Salesforce connector for SAP Business One
UDF Integration for Salesforce Connector in Integration Hub
The Salesforce connector now supports the integration of User Defined Fields (UDFs) between the Salesforce and SAP Business One applications. This functionality allows users to map and synchronize custom fields between both applications, ensuring ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Initialization Process of Salesforce in the Integration Hub
Once the Salesforce feature is enabled in SAP Business One, it is mandatory to initialize the objects to be integrated between SAP Business One and Salesforce. The objects include Account, Contact, Product and Lead. Note Account Type settings ...
Alerts Notification of Salesforce in the Integration Hub
Configure the alert settings in the Alert Notification tab in Salesforce window. The Alert Notification tab of Salesforce window contains the following fields: Field Name Description User Displays the list of users in SAP Business One. Choose a ...
Opportunity Stage Mapping of Salesforce in the Integration Hub
Configure the Opportunity Stage in the Opportunity Stage tab in Salesforce Settings window. The Opportunity Stage tab of Salesforce window contains the following fields: Field Name Description Opportunity Stage Opportunity Stage name in SAP ...
Price List Mapping of Salesforce in the Integration Hub
Configure the Price List in the Price List tab in Salesforce Settings window. The Price List tab of Salesforce window contains the following fields: Field Name Description SAP Price List Price List name in SAP Business One Mapped to Salesforce ...
Priority Mapping of Salesforce in the Integration Hub
Configure the Priority in the Priority tab in Salesforce Settings window. The Priority tab of Salesforce window contains the following fields: Field Name Description SAP Priority Priority name in SAP business one Mapped to Salesforce Priority ...
Industry Mapping of Salesforce in the Integration Hub
Configure the Industry in the Industry tab in Salesforce Settings window. The Industry tab of Salesforce window contains the following fields: Field Name Description SAP Industry Name Industry name in SAP Business One Mapped to Salesforce ...
General Settings of Salesforce in the Integration Hub
On the Main Menu go to Administration → Integration Hub → Salesforce Settings to configure the required Salesforce settings Configure the general settings in the General Settings tab in Salesforce Settings window. The General Settings tab ...
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 ...
Step 3 – Deployment of Salesforce in the Integration Hub
To deploy the solution, choose the Deploy Now button. The application prompts you to provide the license details. For more information, refer to the Assigning the Integration Hub licenses in the Knowledge Article. The Integration Hub displays ...
Step 2 – Scenario Selection of Salesforce in the Integration Hub
The Scenario Selection displays the Scenario, Data Direction, and Field Mapping. By Default, the Data Direction for Lead is not selected. You can select the data direction as per your company policies. Configuration Summary The Configuration ...
Step 1 – Set Connectivity of Salesforce in the Integration Hub
Choose the SAP Business One SLD to provide the connection between SAP Business One System Id and Salesforce Id. Note By default, the solution displays all the SAP Business One SLDs available in SLD Category selected during customer creation. To add ...
Setting up Salesforce in Integration Hub
The following are the steps to setup Salesforce in Administration Console: Add New Customer. Refer to section Add New Customer in the Knowledge Article. Select the Salesforce template to integrate. Upon selecting the template, a message “Let’s ...
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 ...