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SAP ByDesign - Salesforce Integration

Sync inventory and purchase history, dynamically update customer and contact data, automate invoice and order creation, and much more with our SAP ByDesign - Salesforce integration

sap bydesign salesforce integration

Syncing data shouldn't be hard or complicated

SAP ByDesign
SAP Business ByDesign
SOAP API Version 1908.1.0
SALESFORCE
API Version 46.0

TRIGGERS
When this happens:

Generic / polling:

A new object was created or an existing object was updated in SAP ByDesign. The objects are selectable in a dropdown menu and can be fetched all or emitted individually.

The examples of these objects are:

A new Material was created in SAP ByD

An existing Sales Order was updated

Certain changes happened in Accounts

A new Customer Contract was created in SAP ByDesign

See SAP ByDesign triggers documentation

Fundamental:

A custom or built-in object in Salesforce is created (e.g. Account, Contact, Lead, Contract, Product)

A custom or built-in object was updated in Salesforce

Advanced:

An SOQL query returned a result:

For example: Check the account and contact associated with a recently updated
opportunity or Set the currency to the corporate currency when a new opportunity is
created

Receive Salesforce platform events as notification such as “a new order placement” or “order was shipped” upon their creation

See Salesforce triggers documentation


ACTIONS
Do this:

Generic:

Call a certain service for specified binding and operation on the SAP Business ByDesign platform.

You can choose a binding as well as an operation either by service or by port.

Examples of operations are Find By Elements, Production Order Query By Overview, or Determine.

For example, you can use this connector to:

Determine availability of products when a new order come in, return sales orders that meet the specified parameters, update price lists in SAP ByDesign, or automatically sync customer information and accounts

See SAP ByDesign actions documentation

Fundamental:

Create a new object in Salesforce (e.g. Account, Lead, Contact, Opportunity)

Create or update a selected object in Salesforce

Delete an object in Salesforce by a selected field (e.g. Account ID or Contract ID)

Lookup a list of objects that satisfy specific criteria

Lookup an object available in Salesforce by a selected field (e.g. Account ID or Contract ID)

Advanced:

Filter your organization’s data for specific information using SOQL

Quickly load large amounts of data from CSV file into Salesforce - bulk create/update/delete/upsert action

Fetch records to a CSV file - bulk query action

See Salesforce actions documentation

Other popular SAP and Salesforce integrations

Mapping data is just the first step...

Reduce customer churn with Embedded Integration

transform data

using the powerful JSONata language

Keep your costs at bay with Reduce customer churn with Embedded Integration

orchestrate data flows

with the help of Content-Based Router

Increase product adoption with Embedded Integration

filter data

using a custom condition defined with JSONata

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