Windows Enhancements for Salesforce in SAP Business One

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 from Salesforce to SAP Business One. New fields in the Opportunity document window:

Field Name

Description

Template Name 

Name of the Salesforce template.

External Opportunity ID

Opportunity ID generated from Salesforce

Sales Quotation

Sales Quotation integrates from Salesforce to SAP Business One. New fields in the Sales Quotation document window:

Field Name

Description

Template Name 

Name of the Salesforce template.

External Quote ID

Quote ID generated in Salesforce.

External Opportunity ID

Opportunity ID generated from Salesforce.

Sales Order

Sales Order integrates from Salesforce to SAP Business One. New fields in the Sales Order document window:

Field Name

Description

Template Name 

Name of the Salesforce template.

External Opportunity ID

Opportunity ID generated from Salesforce.

External Quote ID

Quote ID generated in Salesforce.

External Order ID

Order ID generated in Salesforce.


Next Step: Transaction for Salesforce in the Integration Hub

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