Integration Hero
Connect™

Unify Salesforce CRM & TIMS ERP for Unprecedented Business Automation

Break down data silos, accelerate sales cycles, and gain a 360-degree view of your business with intelligent, real-time integration.

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The Challenge

The Disconnect: Why Fragmented Salesforce & TIMS Data Holds You Back

Without a robust integration, your Salesforce CRM and TIMS ERP operate in isolation, leading to critical inefficiencies, inaccurate data, and lost revenue opportunities. Manual processes become a bottleneck, hindering growth and diminishing customer experience.

  • Sales teams lack real-time visibility into inventory, order status, and customer financial history.
  • Finance teams manually re-enter sales orders and customer data from Salesforce into TIMS, causing delays and errors.
  • Inconsistent customer data across CRM and ERP leads to a fragmented 'Customer 360' view.
  • Delayed order fulfillment and inaccurate invoicing due to slow data transfer.
  • Product and pricing discrepancies between systems impact quoting accuracy and customer trust.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Intelligent Salesforce & TIMS Integration with iPaaS

Our iPaaS-driven integration solution seamlessly connects Salesforce CRM and TIMS ERP, automating critical business processes and ensuring real-time data consistency. Leverage cutting-edge AI and low-code capabilities to transform your operations, boost efficiency, and empower your teams with a single source of truth.

  • Real-time, bi-directional data synchronization.
  • Pre-built connectors for Salesforce and TIMS.
  • Visual drag-and-drop workflow designer.
  • AI-powered data mapping and validation.
  • Robust error handling and monitoring.
Implementation Timeline

Go live with Salesforce + TIMS 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 Salesforce and TIMS, 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 Salesforce + TIMS deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Real-time, bi-directional data synchronization.
  • Pre-built connectors for Salesforce and TIMS.
  • Visual drag-and-drop workflow designer.
  • AI-powered data mapping and validation.
  • Robust error handling and monitoring.
  • Scalable, cloud-native integration platform.
  • Centralized governance and version control.

Deep Dive: Salesforce & TIMS Integration Architecture & Data Flow

Our iPaaS solution provides a robust, flexible framework for integrating Salesforce and TIMS. It leverages an API-first, event-driven approach, ensuring real-time data consistency and high performance across your CRM and ERP systems. The integration focuses on orchestrating complex workflows, harmonizing critical business entities, and providing end-to-end visibility.

Data Flow Steps

Connection Establishment: Secure OAuth 2.0 connections are established with Salesforce and TIMS APIs, with credentials stored in an encrypted vault.

Event Listener/Polling: iPaaS continuously monitors Salesforce (via Platform Events, Change Data Capture) and TIMS (via webhooks or optimized polling for changes) for relevant business events (e.g., new Opportunity, updated Customer, new Sales Order).

Data Extraction: Upon event detection, relevant data is extracted from the source system's API endpoints.

Data Mapping & Transformation: Extracted data undergoes a visual, low-code mapping process. AI assists in suggesting field mappings and complex transformations (e.g., data type conversion, aggregation, enrichment) to align with the target system's schema and business rules.

Validation & Harmonization: Data is validated against predefined rules and cross-referenced with existing records in the target system. Deduplication and 'golden record' logic are applied for entities like Customers and Products.

Target System API Call: The transformed and validated data is then sent to the target system's API endpoints (e.g., Salesforce `sobjects` for Account/Order, TIMS `/api/v1/salesorders` for Sales Order).

Error Handling & Retry: If an API call fails, the iPaaS automatically retries with exponential backoff for transient errors. Persistent errors are logged, routed to a dead-letter queue, and trigger alerts.

Status Update & Audit: The integration status, success/failure, and any relevant IDs (e.g., TIMS SalesOrderID pushed to Salesforce Order) are logged and updated in the source system or a centralized monitoring dashboard.

Data Touchpoints

Salesforce: Account, Contact, Opportunity, Order, Product2, PricebookEntry, Case, Lead, Payment (Custom/Standard)
TIMS: Customer, Product/Item, Sales Order, Invoice (AR), Payment (AR), Inventory, Shipment, General Ledger Entry

"A central iPaaS platform connects Salesforce and TIMS. Salesforce events (Opportunity Closed Won, Account Update) trigger data extraction. Data flows through iPaaS for mapping, transformation, and validation. Processed data is sent to TIMS (Sales Order Creation, Customer Update). Similarly, TIMS events (Sales Order Status Update, Inventory Change) trigger data extraction, transformation, and update relevant entities in Salesforce. This bi-directional flow is managed with robust error handling and monitoring."

Pricing

Simple, transparent pricing for Salesforce + TIMS.

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 Salesforce

Integrating Salesforce 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

Key Entities & Intelligent Mapping for Salesforce-TIMS Integration

Achieving seamless integration hinges on precise mapping and transformation of core business entities. Our iPaaS provides intelligent tools to align Salesforce's CRM-centric data model with TIMS's robust ERP structure, ensuring data consistency and integrity.

