SAP ECC and Salesforce CRM Integration
Key Features
Streamline your sales cycle with pre-built integrations
- Process orders faster to improve brand efficiency
- Streamline sales processes by adding sales quotations
- Enable multi-currency transactions with consistent exchange rates
- Keep inventory levels accurate across platforms to prevent overselling
- Create consistent product information across platforms by syncing items and pricebooks
- Automate invoices to streamline financial processes and provides sales teams with invoice visibility
- Empower customer service representatives with access to complete customer history and order information in Salesforce
Endpoints for SAP ECC and Salesforce
Customers
01 Customer
APPSeCONNECT’s Salesforce to SAP integration ensures syncing of SAP Customer Information as Accounts in Salesforce CRM.
- Contacts associated with the Customer Accounts is also added in Salesforce.
- When creating an Order in Salesforce CRM, the account needs to have a Contract associated. APPSeCONNECT not only creates a Customer Account in Salesforce, but also it adds a Contract against it for further Ordering Process.
02 Product
- ERP Products which are defined in SAP ERP will be synced automatically to Salesforce CRM
- All the Products are listed initially, and later on whenever new products are added in ERP, that will also get created in CRM with all defined settings and information.
03 Order
- Salesforce CRM users creates Orders in Salesforce, while adding Orders APPSeCONNECT takes care of Pricebooks which are associated with the Product and Contracts which are associated with Accounts.
- Created Orders in Salesforce CRM get synced to back end ERP SAP ERP as Sales Order for further Order verification and processing.
04 Delivery, Invoice and Order Response
APPSeCONNECT can also be easily configured to sync Delivery, Invoice and Order Response from SAP ERP to Salesforce CRM against proper entities.
05 PriceBook
APPSeCONNECT takes into account the different level of pricing defined through Pricebooks. It links a Pricebook with the Product in Salesforce CRM.
Download our SAP and Salesforce Integration Broschure
Customers using Salesforce for their customer relationship and SAP ECC as their ERP system, this integration streamlines workflows, ensures real-time data accuracy, and scales seamlessly with your business growth. Download our detailed integration brochure to learn more about the integration between SAP ECC and Salesforce Integration.
What’s Inside the Brochure?
- Comprehensive details about the integration features.
- Key benefits for streamlining operations, improving fulfillment, and enhancing customer satisfaction.
- Real-world case studies and success stories.
Discover how this integration can transform your eCommerce business by reducing manual effort, improving accuracy, and helping you deliver exceptional customer experiences
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Connect SAP ECC and Salesforce
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SAP ECC provides on premise component to expose its data to the outside world. There are two ways to do it :
- IDOC – Known as Intermediate Document are an inbuilt feature in SAP ECC which allows you to invoke an IDoc request with all data to a separate application. APPSeConnect provides an unique endpoint which one can configure in SAP ECC to generate IDoc whenever necessary.
- BAPI – To get data from SAP, the only way is to build business APIs. There are few preinstalled APIs available, while we also help you create your business APIs which allows APPSeCONNECT to post data directly.
The BAPI requires RFC Call which works on TCP and requires communication through onpremise environment only. But if you have exposed the data present in
SAP for the outside world, you can use our cloud hosted environment too, such that it can access the BAPI of SAP freely
Salesforce on the other hand, provides SDFC REST API with OAuth 2.0 authentication to communicate from external application. APPSeCONNECT is a middleware which keeps track of the access token internally and uses it while transferring the data. The token is generated once you authenticate your salesforce account using Authentication mechanism, the auth token and the refresh tokens are stored in an encrypted database such that it is secure enough from any external threats. While calling the actual API, it uses the access token and also regenerates the access token when the same is expired.
To access the API system, you need to create a Connected App from App Manager, which will ensure the credentials could be passed to 3rd party application from your tenancy.
Once APPSeCONNECT receives the data, it is made available to all other applications which are connected from your account, and you can easily pass it to the external systems based on your logic.
Our integration is mainly focussed on integrating sales channels with your backend ERP systems. It allows you to sync Customers, Accounts, Products, Prices, Orders, Quotations and invoices with shipment details.
