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Connect™

Infor + Salesforce Integration

Clarity Connect™ integrates Infor with Salesforce, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Infor and Salesforce through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Infor and Salesforce.

  • The iPaaS allows seamless mapping of custom fields in both Infor and Salesforce. Simply define the custom fields in your respective systems, and our visual mapping tool will enable you to connect them, ensuring all relevant business data flows correctly.
  • Support for Salesforce custom objects and custom metadata types.
  • Ability to handle Infor's specific custom fields and user-defined attributes.
Implementation Timeline

Go live with Infor + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Infor and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Infor + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • The iPaaS allows seamless mapping of custom fields in both Infor and Salesforce. Simply define the custom fields in your respective systems, and our visual mapping tool will enable you to connect them, ensuring all relevant business data flows correctly.
  • Support for Salesforce custom objects and custom metadata types.
  • Ability to handle Infor's specific custom fields and user-defined attributes.

Robust Integration Architecture: Powering Infor & Salesforce Connectivity

Our recommended architecture for Infor and Salesforce integration leverages a modern, cloud-native iPaaS as the central nervous system. This ensures scalability, reliability, and security while enabling agile development and deployment of integration flows.

Data Flow Steps

API-First Integration: Prioritizing native APIs for robust, real-time data exchange.

Event-Driven Architecture: Utilizing Salesforce Platform Events/CDC and Infor webhooks (where available) for immediate data propagation.

Canonical Data Model: Establishing a common data format within the iPaaS to simplify transformations between diverse system schemas.

Loose Coupling: Designing integrations so systems can evolve independently without breaking dependencies.

Idempotent Operations: Ensuring that repeated API calls do not create duplicate records or unintended side effects.

Data Touchpoints

iPaaS Core: Central runtime engine for executing integration flows.
Connectors: Pre-built, optimized connectors for Infor and Salesforce APIs.
Data Transformation Engine: Visual, low-code tool for mapping and transforming data.
Workflow Orchestrator: Drag-and-drop builder for designing multi-step integration processes.
Message Queues/Event Bus: For asynchronous processing, buffering, and event-driven communication.
Monitoring & Alerting: Dashboards and notification services for operational visibility.
API Gateway: Secures and manages API access to Infor (if externalized).
AI Co-pilot: Assists with mapping, validation, and error resolution.
Secrets Management: Secure storage for API keys and credentials.

"Conceptual architecture features: Salesforce and Infor connected to a central iPaaS. The iPaaS contains connectors, data transformation engines, workflow orchestration, monitoring, and an AI co-pilot. Event streams (Salesforce CDC/Platform Events, Infor webhooks) feed into the iPaaS. Data flows through secure channels, potentially via private links for enhanced security."

Pricing

Simple, transparent pricing for Infor + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Infor

Integrating Infor fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Customer / Account & Contact

Unifying customer profiles across sales, service, and finance.

Infor Fields

CustomerID CustomerName BillingAddress ShippingAddress ContactEmail PhoneNumber PaymentTerms CreditLimit

Salesforce Fields

Name BillingAddress ShippingAddress Phone Website Industry ExternalID_c FirstName LastName Email AccountId

Mapping Notes

Salesforce Account and Contact records often combine to form Infor's 'Customer'. A custom 'ExternalID_c' field in Salesforce is crucial for linking to Infor's CustomerID, enabling upsert operations and preventing duplicates. Careful mapping of address fields and ensuring consistency in payment terms is vital.

Next Steps

See Infor + Salesforce integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Automated Order-to-Cash (O2C)

Streamline the entire sales order lifecycle, from opportunity closure in Salesforce to order creation, fulfillment, invoicing, and payment reconciliation in Infor. This ensures sales teams have visibility into order status, and finance teams receive accurate data for billing.

Integration Steps:

  1. 0 Opportunity 'Closed Won' in Salesforce triggers order creation.
  2. 1 Salesforce Order details (Customer, Products, Pricing) are synced to Infor.
  3. 2 Infor processes order, manages inventory, and initiates fulfillment.
  4. 3 Order status, shipment details, and tracking numbers are updated back to Salesforce.
  5. 4 Infor generates Invoice, synced to Salesforce for customer visibility.
  6. 5 Payment transactions in Infor are reconciled and status updated in Salesforce.

Business Outcome

Accelerated order processing, reduced manual errors, improved cash flow, and enhanced customer satisfaction.

Frequency

Real-time / Near Real-time

Implementation Timeline

Go live with Infor + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Infor and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Infor + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST, GET, PUT /infor/api/v1/customers CRUD customer master data. Used for syncing Salesforce Accounts/Contacts to Infor Customers and vice-versa for a 360-degree view.
POST, GET, PUT /infor/api/v1/salesorders CRUD sales orders. Receives orders from Salesforce, updates order status, and retrieves fulfillment details.
GET, PUT /infor/api/v1/products Retrieve product catalog information and update pricing/attributes. Essential for synchronizing Infor product master data to Salesforce Product2.
GET, PUT /infor/api/v1/inventory/{item_id} Query real-time inventory levels and update stock quantities. Critical for providing accurate availability to Salesforce sales and eCommerce.
POST, GET /infor/api/v1/invoices Create invoices from completed orders and retrieve invoice details. Used for syncing billing information to Salesforce for payment tracking.
POST /infor/api/v1/gl/journalentries Post financial journal entries. Used for consolidating financial data from Salesforce-driven transactions into Infor's General Ledger.

