For many growing businesses, Salesforce serves as the lifeblood of customer engagement. It handles lead generation, opportunity tracking and pipeline forecasting.
But after the deal closes, most workflows pivot to another platform – often a preferred ERP system like Odoo to manage operations like fulfillment, invoicing and delivery.
Unfortunately, Salesforce and the chosen ERP like Odoo don’t talk natively. That disconnect introduces manual work, operational delays and fragmented customer data.
This challenge has a name :
“Swivel-chair syndrome” i.e. manually copying data between systems that should just sync on their own.
Studies show that knowledge workers spend :
👉1.5 hours per week manually moving data across platforms (ProcessMaker)
👉Up to 30% of their day locating information in disconnected systems (CloverCollab)
That’s time not spent selling, serving customers or optimizing processes. Multiply that by team size and salary and the opportunity cost becomes significant.
Once a quote becomes an order, critical processes happen outside its ecosystem :
| Process | System | Why It Matters |
| Inventory | Odoo | Sales may overpromise stock availability |
| Order Fulfillment | Odoo | Lack of real-time visibility slows shipping |
| Invoicing | Odoo | Delays in billing impact cash flow |
| Contract Management | Odoo | Missed renewal or service deadlines |
Without tight integration, your teams operate on incomplete data, customers feel inconsistencies and departments work in silos.
Even Salesforce emphasizes that ERP integration is key to unlocking a unified business view. The goal isn’t just system sync – it’s process alignment.
Odoo is an open-source ERP platform used by companies around the world for its flexibility and modular design.
It covers what Salesforce does not :
With the release of Odoo 18, integration capabilities are stronger than ever – featuring native support for REST APIs, webhooks and a modular framework designed for interoperability.
In a connected system 👇
Salesforce wins the deal. Odoo delivers it.
Salesforce tracks the customer. Odoo manages the fulfillment.
That’s how smart businesses scale without duplicating effort.
Odoo SalesForce Connector is a well-defined Odoo module designed for practical use. Here’s a clear breakdown of what it supports :
✅ Bidirectional Sync Between Key Business Objects
✅ Customers (Accounts and Contacts)
✅ Leads and Opportunities
✅ Products and Price Lists
✅ Sales Orders and Quotations
✅ Invoices and Contracts
✅ Events and Tasks
✅ Configurable Per Company
✅ Multi-company ready
✅ Sync enable/disable on object level
✅ Logging and error tracking included
✅ Sync deletion for quotes/orders if needed
So ideally what happens is –
A quote created in Salesforce instantly appears in Odoo for fulfillment. Product changes in Odoo reflect in Salesforce without re-entry. Opportunities update across systems, ensuring both teams see the same pipeline
This isn’t theoretical – it’s been tested on real-world Odoo installations from version 9 through 18, and it runs with standard Odoo apps like CRM, Sales, Invoicing and Contacts.
Connecting your CRM and ERP isn’t just a technical exercise.
It has a measurable business impact.
| Benefit | Outcome |
| Faster Quote-to-Cash Cycle | Reduced lag between deal close and invoicing |
| Unified Customer Data | Sales, Finance, and Support work from the same records |
| Error Reduction | No manual entry, fewer mistakes |
| Operational Efficiency | Sales and Ops no longer need to coordinate manually |
| Better Decision-Making | Dashboards pull from one source of truth |
When data flows seamlessly, decisions are made faster – and based on facts, not assumptions.
✅ Built for Odoo Admins and Salesforce Teams
1) Drag-and-drop field mapping
2) Simple interface for import/export
3) Easy toggle for object-specific sync
4) Job logs and sync status dashboards
✅ Reference Fields for Traceability
Each record synced from Salesforce to Odoo stores a unique ID (x_salesforce_id), allowing full traceability and error recovery if needed.
✅ Parent-Child Relationship Support
Accounts and contacts maintain hierarchy when imported/exported. Quotations and sales orders preserve line-item integrity and create delivery orders automatically in Odoo.
This is not a black-box tool. It’s transparent, auditable and configurable.
This isn’t about selling software – it’s about removing the drag caused by disconnected systems.
If you’re using Salesforce and Odoo without integration, here’s what you’re paying for in hidden costs :
As 2025 demands more real-time responsiveness and cross-functional agility, data fragmentation isn’t sustainable. Integration isn’t just “nice to have.” It’s the infrastructure for modern operations.
Disconnected systems slow teams down and create risks that aren’t always visible until it’s too late. The solution isn’t to work harder—it’s to work smarter, with tools that are built to integrate.
The real transformation isn’t just connecting data – it’s aligning teams.
“How much of our day is spent working around this problem – and what would change if we didn’t have to?”
Want to see how integration actually works in your use case?
Ask for a real-time demo or start mapping what your unified system could look like.
The tools are ready. The only question is – are your systems?
Q1: Can we sync custom fields in both Salesforce and Odoo?
Yes. As long as the field exists in the data model, it can be mapped using the UI.
Q2: Does the sync run in real time?
Yes. The connector uses REST APIs to support real-time or scheduled sync based on preferences.
Q3: Will it work with Odoo Online and Salesforce Cloud?
Yes. It supports all common environments—cloud and on-premise.
Q4: Can we push records from Salesforce to Odoo directly?
Yes. You can trigger sync in either direction, based on object configuration.
Q5: Are attachments, notes, or activities synced?
Basic sync covers core objects. Extended syncing (e.g., attachments) can be configured.
Q6: Is development support required to install or use this?
No, not for standard use cases. The module is admin-configurable. Complex cases may require setup assistance.
Q7: How is support handled?
Free support for 90 days (Mon–Fri, IST hours). Paid support is available beyond that or for systems with 3rd-party customizations.
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