1
Seamless SAP and Salesforce Integration: Tips,
Techniques, and Best Practices
Salesforce and SAP are two of the most widely used enterprise
software systems, but SAP and Salesforce integration can be
complex. Salesforce is a customer relationship management
(CRM) system used to manage customer interactions and data.
And SAP is an enterprise resource planning (ERP) system
typically used to manage a company's back-end operations, such
as financials,
logistics, and HR.
2
Introduction
Streamlined business processes
Integrating Salesforce CRM and SAP ERP can eliminate manual processes and data entry,
resulting in more efficient and effective business processes.
Improved data accuracy and visibility
By bringing data from the CRM and ERP systems into a single platform,
organizations can get a more complete and accurate view of their business and
make better-informed decisions.
Increased efficiency
By automating processes and eliminating the need to switch between multiple systems,
organizations can save time and increase productivity.
3
Why Integrate SAP and Salesforce - The Benefits
However, there are also several challenges that
organizations may face in Salesforce SAP integration.
Data mapping: Different systems often have different data
structures and formats, making it difficult to map data between
them.
Data synchronization: Ensuring that data is kept up-to-date
and consistent between the two systems can be challenging.
Security: Ensuring that data is protected and secure when
transferring it between the systems.
4
SAP and Salesforce Integration Challenges
File-based integration: In this pattern, data is transferred between
Salesforce and SAP using files, such as CSV or Excel files. The data is
extracted from one system, transformed as necessary, and then loaded
into the other system using tools such as file transfer protocol (FTP) or
email.
API-based integration: This pattern involves using APIs to transfer
data between Salesforce and SAP in real time. The data is extracted
from one system, transformed as necessary, and then passed to the
other system via an API call. This approach is suitable for transferring
smaller volumes of data or for integrating systems that need to be
updated in near real-time.
5
Integration patterns used for
integrating Salesforce and SAP
In conclusion, SAP and Salesforce integration can bring
significant benefits to an organization, including streamlined
business processes, improved data accuracy and visibility, and
increased efficiency.
Jade Global is an SAP partner specializing in implementation,
integration, consulting & IT outsourcing. Jade Global offers a
comprehensive set of SAP services coupled with business
process expertise that enable organizations to become
Intelligent Enterprises, our services include advisory,
migration, upgrades, custom development, global rollouts &
managed services across diverse industries, Manufacturing
(both discrete and process manufacturing), High Tech,
Life sciences, Chemicals.
6
7
Headquarters
1731 Technology Drive, Suite 350
San Jose, CA 95110, USA
Phone
+1-408-899-7200
Email
info@jadeglobal.com
Website
www.jadeglobal.com
USA I CANADA I UK I AUSTRIA I INDIA
www.jadeglobal.com
THANK YOU
To Know More About our Services, Visit:
https://www.jadeglobal.com/sap
8
Headquarters
1731 Technology Drive, Suite 350
San Jose, CA 95110, USA
Phone
+1-408-899-7200
Email
info@jadeglobal.com
Website
www.jadeglobal.com
USA I CANADA I UK I AUSTRIA I INDIA
www.jadeglobal.com
Read Blog
https://www.jadeglobal.com/blog/seamless-sap-and-
salesforce-integration-tips-techniques-and-best-practices

Seamless SAP and Salesforce Integration Tips, Techniques, and Best Practices

  • 1.
    1 Seamless SAP andSalesforce Integration: Tips, Techniques, and Best Practices
  • 2.
    Salesforce and SAPare two of the most widely used enterprise software systems, but SAP and Salesforce integration can be complex. Salesforce is a customer relationship management (CRM) system used to manage customer interactions and data. And SAP is an enterprise resource planning (ERP) system typically used to manage a company's back-end operations, such as financials, logistics, and HR. 2 Introduction
  • 3.
    Streamlined business processes IntegratingSalesforce CRM and SAP ERP can eliminate manual processes and data entry, resulting in more efficient and effective business processes. Improved data accuracy and visibility By bringing data from the CRM and ERP systems into a single platform, organizations can get a more complete and accurate view of their business and make better-informed decisions. Increased efficiency By automating processes and eliminating the need to switch between multiple systems, organizations can save time and increase productivity. 3 Why Integrate SAP and Salesforce - The Benefits
  • 4.
    However, there arealso several challenges that organizations may face in Salesforce SAP integration. Data mapping: Different systems often have different data structures and formats, making it difficult to map data between them. Data synchronization: Ensuring that data is kept up-to-date and consistent between the two systems can be challenging. Security: Ensuring that data is protected and secure when transferring it between the systems. 4 SAP and Salesforce Integration Challenges
  • 5.
    File-based integration: Inthis pattern, data is transferred between Salesforce and SAP using files, such as CSV or Excel files. The data is extracted from one system, transformed as necessary, and then loaded into the other system using tools such as file transfer protocol (FTP) or email. API-based integration: This pattern involves using APIs to transfer data between Salesforce and SAP in real time. The data is extracted from one system, transformed as necessary, and then passed to the other system via an API call. This approach is suitable for transferring smaller volumes of data or for integrating systems that need to be updated in near real-time. 5 Integration patterns used for integrating Salesforce and SAP
  • 6.
    In conclusion, SAPand Salesforce integration can bring significant benefits to an organization, including streamlined business processes, improved data accuracy and visibility, and increased efficiency. Jade Global is an SAP partner specializing in implementation, integration, consulting & IT outsourcing. Jade Global offers a comprehensive set of SAP services coupled with business process expertise that enable organizations to become Intelligent Enterprises, our services include advisory, migration, upgrades, custom development, global rollouts & managed services across diverse industries, Manufacturing (both discrete and process manufacturing), High Tech, Life sciences, Chemicals. 6
  • 7.
    7 Headquarters 1731 Technology Drive,Suite 350 San Jose, CA 95110, USA Phone +1-408-899-7200 Email [email protected] Website www.jadeglobal.com USA I CANADA I UK I AUSTRIA I INDIA www.jadeglobal.com THANK YOU To Know More About our Services, Visit: https://www.jadeglobal.com/sap
  • 8.
    8 Headquarters 1731 Technology Drive,Suite 350 San Jose, CA 95110, USA Phone +1-408-899-7200 Email [email protected] Website www.jadeglobal.com USA I CANADA I UK I AUSTRIA I INDIA www.jadeglobal.com Read Blog https://www.jadeglobal.com/blog/seamless-sap-and- salesforce-integration-tips-techniques-and-best-practices