Integration Hero
Connect™

Unlock Unified Operations: Salesforce & SAP Integration

Connect your CRM and ERP to automate lead-to-cash, achieve Customer 360, and drive real-time business intelligence with a powerful iPaaS.

Get Pricing

See how it works
The Challenge

The Disconnect: Why Salesforce & SAP Silos Hurt Your Business

Operating Salesforce and SAP as isolated systems creates significant operational inefficiencies, data discrepancies, and a fragmented customer experience. These silos hinder agility and prevent a holistic view of your business.

  • Manual data entry and reconciliation between CRM and ERP.
  • Delayed order processing due to disconnected sales and fulfillment data.
  • Inaccurate inventory or pricing information leading to customer dissatisfaction.
  • Lack of a unified 'Customer 360' view across sales, service, and finance.
  • Errors and inconsistencies in financial reporting and revenue recognition.
  • High operational costs associated with maintaining disparate systems.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Seamless Salesforce & SAP Integration with iPaaS

Our iPaaS-powered integration solution bridges the gap between Salesforce CRM and SAP ERP, creating a cohesive, intelligent, and automated enterprise. We leverage API-first, event-driven architecture, low-code development, and AI-assisted capabilities to deliver robust, scalable, and future-proof connectivity.

  • Bi-directional data synchronization for core entities.
  • Real-time and batch integration capabilities.
  • Pre-built connectors for Salesforce and various SAP versions (S/4HANA, ECC).
  • Visual, low-code workflow design for complex business processes.
  • AI-driven data mapping, transformation, and validation.
Implementation Timeline

Go live with Salesforce + SAP in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Salesforce and SAP, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Salesforce + SAP deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Bi-directional data synchronization for core entities.
  • Real-time and batch integration capabilities.
  • Pre-built connectors for Salesforce and various SAP versions (S/4HANA, ECC).
  • Visual, low-code workflow design for complex business processes.
  • AI-driven data mapping, transformation, and validation.
  • Centralized monitoring and robust error handling.
  • Support for Salesforce Platform Events, Change Data Capture (CDC), and SAP Event Mesh.

Salesforce & SAP Integration: Technical Flow & Architecture

Our integration solution leverages a modern iPaaS as the central orchestration layer, enabling robust, secure, and scalable data exchange between Salesforce and SAP. We prioritize event-driven patterns for real-time synchronization and robust API management for reliability.

Data Flow Steps

Connection Establishment: Secure OAuth 2.0 connection to Salesforce; SAP connection via OData (S/4HANA), RFC/BAPI (ECC), or SAP Cloud Connector for on-premise systems.

Event Triggering/Polling: Configure triggers: Salesforce Platform Events/CDC for outbound, SAP Event Mesh for outbound, or scheduled polling for batch processes.

Data Extraction: Extract relevant data from the source system (e.g., Salesforce Opportunity, SAP Material Master).

Data Transformation & Harmonization: Apply visual, low-code mapping and AI-assisted transformations to align data schemas and enforce business rules.

Data Validation: Implement pre-posting validation rules to ensure data integrity before sending to the target system.

Data Loading: Utilize optimized API calls (e.g., Salesforce Bulk API 2.0, SAP OData batch requests) to load data into the target system.

Error Handling & Monitoring: Log all transactions, implement retry mechanisms, and alert relevant teams on failures. Centralized dashboards provide real-time visibility.

Data Touchpoints

Salesforce Accounts, Contacts, Opportunities, Orders, Products, Cases, Payments, Leads, Users.
SAP Business Partners, Materials, Sales Orders, Purchase Orders, Invoices, Payments, GL Accounts, Plants, Storage Locations.

"A typical flow involves data originating in Salesforce (e.g., Opportunity 'Closed Won'), triggering an iPaaS event. The iPaaS then extracts relevant data, transforms it to SAP's required format, validates it, and then posts a Sales Order via SAP's OData API or BAPI. SAP then processes the order, and status updates are pushed back to Salesforce via the iPaaS. This bi-directional flow ensures consistency across both systems."

Pricing

Simple, transparent pricing for Salesforce + SAP.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Salesforce

Integrating Salesforce fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Data Mapping: Salesforce to SAP

Achieving seamless integration hinges on precise mapping and harmonization of core business entities between Salesforce and SAP. Our iPaaS facilitates intelligent, low-code mapping, ensuring data consistency and integrity.

Account (Salesforce) <-> Business Partner / Customer (SAP)

Synchronizes company-level customer data, forming the foundation of a unified customer view. Salesforce Accounts typically map to SAP Business Partner (S/4HANA) with 'Customer' role or SAP ECC Customer Master.

