details topic.

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Use the Salesforce Synchronization Program

Navigate to Salesforce Synchronization.
Menu Path: Sales Management > Customer Relationship Management > General Operations > Salesforce
Synchronization

1. In the Processing Type field, select the processing type to use to synchronize the data between ERP and
Salesforce.com.

2. Select which data to include in the synchronization process.

3. In the Schedule field, select the Salesforce Synchronization process schedule to use.
You can run the synchronization process immediately (Now), schedule it for each time you start your startup
task (Startup Task Schedule) or select any user defined schedule created for your company.

4. Select the Recurring check box if the synchronization process should be run on a repeating basis.
Note If the Schedule value is Now, this check box is disabled.

5. To submit this process, click the Submit button.

Create a Schedule

Use System Agent Maintenance if you want to create a new schedule for your Salesforce synchronization
process. You can create as many schedules as you need. These schedules display as options on reports, processes,
and other tasks.
Navigate to System Agent Maintenance.
Menu Path: System Setup > System Maintenance > System Agent
Important This program is not available in Classic Web Access.

1. In the Agent ID field, select the System Task Agent for which you want to create the schedule.
Note If you only use one system agent, this field is disabled.

2. Click the Down Arrow next to the New button and select New Schedule.
The Schedules > Detail sheet displays.

3. The Schedule Number defines each schedule as you add it to the system agent. This number is automatically
assigned.

4. Enter a Description for the schedule.

5. Select the Enabled check box to activate the schedule.

6. Click the Next Run drop-down list to define the first date on which this schedule should run. You can also
enter the date and time directly.

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7. Select a Schedule Type. You can select Once, Hourly, Interval (hours/minutes/seconds), Daily, Weekly,
or Monthly schedule types. For this example, select the Once type.

8. Click Save on the Standard toolbar.

Your new schedule is now available throughout the application.

Data Preparation in SFDC

This section of the guide contains the steps to prepare existing SFDC (Saleforce) products for synchronization
with Epicor ERP.
By default, all SFDC customers and contacts import into Epicor with the customer records created as suspects.
The Epicor Price Book is created in SFDC when at least one Epicor ERP part is synchronized.

1. Synchronize at least one Epicor part to SFDC.

The Epicor Price Book is created in SFDC.

2. Assign the SFDC products that should be synchronized to the Epicor Price Book.

General Operations

Use the General Operations section to run the integration server process to import and export data between the
Epicor application and Salesforce.com.

Epicor Salesforce.com Synchronization Flow

This section describes the processes that synchronize the data in the Epicor application with the data on
Salesforce.com.

Import Process

One part of the integration between the Epicor application and Salesforce.com is the import procedure.
At a specified interval, a scheduled synchronization process within Epicor queries Salesforce.com. The information
retrieved during the import process is based on the synchronization processing type:
• Net Change - Salesforce.com is queried for new and updated customer, contacts, parts and quotes since the
last synchronization date.
• Net Change and Regenerative - Salesforce.com is queried for ALL customer, contacts, parts and quotes.
The last synchronization date is ignored.
The records are retrieved from Salesforce.com and the Epicor data is updated. If an error occurs, it is logged into
the System Monitor. You can view a log of Salesforce synchronization process events and errors in Process
Review.Customer records created in Salesforce are brought into Epicor as suspects. These suspects will require
the usual process within the Epicor application to promote them to prospects/customers.
Opportunities created in Salesforce are brought into Epicor and created as quotes. The status on the quote is not
updated. That must be done manually in Opportunity / Quote Entry.
When a quote is created through the Salesforce.com import process and the quote line part has a type of Sales
Kit, component lines for the quote line part are also created based on the quote line order quantity and the bill
of materials defined for the active part revision in Engineering Workbench. Kit component lines for a quote
line appear in Opportunity / Quote Entry in the Line > Kit Details > List sheet.

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When a quote line for a sales kit is created during the import process, the sales kit pricing is based on the Price
Type assigned to the sales kit in Part Maintenance > Part > Sites > Sales Kits:
• If the Price Type is Parent Pricing, the price imported from Salesforce.com is used as the unit price.
• If the Price Type is Component Pricing, the unit price is based on prices defined for the kit component parts
in ERP.

Map New and Updated Data

The following tables show how data from the Salesforce.com account is mapped to the Epicor application.

Customers
This table displays how customer data imported from Salesforce.com is mapped to the Epicor ERP application.

