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Salesforce Integrations

Salesforce SAP Integration

Connect Salesforce and SAP, so customer, order and billing data moves between front office and finance with no re-keying.
  • No obligation - response within 1 business day for your Salesforce SAP Integration
  • Trusted by senior FinServ decision-makers for Salesforce SAP Integration
  • 9+ years of CRM specialism for financial services and fintech - including your Salesforce SAP integration

TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES

  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB
  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB

Salesforce Integrations

Bringing powerful systems together

Salesforce SAP Integration

A Salesforce SAP integration connects your customer-facing CRM with the ERP that holds finance, billing and procurement data, so sales and finance work from the same facts. Account and contact details, products, price lists, orders and invoice status are the usual candidates to share. In financial services and fintech, accurate reconciliation and a clear audit trail count as much as speed. Evara scopes the objects, designs the data flows and plans the testing. See our integration and migration services.

Why choose a Salesforce SAP integration?

  • Two-way sync you can trust

    Keep contacts, deals and activity aligned across Salesforce SAP in real time, with no duplicates.

  • Built by Salesforce specialists

    Your Salesforce SAP integration is scoped, built and QA'd by a Salesforce partner team - not a generic connector.

  • Financial-services-grade data handling

    Field mapping, dedup rules and compliance-aware data flows designed for regulated FinServ environments.

  • Support beyond go-live

    Ongoing optimisation and a named point of contact after your Salesforce SAP integration ships.

Frequently asked questions

Common questions about your Salesforce SAP integration

Agree which data moves, in which direction and how often, for example accounts from SAP business partners or orders from Salesforce into SAP. Then pick an approach. Usually that is middleware or an integration platform working through SAP interfaces and the Salesforce API, though the right option depends on your SAP version and landscape. Map master data carefully, handle errors and retries, and test with realistic volumes. Evara designs this as part of our integration work.

Customer and account master data, product and pricing information, sales orders, quotes, invoice and payment status, and credit or contract details. Salesforce usually stays the home of the commercial relationship while SAP remains the system of record for finance. Deciding which system owns each field heads off conflicts and duplicate records. A well-governed CRM and data architecture keeps the SAP and Salesforce integration maintainable as your processes change.

Sometimes. Standard connectors and middleware cover plenty of common scenarios, but SAP landscapes are often customised, and custom fields, complex pricing or approval steps can need bespoke logic. For straightforward master data sync, a native connector or middleware may be enough. Richer processes may need purpose-built components. Evara assesses your set-up first and builds custom integration layers only where they are justified.

GET IN TOUCH

Start the Conversation.

Planning a new Salesforce SAP integration - or fixing one that never delivered? As a Salesforce partner for financial services and fintech, Evara helps regulated teams connect their systems securely and cleanly. No obligation, no hard sell - just a clear, honest conversation. Book a consultation and we'll map out the right path together.

No obligation. Response within 1 business day.