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Unify Sales & Finance: Seamless SAP Business ByDesign & Salesforce Integration

Break down data silos, automate critical workflows, and achieve a 360° view of your customers with our intelligent iPaaS solution for SAP Business ByDesign and Salesforce.

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The Challenge

The Disconnect Between Sales Efforts and Financial Realities

Mid-sized businesses often struggle with fragmented data between their CRM and ERP systems. Salesforce excels at managing customer relationships and sales pipelines, while SAP Business ByDesign handles the financial backbone, inventory, and project management. Without a robust integration, these critical systems operate in isolation, leading to inefficiencies, inaccuracies, and missed opportunities.

  • Manual data entry between systems leads to errors and delays.
  • Sales teams lack real-time visibility into order status, inventory, or customer payment history.
  • Finance teams struggle with inaccurate sales forecasts and reconciliation challenges.
  • Duplicate customer records create confusion and inconsistent reporting.
  • Delayed order processing impacts customer satisfaction and revenue recognition.
  • Lack of a unified customer view hinders personalized sales and service efforts.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration: Bridging SAP Business ByDesign and Salesforce with iPaaS

Our powerful Integration Platform as a Service (iPaaS) is the central nervous system connecting SAP Business ByDesign and Salesforce. It orchestrates complex data flows, automates business processes, and provides a unified, real-time view of your customers and operations, transforming your sales and finance workflows.

  • Bi-directional data synchronization for Accounts, Contacts, Opportunities, Sales Orders, Products, and more.
  • Real-time and event-driven triggers for instant updates.
  • Robust error handling and data reconciliation mechanisms.
  • Scalable architecture to support growing business needs.
  • Pre-built connectors and templates for rapid deployment.
Implementation Timeline

Go live with SAP Business ByDesign + Salesforce 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 SAP Business ByDesign and Salesforce, 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 SAP Business ByDesign + Salesforce 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 Accounts, Contacts, Opportunities, Sales Orders, Products, and more.
  • Real-time and event-driven triggers for instant updates.
  • Robust error handling and data reconciliation mechanisms.
  • Scalable architecture to support growing business needs.
  • Pre-built connectors and templates for rapid deployment.
  • Comprehensive monitoring and analytics dashboards.

Technical Integration Details: Powering Data Flow with iPaaS

This integration leverages a modern iPaaS as the central orchestration layer, connecting SAP Business ByDesign and Salesforce through their respective APIs. It's designed for high performance, reliability, and scalability, ensuring your business-critical data flows seamlessly and securely.

Data Flow Steps

Connection Establishment: Securely authenticate and establish connections to both SAP Business ByDesign (using OAuth 2.0) and Salesforce (using OAuth 2.0 JWT Bearer flow) via dedicated iPaaS connectors.

Event & Data Triggering: Configure event listeners (e.g., Salesforce Platform Events/CDC, ByDesign webhooks) or scheduled polling for specific data changes (e.g., 'Opportunity Closed Won', 'New Product Created').

Data Extraction: Extract relevant data entities from the source system using optimized API calls (e.g., Salesforce SOQL queries, ByDesign OData services).

Transformation & Harmonization: Apply visual data mapping, transformation rules, and AI-assisted data cleansing to convert data from the source schema to the target system's canonical format.

Validation: Implement pre-load validation rules to ensure data integrity and compliance with target system requirements (e.g., mandatory fields, data types).

Data Loading: Ingest transformed data into the target system using appropriate API operations (e.g., Salesforce `upsert` with External IDs, ByDesign `POST`/`PATCH` to OData collections).

Error Handling & Monitoring: Log all transactions, manage transient errors with automated retries, route persistent errors to dead-letter queues, and provide real-time dashboards and alerts.

Data Touchpoints

Salesforce: Account, Contact, Opportunity, OpportunityLineItem, Order, Product2, PricebookEntry, Lead, Case
SAP Business ByDesign: Customer, Sales Order, Product, Inventory, Supplier Invoice, Payment, Employee, Project

"The integration architecture typically follows a hub-and-spoke model, with the iPaaS as the central hub. Events or scheduled triggers initiate data extraction from either Salesforce or SAP Business ByDesign. The iPaaS then processes this data through a series of transformation and validation steps, ensuring data quality and consistency before loading it into the target system. Bi-directional flows are managed by separate, yet interconnected, workflows, all monitored from a centralized dashboard."

Pricing

Simple, transparent pricing for SAP Business ByDesign + Salesforce.

