SAP and SalesForce Custom Integration flows

[vijender_p]

1.Introduction:

This document covers the business scenario implemented between SAP and Salesforce system.It does not cover any technical details.

SAP ERP is an enterprise resource planning (ERP) system. It runs on a customer on premises landscape. SAP creates a centralised system for businesses that enables every department to access and share common data to create a better work environment for every employee in the company.

Salesforce is a cloud computing service as a software (SaaS) company that specialises in customer relationship management (CRM) and helps your automation of sales and marketing processes in an enterprise.

SAP CPI is used as a middleware to develop the integration as it provides pre-built integration content, connectivity options, and a range of integration capabilities to facilitate seamless communication and data exchange between systems.

2.Business Scenario:

Integration content for SAP ERP with Salesforce enables the synchronisation of master data like Product, Customer, Pricing, etc.This integration content enables the automation of some business processes by integrating SAP ERP to Salesforce using SAP Cloud Platform Integration.

3.Configuration:

All interfaces developed are customised. So,no standard interface is issued. All interfaces have been modified as per requirement and multiple custom fields and multiple logics are developed.

In all Salesforce to SAP Interfaces, the interface runs in real time, User clicks a button or when the final button for any functionality is clicked, the call will be made to SAP, therefore, it is a real-time call. Salesforce calls the SAP system and also gets back response immediately if it is success or failure.

In all SAP to Salesforce interfaces, the interface runs based on timer. All SAP to Salesforce interfaces are scheduled and hence data is always pulled from SAP based on the last run timestamp and always delta load is pulled from SAP system and it is pushed to Salesforce. 

Perequisites for configuration in CPI :

Salesforce custom adapter module has to be deployed in SAP Middleware CPI system.
Connectivity to Salesforce system should be established.
Connectivity to SAP On Premise system should be established via Cloud Connector.
OAuth authentication should be enabled from CPI to Salesforce.
OAuth authentication should be enabled from Salesforce to CPI.

Interfaces:

Business Partner (account) is created in Salesforce and is integrated to S4Hana.
Contact is created in Salesforce and is integrated to S4Hana.
Any modification in Business partner or Contact or any new record is created then S4Hana will be pushed to Salesforce.
Contract is created in Salesforce and is pushed to S4Hana.
If any modification in Contract or any new creation of Contract in S4hana is pushed to Salesforce.
Sales Order is created in Salesforce and is pushed to S4hana.
If any modification in Salesorder or any new creation of order in S4hana is pushed to Salesforce.
Invoice is created or modified in S4hana , it will be pushed to Salesforce.
Receipts is created or modified in S4hana , it will be pushed to Salesforce.

3.1 ACCOUNTS:

This integration flow allows the replication of the customer data by replicating the Customer master data from SAP ERP to Salesforce as Accounts. Whenever a Customer in SAP ERP is created or modified, it gets replicated to Salesforce automatically via OData Service.

First Customer gets created.
Sales area for the customer is replicated against the customer.
Partner Functions are replicated against the customer.
Customer Identifier is replicated against the customer.
Tax details are replicated.
Company code details are replicated.
Contact Details for the business partner is synced to Salesforce.

Also, Vice Versa from Sales Force to SAP also, interface has been developed so that Account details can be modified in Sales force and same can be updated back in SAP.

Whenever a business partner is created inside SAP or Salesforce, a unique ID is generated and this would be considered in SAP and Salesforce as unique key and the data would be updated on the basis of same number whenever there is modification in future.

3.2 PRODUCTS:

This integration flow enables the synchronization of Materials data by replicating the Product master data from SAP ERP to Salesforce as Products. Whenever a Material in SAP ERP is created or modified, it is automatically replicated to Salesforce after a few minutes.

Also, if any product is created or modified in Salesforce, the same will be replicated back to SAP. Product details will be sent along with Plants, Sales Area, UOM

3.3 SALES CONTRACT:

This integration flow allows the synchronization of Contracts by replicating the Service Contracts from Salesforce to SAP ERP as Sales Contracts and updating with a reference from SAP ERP. If any sales contract condition document is available, then that can also be sent to SAP as the document will be available as attachment inside SAP Sales Contract also.

Also, whenever there is new contract or if any contract is modified in SAP, the data will be replicated to Salesforce.

3.4 SALES ORDER:

This integration flow allows replication of sales order data by replicating Salesforce Orders to SAP ERP as Sales Orders.  Whenever an Order in Salesforce is created or modified it would be replicated to SAP ERP in the next run of the integration flow.
Also, if any sales order is created or modified in SAP, same will be replicated to Salesforce.

3.5 INVOICE:

In SAP S/4HANA SD – Customer Billing document is the final SD transaction in sales "Opportunity toCash" and will capture all its data including Billing number, Billing Items, Reference Document Number, Payer, posting dates, Amounts etc.

The invoices that are posting to FI in SAP is replicated to Salesforce. Cancel indicator is updated for the cancelled invoices and their invoice balances will be equal to zero.

Pre requisites ->

Customers/Accounts should have been replicated from SAP S/4HANA to Salesforce.
Materials/Products should have been replicated from SAP S/4HANA to Salesforce.

This integration flow allows replication of sales invoices data from SAP to Salesforce by replicating whenever an invoice is created or modified in SAP.

3.6 RECEIPTS:

In SAP S/4HANA Finance – Account receivable records and administers accounting data of all customers including the integration part with sales and distribution module. Receipt (Customer payments’ document) is the final process in sales/account receivable cycle "Opportunity to Cash" and will capture all its data including document number, posting dates, amounts, customer code and name, to be able to display the payments and advanced payments made.

In SAP S/4HANA Customer incoming payments methods are (Cash deposit, Bank Transfer and Cheques...etc) all these transactions are done at the bank and updated in SAP S4HANA by the bank statements, then allocated to each customer to create customers payment documents against the invoices. these payments are either made for one invoice or multiple invoice or partial payments may occur or without reference to any invoice, all payment data are issued and stored on SAP S/4HANA then will be captured to salesforce. Customer Payments documents are replicated from SAP S/4HANA to Salesforce as receipts.

This integration flow allows replication of sales invoice payments data from SAP to Salesforce by replicating whenever a payment is created or modified in SAP.