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ERP ⇄ CRM

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

Keep Rootstock 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 Rootstock ERP and Salesforce

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

Salesforce holds the customer relationship; Rootstock 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, Items / Products, Bills of Material, Inventory Balances in Rootstock 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

  • 01 Trigger provisioning or billing changes in an operational database when an Opportunity moves to closed-won.
  • 02 Consolidate multiple Salesforce orgs into a single database for cross-org reporting after an acquisition.
  • 03 Sync inventory availability by site to e-commerce storefronts so promised dates reflect real stock.
  • 04 Push confirmed sales orders to a 3PL or WMS and write shipment confirmations back to Rootstock.

Common sync patterns

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

Invoice and payment state from Rootstock 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.

Where Rootstock ERP manages people and org data: keep Salesforce aligned

Owners, territories, and org structure informed by Rootstock ERP stay current in Salesforce.

What you can sync between Rootstock 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.

Rootstock ERP objects Salesforce objects How this pairing syncs
Bills of Material Multi-level product structures read for costing and planning integrations. Custom Objects Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated. Bills of Material is specific to Rootstock ERP and Custom Objects to Salesforce — each maps to any object or custom field on the other side.
Inventory Balances On-hand quantities by site and location, synced to storefronts and WMS. Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP. Inventory Balances is specific to Rootstock ERP and Accounts to Salesforce — each maps to any object or custom field on the other side.
Receipts and Shipments Inbound and outbound transactions synced to logistics and 3PL systems. Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records. Receipts and Shipments is specific to Rootstock ERP and Contacts to Salesforce — each maps to any object or custom field on the other side.
Salesforce Accounts and Contacts Shared CRM masters in the same org, so customer data needs no separate ERP sync. Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines. Salesforce Accounts and Contacts is specific to Rootstock ERP and Leads to Salesforce — each maps to any object or custom field on the other side.
Sales Orders Order headers and lines synced to fulfillment, invoicing, and reporting systems. Opportunities Deal records with stage and amount; synced to databases for pipeline reporting and to ERPs at close. Sales Orders is specific to Rootstock ERP and Opportunities to Salesforce — each maps to any object or custom field on the other side.
Work Orders Manufacturing execution records synced to MES, scheduling, and analytics tools. Cases Support records; synced with help desk tools or internal databases for escalation workflows. Work Orders is specific to Rootstock ERP and Cases to Salesforce — each maps to any object or custom field on the other side.

How changes propagate between Rootstock ERP and Salesforce

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Rootstock ERP Salesforce Sub-second propagation

DetectionChanges in Rootstock ERP are captured at the source via change data capture — no polling loop against its API. Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply).

DeliveryEach detected change is written to Salesforce through its API, with automatic retries and rate-limit backoff.

Salesforce Rootstock ERP Sub-second propagation

DetectionChanges in Salesforce are captured at the source via change data capture — no polling loop against its API. Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting).

DeliveryEach detected change is written to Rootstock ERP through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Rootstock ERP: Consumes the Salesforce org's daily API request allocation, shared with other integrations.
  • Salesforce: Daily API request allocations vary by edition and license count.
What ships with Rootstock ERP ⇄ Salesforce

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Rootstock 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 Rootstock ERP or Salesforce record.

Observability

Monitoring

Track your Rootstock 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 Rootstock ERP and Salesforce.

How the Rootstock ERP and Salesforce connectors work

Rootstock ERP

Integration surface
Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
Authentication
OAuth 2.0 (standard Salesforce connected app flows)
Change detection
Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
Capabilities
read · write · CDC
Rate limits
Consumes the Salesforce org's daily API request allocation, shared with other integrations

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

    Choose tables

    Pick the Rootstock 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 · Rootstock 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
    Rootstock ERP Salesforce
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Rootstock ERP and Salesforce integration FAQ

SECURITY

Security teams trust 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 439 integrations available for Rootstock ERP and Salesforce.

Popular · 5 of 439
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