Customer systems
Bring accounts, contacts, and opportunities into Unison so AI-assisted workflows can help teams understand wholesale buyers and orders in context. Keep CRM changes reviewable and Salesforce Commerce Cloud separately scoped.
Salesforce CRM organizes accounts, contacts, opportunities, and deal products. Connect the available CRM context with wholesale activity to help teams understand who is buying and what conversations are active. Commerce Cloud remains the distinct storefront connection.
Connect the Salesforce objects available to your Unison setup and relate them to wholesale activity. Ask questions about buyer accounts, relevant contacts, opportunities, and products on a deal without mistaking CRM data for storefront data.
Relate available wholesale buyer information to the Salesforce account so operators can understand who placed a purchase order without leaving their workflow.
The opportunity is the conversation. When a wholesale order lands, the open opportunity is already in view, with the products that were on the deal.
When supported and in scope, a note or other agreed CRM update can be prepared for review. Changes to opportunities, contacts, or pipeline remain approval-gated. Marketplace publishing stays on its own channel and follows the brand’s price rules.
An account note or other in-scope update is prepared for review before it is saved. Opportunity stages, new contacts, and other pipeline changes remain approval-gated so the CRM owner stays in control.
Authorized API or MCP access provides the Salesforce accounts, contacts, and opportunities granted by the brand. The connection identifies who holds credentials, which objects are available, and which changes need human approval.
Reports, custom objects, or other tasks without an available API grant remain human work. Other authorized Salesforce and commerce workflows can continue.
Marketplace prices and listings remain managed through their channels and follow the brand’s existing channel-specific rules.
Ask AI about relevant Salesforce accounts and opportunities alongside wholesale orders. Review a suggested account note or other in-scope CRM change, then let the Salesforce owner decide what should be saved.
Wholesale POs still arrive and Salesforce still holds buyer accounts. Bring the relevant account and opportunity context into the workflow so teams can focus on the deal rather than matching names by hand.
An in-scope note can be prepared for review. The pipeline remains under the CRM owner’s control, and marketplace listings stay governed by their own channel rules.
We’ll clarify which Salesforce objects are available, which accounts represent wholesale buyers, who approves CRM updates, and whether Commerce Cloud needs its own connection.
We ask who can grant the objects, who owns the org, and who should approve a note on the account.
Commerce Cloud is the storefront; this connection covers CRM accounts and opportunities. If both are live, the call scopes them separately.
Not every Salesforce account is a buyer who places a PO. We identify the relevant accounts so customer context stays useful alongside wholesale orders.
A note, stage change, or new contact can be approved, held, or blocked according to the workflow. Marketplace updates remain subject to that channel’s existing pricing and publishing rules.
HubSpot is another CRM. QuickBooks and Oracle NetSuite close the month. Salesforce Commerce Cloud is the storefront when the brand is already on Salesforce.
HubSpot QuickBooks Oracle NetSuite Salesforce Commerce Cloud All integrations Platform Free assessment