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When your sales team lives in Salesforce and operations run on Epic, data gets fragmented and updates get manual. An Epic Salesforce integration syncs both systems in real time, so every team sees the same customer truth.
Your sales team works in Salesforce. Operations lives in Epic. Neither system sees what the other does. Deals get researched twice. Customer context gets scattered.
An Epic Salesforce integration automatically syncs customer data, deals, and policies between systems. Updates in one platform instantly appear in the other. No manual entry. No delay.
A deal closes in Salesforce. Operations team has to manually create a policy in Epic. Days pass. Details get lost. Commission data doesn't match. Revenue recognition gets delayed.
When a deal closes in Salesforce, the Epic Salesforce integration automatically creates a matching policy in Epic with all deal details pre-populated. Operations sees the policy instantly. No re-entry. No errors.
Operations leaders eliminate manual data entry between Epic and Salesforce. Reps spend less time updating records and more time selling. Accurate policy data flows automatically—no delays, no duplicates, no friction.
Sales sees Epic policy history in Salesforce. Operations sees Salesforce pipeline activity in Epic. One source of truth means faster decisions and fewer mistakes.
No re-entry delays. No duplicate data entry. No back-and-forth emails. Deals move through your pipeline and into operations without friction.
Commission calculations pull real data directly from Salesforce through Epic Salesforce integration. No disputes. No reconciliation headaches. Finance and sales agree on numbers.
Your Epic Salesforce integration automatically creates renewal opportunities in Salesforce when policies approach expiration. Sales knows what to work. Renewals don't slip.
Every policy change, customer interaction, and deal update syncs between systems automatically. Regulators get the complete audit trail they need without manual data gathering.
Your operations team stops re-entering data. One integration replaces hours of manual sync work per week. Staff focus on serving customers instead of managing spreadsheets.
The right Epic Salesforce integration connects your entire agency—from sales closing deals in Salesforce to operations managing policies in Epic. Here's what a mature integration delivers.
Epic and Salesforce records sync bidirectionally. Phone, email, address auto-populate. Eliminates duplicates, keeps data fresh.
Sales activities sync automatically from Salesforce to Epic. Operations sees complete communication history without re-entry.
Maps custom fields between systems. Carrier-specific requirements, line-of-business rules, conditional logic all stay intact.
Integration knows which system is source of truth. Stale records never overwrite recent updates.
Closed opportunities automatically create matching Epic policies. Deal details pre-populate. No manual re-entry.
Policy expirations automatically create renewal opportunities. Sales team knows what's coming due. No renewals slip.
We used Folio3 over the last 3+ years for many projects, including org merges, complicated workflows and enhancements. Folio3 is was very detailed in the work. They are experts. They can explain complicated tasks so even the novice in the room can understand. Appropriate and reasonable timelines are assigned so that there are no issues with any tasks for transition. The project closed without any hang ups or hold ups and we continue to do enhancements on the application with Folio3.
Folio3 did a great job in scoping the request and keeping communication going throughout the task This was a very ambiguous request and they managed to troubleshoot the issue and explore different options. I would hire them again
50+ Epic and Salesforce integrations. We know where data breaks.
Salesforce stays system of record. Epic enriches. You control what syncs.
Monitor integration for 30 days. Catch anomalies early. Optimize field mappings.
We build around your actual workflow. Not a template.
Evaluate Salesforce and Epic setups. Map all relevant data fields.
Design sync logic. Define conflict resolution rules. Create field mappings.
Build integration. Test thoroughly with real data. Validate all syncs.
Deploy with pilot first. Monitor performance. Gather feedback before rollout.
Document workflows. Conduct live training for sales, operations, finance teams.
Monitor integration continuously. Handle sync exceptions. Optimize field mappings.
Real-world scenarios where an Epic Salesforce integration transforms how agencies operate.
Pull Epic policy metrics into Salesforce dashboards. See status, expiration dates, premiums. Report real signals to leadership instead of guesses.
Identify customer needs and coverage gaps within target accounts. Enrich profiles with policyholder information. Sync account hierarchies while maintaining structure.
Eliminate manual re-entry of opportunity details into Epic policies. Auto-generate policies from closed opportunities. Deal details pre-populate. Save 5+ hours weekly.
Fill gaps automatically when Epic or Salesforce records are incomplete. Sync missing email, phone, company size bidirectionally. Improve data quality continuously.
Maintain detailed records of every policy change, opportunity update, customer interaction. Keep complete audit trails. Simplify regulatory compliance reporting.
Populate Salesforce feeds with real engagement signals from opportunities and policies. Forecast based on actual response rates, customer behavior, not assumptions.
Accounts, contacts, and policies sync bidirectionally. Names, addresses, phone numbers stay synchronized automatically across both systems in real time.
Calls, meetings, tasks, and email logs sync from Salesforce to Epic bidirectionally. Activities initiated in either system accessible by both teams.
Policy details, coverage types, term dates, and premiums sync as custom objects. Commissions and renewal data flow into Salesforce automatically.
Connecting Epic to Salesforce enables bidirectional data sync, eliminating manual record entry and keeping both platforms aligned. Here's how to set up the integration and what to expect.
Folio3 proposed a comprehensive solution to address Easilock’s challenger. This solution ecompassed the customization of Easilock’s Shopify store, including feature such as sign-up/approval processes, B2B catalog setup, and more..
Read more
Folio3 proposed a comprehensive solution to address Easilock’s challenger.This solution ecompassed the customization of Easilock’s Shopify store, including feature such as sign-up/approval processes, B2B catalog setup, and more.
Read more
Folio3 proposed a comprehensive solution to address Easilock’s challenger.This solution ecompassed the customization of Easilock’s Shopify store, including feature such as sign-up/approval processes, B2B catalog setup, and more.
Read moreIn Epic, go to Settings, open Integrations, choose Salesforce, then authorize with OAuth. Use a Salesforce user with proper permissions so sync can run for your team.
Epic can sync accounts, contacts, policies, opportunities, and activities when configured. Exact coverage depends on your Salesforce objects, mappings, and selected push or pull settings.
Use matching rules based on policy number and account ID before sync. Map identifiers consistently, then assign owners so Salesforce records route correctly.
Yes, create custom fields in both Epic and Salesforce, then link them in field mappings. Bidirectional sync works for all linked values automatically.
Check sync settings for Activities and confirm mapped fields. Verify the connected Salesforce credential has required permissions. Run a test sync and review error logs.
