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ERP ⇄ CRM

Plex ERP to Salesforce integration — real-time, two-way sync

Keep Plex ERP and Salesforce in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Plex ERP and Salesforce

Close the gap between front office and back office: Salesforce and Plex ERP share customers and status in real time, in both directions.

Salesforce holds the customer relationship; Plex ERP runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Leads, Opportunities, Cases, Campaigns in Salesforce with Purchase orders, Customers, Suppliers, Shipments in Plex ERP field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Consolidate multiple Salesforce orgs into a single database for cross-org reporting after an acquisition.
  • Sync Accounts, Contacts, and Opportunities bi-directionally with Postgres so engineering teams read and write CRM data with plain SQL.
  • Mirror purchase orders and receipts to accounting or planning tools.
  • Feed quality and scrap data to dashboards supervisors check without logging into Plex.

Where Plex ERP handles order-to-cash: closed-won flows through

A deal won in Salesforce creates or updates the customer in Plex ERP with clean data, so fulfillment and invoicing start without re-entry.

Where Plex ERP is the finance system of record: money status on the account

Invoice and payment state from Plex ERP shows on the account in Salesforce, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

What you can sync between Plex ERP and Salesforce

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Plex ERP objects Salesforce objects
Inventory On-hand balances and locations replicated for visibility outside the plant system Campaigns Marketing membership data; read out for attribution analysis in the warehouse.
Production jobs Shop-floor work records combining ERP and MES data for output reporting Tasks and Events Activity records; usually read-only in syncs to feed activity reporting.
Sales orders Demand records written in from e-commerce or EDI channels and read out for fulfillment status Products and Price Books Catalog and pricing data; commonly mastered in an ERP and written into Salesforce.
Purchase orders Procurement records mirrored to accounting and planning systems Custom Objects Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated.
Customers Account records kept consistent with the sales team's CRM Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP.
Suppliers Vendor records aligned with procurement and AP tools Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records.
What ships with Plex ERP ⇄ Salesforce

Connect Plex ERP and Salesforce for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Plex ERP–Salesforce connection.

Real-time

Two-way sync

Changes in Plex ERP or Salesforce instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Plex ERP or Salesforce data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Plex ERP or Salesforce record.

Observability

Monitoring

Track your Plex ERP ⇄ Salesforce sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Plex ERP and Salesforce.

How the Plex ERP and Salesforce connectors work

Plex ERP

Integration surface
REST APIs plus legacy SOAP web services
Authentication
API keys issued through the Plex Developer Portal
Change detection
polling; no general-purpose change webhooks
Capabilities
read · write
Rate limits
subject to the platform's API rate limits

Salesforce

Integration surface
REST, SOAP, and Bulk APIs
Authentication
OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
Change detection
Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
Capabilities
read · write · CDC
Rate limits
Daily API request allocations vary by edition and license count.
Salesforce setup guide
How it works

How to connect Plex ERP to Salesforce — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Plex ERP and Salesforce with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Plex ERP connected
    Salesforce connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Plex ERP and Salesforce objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Plex ERP ⇄ Salesforce
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Plex ERP Salesforce
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Plex ERP and Salesforce integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Plex ERP and Salesforce.

Popular · 8 of 386
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