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HomeTemplates Automatically Sync Salesforce Sales Quotations to SAP S/4HANA Cloud

Automatically Sync Salesforce Sales Quotations to SAP S/4HANA Cloud

Apps used in this template

SAP S4HANA Cloud Public Edition
SAP S4HANA Cloud Public Edition
Salesforce
Salesforce
SAP S4HANA Cloud Public Edition
Salesforce

About this template

What this workflow does

Salesforce quotations are automatically created in SAP S/4HANA — removing the need for your team to manually re-enter quote data across systems and freeing them for higher-value work. Line Item Accuracy: Every product, quantity, and price within each quotation is processed individually and mapped precisely to SAP — ensuring no detail is lost or misaligned between your CRM and ERP.

Key benefits

  • 1. Eliminate Manual Quote Entry in SAP
  • 2. Precise Multi
  • 3. Near
  • 4. Validated Customer Mapping Every Time

Template details

Steps
7 automated steps
Apps
2 integrations
Mode
One-way sync
Version
v1.0.0

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Customize the flow

Build your own version of this workflow

Every module in this template is fully customisable. Add triggers, swap actions, or extend the logic using appse ai's no-code visual builder.

01

New products created

Trigger when a new product is created in SAP S/4HANA.

02

Products updated

Trigger when a product is updated in SAP S/4HANA.

03

New salesorder created

Trigger when a salesorder is created in SAP S/4HANA.

Inside the flow

How the template works

appse ai runs this workflow end to end for SAP S4HANA Cloud Public Edition — automatically, every single day. Here is exactly what happens when this template runs.

01

1. Continuous Quote Detection

appse ai monitors Salesforce every 3 minutes for newly created quotations, ensuring every sales opportunity is captured and queued for ERP transfer without delay.

02

2. Individual Quote Processing

Each detected quotation is picked up and processed individually, ensuring accurate and complete handling of every transaction regardless of volume.

03

3. Line Item Breakdown

The workflow breaks each quotation down into its individual line items, enabling detailed and precise processing of every product, quantity, and pricing entry within the quote.

04

4. Product Data Enrichment

For every line item, the system retrieves the corresponding product details — including product code and name — from Salesforce to ensure full ERP compatibility before creation.

05

5. Intelligent Quote Restructuring

All processed line items are grouped back under their parent quotation, combining product data, quantities, and pricing into a clean, structured format ready for SAP S/4HANA.

06

6. Customer Validation in SAP

The system searches SAP S/4HANA Cloud Public Edition for the corresponding customer using the Salesforce account reference, confirming a valid Business Partner exists before the quotation is created.

07

7. Automated Sales Quotation Creation in SAP

A complete sales quotation is created in SAP S/4HANA with all line items, quantities, and partner roles correctly mapped — ready for review, approval, and conversion to a sales order.

Business benefits

More than moving data between apps — here is the measurable impact this automation delivers for your team.

01

1. Eliminate Manual Quote Entry in SAP

Salesforce quotations are automatically created in SAP S/4HANA — removing the need for your team to manually re-enter quote data across systems and freeing them for higher-value work.

02

2. Precise Multi

Line Item Accuracy: Every product, quantity, and price within each quotation is processed individually and mapped precisely to SAP — ensuring no detail is lost or misaligned between your CRM and ERP.

03

3. Near

Real-Time Quote Synchronization: Quotations are transferred between Salesforce and SAP S/4HANA within minutes of creation, improving visibility and accelerating downstream processes like order conversion and fulfillment.

04

4. Validated Customer Mapping Every Time

Each quotation is cross-referenced against existing SAP Business Partner records before creation, ensuring clean, correctly linked data and preventing orphaned or mismatched quotes.

05

5. Faster Quote

to-Order Conversion: With quotations available in SAP immediately after creation in Salesforce, your operations team can begin review and approval without waiting for manual handover — shortening the overall sales cycle.

01

1. Eliminate Manual Quote Entry in SAP

Salesforce quotations are automatically created in SAP S/4HANA — removing the need for your team to manually re-enter quote data across systems and freeing them for higher-value work.

02

2. Precise Multi

Line Item Accuracy: Every product, quantity, and price within each quotation is processed individually and mapped precisely to SAP — ensuring no detail is lost or misaligned between your CRM and ERP.

03

3. Near

Real-Time Quote Synchronization: Quotations are transferred between Salesforce and SAP S/4HANA within minutes of creation, improving visibility and accelerating downstream processes like order conversion and fulfillment.

04

4. Validated Customer Mapping Every Time

Each quotation is cross-referenced against existing SAP Business Partner records before creation, ensuring clean, correctly linked data and preventing orphaned or mismatched quotes.

05

5. Faster Quote

to-Order Conversion: With quotations available in SAP immediately after creation in Salesforce, your operations team can begin review and approval without waiting for manual handover — shortening the overall sales cycle.

Why businesses love appse ai

Discover how appse ai has helped businesses automate processes and achieve growth through our users' success stories.

Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Sankar Thiagasamudram
Founder and CEO
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Sankar Thiagasamudram
Founder and CEO
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Richard Grew
Renegade Brewery
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Richard Grew
Renegade Brewery

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