No More Manual Effort for Quote-to-Order Conversion
Salesforce ↔ SAP Business One (Bidirectional)
Apps Required
No-code and low-code platform
Explore how the templates work
Trigger: New quotations created in Salesforce
Detects when new quotations are created in Salesforce and fetches quotation details including line items, account, and address information.
Search item in SAP Business One by product ID
Searches SAP Business One Items using the Salesforce Product2Id (U_WebID) to find the matching item code for the quoted product.
Merge SAP item data with Salesforce quotation
A Merge node combines the SAP item search results with the original Salesforce quotation data using an inner join to create a unified dataset.
Filter: Is quotation status 'In Review'?
Filters quotations to process only those with a status of 'In Review', ensuring only review-ready quotes are synced to SAP.
Create quotation in SAP Business One
Creates a new quotation in SAP Business One with mapped document lines, item codes, quantities, unit prices, and billing/shipping address details from Salesforce.
Scheduled trigger: Check for approved quotes
A scheduled trigger runs every hour to check Salesforce for quotations that have been approved and are ready for order conversion.
Get approved quotes from Salesforce
Retrieves all quotations from Salesforce with Status='Approved' using a filtered query to identify quotes ready for conversion to sales orders.
Get quote lines by quote ID in Salesforce
Fetches the detailed quote line items for each approved quotation using the quote ID.
Search item in SAP Business One for approved quote lines
Searches SAP Business One Items using the Product2Id from the quote line to find the matching SAP item code for order creation.
Merge SAP item data with quote line and quote data
Two Merge nodes combine the SAP item search results with quote line data (inner join) and then with the original Salesforce quote data (outer join) to assemble a complete order dataset.
Filter: Is quotation status 'Approved'?
Filters the merged data to confirm the quotation status is still 'Approved' before proceeding with sales order creation.
Create sales order in SAP Business One
Creates a new sales order in SAP Business One with mapped item codes, quantities, unit prices, and complete billing/shipping address details from the approved Salesforce quote.
Filter: Was the sales order created successfully?
Checks if the sales order was successfully created in SAP by verifying the existence of a DocEntry in the response.
Update quote status to 'Accepted' in Salesforce
Updates the original Salesforce quotation status to 'Accepted' after the sales order has been successfully created in SAP Business One.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| Contacts updated | Trigger when an existing Contact record is updated in Salesforce. |
| New quotations created | Trigger when a new Quotation record is created in Salesforce. |
| Accounts updated | Trigger when an existing Account record is updated in Salesforce. |
| New leads created | Trigger when a new lead record is created in Salesforce. |
| New orders created | Trigger when a new order record is created in Salesforce. |
| New contact created | Trigger when a new Contact record is created in Salesforce. |
| New opportunities created | Trigger when a new Opportunity record is created in Salesforce. |
| New account created | Trigger when a new Account record is created in Salesforce. |
| New Case Created | Trigger that executes when a new case is created in Salesforce. |
Streamline Your Order Process with Automation
End-to-end quote-to-order automation
Automates the entire lifecycle from Salesforce quotation creation to SAP sales order generation, eliminating manual data entry at every stage.
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Bi-directional status synchronization
Keeps Salesforce quote statuses in sync with SAP order creation, automatically updating quotes to 'Accepted' once orders are confirmed.
Accurate product and address mapping
Ensures SAP item codes, billing addresses, and shipping addresses are correctly mapped from Salesforce, reducing order errors.
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Approval-based order conversion
Only approved Salesforce quotations are converted to SAP sales orders, maintaining proper business approval workflows.
Reduced processing time
Quotations are synced every 3 minutes and approved quotes are converted to orders hourly, significantly speeding up the quote-to-order cycle.
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1
End-to-end quote-to-order automation
Automates the entire lifecycle from Salesforce quotation creation to SAP sales order generation, eliminating manual data entry at every stage.
2
Bi-directional status synchronization
Keeps Salesforce quote statuses in sync with SAP order creation, automatically updating quotes to 'Accepted' once orders are confirmed.
3
Accurate product and address mapping
Ensures SAP item codes, billing addresses, and shipping addresses are correctly mapped from Salesforce, reducing order errors.
4
Approval-based order conversion
Only approved Salesforce quotations are converted to SAP sales orders, maintaining proper business approval workflows.
5
Reduced processing time
Quotations are synced every 3 minutes and approved quotes are converted to orders hourly, significantly speeding up the quote-to-order cycle.
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Frequently Asked Questions
Common questions about this automation template.
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