Sync Salesforce opportunity to SAP Business ByDesign sales order – Celigo Help Center

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

The Salesforce opportunity to SAP Business ByDesign sales order (add/update) flow is a real-time flow that syncs the new or updated opportunities from Salesforce as sales orders in SAP Business ByDesign so that the finance team receives the order details in real-time for faster order processing. The flow writes back the SAP Business ByDesign sales order ID to the Salesforce opportunity. If the flow fails to add or update the opportunity, an error message is displayed on the integrator.io Dashboard.

Understand the flow

In the Salesforce opportunity to SAP Business ByDesign sales order (add/update) flow, the Get opportunities from Salesforce step runs a query to get the opportunities information from Salesforce. The Lookup on Salesforce account lookup finds the accounts in Salesforce. 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 moves to the Lookup on SAP Business ByDesign sales order step.
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.
The Writeback SAP Business ByDesign account ID to Salesforce account import writes back the newly created SAP Business ByDesign account IDs to the Salesforce account.
If the flow fails to create or update an account, an error message is displayed on the integration.io Dashboard.

The Lookup on SAP Business ByDesign sales order lookup finds the sales order in SAP Business ByDesign.

If an opportunity is found in SAP Business ByDesign as a sales order, the flow updates the existing sales order.
If an opportunity is not found in SAP Business ByDesign as a sales order, the Post sales orders to SAP Business ByDesign import creates a sales order. The success count is specified on the integration.io Dashboard.
The Writeback SAP Business ByDesign sales order ID to Salesforce opportunity import writes back the newly created Business ByDesign sales order ID to Salesforce opportunity.

The Salesforce opportunity to SAP Business ByDesign sales order flow is a real-time flow that:

Syncs Salesforce opportunities in the "Closed Won" stage as SAP Business ByDesign sales orders. In other words, creates SAP Business ByDesign sales orders based on Salesforce opportunities.
After the creation of sales orders, any updates made to Salesforce opportunities are synced to SAP Business ByDesign sales order. In the process of creating an opportunity as a sales order, the flow is intelligent enough to figure out if the accounts required for the sales order are missing. If missing, the account associated with the opportunity is created as an account in SAP Business ByDesign.

Configure mappings

The pre-built data flow comes with pre-mapped fields. If you need to map additional fields, you can edit the mappings to add additional fields (or modify existing fields) from the 'Field Mapping' section in Integrator.io.

The data flow requires some additional mappings as explained below:

If multi-currency is enabled in Salesforce, map the CurrencyIsoCode in Salesforce to CurrencyCode in SAP Business ByDesign.
If multi-currency is enabled in Salesforce, map the OpportunityLineItems CurrencyIsoCode in Salesforce to items CurrencyCode in SAP Business ByDesign.
If single currency is used in Salesforce, map the currency field in SAP Business ByDeisgn to the currency code in Salesforce.
By default, the Product Code and Product Internal ID fields are pre-mapped. But, ensure that the IDs are in sync, this means the Product Codes in Salesforce opportunity must be available in material ID in SAP Business ByDesign.
The EmployeeResponsbileParty and SalesUnitParty fields in SAP Business ByDesign must be mapped to the respective fields in Salesforce or mapped hard-coded to the required fields.

Salesforce opportunity to SAP Business ByDesign sales order

Log in to your integrator.io account
Click on the Salesforce - SAP Business ByDesign integration app tile.
Go Flows > Opportunity.
Next to the Salesforce opportunity to SAP Business ByDesign sales order (add/update) flow, use the toggle button to enable the flow.
In your Salesforce Account, go to the Opportunity object.
From the available list of Opportunities, click the desired opportunity.
Click Edit.
Make the desired updates and click Save.

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

Understand the Salesforce and SAP Business ByDesign opportunity records

Salesforce records

SAP Business ByDesign records