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Monitor Item Updates in SAP Business One
The workflow automatically checks SAP Business One every 3 minutes for any updates to item records, ensuring all product changes are captured promptly.
Search for Matching Product in Salesforce
When an item update is detected, the workflow searches Salesforce using the unique item code from SAP to find a corresponding Product record.
Update Existing or Create New Product
If the product exists, the workflow updates all relevant product details in Salesforce with the latest information from SAP. If the product doesn't exist, the workflow creates a new Product record in Salesforce using the SAP item data.
Synchronize Product Pricing
The workflow retrieves the standard Pricebook in Salesforce, then creates or updates a Pricebook Entry to ensure the product's price is always current and aligned with SAP.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| New business partners created | Triggered when a new business partner is created 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 price updated | Triggered when a existing item prices are updated in the SAP B1 |
| Items updated | Triggered when a existing item is updated in the SAP B1 |
| New incoming payments created | Triggered when a new incoming payment is created in the SAP B1 |
| New returns created | Triggered when a new return request is created in the SAP B1 |
| New AR invoices created | Triggered when a new AR invoice is created in the SAP B1 |
| New quotations created | Triggered when a new quotation is created in the SAP B1 |
| New activities created | Trigger when new activities are created in SAP Business One. |
| New service calls created | Triggered when a new service call is created in the SAP B1 |
| New Credit Note created | Triggered when a new AR credit note is created in the SAP B1 |
| Business partners updated | Triggered when a business partner is updated in the SAP B1 |
| New orders created | Triggered when a new order is created in the SAP Business One |
Streamline Your Order Process with Automation
Automated Product Master Synchronization
Eliminates manual data entry by automatically syncing item data from ERP (SAP) to CRM (Salesforce).
1
2
Real-Time Sales Catalogs
Ensures Salesforce always has accurate, up-to-date product information and pricing for quotes and opportunities.
Improved Quote Accuracy
Sales teams work with correct product details and prices, reducing errors in proposals and orders.
3
4
Streamlined Operations
Keeps product data consistent across finance/inventory (SAP) and sales (Salesforce) systems.
Enhanced Data Integrity
Minimizes discrepancies between systems that can cause fulfillment delays or billing issues.
5
1
Automated Product Master Synchronization
Eliminates manual data entry by automatically syncing item data from ERP (SAP) to CRM (Salesforce).
2
Real-Time Sales Catalogs
Ensures Salesforce always has accurate, up-to-date product information and pricing for quotes and opportunities.
3
Improved Quote Accuracy
Sales teams work with correct product details and prices, reducing errors in proposals and orders.
4
Streamlined Operations
Keeps product data consistent across finance/inventory (SAP) and sales (Salesforce) systems.
5
Enhanced Data Integrity
Minimizes discrepancies between systems that can cause fulfillment delays or billing issues.
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