Salesforce integration with SAP Business One

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 processes. By creating infrastructure-as-a-service, enterprise’s business allows sales, marketing, and support teams to work in sync and see important sales and customer data with more width and breadth, freeing them up to generate new clients and better service existing ones.

 Caution

Salesforce integration with SAP Business One is supported for the following Salesforce editions: Enterprise Edition, Unlimited Edition, Developer Edition, and Performance Edition.


 
Salesforce Sandbox environments are supported.

Salesforce Currency Locale must match SAP B1 local currency.

You can learn the following aspects of Salesforce integration with SAP Business One using the integration Hub.

  1. Setting up Salesforce in Integration Hub
  1. Step 1 – Set Connectivity of Salesforce in the Integration Hub
  2. Step 2 – Scenario Selection of Salesforce in the Integration Hub
  3. Step 3 – Deployment of Salesforce in the Integration Hub
  1. Setup in SAP Business One for Salesforce in the Integration Hub
  1. General Settings of Salesforce in the Integration Hub
  2. Industry Mapping of Salesforce in the Integration Hub
  3. Priority Mapping of Salesforce in the Integration Hub
  4. Price List Mapping of Salesforce in the Integration Hub
  5. Opportunity Stage Mapping of Salesforce in the Integration Hub
  6. Alerts Notification of Salesforce in the Integration Hub
  7. Initialization Process of Salesforce in the Integration Hub
  8. Synchronization of Salesforce in the Integration Hub
  1. Using Salesforce in the Integration Hub
  1. Lead – Salesforce in the Integration Hub
  2. Customer Master Data – Salesforce in the Integration Hub
  3. Products Master Data – Salesforce in the Integration Hub
  1. Salesforce Transactions in the Integration Hub
  1. Windows Enhancements for Salesforce in SAP Business One
  2. Transaction for Salesforce in the Integration Hub


Next Step: Setting up Salesforce in Integration Hub

    • Related Articles

    • Windows Enhancements for Salesforce in SAP Business One

      New fields that are relevant to the Integration Hub have been added to different document windows in SAP Business One. The fields provide additional information regarding the Salesforce integration transactions. Opportunity Opportunity integrates ...

    • Setup in SAP Business One for Salesforce in the Integration Hub

      To check the activation status, choose Administration → Integration Hub →Feature Activation.  The Active field should be flagged. The Active checkbox enables for the feature deployed in the Integration Hub. If the flag is not set to active, then ...

    • 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 ...

    • Transaction for Salesforce in the Integration Hub

      Opportunity Opportunity from Salesforce integrates to SAP Business One on entering the Expected Revenue for an Opportunity in Salesforce. The integration is unidirectional from Salesforce to SAP Business One.  The following are the steps to ...

    • 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 ...