Salesforce SAP Integration
We integrate Salesforce with SAP ERP to keep customer, product, stock, order and invoice data consistent across both systems, so sales and service teams get the ERP information they need without leaving Salesforce.
What we integrate
- Customer master data: Salesforce accounts are matched with SAP customer records, and new customers are created with the same information in both systems.
- Products and pricing: SAP materials and price lists flow into Salesforce, so quotes are prepared with current products and prices.
- Stock: Sales teams check current stock availability in Salesforce before making a commitment to the customer.
- Orders: Orders approved in Salesforce are sent to SAP as sales orders, and order and delivery status flow back to Salesforce.
- Invoices and balances: Invoice, payment and open balance information is shown together with the customer record.
- Service: Service and warranty data stays consistent across both systems.
How it works
We choose the right method for each data flow: real-time where information is needed instantly (stock, order status) and scheduled transfers for high-volume, less urgent data (price lists, invoice history). We build the integration directly on the services SAP provides or through an integration layer, and we design error handling to be traceable and retryable.
What you gain
- No more entering the same data into two systems.
- Sales, finance and service teams look at the same numbers.
- Customers get instant answers about stock, orders and invoices.
- Users without an SAP license can still reach the ERP information they need in Salesforce.
