Case Studies

SALESFORCE – SAP Integration Case Study


The customer was using conventional ways to manage their sales and marking and were using SAP Business One server for managing orders and order processing information once sales are confirmed.

They purchase Salesforce cloud licenses to manage their Sales and Marketing activities. The goal was communicating with customer in Salesforce only until deal is finalized. Once a deal is finalized, move the deal information to SAP, which takes care of order management and deliveries.

The finalization of deal is when any opportunity is marked as Closed Won in Salesforce. When this happens, the information related to that opportunity and customer has to be sent to SAP.

But this led to their staff doing double-entry of same information in Salesforce and SAP.

This led need of integrating Salesforce and SAP in real time so that data exchange happens in real time between two systems.


Salesforce customization was done to implement web service calls on SAP B1 server. These web service calls send following information to SAP B1:

  • Customer
  • Contacts
  • Opportunity
  • Opportunity Products

Using this Salesforce information, various records are created on SAP B1 using the database structure at SAP B1. This included customer, contacts, addresses, Orders and Order items.

This web service calls are placed when any opportunity is marked as Closed Won, which indicates that a deal is won.

The integration was done by calling SOAP/XML web services provided by SAP B1 server. No custom web service was required for this integration.

When opportunity goes into SAP as Order, it also generates Order Number which Salesforce gets in response and stores in Opportunity as SAP Order Number. This allows quickly locating salesforce records in SAP and vice versa.

Flow Diagram


Remi Head of Operations at Renovo Financial, LLC

"Bakul from Aspire Software Consultancy has been integral in implementing Renovo’s manual business processes into the Salesforce system. He has an amazing team that works around the clock to deliver on all of our requests. Since partnering with his team, we have been freed up to spend more of our time thinking of creative ways to improve our business, leaving the execution piece to him. We have worked with numerous developers in the past and no one else has been as consistent & thoughtful. Any time we have had an idea, Bakul has found a way to write the code and implement it for us. Partnering with him has transformed our business. Bakul and his team are very communicative, very proficient in writing code, and actually collaborate with each project, providing feedback as to how they can improve upon my initial project ideas. We have been working together for almost two years now, and we plan to continue doing business together for the foreseeable future."

Måns Johansson Network manager

"Aspire helping us create a unique digital platform used in the Dental market. From first contact to deployment of platform, and ongoing it has been a professional and swift. Aspire has helped us to build, fine-tune our new platform. The Dentnet group highly recommends Aspire software.

Rob McNicoll Director - Copper Monkey Ltd.

"Overall I strongly recommend Aspire. I’ve worked with many different suppliers over the last decade, but in the last 3 years have only used Aspire as they have consistently provided the performance I require in my business."

Craig Vaughan Founder and Director - BrokerEngine

"Aspire team has worked incredibly hard and taken ownership of the BrokerEngine product development and support/enhancements project as of their own product. I would highly recommend Aspire Team for any such software project development."

John Ragsdale Chief Information Officer at EyeCare Services Partners (ESP)

"Great development team! Great architect skills, great ideas, experience with many different types of apps, etc."

Scroll to Top