Salesforce Fields

[name, Name],[type, Text],[notes, Company Name] [name, BillingAddress],[type, Address],[notes, Street, City, State, PostalCode, Country] [name, ShippingAddress],[type, Address],[notes, Street, City, State, PostalCode, Country] [name, Phone],[type, Phone],[notes, Main Phone Number] [name, Website],[type, URL],[notes, Company Website] [name, Industry],[type, Picklist],[notes, Industry classification] [name, ExternalID_c],[type, Text(255)],[notes, Custom field to store SAP Business Partner ID or Customer ID, crucial for upsert operations.]

SAP Fields

[name, BusinessPartnerID],[type, Text],[notes, Unique identifier in S/4HANA] [name, CustomerID],[type, Text],[notes, Unique identifier in ECC] [name, Name1],[type, Text],[notes, Company Name] [name, SearchTerm1],[type, Text],[notes, Used for quick search] [name, Address (Street, HouseNumber, City, PostalCode, Country)],[type, Structure],[notes, Structured address fields] [name, EmailAddress],[type, Email],[notes, Main email contact] [name, PhoneNumber],[type, Phone],[notes, Main phone contact] [name, CustomerGroup],[type, Text],[notes, Categorization of customers] [name, SalesOrganizationData],[type, Structure],[notes, Sales-specific data (e.g., Sales Org, Distribution Channel)] [name, CompanyCodeData],[type, Structure],[notes, Financial data (e.g., Company Code, Recon Account)]

Mapping Notes

Salesforce Account.Name maps to SAP Business Partner Name1. Address fields require careful mapping due to structural differences. ExternalID_c in Salesforce is critical for linking to SAP's BusinessPartnerID/CustomerID. Bi-directional sync is recommended, with a defined master system for specific fields (e.g., Salesforce for primary contact, SAP for financial attributes).

Next Steps

See Salesforce + SAP integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Sales Order Automation (Lead-to-Cash)

When a Salesforce Opportunity is marked 'Closed Won', automatically create a Sales Order in SAP, triggering fulfillment and invoicing processes without manual intervention.

Integration Steps:

  1. 0 Salesforce: Opportunity Stage changes to 'Closed Won'.
  2. 1 iPaaS: Salesforce Platform Event or CDC detects the change.
  3. 2 iPaaS: Transforms Opportunity and related Account/Contact/Product data into SAP Sales Order structure.
  4. 3 SAP: Sales Order (using OData API for S/4HANA or BAPISALESORDERCREATEFROMDAT2 for ECC) is created.
  5. 4 SAP: Processes order, generates delivery, and posts invoice.
  6. 5 iPaaS: Updates Salesforce Order/Opportunity with SAP Sales Order ID, status, and tracking details.

Business Outcome

Accelerated sales cycle, accurate order entry, improved cash flow, reduced manual errors.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Accelerated Order-to-Cash
Automate the entire sales fulfillment process, from Salesforce opportunity close to SAP sales order creation, delivery, and invoicing.
Unified Customer 360 View
Harmonize customer data between Salesforce Accounts/Contacts and SAP Business Partners for a single, consistent view across all departments.
Real-time Inventory & Pricing
Synchronize SAP Material Master data and inventory levels with Salesforce to ensure sales teams have accurate, up-to-date information.
Reduced Manual Effort & Errors
Eliminate manual data entry and reconciliation, significantly reducing human errors and freeing up valuable staff time.
Enhanced Business Intelligence
Leverage integrated data for more accurate sales forecasting, financial reporting, and operational insights.
Scalability & Future-Proofing
Build a flexible integration architecture that scales with your business growth and adapts to evolving Salesforce and SAP landscapes.
✨

Accelerated Order-to-Cash

30% Faster Order Processing

📋 What You Get

Automate the entire sales fulfillment process, from Salesforce opportunity close to SAP sales order creation, delivery, and invoicing.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Order Processing, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Salesforce + SAP in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Salesforce and SAP, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Salesforce + SAP deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST/GET/PATCH/DELETE /services/data/vXX.0/sobjects/Account CRUD operations for Account records, central to customer data synchronization.
POST/GET/PATCH/DELETE /services/data/vXX.0/sobjects/Contact CRUD operations for Contact records, supporting lead and service management.
POST/GET/PATCH/DELETE /services/data/vXX.0/sobjects/Opportunity CRUD operations for sales pipeline, triggering order creation in SAP upon 'Closed Won'.
POST/GET/PATCH/DELETE /services/data/vXX.0/sobjects/Order CRUD operations for Salesforce Order records, essential for fulfillment status updates.
POST/GET/PATCH/DELETE /services/data/vXX.0/sobjects/Product2 CRUD operations for product master data synchronization.
GET /services/data/vXX.0/query Execute SOQL queries for complex data retrieval, often used for initial loads or specific data lookups.
POST /services/data/vXX.0/composite/batch Perform multiple API calls in a single request, improving performance and reducing API limits.

