SOS Inventory
A two-way Salesforce and SOS Inventory order-to-cash pipeline.
SOS Inventory on Salesforce
A two-way Salesforce and SOS Inventory order-to-cash pipeline. We have shipped it across 1 client project and 13 build tasks.
The value is one source of truth: both systems stay current, records reconcile automatically, and every error is logged for review.
We build it the Salesforce-native way: a Connected App and Named Credentials so no secrets ever live in code, field mappings that respect your data model, and record-triggered automation that does the work.
Every SOS Inventory build is delivered by a senior Salesforce architect on a fixed price, tested end to end in a sandbox, deployed to your org, and backed by 30 days of hypercare. You own the result: documented, source-controlled, and free of black-box middleware lock-in.
Quick facts
- Platform
- SOS Inventory
- Type
- Inventory / orders
- Direction
- Bi-directional
- Objects
- Order, Invoice
- Best for
- Order-to-cash
Why connect SOS Inventory to Salesforce
What your team actually gets out of the integration.
Everything in one place
SOS Inventory data lives in Salesforce, so your team stops switching between apps and works from a single record.
One source of truth
Salesforce and SOS Inventory always agree, so every team sees the same numbers.
No manual data entry
Automation replaces copy and paste between SOS Inventory and Salesforce, cutting errors and admin time.
Built by senior architects
A production-grade build with governance, testing, and support, not a brittle one-off script.
Live in weeks, at a fixed price
A senior architect scopes and ships your SOS Inventory integration on a fixed price, usually in two to six weeks.
Owned by you
Documented, deployed to your own org, and yours to keep. No black-box middleware and no lock-in.
What a SOS Inventory integration changes
The measurable difference teams see once the data flows on its own, instead of through copy-paste and spreadsheets.
source of truth across both systems
of double-entry removed every week
reconciliation spreadsheets
agreement between Salesforce and the tool
Where teams use SOS Inventory on Salesforce
The scenarios this integration is built for, including the ones we have already delivered.
Turn an accepted quote into an SOS estimate
Pull new SOS invoices in and close the deal
Keep Accounts in step with SOS customers every two hours
Delete on one side and have the other follow
Never drop a sync when the token expires
Sync the full order-to-cash pipeline.
Keep inventory and CRM aligned.
Auto-close won opportunities on invoice.
Keep Salesforce and SOS Inventory in lockstep so sales, service, and finance all see the same numbers.
Cut the double-entry and reconciliation work that eats hours every week.
Give leadership one dashboard that ties SOS Inventory activity to pipeline and revenue.
Onboard new team members faster, because everything about a customer lives on one Salesforce record.
Teams that get the most from SOS Inventory on Salesforce
The roles that feel the difference on day one.
Three ways to connect SOS Inventory to Salesforce
And which one we recommend for a build like this.
| Native / packaged connector | iPaaS middleware | Custom Apex + APIWe recommend | |
|---|---|---|---|
| Best for | Standard needs, fast start | Many systems, high volume | Bespoke logic, full control |
| Speed to value | Fastest | Fast | Moderate |
| Flexibility | Limited to the connector | High | Unlimited |
| Ongoing cost | Connector license | Platform license | Build and maintain |
| Best when | A supported connector fits | You integrate several systems | Nothing off-the-shelf fits |
How SOS Inventory connects to Salesforce
The shape of the integration at a glance. For the full engineering walkthrough with real code, read the technical guide.
Read the full technical guide
Architecture, the step-by-step build with real Apex and DataWeave code, field mapping, security, and the pitfalls we design out. Written for developers and admins.
What we have built with SOS Inventory
An end-to-end bi-directional Salesforce and SOS Inventory integration: OAuth with automatic token refresh, the full quote-to-invoice pipeline, scheduled delta pulls, and bi-directional deletion sync.
Self-healing OAuth
Built OAuth with a SOSInventoryAuth class and a token scheduler that checks expiry and refreshes the access token before it lapses, keeping the sync uninterrupted.
Quote-to-invoice pipeline
Mapped Quote to SOS Estimate (only when the Quote is Accepted), synced Orders back from SOS, and mapped Invoices to Salesforce with child Invoice Line Items.
Scheduled delta pulls
Queueable jobs with an updatedSince filter pull Customers to Accounts every two hours, plus Products and Invoices, upserting by SOS id.
Invoice-driven pipeline moves
Each matched invoice flips an Opportunity to Closed Won or creates one, with SOS invoice lines mapped to child records.
Deletion sync and validation
Added bi-directional deletion sync (delete an Account in Salesforce and the SOS Customer is deleted) and validated the whole API surface in a dedicated Postman workspace.
Real components we ship
What to expect
A typical engagement, from the first call to a monitored go-live.
Discovery and scoping
2 to 4 daysWe map requirements, data, and success criteria, and agree a fixed price.
Build in a sandbox
1 to 3 weeksAuthentication, field mapping, and automation for the SOS Inventory integration.
Test and UAT
3 to 5 daysSandbox validation, edge cases, and a parallel run against the live system.
Go-live and hypercare
30 daysProduction deployment, training, and monitored support.
SOS Inventory Salesforce integration FAQs
How do I connect SOS Inventory to Salesforce?
We authenticate SOS Inventory using OAuth, map the fields to your Invoice, build the automation, test it in a sandbox, and go live. Most builds run two to six weeks depending on scope.
Is the SOS Inventory Salesforce integration two-way?
Yes. Data flows both ways, so a change in SOS Inventory or in Salesforce keeps the other current.
Where are the SOS Inventory credentials stored?
Securely, in Salesforce Named Credentials with a permission set. Nothing is hard-coded, so secrets are never exposed in code or metadata.
How long does a SOS Inventory Salesforce integration take?
Typically two to six weeks, depending on how many objects and edge cases are involved. We scope it up front and quote a fixed price.
How much does a SOS Inventory Salesforce integration cost?
Every engagement starts with a free discovery call and a fixed-price estimate, so there are no hourly surprises.
Do you keep our existing data and history?
Yes. We preserve your existing records and reconcile them during setup, so your reporting works from day one.
Which Salesforce objects does the SOS Inventory integration use?
Typically the Invoice plus related Accounts, and any custom objects your process needs. We map every field during setup.
Can you build it in our sandbox first?
Yes, always. We build and test in a sandbox, then deploy to production via change sets or a CI pipeline, so there is no risk to your live org.
Related integrations
All integrationsNeed a SOS Inventory integration done right?
Tell us your setup and where the data breaks. In a free 30-minute call we will map the SOS Inventory flow and hand you a clear, fixed-price plan.