Salesforce CRM

One customer record across Salesforce and SAP

Team working with laptops, tablets and phones on one table

Connect Salesforce with SAP S/4HANA or ECC: customers, products, prices, quotes, orders and invoices kept in step, with monitoring.

SAP Gold Partner

and Salesforce Partner

One record

customers and products in step

Quote to cash

from Salesforce deal to SAP invoice

Monitored

errors caught before users notice

Sales sells in Salesforce, finance runs on SAP, and the data agrees.

What we connect

Choose a data flow to see the problem we solve and what we deliver.

Customers and contacts

The problem

  • The same customer created twice
  • Addresses and tax details out of date
  • No single owner of customer data

What we deliver

  • Customer and business partner sync both ways
  • Rules for which system owns each field
  • Duplicate checks before records are created
  • Clean-up before the first sync
  • SAP Business Partner
  • Salesforce Accounts
  • SAP Integration Suite

The result: one customer record that both systems agree on.

Products and prices

The problem

  • Product lists maintained twice
  • Quoted prices differ from SAP
  • New products missing in Salesforce

What we deliver

  • Products and price lists from SAP
  • Customer-specific prices checked live in SAP
  • Product changes sent automatically
  • Stock availability on request
  • SAP pricing
  • Salesforce price books

The result: reps quote what SAP will invoice.

Quotes to sales orders

The problem

  • Won deals retyped into SAP
  • Order errors and delays
  • Credit checks done by email

What we deliver

  • Won deal or quote creates the SAP sales order
  • Credit and stock checks before ordering
  • Order number returned to Salesforce
  • Rejected orders flagged to the rep
  • SAP sales orders
  • Salesforce Opportunities

The result: orders are created once, correctly, without retyping.

Status, deliveries and invoices

The problem

  • Sales and service chase finance for status
  • Customers call to ask where orders are
  • No invoice view in CRM

What we deliver

  • Order and delivery status in Salesforce
  • Invoices and open items for each account
  • Status shown in portals and service cases
  • Near real-time updates
  • SAP S/4HANA
  • Service Cloud
  • Experience Cloud

The result: everyone answers customer questions from one screen.

Monitoring and support

The problem

  • Interface errors found by users
  • No one owns failed messages
  • Changes break the interface

What we deliver

  • Monitoring and alerts on every interface
  • Clear error handling and re-processing
  • Regression tests for SAP and Salesforce releases
  • Support after go-live
  • SAP Integration Suite
  • Monitoring

The result: the integration keeps working as both systems change.

How we deliver the integration

  1. Map

    We map which data each team needs and which system owns it.

    You get: an agreed data-ownership map

  2. Design

    We design the flows, error handling and security.

    You get: a signed-off integration design

  3. Build

    We build and unit-test each flow on SAP and Salesforce.

    You get: working interfaces in test systems

  4. Test

    We test end to end with real business scenarios.

    You get: quote-to-cash tested by your teams

  5. Run

    We monitor the interfaces and support them after go-live.

    You get: an integration that stays reliable

Related Integration & APIs (SAP Integration Suite) · GROW with SAP · Customer Experience (SAP)

Connect Salesforce and SAP

Tell us which SAP and Salesforce systems you run. We will map the flows that matter most.

Frequently asked questions

Which SAP systems can you connect to Salesforce?

SAP S/4HANA (public and private cloud editions, including GROW and RISE with SAP) and SAP ECC.

What data usually flows between them?

Customers and contacts, products and prices, quotes and sales orders, delivery status, invoices and credit limits.

Which integration tool do you use?

Usually SAP Integration Suite and the standard SAP and Salesforce APIs. We design around the integration tools you already own.

Why does INK suit this work?

INK is an SAP Gold Partner and a Salesforce Partner, so one team understands both data models and the business process between them.

Not sure where to start?

Spend one day with us mapping a single process. You keep the map, whatever you decide next.