Salesforce & SAP Real-Time Data Syncing Overview

Murmu Software Infotech implemented a real-time Salesforce ↔ SAP integration system for enterprise workflow automation and centralized business operations.

The client was managing critical business data across both:

• Salesforce CRM
• SAP ERP

However, teams were manually transferring and updating records between systems, resulting in:

• Duplicate work
• Data inconsistencies
• Delayed updates
• Operational inefficiencies

To solve this, we developed a custom .NET Core middleware integration platform acting as a secure bridge between Salesforce and SAP for real-time bidirectional synchronization.

Business Challenges

Before integration:

• Manual data entry between SAP & Salesforce
• Product, order, and customer records frequently mismatched
• Delays in syncing invoice/order status
• High dependency on operations teams
• No centralized tracking of sync failures/logs
• Difficult reconciliation between ERP and CRM data

Solution Developed

We developed a custom .NET Core middleware layer that acts as a real-time integration bridge between:

• Salesforce CRM
• SAP ERP

The middleware captures changes/events from both systems, processes the data, and synchronizes updates securely in real time.

System Architecture

🗲 Integration Middleware

Custom-built using:

• .NET Core APIs
• Event-driven processing
• Retry & logging mechanisms
• API/Webhook-based synchronization

Deployment supported via:

• Azure Functions (cloud-based)
• Self-hosted Windows/Ubuntu servers

Key Integration Modules

1. Customer Master Sync (Accounts & Contacts)

Integration Flow:

• Bidirectional synchronization
• Customer records created/updated in Salesforce sync to SAP
• SAP generates Customer Code
• Customer Code synced back into Salesforce

Features:

➝ Real-time sync
➝ Approval handling
➝ Error logging & retry mechanism
➝ Customer code mapping

2. Product Master Synchronization

Integration Flow:

• Products created/updated in SAP
• Middleware processes updates
• Salesforce receives and maps Product Codes
• Status synced back to SAP

Features:

➝ Product code synchronization
➝ Real-time inventory/product updates
➝ Structured field mapping

3. Sales Orders & Demo Orders Integration

Integration Flow:

• Sales orders created in Salesforce
• Middleware sends orders to SAP
• SAP generates invoice/order updates
• Status synchronized back to Salesforce

Features:

➝ Real-time order sync
➝ Invoice status updates
➝ Authorization-based post-sync editing

4. Expense Management Integration

Integration Flow:

• Expense claims created in Salesforce
• Middleware pushes claims to SAP in real time
• Includes:
  • Attachments
  • Cost centers
  • Approval metadata

Features:

➝ Automated reimbursement workflow
➝ Real-time financial sync
➝ Centralized approval visibility

Real-Time Middleware Processing

The custom .NET middleware performs:

Salesforce → SAP

• Captures updates/events from:
  • Accounts
  • Contacts
  • Products
  • Sales Orders
  • Expense Claims
• Processes payloads
• Maps records to SAP object structure
• Pushes data to SAP APIs
• Returns sync status back to Salesforce

SAP → Salesforce

• Captures product/order/customer changes in SAP
• Sends processed data to Salesforce APIs
• Salesforce updates records and returns status acknowledgment

Admin Monitoring Dashboard

We also developed a dedicated Integration Monitoring Dashboard for Admin users.

Dashboard Features:

➝ Daily sync logs
➝ Salesforce → SAP tracking
➝ SAP → Salesforce tracking
➝ Sync success/failure status
➝ Retry visibility
➝ Record-level monitoring
➝ Real-time integration health overview

Reliability & Error Handling

Implemented:

• Retry mechanisms
• Logging system
• Error notifications
• Webhook/API monitoring
• Batch fallback processing

Ensuring high reliability for enterprise operations.

Technologies Used

CRM & ERP

• Salesforce CRM
• SAP ERP / SAP Business One

Middleware

• .NET Core APIs
• REST APIs
• Webhooks

Infrastructure

• Azure Functions
• Windows/Ubuntu self-hosted deployment

Salesforce

• Apex REST APIs
• Triggers & Callouts

Business Impact

➜ Key Improvements

• Eliminated manual duplicate data entry
• Real-time synchronization between ERP & CRM
• Improved operational efficiency
• Reduced human errors
• Faster order & financial processing
• Better visibility into integration workflows
• Centralized monitoring & audit tracking

Result

The solution transformed disconnected ERP & CRM workflows into a:
✔ Real-time synchronized enterprise ecosystem
✔ Reliable integration architecture
✔ Scalable middleware-driven platform

Helping the client streamline operations and improve data consistency across departments.