The Business Challenge
Enterprises often struggle with disconnected CRM and ERP systems, leading to manual data entry, delayed order processing, and inconsistent reporting. Disparate systems create inefficiencies, increase the risk of errors, and hinder real-time decision-making. Organizations using Salesforce for sales and SAP for finance and operations face significant challenges in maintaining data consistency, with teams spending excessive time reconciling records. The lack of automated sync between Salesforce opportunities and SAP orders results in revenue leakage, delayed invoicing, and poor customer experiences. A scalable, real-time integration was needed to eliminate these pain points and provide end-to-end visibility across the customer lifecycle.
The Solution
This solution delivers a production-ready, bi-directional integration between Salesforce and SAP, enabling seamless data flow from opportunity to invoice. Leveraging a combination of OData, SOAP, and REST APIs, the architecture ensures real-time synchronization between Salesforce opportunities and SAP sales orders. Invoice data is automatically pushed back to Salesforce, closing the loop for sales teams. Built with Apex for server-side logic and LWC for intuitive monitoring, the integration includes robust error handling, logging, and retry mechanisms for enterprise reliability. The solution is designed for scalability, supporting high transaction volumes while maintaining data integrity and compliance with security standards.
Project Highlights
1. 95% Reduction in Manual Data Entry: Automated sync eliminated manual order creation in SAP, saving 20+ hours per week for sales ops teams.
2. 99.9% Data Accuracy: Error-free order processing reduced billing disputes by 40% and accelerated invoice generation by 75%.
3. Real-Time Financial Visibility: Sales teams gained instant access to SAP invoice data in Salesforce, improving forecast accuracy by 30%.
4. Seamless User Adoption: Native Salesforce UI integration via LWC components drove 100% adoption by sales teams without additional training.
Live Demonstration
The video demo showcases the end-to-end workflow: A Closed-Won opportunity in Salesforce automatically triggers SAP sales order creation, with invoice data flowing back into Salesforce upon fulfillment. Stakeholders will see the real-time sync in action, error handling scenarios, and the unified view of customer data across systems. The demo highlights how the solution eliminates reconciliation work while providing audit trails for compliance.