Salesforce to Infor SyteLine Integration Connector Guide
Integrating Salesforce with Infor SyteLine closes the gap between your sales pipeline and manufacturing operations. Sales reps gain visibility into production schedules and inventory levels without leaving Salesforce, while operations teams receive clean order data without manual re-entry. This guide covers the technical approach to connecting these two systems through SyteLine's IDO layer and Salesforce APIs.
SyteLine IDO Web Services as the Integration Endpoint
SyteLine exposes its business logic through Intelligent Data Objects (IDOs), which are accessible via SOAP-based web services or the newer REST API introduced in CloudSuite Industrial. The IDO layer handles validation, defaulting, and business rules, making it the correct integration point rather than direct database writes. Common IDOs for Salesforce integration include SLCustomers, SLOrders, SLItems, and SLCoProducts.
- SLCustomers IDO syncs Account records with SyteLine customer master including credit terms and ship-to addresses
- SLOrders IDO creates and updates sales orders from Salesforce Opportunity or Order objects
- SLItems IDO provides real-time item availability, pricing, and lead times for quoting in Salesforce
- IDO Request Processor handles authentication via SyteLine session tokens or OAuth with CloudSuite Industrial
- UpdateCollection and LoadCollection methods on IDOs support batch operations for high-volume syncs
Field Mapping Between Salesforce and SyteLine
Mapping fields between Salesforce objects and SyteLine IDO properties requires careful alignment of data types, picklist values, and required fields. Salesforce Account maps to SyteLine Customer, Salesforce Product2 maps to SyteLine Item, and Salesforce Order maps to SyteLine CO (Customer Order). Custom fields on either side need explicit mapping rules in your middleware or integration layer.
- Account.BillingAddress maps to SyteLine Customer.Addr fields with address line concatenation logic
- Opportunity.Amount requires currency conversion when SyteLine operates in a different base currency
- Order.OrderItems map to SyteLine CO Lines with item number, quantity, unit price, and due date
- Salesforce RecordType IDs control which SyteLine order type (standard, blanket, RMA) is created
- Custom fields such as Account.Credit_Limit__c sync to SyteLine CreditLimit property on the Customer IDO
Handling Inventory Visibility in Salesforce
One of the highest-value integration scenarios is surfacing SyteLine inventory data inside Salesforce so sales reps can promise delivery dates accurately. This requires either a scheduled sync of inventory snapshots or a real-time callout to SyteLine's SLItemWhses IDO. The approach depends on how frequently inventory changes and how stale the data can be before it affects customer commitments.
- Scheduled batch sync writes SyteLine on-hand quantities to a Salesforce custom object every 15-60 minutes
- Real-time callout from Salesforce Apex to SyteLine REST API returns current available-to-promise quantities
- SyteLine QtyOnHand, QtyAllocated, and QtyOnOrder fields combine to calculate true availability
- Salesforce Lightning component displays inventory by warehouse with drill-down into lot and serial detail
- Cache layer in middleware reduces SyteLine API load for frequently queried items during peak sales periods
Need help connecting Salesforce to your SyteLine environment? Our SyteLine integration specialists can architect a reliable connector.
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