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The agent
The system

Make Salesforce Agentforce act in Legacy ERP — safely

Agentforce can reason over your Salesforce data all day — but when the real action lives in a screenful of legacy ERP with no API and a SOX audit trail requirement, it needs Upware to carry it across.

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Governed by policy & RBAC Full audit trail Outbound-only on-prem bridge No rip-and-replace
The gap

Salesforce Agentforce stops at the Legacy ERP boundary

Agentforce is strongest inside Salesforce. The moment a process crosses into billing, ERP, or a legacy system it doesn't own, it needs a governed path to act there.

Three ways to close it

Only one is governed

Salesforce Agentforce alone
Acts in Legacy ERPNo
Governedn/a
Auditedn/a
Custom API glue
Acts in Legacy ERPSort of
GovernedYou build it
AuditedYou build it
Salesforce Agentforce + Upware
Acts in Legacy ERPYes
GovernedPolicy + RBAC
AuditedEvery action
In practice

From Salesforce Quote to ERP Post, Governed

A sales rep closes a deal in Salesforce and Agentforce kicks off the order-to-cash process. It flags that a new customer account needs to be posted in the company's on-prem ERP — a fifteen-year-old system with no REST API, no vendor support, and screens that only the finance team knows. Upware learned that system by recording how a finance analyst navigates it: the exact screen sequence, the tab order, the file drop that triggers the batch. Now Agentforce hands off the action, and Upware replays it deterministically through the on-prem bridge — no LLM guessing at runtime, no open inbound port into the data center. The transaction posts, master data updates within the configured approval controls, and every step lands in the audit trail with the originating agent, the policy applied, and the outcome. SOX-relevant and complete.

The harness

AI to learn. Deterministic to execute.

Upware learns the process once and encodes it as a mostly-deterministic workflow: system interactions replay exactly, and any LLM steps are wrapped in policy, verification, and audit — so execution stays governed and drift-proof.

O
Observe & Learn
Records the real workflow once, across every system it touches.
G
Generate
Builds the API, data flow, and logic automatically — no integration project.
E
Encapsulate
Wraps it as a governed AI skill over secure MCP or API.
R
Run
Executes deterministically — RBAC, audit, and scale built in.
FAQ

Common questions

Agentforce already has Flow and integrations — why do we need Upware for our ERP?
Salesforce Flow and standard connectors work well for systems that expose an API and are actively maintained. Your legacy ERP almost certainly does neither. Upware learns the system the way a human uses it — through its actual screens and file interfaces — so there is nothing to build on the ERP side. The governed skill Upware produces is what Agentforce calls; Salesforce never needs to know the ERP has no API.
How does Upware handle SOX requirements when an AI agent is touching financial transactions?
Every action Upware executes is policy-bounded before it runs: RBAC controls which agents can trigger which skills, and approval routing is encoded into the action itself, not left to the agent to decide. The full audit trail — which agent requested the action, which policy applied, what the system returned, and when — is captured at the Upware layer. That record exists independently of what Salesforce logs, giving compliance teams a complete cross-system view.
Our ERP is on-premises in a restricted network segment. Can Upware reach it without opening inbound firewall rules?
Yes. Upware's on-prem bridge uses outbound-only connectivity: the bridge client sits inside your network, calls out to the Upware engine, and executes locally. No inbound ports, no VPN tunnels opened from outside. Your security team keeps full control of the perimeter, and the ERP never needs to be reachable from the internet.

Connect Salesforce Agentforce to Legacy ERP

See a governed action go from recorded workflow to live in days.

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