SFDC Customer Epicor Customer

Id Customer.ExternalCRMCustomerID
Name Customer.Name
Type Customer.ExternalCRMCustomerType
BillingStreet Customer.Address1
BillingState Customer.State
BillingPostalCode Customer.Zip
BillingCountry Customer.Country
ShippingStreet Shipto.Address1
ShippingState Shipto.State
ShippingPostalCode Shipto.zip
ShippingCountry Shipto.Country
Phone Shipto.Phone
AccountNumber Customer.CustID
Website Customer.url
Industry Customer.Industry
AnnualRevenue Customer.AnnualRevenue
NumberOfEmployees Customer.NumberOfEmployees
Ownership Customer.Ownership
TickerSymbol Customer.TickerSymbol
Description Customer.Comment
Rating Customer.Rating

Contacts
This table displays how contact data imported from Salesforce.com is mapped to the Epicor ERP application.

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SFDC Contact Epicor Customer Contact

Id CustCnt.ExternalCRMContactID
AccountId CustCnt.ExternalCustomerID
LastName CustCnt.LastName
FirstName CustCnt.FirstName
Name CustCnt.Name
MailingStreet CustCnt.Address1
MailingCity CustCnt.City
MailingState CustCnt.State
MailingPostalCode CustCnt.zipcode
MailingCountry CustCnt.Country
Phone CustCnt.HomePhone
Fax CustCnt.FaxNum
MobilePhone CustCnt.CellPhoneNum
Email CustCnt.EmailAddress
Title CustCnt.ContactTitle
Description CustCnt.Comment
LastModifiedDate CustCnt.ChangeDate

Leads (Quotes)
This table displays how quotes imported from Salesforce.com are mapped to the Epicor ERP application.

SFDC Opportunity Epicor Quote

Id QuoteHed.ExternalCRMQuoteID
AccountId QuoteHed.CustNum where
Customer.ExternalCRMCustomerID = 'AccountId'
OrderID QuoteHed.ExternalCRMOrderID
BillingState Customer.State
BillingPostalCode Customer.Zip
BillingCountry Customer.Country
ShippingStreet Shipto.Address1
ShippingState Shipto.State
ShippingPostalCode Shipto.zip
ShippingCountry Shipto.Country
Phone Shipto.Phone
PriceBookstentry.ProductCode where PricebookId = QuoteDtl.PartNum
QuoteLineIte.PriceBookId

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SFDC Opportunity Epicor Quote

PriceBookstentry.UnitPrice where PricebookId = QuoteDtl.UnitPrice
QuoteLineIte.PriceBookId
QuoteLineItem.Quantity QuoteDtl.SellingExpectedQty

Export Process

The other part of the integration between the Epicor application and Salesforce.com is the export procedure.
At a specified interval, a scheduled synchronization process polls Salesforce integrated customer, contact, part
and quote data. The information sent during the export process is based on the synchronization processing type:
• Net Change - Epicor is queried for new and updated customer, contacts, parts and quotes since the last
synchronization date. Updated part on hand data for synchronized parts is summed up.
• Net Change and Regenerative - Epicor is queried for ALL Salesforce integrated customer, contacts, parts
and quotes. Part on hand data for all integrated parts is summed up. The last synchronization date is ignored.
The results are then used to update records on Salesforce.com. If an error occurs, it is logged into the System
Monitor. You can view a log of Salesforce synchronization process events and errors in Process Review.
When a part is synchronized between ERP and Salesforce.com, the ERP on hand quantity for the part is summed
up and sent to Salesforce.com. In Salesforce.com, an Epicor 10 Quantity On Hand = XXXX note related to the
product is created (where XXXX is the on hand quantity). If there is an existing note, it is overwritten by the new
note. If the processing type is Net Change, only new or changed on hand quantities are sent to Salesforce.com.

Map New and Updated Data

The following table shows how newly created or updated SFDC parts that exist in Epicor are mapped to
Salesforce.com.

Parts
This table displays how new and changed part data exported from the Epicor ERP application is mapped to
Salesforce.com.

SFDC Products Epicor Part

Product.ProductId Part.SfdcProductId
Product.ProductCode Part.PartNum
Product.Description Part.Description
Pricebookstentry.UnitPrice Part.UnitPrice
Product.ExtID Part.SFDCExtID

The System Monitor

Use the System Monitor to verify the synchronization processes and review errors that occurred during the
Epicor ERP and Salesforce synchronization process.
The System Monitor automatically activates when you start the Epicor ERP application. You can click this program's
icon on the system tray on the Windows toolbar to display it. You can also launch this program within the Epicor
ERP application.

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Note To launch the System Monitor, your user account must have Allow Session Impersonation rights;
you can then review the tasks for the companies assigned to your user account.

