How Breadwinner Keeps Your Financial and ERP Data Secure

Learn how Breadwinner's 100% native Salesforce architecture keeps your financial and ERP data secure by eliminating external servers and leveraging Salesforce's built-in security controls.

Rohan Sharma

July 7, 2025

Salesforce

Breadwinner is a 100% native Salesforce application that replicates ERP and accounting data directly within Salesforce, eliminating the need for external servers or middleware infrastructure.

Your Data, Right Where It Belongs

The platform operates as a native Salesforce application rather than a third-party server. Data replication occurs directly within secure Salesforce organizations under existing security protocols. Unlike traditional middleware solutions that merely pass financial data through APIs or store it temporarily on external servers, Breadwinner maintains all information within Salesforce, preserving user control.

How Breadwinner Protects Your Data

1. Built on Salesforce’s Trusted Platform

The application runs within your Salesforce environment, meeting existing compliance requirements. It has passed Salesforce’s AppExchange security reviews and follows recommended data handling, encryption, and secure transit practices. Records receive protection through Salesforce’s field-level security, role-based permissions, and audit trails.

2. Secure Data Replication, Not Just API Calls

Many integration tools rely on on-demand API calls that retrieve data each time users request it. Breadwinner’s replication approach stores financial data directly in Salesforce with real-time updates, eliminating separate databases and external storage risks while improving reliability and accessibility.

3. Your Permissions, Your Way

Breadwinner extends rather than replaces existing security. Salesforce administrators define access through field-level security, profiles, and permission sets. Compliance frameworks requiring audit trails or separation of duties can be configured within Salesforce.

4. Continuous Compliance and Best Practices

The team maintains secure coding standards, encrypted data transit, and regular security reviews aligned with industry standards.

Who Benefits

Organizations from startups to enterprises in regulated industries utilize Breadwinner for ERP and CRM data unification without security compromises.

Why choose Breadwinner?

  • Lightning-fast Integration with minimal manual setup
  • Native Salesforce integration with ERP and Financial Systems.
  • Unified view of financial and operational data.
  • Certified by Salesforce, and featured on AppExchange

Want to learn more?

Schedule a demo to see how Breadwinner integrates your finance systems with Salesforce.