SAP Sales Order Add as Salesforce Sales Order
SAP Business One → Salesforce (Bidirectional)
Apps Required
No-code and low-code platform
Explore how the templates work
Capture New Orders from SAP Business One
The workflow is triggered immediately when a new sales order is created in the SAP Business One ERP system.
Check for Duplicate Orders in Salesforce
It searches Salesforce for an existing order using the SAP order reference (NumAtCard) to prevent creating duplicate records.
Gather Pricing & Account Data
If the order is new to Salesforce, the workflow fetches the standard pricebook, retrieves correct product pricing via PricebookEntry, and locates the corresponding Account using the SAP customer number.
Create the Order & Line Items in Salesforce
A new Order record is created in Salesforce, linked to the Account and Pricebook. Then, each line item from the SAP order is created as an Order Item in Salesforce with correct quantity and price.
Update SAP with the Salesforce Reference
The workflow updates the original SAP Business One sales order with the newly created Salesforce Order ID, creating a two-way reference link.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| Business partners updated | Triggered when a business partner is updated in the SAP B1 |
| New returns created | Triggered when a new return request is created in the SAP B1 |
| New quotations created | Triggered when a new quotation is created in the SAP B1 |
| New AR invoices created | Triggered when a new AR invoice is created in the SAP B1 |
| New business partners created | Triggered when a new business partner is created in the SAP B1 |
| New service calls created | Triggered when a new service call is created in the SAP B1 |
| New incoming payments created | Triggered when a new incoming payment is created in the SAP B1 |
| New orders created | Triggered when a new order is created in the SAP Business One |
| New Credit Note created | Triggered when a new AR credit note is created in the SAP B1 |
| Items price updated | Triggered when a existing item prices are updated in the SAP B1 |
| New items created | Triggered when a new item is created in the SAP B1 |
| New deliverynotes created | Triggered when a new delivery note is created in SAP Business One. |
| Items updated | Triggered when a existing item is updated in the SAP B1 |
| New activities created | Trigger when new activities are created in SAP Business One. |
Streamline Your Order Process with Automation
Automated Order Synchronization
Instantly mirrors new ERP orders in the CRM system, keeping sales teams informed of all customer commitments.
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2
End-to-End Process Accuracy
Eliminates manual transcription errors by automatically mapping complex order data, including line items and pricing.
Enhanced Sales Visibility
Provides the sales team with complete visibility into all orders processed through SAP, directly within Salesforce.
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4
Improved Customer Service
Enables customer-facing teams to access accurate, real-time order status and details without switching systems.
Stronger System Alignment
Creates a reliable reference link between the order in SAP (operational system) and Salesforce (customer system).
5
1
Automated Order Synchronization
Instantly mirrors new ERP orders in the CRM system, keeping sales teams informed of all customer commitments.
2
End-to-End Process Accuracy
Eliminates manual transcription errors by automatically mapping complex order data, including line items and pricing.
3
Enhanced Sales Visibility
Provides the sales team with complete visibility into all orders processed through SAP, directly within Salesforce.
4
Improved Customer Service
Enables customer-facing teams to access accurate, real-time order status and details without switching systems.
5
Stronger System Alignment
Creates a reliable reference link between the order in SAP (operational system) and Salesforce (customer system).
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Frequently Asked Questions
Common questions about this automation template.
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