Menu Path
Navigate to this program from the Main Menu:
• System Setup > System Maintenance > System Monitor
Important This program is not available in Epicor Web Access.

Using the System Monitor

Navigate to System Monitor.

Menu Path: System Setup > System Maintenance > System Monitor
Important This program is not available in Classic Web Access.

1. Click the Active Tasks sheet to review Salesforce synchronization process tasks that are currently active.
Information for each task displays in the list.

a. To view details for an active synchronization task, select the task in the list and click the Details sheet.

b. To view logs for an active task, select the task in the list and click the Logs sheet. Logs include any
synchronization processing errors. Click on an error log to display the error message in the Message
pane.

2. Click the History Tasks sheet to review a list of completed Salesforce synchronization process tasks.
Information for each task appears in the list. To view details for a process task, select the task in the list and
click the Details sheet.

3. Click the Scheduled Tasks sheet to review Salesforce synchronization process tasks that are on the schedule
but have not started.

4. Click Exit to exit the System Monitor.

Process Review

Use Process Review to retrieve and review a log of the synchronization process tasks between ERP and
Salesforce.com.
You can view task detail information and log entries for a selected task, including any errors that occurred during
the synchronization process.
Note You can only review process task logs for your current company.

Menu Path
Navigate to this program from the Main Menu:
• System Setup > System Maintenance > Process Review

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Process Review - Summary

Use this sheet to review a summary of tasks for the Salesforce synchronization process that occurred within the
selected date range.
You can also select to retrieve only the last process.
For each task, information such as the task name and description, the task start and end times, the user who
created the task and the task status display.

Fields
Process Review

Fields for the current sheet are listed on this topic.

Some fields on the interface have a context menu, which is indicated by a triangle in the upper right corner of
the field. To open the context menu, right-click on the field.

Process Type
Specifies the process type for which you want to see the runs and errors for each process run.

Summary Fields
Process Review

Fields for the current sheet are listed on this topic.

Some fields on the interface have a context menu, which is indicated by a triangle in the upper right corner of
the field. To open the context menu, right-click on the field.

By User
Displays the name of the user who submitted the task. The Name value from the user account record appears
in this field.

Company
Displays the name of the company from which this task originated. One of the companies set up in your Epicor
application displays in this field.

Description
Displays a brief explanation of the task. This value is typically the name of the process added to the current
schedule.

Ended On
Displays the date and time the process ended.

Last Process Only

Indicates that you only want to retrieve the last process for a task.

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Retrieve
Click this button to search for existing records. This search program retrieves the record type displayed on the
button label.

Started On
Displays the date and time the process started.

Status
Displays the status of the task.
A task can have one of the following statuses:
• Active
• Complete
• Cancelled
• Error

Task
Displays the number assigned to the task when it was attached to the current schedule. This value helps identify
the task on the schedule.

Task Type
Defines the category of the task. Available options:
• Report - Generates a report like the Stock Status report, Job Traveler, and so on.
• Process - Updates data through processes like Synchronization, Global Scheduling, and so on.

Retrieve Process Tasks

1. In the Process Type field, select Salesforce Synch.

2. Use the selection fields to filter the data to display tasks that match the selected criteria.
Note For more details about the selection criteria fields, refer to the Summary - Fields sheet.

3. Click Retrieve.

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Process Monitor - Detail

Use this sheet to view task log details for a selected task.

Detail Fields
Process Review

Fields for the current sheet are listed on this topic.

Some fields on the interface have a context menu, which is indicated by a triangle in the upper right corner of
the field. To open the context menu, right-click on the field.

Entry
Displays the entry number for the system task log entry.

Error
Indicates whether this log entry recorded an error. Either Yes or No displays in this field.

Message
Displays a brief explanation for the log entry. If this log entry records an error, the cause of this error appears in
this field.

Message
Displays a brief explanation for the log entry. If this log entry records an error, the cause of this error appears in
this field.

Message Type
Displays the message type for the task log message.

View Process Task Log

1. In the Process Type field, select Salesforce Synch.

2. Select the criteria to filter the retrieved task list.

Note For more details about the selection criteria, refer to the Summary - Fields sheet.

3. Click Retrieve.

4. Select a process task in the tree and navigate to the Detail sheet.
A log of all entries for the selected task display in the task log.

5. Select a task to view message details for the task.

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 Additional information is available at the Education and
Documentation areas of the EPICweb Customer Portal. To access
this site, you need a Site ID and an EPICweb account. To create an
account, go to http://support.epicor.com.