Connect Exact Globe and Salesforce

Connecting Exact Globe and Salesforce for a company could enable the transfer of financial or customer data between accounting and customer relationship management functions. This connection could support more coordinated business processes, such as keeping customer records consistent or generating financial reports based on sales activity recorded in Salesforce.

You can build this integration on the System2System platform. We design the connection between Exact Globe and Salesforce around the way you work — not as an off-the-shelf connector, but to fit your systems.

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Why connect Exact Globe and Salesforce?

A company using both Exact Globe and Salesforce could benefit from connecting these systems in order to enable data exchange between finance, operations, and customer relationship management functions. Without such a connection, staff may need to enter the same data into both systems, which can increase the risk of errors and consume unnecessary time. This duplication could also result in records in one system drifting out of sync with the other, making it difficult to trust reports or make decisions based on the most current figures. For example, if customer information or order status is updated in one system but not the other, teams could act on outdated or incomplete data. If a connection were established, it could enable the exchange of customer records, sales orders, invoices, payment statuses, and possibly inventory levels, depending on what each system supports. The actual data that can be exchanged depends on the APIs and data structures provided by Exact Globe and Salesforce, and would need to be determined for each specific situation.

How System2System builds an integration

Connectors

We connect to each system through the interface it offers — an API, a database, a file exchange or a webhook — and handle authentication, rate limits and retries.

Mapping

Fields rarely line up one to one. We map and transform the data so both systems receive it in the shape they expect.

Workflow

We define what triggers an exchange, in which direction data flows and which system takes precedence when the two disagree.

Monitoring

Every exchange is logged. Failures are flagged and can be replayed, so nothing disappears without anyone noticing.

What can actually be exchanged?

That depends on what Exact Globe and Salesforce make available through their APIs, on the licences and modules in use, and on the version each system runs. Which records are synchronised, in which direction and how often, is something we determine together before any work starts.

We are happy to look at your specific situation and tell you what is feasible — including when the answer is that it is not.