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 SAP Business ByDesign

Integrating SAP Business ByDesign 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 Data Entities & Harmonization for SAP Business ByDesign & Salesforce

Effective integration hinges on meticulous mapping and harmonization of core business entities. Our iPaaS provides the tools to ensure data consistency and integrity across SAP Business ByDesign and Salesforce, transforming disparate records into a unified 'golden record'.

Customer / Account

Central to all sales and financial operations, representing the organization or individual purchasing goods/services. This is crucial for a unified customer view.

SAP Business ByDesign Fields

ID (ByDesign's unique identifier) Name Street City Country Email PhoneNumber AccountType BlockStatus CreditLimit

Salesforce Fields

Id (Salesforce's unique identifier) Name BillingAddress (Street, City, State, Country) ShippingAddress (Street, City, State, Country) Phone Website Industry ExternalID_c (Custom field for ByDesign ID) Type SicCode

Mapping Notes

The 'ID' from ByDesign should typically map to a custom 'ExternalID_c' field in Salesforce for unique identification and upsert operations. Salesforce 'Name' maps to ByDesign 'Name'. Address fields require careful mapping of components. Deduplication logic is critical to prevent duplicate records when syncing bi-directionally.

Next Steps

See SAP Business ByDesign + Salesforce 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.

Automated Lead-to-Order Process

When a Salesforce Opportunity reaches 'Closed Won' status, automatically create a Sales Order in SAP Business ByDesign, including all relevant customer, product, and pricing details. This triggers fulfillment and financial processes without manual intervention.

Integration Steps:

  1. 0 Salesforce: Opportunity 'StageName' updates to 'Closed Won'.
  2. 1 iPaaS: Salesforce Platform Event/CDC triggers workflow.
  3. 2 iPaaS: Extracts Opportunity, Account, Contact, and OpportunityLineItem data.
  4. 3 iPaaS: Transforms data, ensuring ByDesign's required fields are populated (e.g., 'SoldToPartyID', 'PurchaseOrderByCustomer').
  5. 4 SAP Business ByDesign: Sales Order and associated items are created via OData API.
  6. 5 iPaaS: Confirms creation and updates Salesforce Order or Opportunity with ByDesign's Sales Order ID.

Business Outcome

Reduced order entry errors, accelerated order fulfillment, improved sales cycle efficiency, and faster revenue recognition.

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 Cycle
Automate the transition from a 'Closed Won' opportunity in Salesforce to a Sales Order in SAP Business ByDesign, drastically reducing manual entry and speeding up fulfillment and invoicing.
Unified Customer 360 View
Synchronize Account and Contact data bi-directionally, providing sales, service, and finance teams with a consistent and complete view of every customer, enhancing engagement and satisfaction.
Reduced Manual Errors & Rework
Eliminate the need for manual data entry between Salesforce and SAP Business ByDesign, significantly reducing human errors, reconciliation efforts, and associated costs.
Enhanced Sales & Financial Alignment
Provide sales teams with real-time access to financial data (e.g., credit limits, outstanding invoices) and empower finance with accurate sales forecasts, fostering better cross-departmental collaboration.
Faster Time-to-Value with Low-Code
Utilize low-code/no-code tools to build and deploy integrations rapidly, empowering business users and reducing reliance on specialized IT resources, accelerating project delivery.
Scalable & Resilient Operations
Our iPaaS solution is built for high performance and fault tolerance, ensuring your integrations scale with your business growth and maintain data integrity even during peak loads.
✨

Accelerated Order-to-Cash Cycle

70% Faster Order Processing

📋 What You Get

Automate the transition from a 'Closed Won' opportunity in Salesforce to a Sales Order in SAP Business ByDesign, drastically reducing manual entry and speeding up fulfillment and invoicing.

💼 Business Impact

This benefit directly contributes to 70% Faster improvement in Order Processing, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with SAP Business ByDesign + Salesforce 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 SAP Business ByDesign and Salesforce, 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 SAP Business ByDesign + Salesforce 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 /sap/byd/odata/v1/cust/SalesOrderCollection Create, retrieve, and update sales orders, primarily for Lead-to-Order automation from Salesforce.
POST, GET, PATCH /sap/byd/odata/v1/cust/CustomerCollection Manage customer master data, including creation and updates from Salesforce Accounts/Contacts.
GET, PATCH /sap/byd/odata/v1/cust/ProductCollection Retrieve product master data (for Salesforce sync) and update stock levels.
POST /sap/byd/odata/v1/cust/PaymentAcknowledgementCollection Acknowledge incoming payments from external sources like Salesforce-integrated payment gateways for reconciliation.