⚡ Transformation Logic

  • Field Mapping: Direct mapping of fields (e.g., `Salesforce Account.Name` to `Infor Customer.CustomerName`).
  • Data Type Conversion: Automatic conversion (e.g., text to number, date formats).
  • Value Lookups: Translating picklist values (e.g., `Salesforce Opportunity.StageName` to `Infor SalesOrder.OrderStatus` codes).
  • Concatenation/Splitting: Combining or separating fields (e.g., `FirstName` + `LastName` to `ContactName`).
  • Conditional Logic: Applying transformations based on specific conditions (e.g., if `Salesforce Order.Status` is 'Cancelled', then update `Infor SalesOrder.OrderStatus` to 'Void').
  • Default Values: Assigning default values for missing fields.
  • AI-Assisted Transformations: AI suggests complex transformations for non-obvious mappings, reducing manual configuration.

🛡️ Error Handling

  • Data Validation Failure: Salesforce requires a field not present in Infor's payload.
  • API Rate Limit Exceeded: Too many requests to Infor or Salesforce APIs.
  • Authentication Failure: Expired tokens or incorrect credentials.
  • Network Connectivity Issues: Temporary outages between systems or iPaaS.
  • Data Duplication: Failure to use External IDs or proper deduplication logic.
  • Schema Mismatch: Changes in API structure not reflected in integration flows.
  • Business Logic Error: Incorrect transformation rules leading to invalid data in destination system.
Pricing

Simple, transparent pricing for Infor + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General Benefits FAQs

▸ What are the primary benefits of integrating Infor with Salesforce?
Integrating Infor with Salesforce provides real-time data synchronization for customer, sales, product, and financial data; automates critical workflows like Order-to-Cash; eliminates manual data entry and errors; and delivers a unified 360-degree view of your customer across sales, service, and operations. This leads to improved efficiency, better decision-making, and enhanced customer satisfaction.

Technical Approach FAQs

▸ How does an iPaaS facilitate Infor & Salesforce integration?
A modern iPaaS (Integration Platform as a Service) acts as the central hub, providing pre-built connectors for both Infor and Salesforce, a visual low-code interface for building integration flows, robust data transformation capabilities, real-time monitoring, and advanced error handling. It leverages APIs and event-driven architecture to ensure seamless, scalable, and secure data exchange.

Data Entities FAQs

▸ Which data entities are typically synchronized between Infor and Salesforce?
Commonly synchronized entities include: Infor Customer / Salesforce Account & Contact; Infor Sales Order / Salesforce Order; Infor Product & Inventory / Salesforce Product2 & PricebookEntry; and Infor Invoice & Payment Transaction / Salesforce Payment (custom object). This ensures consistency across sales, finance, and operations.

Development FAQs

▸ Can I use low-code/no-code tools to build Infor-Salesforce integrations?
Absolutely. Modern iPaaS platforms offer intuitive low-code/no-code interfaces, enabling business analysts and citizen integrators to design, build, and deploy complex Infor-Salesforce workflows with minimal coding. This democratizes integration, accelerates development cycles, and reduces the burden on traditional IT teams.

AI Capabilities FAQs

▸ How does AI enhance Infor-Salesforce integration and automation?
AI significantly augments integration by providing intelligent capabilities such as automated data mapping suggestions, anomaly detection in data flows, predictive insights for integration performance, intelligent document processing for invoices, and autonomous exception handling. This reduces manual intervention, improves data quality, and offers proactive insights.

Performance FAQs

▸ How do you handle API rate limits and ensure optimal performance for Infor and Salesforce?
We manage API rate limits by implementing intelligent queuing and throttling mechanisms within the iPaaS, utilizing batch processing (e.g., Salesforce Bulk API 2.0) for non-real-time data, and designing workflows to gracefully handle 'Too Many Requests' errors with exponential backoff. Proactive monitoring and optimizing payload sizes also contribute to better performance.

Security & Compliance FAQs

▸ What security measures are in place for Infor-Salesforce data exchange?
Data security is paramount. We implement robust authentication methods (OAuth 2.0), encrypt data in transit (TLS/SSL) and at rest, adhere to the principle of least privilege, tokenize sensitive data (e.g., payment info), and ensure our iPaaS complies with industry-standard security certifications (e.g., ISO 27001, SOC 2).

Customization FAQs

▸ Can this integration support custom fields and objects in both Infor and Salesforce?
Yes, our iPaaS platform is designed for flexibility. It allows seamless mapping and synchronization of custom fields in both Infor and Salesforce, as well as custom objects within Salesforce. Our visual mapping tools make it easy to incorporate your unique business data into the integration flows.
Implementation Timeline

Go live with Infor + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Infor and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Infor + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Infor + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Infor + Salesforce integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo