Fifty sales employees, three Exact Online administrations across three countries, more than five hundred deals per month and a Salesforce Enterprise licence with Agentforce. This is not a hypothetical scenario, it is the type of organisation that comes to us for a Salesforce Exact custom connector. And it is exactly the type of project where standard connectors get stuck.
The reason is simple. Enterprise organisations do not work with standard fields. They have custom Salesforce objects for approval flows, multi-currency pricing in three currencies and complex relationship hierarchies with parent and subsidiary companies. A connector that only synchronises name and address does not solve their problem.
In this article we show you how we approach these complex connectors, from analysis to go-live.
Most Salesforce-Exact Online connectors work fine for SME organisations with a clear setup. In our previous article we discussed four options to connect Salesforce and Exact Online, from iPaaS platforms to ready-made connectors.
But with enterprise implementations, those solutions run into their limits:
Limited field mapping. Standard connectors synchronise a fixed set of fields, Name, Address, Phone, Email. But what if you have Salesforce custom fields for purchasing budget, preferred supplier status or internal approval levels? Those fall by the wayside.
One-way traffic. Most connectors send data from CRM to accounting. But the return flow of payment status, stock levels and credit limits is at least as important. A sales employee having an upsell conversation without knowing that the customer has three unpaid invoices is working with a blind spot.
No multi-administration support. Organisations with branches in the Netherlands, Belgium and Germany have separate Exact Online administrations per country. A standard connector that only supports a single administration forces you into three separate integrations, including three times the maintenance.
At iWebDevelopment we build Salesforce connectors that do exactly what your organisation needs. No superfluous features, no missing functionality.
We map not only the standard values, we also connect the company-specific adjustments to the right fields in Exact Online. The same applies the other way around: company-specific values in Exact Online appear where you need them in Salesforce.
That mapping is not static. If your organisation changes and new fields are added, we adjust the connector without you having to start over.
Data flows in both directions. From Salesforce to Exact Online:
From Exact Online back to Salesforce:
That return flow is what makes the difference for your sales team. And for Agentforce agents that autonomously make decisions about upsell opportunities, they need real-time financial data to operate responsibly.
Salesforce Agentforce runs on current data. AI agents that qualify leads or route cases are not served well by invoice statuses that were updated yesterday. Our connector delivers real-time data to the Data 360 layer that Salesforce builds under Agentforce, so your agents make decisions based on what is happening now, not what was there yesterday.
We do not synchronise one or two objects. The full chain of Accounts, Contacts, Opportunities, Products and Cases goes back and forth. And for organisations with multiple Exact Online administrations, we automatically route to the correct administration based on country, branch or business unit.
Let us get concrete. A mid-sized trading company with:
Without a connector, the order team spends two to three hours a day manually transferring orders from Salesforce to the correct Exact Online administration. At five hundred deals per month, that is a full-time job of administrative work.
With our connector, that manual step disappears completely. An approved Opportunity in Salesforce automatically becomes a sales order in the correct administration, including the correct currency, VAT code and payment condition.
We work in five steps. The lead time is usually six to nine working days, depending on the complexity.
We map out which data needs to synchronise, in which direction and at what frequency. Which Salesforce objects and custom fields are relevant? Which Exact Online administrations and entities are involved? Are there transformation rules, for example currency conversion or VAT determination based on country code?
After this phase you have a clear overview of the scope.
We create a detailed mapping document: each Salesforce field connected to the corresponding Exact Online field, including data type, direction and any transformations. We discuss this document with your team and adjust it until it is right.
We set up the connector on a test environment. Each field mapping is configured, the synchronisation rules are set and the routing to the correct administration is activated.
User acceptance testing with your team. We test standard scenarios such as a new relation, an order and an invoice status back, but also exceptional cases. What happens with a rejected order? With a partial payment in a foreign currency? With a Salesforce record without a required Exact Online field?
After approval we go live. During the first week we actively monitor the connector: we check synchronisation logs, flag deviations and coordinate with your team. After that week the connector runs on its own.
The technology matters, but so does trust. A few points we often hear in decision-making conversations:
ISO 27001-certified: Our processes and infrastructure meet the international standard for information security. That is not just a sticker, it means we treat your Salesforce and Exact Online data with the security measures that enterprise organisations expect.
Official Exact Online partner: We work directly with the Exact Online environment and know the possibilities and limitations of their interfaces from experience.
Independent pentest: Our infrastructure is tested periodically by an external party. No self-assessment, but an independent audit.
Monthly cancellable: No long-term contracts. If the connector does not do what you expect, you are not tied to anything.
Custom connectors are by definition project-based. The investment depends on the number of objects, the complexity of the field mapping and the number of administrations. For an indication: a standard Salesforce-Exact Online connector with bi-directional synchronisation of the five most-used objects starts at a one-time setup cost plus a monthly management fee.
We always provide a fixed quote after the analysis phase, so you have no surprises afterwards.
A Salesforce Exact custom connector begins with a good conversation about your specific situation. Which data needs to flow, in which direction and at what frequency? We are happy to help you with that.
Want to try it yourself? View the Salesforce connector →