But having said that, integration is not restricted to only these, even though they are readily supported. You can also connect to virtually any data present in the software which can be exposed through an API. In case of Salesforce, you can use SSQL queries to get data from those objects, whereas if it is SAP, you can use BAPI to access the data. Our implementation team will guide you and map your business processes required by your business.
In most of the cases SAP ECC is installed on premise and you do not have data exposed outside your own network. In such a case, if you do not want your sensitive data to go outside your own network, you can use our OnPremise agent which will ensure the data moves freely inside your own network and never exposed to the outside world.
In case your API is exposed publicly and you do not want to install our Agent on your own network, you can use our APPSeCONNECT cloud hosted environment, which will download the data from BAPI or through IDoc and sync to Salesforce.
No, we take care of this for you. Our Onboarding team will create all the BAPI required to interact by us. We do care to create all the BAPIs inside the SAP ECC to ensure you as a customer does not need to deal with too much of complexity.
These BAPIs are automatically consumed from APPSeCONNECT packages to transfer data to various other business applications.
To retrieve data from custom table, you have two options.
- Use the object as endpoint and call the data from the table.
- Use SQL to query the table.
We prefer the 2nd as it had a lot of flexibility on optimizing the queries.
On the contrary, in case of SAP ECC, the data is exposed during our implementation. They will consider creating BAPI inside your environment to access to your custom tables.
APPSeCONNECT abstracts out the system to ensure all version of API is supported. That means, you can connect to any version of the API you wish to connect, though it is always recommended to use the latest version.
In case, a certain API is getting obsolete, Salesforce will notify the change to all its customers and partners. Being a partner, we get this information beforehand and we migrate all of our customers who are using it. During this period, our support will ensure the live environment is kept on running before moving to the new APIs, so as to ensure minimal downtime.
The connector uses best practices of iPaaS one way sync to synchronize data between apps. The connector stores the maximum date from the data packet and stores it into its system. The same data would be used to generate future requests, and hence it ensures idempotence of data sync through the platform.
Additionally, it also checks the data duplication before finally the data is synced to target application.
Yes, Salesforce Bulk API is supported in APPSeCONNECT. To create a Bulk API request, you need to follow 3 steps.
- Create a Job using the jobs ingest API, which will give you a jobId.
- Use the JobID to send the data packet in CSV (Comma separated Values) format.
- When all batches are uploaded, call Job Ingest Closing call.
The job closure will ensure the batch data is consumed in salesforce.
This becomes somewhat complex and hard to implement in iPaaS, but APPSeCONNECT gives this as a feature and abstract them from the users.
It is evident that being a SAAS platform, Salesforce has a limit on their API calls. APPSeCONNECT intelligently identifies the API throttling and halts the execution of APIs when API is throttled.
But during implementation, it is always recommended to use Bulk API instead, where there are a large volume of data involved, such that API throttling is never reached.
You can always synchronize data manually even if it is scheduled at a particular timeframe. We provide Runtime Filter feature which allows you to pass an ID or any filter criteria to sync a batch of data at a specific time. Even though you try to sync a specific data manually, it does check for duplication automatically beforehand preventing data redundancy on various applications.
You can also deploy a ProcessFlow in manual mode, so as to run only through manual sync.
APPSeCONNECT automatically tracks every data which pass through the platform. It identifies the primary key of each data packet and stores them into a list which we call Sync Info. You can go to the platform anytime to Resync the failed entries, provided the data is perfect for a sync.
Additionally, the platform allows you to intelligently resync the data automatically and retry them at an interval scheduled by you. In case you still have some failed data in the system, we will ensure to notify you through emails at regular intervals.
We ensure highest security standards for our systems. All communication from APPSeCONNECT is encrypted in AES 256 bit with TLS 1.2 enabled always. The transactional data which is passed through our system is secured both at rest and at motion. We use encrypted storage to store any data into our system which is protected for a particular tenant. The data in transit is always through secure channels.
We are also ISO 27001 certified, and we maintain highest standard in terms of security of data.