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CRM ⇄ ERP

Salesforce to Unleashed Software integration — real-time, two-way sync

Keep Salesforce and Unleashed Software 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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Migrated from Mulesoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Salesforce and Unleashed Software

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

Salesforce holds the customer relationship; Unleashed Software 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 Tasks and Events, Products and Price Books, Custom Objects, Accounts in Salesforce with Invoices, Products, Stock On Hand, Sales Orders in Unleashed Software 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

  • Write product usage metrics computed in a warehouse onto Account and Contact fields so reps see adoption signals on the record.
  • Trigger provisioning or billing changes in an operational database when an Opportunity moves to closed-won.
  • Mirror Purchase Orders and supplier data to a data warehouse for procurement reporting.
  • Sync Customers bi-directionally with a CRM so credit terms and delivery addresses match everywhere.

One customer master

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

Where Unleashed Software manages people and org data: keep Salesforce aligned

Owners, territories, and org structure informed by Unleashed Software stay current in Salesforce.

Where Unleashed Software handles order-to-cash: closed-won flows through

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

What you can sync between Salesforce and Unleashed Software

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.

Salesforce objects Unleashed Software objects
Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records. Purchase Orders Inbound supply orders synced for procurement visibility.
Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines. Customers Buyer records with pricing tiers and delivery addresses.
Opportunities Deal records with stage and amount; synced to databases for pipeline reporting and to ERPs at close. Suppliers Vendor records referenced on purchase orders.
Cases Support records; synced with help desk tools or internal databases for escalation workflows. Warehouses Stock locations that scope inventory quantities and order fulfillment.
Campaigns Marketing membership data; read out for attribution analysis in the warehouse. Stock Adjustments Manual quantity or value corrections synced for audit and reporting.
Tasks and Events Activity records; usually read-only in syncs to feed activity reporting. Bills of Materials Production definitions used by assemblies; relevant for manufacturers syncing production data.
What ships with Salesforce ⇄ Unleashed Software

Connect Salesforce and Unleashed Software for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Salesforce or Unleashed Software 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 Salesforce or Unleashed Software record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Salesforce and Unleashed Software.

How the Salesforce and Unleashed Software connectors work

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

Unleashed Software

Integration surface
REST API
Authentication
API ID plus API key, with each request signed using an HMAC-SHA256 of the query string
Change detection
Polling with modified-date filters on list endpoints
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits; paginate list endpoints and batch where possible.
How it works

How to connect Salesforce to Unleashed Software — 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 Salesforce and Unleashed Software 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
    Salesforce connected
    Unleashed Software connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Salesforce and Unleashed Software 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 · Salesforce ⇄ Unleashed Software
    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
    Salesforce Unleashed Software
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Salesforce and Unleashed Software 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 Salesforce and Unleashed Software.

Popular · 8 of 386
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