Salesforce integration with SAP and your ERP
Your customers live in Salesforce and your orders live somewhere else. We connect the two so reps see the truth, and so a failed sync gets noticed the same day.
Four integration problems we see most
The systems differ. The question underneath is always which one is telling the truth.
SAP to Salesforce
Sales sees customers and orders that live in SAP. We have built and invoiced an SAP-to-Salesforce sync. We decide which system owns each field, and how often it should move, before building.
Finance and ERP systems
Invoices, payment status and credit holds belong in the finance system, but reps need to see them. The usual answer is a read-mostly view in Salesforce, not a second copy anyone can edit.
The sync that broke quietly
An integration that stopped months ago and told nobody. These are worth finding first, because every day it is down the two systems drift further apart.
Two-way, done carefully
When both systems can edit the same record, someone has to decide who wins a conflict. We write that rule down with you before building, because the code only enforces a decision a person made.
Five decisions we make with you first
Most failed integrations were built correctly against a decision nobody actually made.
- Which system is the master for each object and each field
- Whether data is copied into Salesforce or viewed in place
- Real time, scheduled batches, or on demand
- What happens to a failed record, and who is told
- Which integration user runs it, with only the permissions it needs
The lightest route that holds up
Our own record includes an invoiced sync from SAP into Salesforce. On every integration we decide ownership field by field, and design for the record that fails, because one always does.
Salesforce gives you several ways to connect a system, and they are not interchangeable. Salesforce Connect shows external data inside Salesforce without copying it, which suits data that changes often and that Salesforce never edits. Platform Events let Salesforce announce a change for another system to pick up. Large scheduled loads run on the Bulk API. Where a managed runtime is worth paying for, we scope and build on CloudHub; where it is not, we say so and keep the moving parts down.
Every integration runs as its own integration user with only the object and field access it needs, so a leaked credential cannot read the whole org, and every failure writes somewhere a person will see it. A silent failure is the expensive kind.
Scheduling matters more than people expect. A nightly batch is simple, cheap and easy to rerun, and for most finance data it is enough. Real-time syncs earn their extra moving parts only when a rep or a customer is actually waiting on the answer. Salesforce also limits how many API calls an org can make in a day, so a sync that polls every minute can starve other tools; we size the approach against those limits before choosing it.
Once it is live, an integration needs an owner. Someone has to read the failure log, rerun what failed, and notice when the other system changes a field. If you have nobody for that, it is part of our managed services.
If you are moving off the old system rather than keeping it, that is a data migration, which is simpler. For how integration work affects a project budget, see what Salesforce implementation costs.
What people ask about connecting systems
Can Salesforce integrate with SAP?
Yes. Salesforce exposes standard APIs, and SAP systems can be connected to them through middleware, through scheduled file or API jobs, or by viewing SAP data from Salesforce without copying it, using Salesforce Connect. Which route fits depends on your SAP version, how fresh the data has to be, and whether Salesforce ever writes back. We have built an SAP-to-Salesforce sync and can talk through the trade-offs from that experience.
Does Salesforce integrate with NetSuite?
It can. NetSuite and Salesforce both offer APIs, and there are connectors on the AppExchange as well as general integration platforms that link the two. The work that decides whether it succeeds is the same as for any ERP: agreeing which system owns customers, orders and invoices, and what happens when they disagree.
Can Salesforce integrate with QuickBooks?
Yes, usually through an AppExchange connector rather than custom code, since the common need is simple: let sales see invoice and payment status without logging into accounting. Check what a connector syncs, which direction, and how often before you buy it; most problems we hear about come from assuming a connector does something it does not.
Is Salesforce an integration platform?
Salesforce itself is a CRM and application platform with strong APIs, Platform Events for publishing changes, and Salesforce Connect for external data. Salesforce also owns MuleSoft, which is a dedicated integration platform sold separately. Many integrations need nothing beyond the core platform; some justify middleware. That is a scoping decision, not a default.
Other Salesforce work
Tell us which two systems need to talk
Name them, say which direction the data should go, and tell us what breaks today. We will tell you which route we would look at first.