Salesforce + SAP Integration
Salesforce SAP integration for real-time customer and order sync across systems, no code required today.
Real-time Orders and Invoices synced across sales and finance
Reduce duplicate Contacts and Accounts with automated reconciliation
Faster quote-to-cash cycles and improved order fulfillment accuracy
Today
Fragmented sales and finance workflows
- Manual handoffs between sales and ERP create revenue and service gaps.
- Sales reps enter Contacts, Leads and Opportunities in Salesforce while finance and operations manage Orders, Invoices and Delivery data in SAP.
- This split causes duplicate Contacts, missed Orders, late Invoices and delayed Tickets escalations.
- Teams spend hours reconciling Accounts and shipping details, increasing DSO and missing SLAs for customer response and on-time delivery.
- Reporting is fragmented, decisions are delayed, and leaders lack a single source of truth across lifecycles.
With Koodisi
Automated Sync with Koodisi
- Koodisi automates Salesforce to SAP synchronization so Contacts, Accounts, Leads, Opportunities, Orders, Invoices and Delivery status stay consistent.
- Using a drag-and-drop workflow, sales, finance and support teams see the same Customer, Order and Billing records without manual exports.
- Leads convert to Order-ready Accounts, Opportunities spark SAP order creation, and Invoice statuses flow back to Salesforce for collections and service teams.
- The result: faster order cycles, fewer errors, and clearer audit trails.
- Finance closes books faster and compliance reviews accelerate.
The sync
What moves, in both directions
Salesforce and SAP stay in step because the sync runs both ways.
Create Sales Orders from Opportunities; push Contacts, Accounts, and Pricing to SAP; send Order confirmations and shipping instructions.
Return Invoice numbers, payment status, shipment tracking and delivery updates to Opportunities, Accounts and Tickets.
Automated Salesforce SAP integration reduces order cycle time, eliminates duplicate Contacts and billing errors, improves collections and service response, and produces auditable logs for compliance and post-mortem analysis across sales, operations, and finance. Teams gain faster decisions, measurable KPIs today.
Use cases
What teams automate with this integration
The work that moves between Salesforce and SAP today, and what Koodisi takes over.
Automate Salesforce Lead-to-SAP Order Creation Process
- Trigger: when a Lead converts or an Opportunity reaches a qualified stage in Salesforce.
- Koodisi maps Lead and Opportunity fields to create a Customer Account and Sales Order in SAP, pushing Contact details, Products, Quantities, Pricing and expected delivery dates.
- Order confirmation and Invoice numbers return to Salesforce to update the Opportunity and Account records.
- Business outcome: sales teams close deals faster, order entry errors drop, and finance receives timely billing data for faster revenue recognition.
- Reporting updates automatically so leadership sees pipeline conversion and cash flow impact immediately daily.
Sync Invoices and Payment Status Automatically
- Trigger: when SAP posts an Invoice or payment is applied.
- Koodisi pulls Invoice number, amount, due date, tax details and payment status from SAP and updates the corresponding Account and Opportunity records in Salesforce.
- Collections teams see real-time Invoice status and payment receipts in Customer records and can escalate outstanding Tickets or tasks.
- Closed invoices mark Opportunities as billed, enabling accurate revenue recognition and faster reconciliation between sales and finance, reducing days sales outstanding and manual matching efforts.
- Automated alerts notify AR managers and auto-create follow-up Tasks in Salesforce daily.
Improve Customer Support with Order Status
- Trigger: when customers call or a Ticket is created in Salesforce Service Cloud.
- Koodisi retrieves Order status, shipment tracking, delivery dates and Invoice links from SAP and attaches them to the Ticket and Contact record.
- Support agents respond faster with accurate fulfillment and billing context, reducing escalations and repeat contacts.
- If a delivery issue appears, Koodisi can open an internal case in SAP or notify operations.
- Business outcome: higher first-contact resolution, lower churn, and consistent customer communications across sales and service.
- Support managers get SLA reports and trend dashboards automatically.
Automate Product Catalog and Pricing Sync
- Trigger: when price lists, product master data or discounts are updated in SAP or Salesforce.
- Koodisi synchronizes SKUs, descriptions, pricing tiers, tax codes and effective dates between SAP product masters and Salesforce Pricebooks and Product records.
- Sales uses accurate pricing for quotes and CPQ, procurement sees the correct SKU data, and finance applies consistent tax and ledger mapping.
- The automation reduces quoting errors, streamlines promotions rollout and ensures order entries match invoicing, simplifying audits and speeding time-to-revenue.
- Teams gain consistent margins, faster approvals, and fewer post-sale adjustments every month automatically.
The workflow
What this looks like when it runs
- Koodisi sits between Salesforce and SAP to move relevant records when business events happen.
- Triggers include Lead conversion, Opportunity stage changes, Order creation and Invoice payment.
- When a trigger occurs, Koodisi matches the right fields - for example Contact and Account details, Product SKUs, quantities, pricing and tax codes - and maps them so both systems share a single, correct record.
- If a transfer fails, Koodisi records the error, alerts the right owner, and retries based on business rules so teams can resolve issues quickly.
- Operations managers use visual workflows to set mapping and approvals without code, and Koodisi's no-code REST Client connects to both Salesforce and SAP APIs to read and write records.
- This approach ensures consistent Orders, Invoices, Contacts and Tickets while keeping an auditable log of every sync for reporting and compliance.
- Managers get dashboards for sync health, failures, throughput and SLA adherence across teams every day.
Opportunity → SAP SalesOrder Creation
- 1Opportunity stage changes to 'Closed Won' in Salesforce — this triggers the workflow
- 2Koodisi maps Opportunity, Contact, Account and Product fields and builds the SalesOrder payload
- 3SAP creates the SalesOrder and returns order number, delivery dates and status
- 4Koodisi writes order number back to Opportunity and notifies sales with confirmation
Invoice → Salesforce Payment Update
- 1SAP posts an Invoice or payment event
- 2Koodisi retrieves Invoice, due date, tax and payment status via the REST Client
- 3Salesforce Account and Opportunity records are updated with Invoice and payment details
- 4Collections team receives alerts and Tasks are created for overdue invoices
Governance
Automated, but still under control
Every run is authorised, recorded, and observable — the part that decides whether automation survives an audit.
Scoped permissions
Role-based access decides who can publish or run the Salesforce and SAP workflows, and who can only watch them.
Every run recorded
Each execution writes an audit trail — what triggered it, what changed, and what the downstream system returned.
Credentials in Key Vault
Salesforce and SAP credentials are stored and retrieved from Key Vault, never pasted into workflow steps.
Traced end to end
OpenTelemetry logs, metrics, and traces show where a run slowed down or failed, rather than reporting one aggregate status.
Routing rules stay readable
Which records sync, and which need approval first, live in a decision table your team can review and change without editing the workflow.
Sensitive fields masked
Personal and commercial values can be masked in logs so an operational record does not become a copy of your customer database.
Ship integrations faster. Operate them without chaos.
Less time on auth, retries, and deployment scripts. More time on the integrations your customers are asking for.
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