SAP ↔ Salesforce: customers and orders in sync
Keep Salesforce as the single source of truth for sales and SAP as the system of record for finance. When sales closes an opportunity, the customer and the order are created in SAP; when finance invoices, the status and amount flow back to Salesforce with no duplicates.
- → Syncs: accounts, contacts, orders, invoices and payment status.
- → Frequency: real time via Platform Events + nightly Bulk API.
- → Value: zero re-keying between sales and finance; month-end close 5 days sooner.