Customer / Account & Contact

Synchronizes customer master data, ensuring a unified view across sales, service, and finance. Salesforce's Account and Contact objects map to TIMS's Customer entity.

Salesforce Fields

Account.Name Account.BillingAddress Account.ShippingAddress Account.Phone Account.Website Account.Industry Account.ExternalID_c (Custom) Contact.FirstName Contact.LastName Contact.Email Contact.Phone Contact.AccountId Contact.ExternalID_c (Custom)

TIMS Fields

Customer.CustomerID Customer.ExternalID (CRM ID) Customer.CompanyName Customer.FirstName Customer.LastName Customer.Email Customer.Phone Customer.BillingAddress Customer.ShippingAddress Customer.PaymentTerms

Mapping Notes

Salesforce Account.Name maps to TIMS Customer.CompanyName. Salesforce Contact details often create/update related contact persons within TIMS Customer. Custom External IDs are crucial for linking records bi-directionally. Address fields require careful sub-field mapping and standardization.

Next Steps

See Salesforce + TIMS 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.

Sales Order Creation & Fulfillment Sync

When an opportunity closes in Salesforce, automatically create a corresponding Sales Order in TIMS. Track order status, shipment details, and invoice generation from TIMS back to Salesforce for sales and customer service visibility.

Integration Steps:

  1. 0 Salesforce Opportunity 'Closed Won' event triggers iPaaS.
  2. 1 iPaaS extracts Opportunity details, Account, Contact, and OpportunityLineItems.
  3. 2 Data is mapped and transformed to TIMS Sales Order and Line Items structure.
  4. 3 New Sales Order is created in TIMS using `/api/v1/salesorders` endpoint.
  5. 4 TIMS SalesOrderID and status updates are pushed back to Salesforce Order object.
  6. 5 TIMS processes fulfillment, and Shipment details (`/api/v1/shipments`) update Salesforce.
  7. 6 TIMS Invoice (AR) creation (`/api/v1/accounts/receivable/invoices`) reflects in Salesforce for payment tracking.

Business Outcome

Reduced order processing time, improved order accuracy, enhanced customer communication regarding order status, faster revenue recognition.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Accelerate Order-to-Cash Cycle
Automate the flow of sales orders from Salesforce to TIMS, reducing manual entry and accelerating fulfillment, invoicing, and payment processing.
Achieve True Customer 360
Synchronize customer data across Salesforce and TIMS, providing sales, service, and finance with a unified, real-time view of every customer.
Boost Sales Productivity
Empower sales teams with real-time access to accurate product availability, pricing, and customer financial history directly within Salesforce.
Eliminate Manual Data Entry & Errors
Automate data transfer between systems, drastically reducing human error, freeing up staff, and ensuring data integrity.
Enhance Financial Accuracy
Ensure consistent product pricing, inventory levels, and financial postings across TIMS and Salesforce, leading to more reliable reporting.
Accelerate Time-to-Value
Leverage low-code/no-code tools and AI-assisted mapping to deploy robust integrations faster than traditional methods.
Scalable & Resilient Operations
Build an integration foundation that scales with your business growth, ensuring continuous operations and robust error handling.
✨

Accelerate Order-to-Cash Cycle

25-40% Faster Order-to-Cash

📋 What You Get

Automate the flow of sales orders from Salesforce to TIMS, reducing manual entry and accelerating fulfillment, invoicing, and payment processing.

💼 Business Impact

This benefit directly contributes to 25-40% improvement in Faster Order-to-Cash, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Salesforce + TIMS 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 Salesforce and TIMS, 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 Salesforce + TIMS 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/PATCH/DELETE /services/data/vXX.0/sobjects/Account CRUD operations for customer company records, synchronizing with TIMS Customer master data.
POST/GET/PATCH/DELETE /services/data/vXX.0/sobjects/Contact CRUD operations for individual customer contacts, linked to TIMS Customer.
POST/GET/PATCH/DELETE /services/data/vXX.0/sobjects/Opportunity CRUD for sales opportunities, triggering TIMS Sales Order creation.
POST/GET/PATCH/DELETE /services/data/vXX.0/sobjects/Order CRUD for Salesforce Order records, used for tracking TIMS Sales Order status.
POST/GET/PATCH/DELETE /services/data/vXX.0/sobjects/Product2 CRUD for product master data, receiving updates from TIMS Product/Item.
GET /services/data/vXX.0/query Execute SOQL queries to retrieve complex data sets from Salesforce for TIMS-bound workflows.
POST /services/data/vXX.0/composite/batch Perform multiple API calls in a single request, optimizing performance for bulk Salesforce updates.
POST/GET/PATCH/DELETE /services/data/vXX.0/sobjects/Payment (Custom/Standard) CRUD for payment transactions, sending payment data to TIMS AR.
POST/GET/PATCH/DELETE /services/data/vXX.0/sobjects/Case CRUD for customer service cases, used for escalation workflows to TIMS operations.