⚡ Transformation Logic

  • Data Type Conversion: e.g., Salesforce Date to SAP Date format, Salesforce Currency to SAP Currency format.
  • Value Mapping: e.g., Salesforce picklist 'Industry' to SAP 'CustomerGroup' codes.
  • Data Enrichment: e.g., adding default values (Plant, Storage Location) for SAP Sales Orders based on Salesforce product or customer data.
  • Conditional Logic: e.g., only creating a Sales Order in SAP if Salesforce Opportunity 'Amount' is above a certain threshold.
  • Data Splitting/Joining: e.g., combining Salesforce Contact First Name and Last Name to SAP Business Partner Name, or splitting Salesforce Address into multiple SAP address fields.

🛡️ Error Handling

  • Data Validation Failure: Salesforce data not conforming to SAP's mandatory field rules (e.g., missing MaterialID).
  • API Rate Limit Exceeded: Too many requests to Salesforce or SAP within a short period.
  • Authentication Failure: Invalid credentials or expired tokens.
  • Business Logic Error: SAP rejecting a sales order due to insufficient stock or credit hold.
  • Network Connectivity Issues: Temporary outages between iPaaS and either system.
Pricing

Simple, transparent pricing for Salesforce + SAP.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General FAQs

▸ What is the best approach to integrate Salesforce with SAP?
The best approach is to use a modern Integration Platform as a Service (iPaaS). This enables API-first, event-driven integrations for real-time data flow, robust error handling, and scalable automation between Salesforce and your SAP system (S/4HANA, ECC). It also supports low-code/no-code development for faster deployment and easier maintenance.

Technical FAQs

▸ How can I achieve real-time data synchronization between Salesforce and SAP?
Leverage Salesforce Platform Events or Change Data Capture (CDC) for Salesforce outbound events, combined with SAP Event Mesh (for S/4HANA) or custom event mechanisms for ECC. An iPaaS subscribes to these events and immediately pushes data to the connected system, ensuring near real-time synchronization for critical updates like Sales Orders or Inventory levels.
▸ Can I integrate Salesforce with older, on-premise SAP ECC systems?
Yes, modern iPaaS platforms offer hybrid integration capabilities. They use specialized connectors or agents, like the SAP Cloud Connector, to securely connect to on-premise SAP ECC via interfaces like BAPIs, RFCs, and IDocs, bridging the gap between your cloud CRM and legacy ERP.

Benefits FAQs

▸ What are the key benefits of using an iPaaS for Salesforce-SAP integration?
iPaaS offers benefits like accelerated integration development (low-code), centralized monitoring, robust error handling, scalability, pre-built connectors for both Salesforce and SAP, advanced data transformation capabilities, and the ability to orchestrate complex multi-system workflows. It significantly reduces technical debt compared to custom code.

AI FAQs

▸ How does AI enhance Salesforce-SAP integrations?
AI augments Salesforce-SAP integrations by providing automated data validation, suggesting optimal data mappings, detecting anomalies in data flows, intelligently routing exceptions for human review, and even automating resolutions for common integration errors. This improves data quality, reduces manual intervention, and speeds up development.

Entities FAQs

▸ What common entities are synchronized between Salesforce and SAP?
Commonly synchronized entities include: Salesforce Accounts/Contacts with SAP Business Partners/Customer Master; Salesforce Opportunities/Orders with SAP Sales Orders; Salesforce Product2/PricebookEntry with SAP Material Master; and Salesforce Payments with SAP Financial Documents (Journal Entries).

Security FAQs

▸ How do I ensure data security and compliance when integrating Salesforce and SAP?
Always use OAuth 2.0 for authentication, configure Salesforce Connected Apps and SAP user roles with the principle of least privilege, encrypt data in transit (TLS 1.2+) and at rest, and store API credentials securely in an iPaaS vault. Implement data masking for sensitive fields and maintain comprehensive audit trails to comply with regulations like GDPR and CCPA.

Data Quality FAQs

▸ What is a 'golden record' strategy in Salesforce-SAP integration?
A golden record strategy defines a single, most accurate, and complete version of a data entity (e.g., Account, Business Partner) by consolidating information from multiple source systems. An iPaaS is crucial for orchestrating this process, applying rules for deduplication, merging, and conflict resolution to ensure a unified 'Customer 360' view.
Implementation Timeline

Go live with Salesforce + SAP in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Salesforce and SAP, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Salesforce + SAP deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Salesforce + SAP.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Salesforce + SAP integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo