No More Delay in Order Processing
Salesforce → SAP Business One → Salesforce (Bidirectional)
Apps Required
No-code and low-code platform
Explore how the templates work
Trigger on new orders in Salesforce
The workflow starts when new orders are created in Salesforce, using a scheduled trigger that checks for new records every 3 minutes.
Look up item in SAP B1 by Salesforce product ID
The SAP Business One items catalog is searched using the Salesforce product ID (U_WebID) from the order line item to resolve the corresponding SAP item code.
Check for existing sales order in SAP B1
SAP Business One orders are searched by the Salesforce order ID (NumAtCard) to determine if the order has already been synced.
Decision: Order already exists in SAP B1
If the order already exists in SAP B1 (DocEntry found), the workflow skips creation. If not found, the workflow proceeds to create the full sales cycle.
Create sales order in SAP Business One
A new sales order is created in SAP B1 with the customer code, order date, line items including item code, quantity, unit price, tax code, and full billing and shipping address details from Salesforce.
Create AR invoice from sales order
An accounts receivable invoice is automatically created in SAP B1 linked to the sales order, carrying forward the document lines, tax codes, quantities, and pricing from the sales order.
Create cash incoming payment and update Salesforce with invoice
A cash incoming payment is recorded in SAP B1 against the AR invoice for the full document total. Simultaneously, the Salesforce order is updated with the SAP invoice entry number for cross-reference.
Update Salesforce order with payment and status
The Salesforce order is updated with the SAP payment document number and the order status is set to 'Activated', completing the full sales cycle.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| New account created | Trigger when a new Account record is created in Salesforce. |
| New leads created | Trigger when a new lead record is created in Salesforce. |
| New quotations created | Trigger when a new Quotation record is created in Salesforce. |
| Contacts updated | Trigger when an existing Contact record is updated in Salesforce. |
| New opportunities created | Trigger when a new Opportunity record is created in Salesforce. |
| New contact created | Trigger when a new Contact record is created in Salesforce. |
| Accounts updated | Trigger when an existing Account record is updated in Salesforce. |
| New orders created | Trigger when a new order 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 sales cycle automation
Automates the entire sales cycle from Salesforce order through SAP B1 sales order, AR invoice, and cash payment in a single workflow, eliminating manual steps.
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Duplicate order prevention
Built-in check searches SAP B1 for existing orders by Salesforce order ID before creation, preventing duplicate sales orders.
Automatic invoice and payment creation
AR invoices and cash incoming payments are automatically generated from the sales order, accelerating the order-to-cash process.
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Bidirectional status sync
SAP B1 invoice and payment document numbers are written back to the Salesforce order, and the order status is updated to 'Activated' upon completion.
Complete address and line item sync
Full billing and shipping addresses, line items with quantities, unit prices, tax codes, and product codes are accurately synced from Salesforce to SAP B1.
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1
End-to-end sales cycle automation
Automates the entire sales cycle from Salesforce order through SAP B1 sales order, AR invoice, and cash payment in a single workflow, eliminating manual steps.
2
Duplicate order prevention
Built-in check searches SAP B1 for existing orders by Salesforce order ID before creation, preventing duplicate sales orders.
3
Automatic invoice and payment creation
AR invoices and cash incoming payments are automatically generated from the sales order, accelerating the order-to-cash process.
4
Bidirectional status sync
SAP B1 invoice and payment document numbers are written back to the Salesforce order, and the order status is updated to 'Activated' upon completion.
5
Complete address and line item sync
Full billing and shipping addresses, line items with quantities, unit prices, tax codes, and product codes are accurately synced from Salesforce to SAP B1.
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Frequently Asked Questions
Common questions about this automation template.
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