Lead – Salesforce in the Integration Hub
The integration of Lead is bidirectional between SAP Business One and Salesforce.
The Lead integration is bidirectional between Salesforce and SAP Business One. Lead Information like Name, E-mail, Billing and Shipping Address, and other details are integrated from Salesforce to SAP Business One and vice-versa.
When the Lead is integrated from Salesforce to SAP Business One, the details such as Salesforce Lead ID is updated in Cross Reference Code in SAP Business One.
The following actions for Lead are supported:
- Add Lead- Add New Lead information. The Lead addition is bidirectional between Salesforce and SAP Business One.
- Update Lead- Edit Existing Lead information. The Lead is bidirectional between Salesforce and SAP Business One.
Caution
Lead deletion from Salesforce will not be integrated to SAP Business One and vice-versa.
When Lead is converted into Accounts in Salesforce, user has to manually select Type in Accounts details. Upon synchronization with sap Business One, this will be created as new Customer in SAP Business One. This will not convert the existing lead (synchronized as lead earlier from salesforce) to Customer.
Next Step: Customer Master Data – Salesforce in the Integration Hub
Related Articles
Salesforce integration with SAP Business One
Salesforce is a cloud computing service as a software (SaaS) company that specializes in customer relationship management (CRM). Salesforce's customer relationship management software instantly streamlines and automates enterprise’s business ...Master Data Mapping Tool for Salesforce Connector in Integration Hub
This tool allows the user to map the already existing Account, Contact, Lead, and product data in Salesforce and SAP Business one. This is needed in case the same Account or Contact or Lead or product master already exists in both applications and ...Customer Master Data – Salesforce in the Integration Hub
The customer master data integration is bidirectional between Salesforce and SAP Business One. Customer Information like Name, E-mail, Billing, Shipping Address and Contacts, and other details are integrated from Salesforce to SAP Business One and ...Products Master Data – Salesforce in the Integration Hub
The System supports the integration of existing product data from Business One to Salesforce. Product add & update operations are supported from SAP Business One to Salesforce. The Item Code in SAP Business One is mapped with Stock Keeping Unit ...Synchronization of Salesforce in the Integration Hub
The following two methods are available for synchronization between SAP Business One and Salesforce: Manual Synchronization: Whenever a user needs the integration to be done on the immediate basis (instead of waiting till the Scheduler services to ...