Erudite Works - Product

EW Xero Integration

EW Xero Connector is a robust Salesforce-native app that enables real-time, two-way synchronization between Salesforce and Xero. It connects Accounts, Products, Invoices, Payments, and Purchase Orders, while supporting multiple currencies and Xero organizations. Generate invoices from Opportunities, track payment status, and keep your sales and finance teams in sync—all within Salesforce.

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Manage refunds and partial payments smoothly

Attach files directly across both systems

Instant Data Sync

Handle multi-currency and multi-company needs

Fast Invoice Creation

Configure sync rules without any coding

Keep financial data perfectly in sync

EW Dupe Finder

EW DupeFinder helps maintain clean, reliable data by detecting and merging duplicates across standard and custom Salesforce objects. Use manual or scheduled scans, auto-merge based on intelligent rules, or perform field-level comparisons via an intuitive interface. The tool includes dashboards, cross-object detection, and export options—empowering teams to ensure data integrity at scale.

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Merge up to 50,000 records easily

Schedule regular background duplicate scans

Cross-object supports

Customize rules for precise matching logic

real-time dashboards

Instant Duplicate Detection

Smart Record Merging

EW File Manager

EW File Manager brings advanced file and folder management to Salesforce, integrating directly with Google Drive, Dropbox, Box, and OneDrive. Users can upload, organize, and access files across standard and custom objects—making file handling smoother, more secure, and fully native to Salesforce.

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Keep all files organized and synced across Salesforce and cloud storage

Upload multiple documents quickly without repeated clicks

Instant File Previews

Manage folders to match your business structure and processes

Cross-Platform Deletion

Find exactly what you need with powerful search and filters

Connect seamlessly with Google Drive, with more platforms coming soon

EW QuickBook

Bring CRM and accounting together with EW QuickBooks Connector. This Salesforce-native tool syncs Accounts, Products, Opportunities, Invoices, Payments, and Recurring Transactions with QuickBooks in real time. Designed for businesses of all sizes, it includes support for multi-currency and multi-company operations. Optional Stripe integration allows centralized control of financial workflows—directly within Salesforce.

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Manage recurring invoices for subscriptions easily

Support multi-currency with validation safeguards

Seamless Two-Way Sync

Sync estimates, invoices, and payments smoothly

Instant PDF Exports

Control sync rules with admin settings

Visualize financials through real-time dashboards

EW Stripe

EW Stripe Connector bridges the gap between Salesforce and Stripe by enabling real-time synchronization of customers, payments, invoices, subscriptions, and refunds. Perfect for businesses with recurring billing, this connector automates financial operations while giving full visibility over the payment lifecycle directly within Salesforce.

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Sync Accounts, Customers, Products, Invoices, and Payments bi-directionally

Trigger invoices or subscriptions directly from Opportunities

Real-Time Webhooks

Handle refunds securely without leaving Salesforce

Admin-Friendly Panel

Keep Stripe Products and Pricebooks always in sync

Manage one-time or partial payments effortlessly

EW Field History Tracker

EW Field History Tracker extends Salesforce’s native tracking limits by capturing changes on any field across standard and custom objects. It offers clear, audit-ready reports showing what changed, who changed it, and when, helping admins and compliance teams maintain full visibility and accountability over data changes.

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Track up to 500 fields across 40 objects

Remove Salesforce’s 20-field tracking limitation entirely

Dashboard Insights Ready

Configure tracking via one intuitive admin screen

Custom Report Options

Monitor Create, Update, and Delete changes in real-time

Search and filter history with granular controls

EW Highlighter

EW Highlighter improves Salesforce UI usability by allowing users to highlight important fields, rename section headers, and apply color-based visual cues directly within record pages. Designed for both page layouts and dynamic forms, it helps teams focus on critical data, improving readability and decision-making.

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Highlight fields using custom colors for better visibility

Rename section titles to fit business language and user context

No Code Setup

Works seamlessly with standard and custom objects

User-Friendly UI

Respects all visibility rules and dynamic conditions

Advantages of using EW Highlighter

EW User Clone

EW User Clone simplifies the Salesforce user onboarding process by allowing administrators to clone existing users with just a few clicks. It copies profiles, roles, permission sets, public group memberships, and more, ensuring consistent access across new hires while saving significant setup time.

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Clone users quickly from existing user templates

Auto-generate Username, Alias, and Nickname intelligently

Fast User Search

Select specific roles, permissions, and groups to clone

Clear Confirmation View

Manage user setup in a streamlined, single-screen UI

Assign permission sets, queues, and groups during cloning

EW Signature

EW Sign is a robust, Salesforce-native e-signature solution that enables users to seamlessly send, sign, and manage documents without leaving their Salesforce environment. Designed for efficiency and compliance, it supports multi-signer workflows, drag-and-drop document design, real-time tracking dashboards, and secure Google Drive integration.

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Send e-signatures from any Salesforce object

Manage multi-signer workflows with custom roles

Native Salesforce Integration

Track document status with real-time dashboards

Drag-and-Drop Templates

Maintain detailed audit trails for compliance

Brand your entire e-signing experience

EW Shopify Connector

The EW Shopify Connector offers real-time, bi-directional integration between Shopify and Salesforce, supporting multi-store syncing of orders, products, customers, discounts, and more. It automates eCommerce workflows and brings full visibility of your online store operations into the Salesforce CRM.

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Manage multiple stores and currencies effortlessly

Sync customers, products, orders, and payments in real-time

Instant Webhook Automation

Track discounts, gift cards, and promotions seamlessly

Drag-and-Drop Mapping

Handle returns and exchanges with full visibility

Leverage segment-based targeting and dynamic discounts

EW Timeline

EW Timeline is a Salesforce-native Lightning Web Component (LWC) that helps users visualize related records across any standard or custom object using a clean, interactive timeline. Ideal for tracking project milestones, case progress, sales activities, or customer engagement — all from within your Salesforce environment.

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Visualize data from any standard or custom object

Display events and activities on an interactive timeline

Real-Time Filtering

Adjust past and future time ranges flexibly

Admin-Friendly Setup

Customize icons, colors, and zoom for clarity

Easily embed as a drag-and-drop Lightning component