Carry account, opportunity, product, and billing references into finance records.
×Sanka ERP
Salesforce accounting management without turning CRM into a ledger
Create accounting-ready records from Salesforce-originated orders and billing while managing accounts, tax, journals, and close controls in Sanka ERP.
CONNECTED OPERATING MODEL
SalesforceCustomers, deals, orders
Sanka ERPChecks, approvals, records
Accounting managementReady for the next team
✓ Permissions✓ Approvals✓ Audit log
HOW IT WORKS
A governed workflow, not another data copy.
Apply account, tax, department, and project mappings.
Review journals and close exceptions before posting or export.
OPERATING OUTCOMES
What changes for teams using Salesforce
No CRM-as-ledger compromise
Consistent accounting mappings
Stronger close evidence
MORE FOR SALESFORCE
Extend the same operating record.
FAQ
Questions before implementation
Does Sanka ERP replace Salesforce?
No. Salesforce remains the workspace for its core customer, sales, or commerce process. Sanka ERP manages the governed operational records and handoffs behind it.
Can teams review changes before records are created?
Yes. Checks, approval routing, exception queues, and audit logs can sit between the source event and the final operational record.
Can we start with one workflow?
Yes. Start with one high-friction handoff, define the required fields and approvals, then expand to adjacent workflows using the same records.