Sync Salesforce account to SAP Business ByDesign account

The accounts director or manager must ensure that the accounts in Salesforce are in sync with accounts in SAP Business ByDesign. 

Understand the flow

The Salesforce account to SAP Business ByDesign account (add/update) flow is a real-time flow that syncs the Salesforce accounts to SAP Business ByDesign accounts. The flow triggers automatically when you update an account in Salesforce. This flow doesn’t sync new accounts by default, if required, you can update the qualification criteria to sync new accounts. 

To create and sync new accounts to SAP Business ByDesign, you can also run the Salesforce opportunity to SAP Business ByDesign sales order (add/update) flow first. The flow writes back the SAP Business ByDesign account ID to the Salesforce account. If the flow fails to add or update the account, an error message is displayed on the integrator.io Dashboard.

Limitation: The flow doesn’t support the parent account syncing.

Sync new Salesforce accounts to SAP Business ByDesign accounts

In the Salesforce account to SAP Business ByDesign account (add/update) flow, the Get accounts from Salesforce step gets the accounts added or updated. This flow checks for newly created accounts only when the default qualification criteria in the Field specific qualification criteria are removed, otherwise, the flow picks only the updated accounts.

The Lookup on SAP Business ByDesign account lookup checks the corresponding accounts in SAP Business ByDesign by matching the Salesforce Account ID. 

• If an account is found in SAP Business ByDesign, the flow updates it. The success count is specified on the integration.io Dashboard.
• If an account is not found in SAP Business ByDesign, the Post accounts to SAP Business ByDesign import creates an account record in SAP Business ByDesign. The success count is specified on the integration.io Dashboard. 
• If the flow fails to create or update an account, an error message is displayed on the integration.io Dashboard.

By default, this flow will not create new accounts in SAP Business ByDesign. The flow is intelligent enough to figure out when a new opportunity is synced to SAP Business ByDesign as a sales order, then an account is created in SAP Business ByDesign. 

Once the account is created in SAP Business ByDesign, any subsequent updates to such accounts in Salesforce are automatically synced to SAP Business ByDesign.  

The Writeback SAP Business ByDesign account ID to Salesforce account page processor writes back the newly created SAP Business ByDesign account IDs to the Salesforce account.

Salesforce account to SAP Business ByDesign account

1. Log in to your integrator.io account
2. Click on the Salesforce - SAP Business ByDesign integration app tile.
3. Go Flows > Account.
4. Next to the Salesforce account to SAP Business ByDesign account (add or update) flow, use the toggle button to enable the flow.
5. In your Salesforce Account, go to Accounts.
6. From the available list of Accounts, click the desired account.
7. Click Edit.
8. Make the desired updates and click Save.

If everything is configured correctly, the details you updated in the account will automatically be synced to the account in SAP Business ByDesign.

Note: This flow supports syncing multi-currency.

Understand the Salesforce and SAP Business ByDesign account records