⚡ Transformation Logic

  • Field Mapping: Direct 1:1, 1:many, or many:1 mapping of fields (e.g., Salesforce 'Name' to ByDesign 'Name').
  • Data Type Conversion: Automatic conversion of dates, numbers, and strings between systems.
  • Value Mapping: Translating picklist values (e.g., Salesforce 'Industry' to ByDesign 'Sector Code').
  • Conditional Logic: Applying rules based on data values (e.g., if Salesforce 'Amount' > $10,000, assign to 'Enterprise' ByDesign Customer Group).
  • Data Concatenation/Splitting: Combining 'FirstName' and 'LastName' into a 'FullName' or vice versa.
  • Currency Conversion: Automated real-time or batch currency conversion based on exchange rates.
  • Custom Scripting: For highly complex, unique business logic (used sparingly with low-code approach).

🛡️ Error Handling

  • Data Validation Failure: Mandatory field missing (e.g., ByDesign 'TotalAmount' not provided from Salesforce Opportunity).
  • API Rate Limit Exceeded: Too many requests to Salesforce or ByDesign within a time window (handled by queuing/retries).
  • Authentication Failure: Invalid credentials or expired tokens (handled by re-authentication/alerts).
  • Schema Mismatch: Unexpected data type or field not found during mapping (flagged during development, caught by AI in production).
  • Deduplication Conflict: Attempting to create a duplicate record without proper matching logic.
  • Network Interruption: Temporary connectivity issues (handled by retries).
Pricing

Simple, transparent pricing for SAP Business ByDesign + Salesforce.

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

▸ Why is integrating SAP Business ByDesign and Salesforce crucial for mid-sized businesses?
Integrating ByDesign (ERP/Accounting) and Salesforce (CRM) eliminates data silos between sales and finance. This creates a unified 'Customer 360' view, automates critical workflows like Lead-to-Cash, reduces manual errors, and provides real-time insights for better decision-making, which is vital for mid-sized businesses seeking scalable growth.

Technology FAQs

▸ How does an iPaaS facilitate this integration compared to custom coding?
A modern iPaaS (Integration Platform as a Service) offers pre-built connectors for both SAP Business ByDesign and Salesforce, visual low-code/no-code mapping, workflow orchestration, and robust error handling. This accelerates development, reduces complexity, lowers maintenance costs, and provides greater agility compared to expensive, brittle custom point-to-point integrations.

Data FAQs

▸ What are the key data entities synchronized between ByDesign and Salesforce?
Commonly synchronized entities include Salesforce Accounts/Contacts with ByDesign Customers, Salesforce Opportunities (Closed Won) with ByDesign Sales Orders, ByDesign Products/Inventory with Salesforce Product2/PricebookEntry, and ByDesign Invoices/Payments with custom financial objects in Salesforce.

AI FAQs

▸ How does AI enhance the SAP Business ByDesign and Salesforce integration?
AI can significantly augment the integration by suggesting optimal field mappings, detecting anomalies in data flows (e.g., unusual order values), performing intelligent data validation, and even proposing automated resolutions for common integration errors. This improves data quality, reduces manual effort, and enhances reliability.

Security FAQs

▸ What authentication and security measures are in place for this integration?
Both SAP Business ByDesign and Salesforce utilize OAuth 2.0 for secure API access. Our iPaaS manages these tokens, enforces the principle of least privilege for integration users, encrypts data in transit (TLS 1.2+) and at rest, and supports IP whitelisting. Comprehensive audit trails are maintained for all transactions.

Performance FAQs

▸ How are API rate limits handled for high-volume transactions?
Our iPaaS employs several strategies: leveraging Salesforce Bulk API 2.0 and Composite API for efficient large data loads, utilizing Platform Events/Change Data Capture for asynchronous high-volume updates, implementing intelligent queuing, and applying exponential backoff for retries to ensure integration flows operate smoothly within API limits.

Customization FAQs

▸ Can I customize the integration workflows to fit my unique business processes?
Absolutely. Our iPaaS offers a flexible low-code/no-code environment where you can easily customize standard integration templates, add conditional logic, define specific transformation rules, and integrate custom fields from both systems to perfectly align with your unique business workflows.
Implementation Timeline

Go live with SAP Business ByDesign + Salesforce 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 SAP Business ByDesign and Salesforce, 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 SAP Business ByDesign + Salesforce 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 SAP Business ByDesign + Salesforce.

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 SAP Business ByDesign + Salesforce 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