ERP

Real-Time ERP Inventory Visibility in Salesforce

Sales reps lose deals when they cannot confirm product availability during a customer conversation. Toggling between Salesforce and the ERP inventory screen is slow and error-prone. Embedding real-time ERP inventory data directly into the Salesforce interface gives reps the confidence to commit delivery dates, allocate stock, and close orders without leaving their CRM workspace.

Real-Time API Callout Patterns

The most responsive approach queries the ERP inventory API on demand when a sales rep views a product or creates a quote line. Salesforce Apex callouts or Lightning Web Component (LWC) wire services invoke the ERP's inventory endpoint and display current quantities. This pattern guarantees data freshness but requires careful handling of latency, error states, and API rate limits.

  • Salesforce Apex @future or Queueable methods call ERP REST API to fetch on-hand, allocated, and available-to-promise quantities
  • Lightning Web Components use wire adapters or imperative Apex to display inventory on Product detail pages and Quote line editors
  • Named Credentials in Salesforce store ERP API authentication tokens securely with automatic refresh on expiry
  • Callout timeout handling shows cached fallback values when the ERP API does not respond within 10 seconds
  • Governor limit awareness: each Salesforce transaction allows a maximum of 100 callouts, requiring batching for multi-line quotes

Cached Inventory Snapshot Approach

For organizations where real-time callouts introduce unacceptable latency or the ERP cannot handle high API volume, a cached inventory snapshot pattern stores ERP quantities in a Salesforce custom object on a schedule. Reps query the local snapshot for fast response while accepting that data may be minutes or hours old. Hybrid approaches combine snapshots for browse scenarios with on-demand callouts for order commitment.

  • Scheduled Salesforce Batch Apex job pulls ERP inventory via Bulk API and upserts into Inventory_Snapshot__c custom object
  • Snapshot refresh frequency of 15-30 minutes balances data freshness against ERP API load and Salesforce storage costs
  • Salesforce Platform Cache stores frequently queried item availability in session or org cache for sub-second retrieval
  • Staleness indicator on the UI shows the snapshot timestamp so reps know how current the data is before committing
  • On-demand refresh button triggers a real-time callout for a specific item when the rep needs guaranteed current availability

Multi-Warehouse and ATP Display

Manufacturing and distribution organizations maintain inventory across multiple warehouses, distribution centers, and third-party locations. Reps need visibility not just into total on-hand quantity but into warehouse-level availability and available-to-promise (ATP) dates that account for incoming supply and existing demand. Displaying this multi-dimensional data in Salesforce requires thoughtful UX design.

  • Warehouse-level inventory displayed in a Salesforce data table with columns for location, on-hand, allocated, and available
  • ATP calculation considers open sales orders, planned production receipts, and purchase order due dates from the ERP
  • Salesforce map component plots warehouse locations with inventory levels for geographic allocation decisions
  • Transfer order initiation from Salesforce triggers an inter-warehouse transfer request in the ERP when local stock is insufficient
  • Lot and serial number visibility from the ERP supports industries with traceability requirements such as food, pharma, and aerospace

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