Integration approaches for connecting ERP and order management systems
Key Takeaway
Agentforce Manufacturing sits on top of a manufacturer's existing ERP and OMS and connects to them through APIs, the MuleSoft Accelerator for Manufacturing, or other middleware. If orders and contracts stay in the ERP, set the "Default Actuals Calculation Mode" for sales agreements to "Manually using API upload" before anyone creates sales agreements.
Agentforce Manufacturing is the layer where sales, service, and partner teams work. That layer sits on top of a manufacturer's back-office systems, such as Enterprise Resource Planning (ERP) systems and Order Management Systems (OMS). Integration connects the two, so data such as sales agreements and rebates can move from those systems into Agentforce Manufacturing. When orders stay in the ERP, integration also carries product quantities into sales agreements as actuals.
Where Agentforce Manufacturing sits
Think of Agentforce Manufacturing as a system of record, engagement, and innovation that sits on top of your back-office systems. A manufacturer keeps the ERP and OMS it already runs, and Agentforce Manufacturing connects to them. So the integration design starts from those existing systems.
Agentforce Manufacturing extends Sales Cloud and Service Cloud. The product is built on the Salesforce Customer 360 platform and isn't a managed package. Agentforce Manufacturing is available in Lightning Experience in Enterprise, Unlimited, and Developer Editions.