Connect katana and Salesforce

Connecting katana and Salesforce for a company could allow sales and production data to be shared between the two systems. This could support more accurate order management, better tracking of customer information, and improved coordination between sales and manufacturing teams. Data transfer would require careful mapping to ensure consistency and reliability.

You can build this integration on the System2System platform. We design the connection between katana 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 katana and Salesforce?

A company that uses both Katana and Salesforce could benefit from connecting these systems to allow data to be exchanged automatically. Such a connection could help avoid issues that arise when information must be entered manually in both places, such as duplicate data entry, inconsistent records, and the risk that business decisions are made using outdated or incomplete information. Without a connection, teams may find themselves correcting errors caused by mismatched data, or spending extra time reconciling records between the two systems. For example, if customer details, sales orders, or inventory levels are updated in one system but not the other, discrepancies could emerge that affect everything from order fulfillment to customer communication. Common types of data that could be exchanged between a manufacturing management system like Katana and a customer relationship management platform like Salesforce include customer information, sales orders, product details, and inventory status. The specific data that can be exchanged, and the direction in which it flows, would depend on what each system makes available through its API and should be determined according to the company’s processes and needs.

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 katana 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.