⚡ Transformation Logic

  • Field Mapping: Direct 1:1, 1:Many, Many:1 field mappings.
  • Data Type Conversion: Automatic handling of string to number, date format adjustments.
  • Concatenation/Splitting: Combining first and last names, splitting addresses into components.
  • Lookup & Enrichment: Looking up related TIMS IDs (Customer, Product SKU) based on Salesforce data, enriching Salesforce records with TIMS financial terms.
  • Conditional Logic: Applying transformations based on specific field values (e.g., if Salesforce 'Priority' is High, set TIMS 'Urgency' to Critical).
  • Default Values: Assigning default values for missing optional fields.
  • Aggregation: Summing line item totals for order headers.

🛡️ Error Handling

  • Data Validation Failure: (e.g., 'Invalid Customer ID' from TIMS API). Handled by routing to dead-letter queue, notifying data steward.
  • API Rate Limit Exceeded: (e.g., Salesforce 429). Handled by iPaaS throttling and backoff strategies.
  • Network Connectivity Issues: (e.g., 5xx errors). Handled by automated retries.
  • Schema Mismatch: (e.g., new field in TIMS not mapped). Detected during mapping phase, flagged for update.
  • Duplicate Record Creation: (e.g., creating existing customer). Prevented by upsert logic with External IDs and deduplication rules.
Pricing

Simple, transparent pricing for Salesforce + TIMS.

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 FAQs

▸ What are the primary benefits of integrating Salesforce with TIMS?
The primary benefits include real-time data synchronization for sales, customer, and financial information, automated Lead-to-Order-to-Cash workflows, a unified Customer 360 view, reduced manual data entry and errors, improved sales productivity, and enhanced financial accuracy and reporting. This leads to significant operational efficiencies and better decision-making.

Technology FAQs

▸ How does an iPaaS facilitate Salesforce TIMS integration, especially with AI and low-code?
An iPaaS (Integration Platform as a Service) provides pre-built connectors, a visual low-code interface for designing workflows, and robust data transformation capabilities. AI enhances this by suggesting field mappings, validating data, detecting anomalies, and even automating error resolution. Low-code empowers business users to build and manage integrations faster, reducing reliance on IT.

Technical FAQs

▸ Can this integration handle real-time data synchronization between Salesforce and TIMS?
Absolutely. By leveraging Salesforce Platform Events or Change Data Capture (CDC) and TIMS webhooks (or optimized polling), the iPaaS enables event-driven, near real-time data synchronization. This ensures that critical updates, like new sales orders or inventory changes, are immediately reflected across both systems.
▸ How are API rate limits managed for Salesforce and TIMS during integration?
Our iPaaS incorporates intelligent rate limit management. This includes using Salesforce Bulk API 2.0 and TIMS batch endpoints for large data volumes, implementing queuing mechanisms to buffer requests, and applying exponential backoff and retry strategies for `429 Too Many Requests` errors, ensuring continuous operation without hitting API limits.
▸ How does the integration handle errors and ensure data integrity?
The iPaaS provides robust error handling: automated retries for transient failures, dead-letter queues for persistent errors, detailed logging, and configurable alerts (email, Slack). AI-driven anomaly detection further flags unusual patterns. Data integrity is maintained through validation rules, deduplication, and conflict resolution strategies.

Data FAQs

▸ What key entities are typically synchronized between Salesforce and TIMS?
Key entities synchronized include: Salesforce Accounts/Contacts with TIMS Customers; Salesforce Opportunities/Orders with TIMS Sales Orders; Salesforce Product2/PricebookEntry with TIMS Products/Items and Inventory; and Salesforce Payment records with TIMS Accounts Receivable Payments. Other entities like Cases, Leads, and GL entries can also be integrated.

Security FAQs

▸ What are the security considerations for Salesforce TIMS integration?
Security is paramount. We enforce OAuth 2.0 for authentication, use dedicated integration users with the principle of least privilege, encrypt all data in transit (TLS 1.2+) and at rest, and store API credentials securely in an encrypted vault. Regular security audits and compliance with standards like SOC 2 and GDPR are also critical.

Customization FAQs

▸ Can I customize the integration workflows to fit my specific business processes?
Yes, the iPaaS platform offers extensive customization options. You can easily extend standard workflows, add custom business logic using a visual rules engine, map custom fields from both Salesforce and TIMS, and even integrate additional systems. The low-code environment makes these customizations agile and manageable.
Implementation Timeline

Go live with Salesforce + TIMS 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 Salesforce and TIMS, 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 Salesforce + TIMS 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 Salesforce + TIMS.

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 Salesforce + TIMS 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