60 Second Integration Demonstration - Salesforce Opportunities to SAP Business One Sales Orders

This integration solution provides you with a straightforward way of synchronising Salesforce closed/won opportunities to sales orders in SAP Business One. It will enable your business to reduce costs from repetitive data entry, whilst removing human errors, increasing employee productivity and improving company performance. In this video we will create a sales opportunity in Salesforce, and show how the BPA Platform template tasks synchronise this data with SAP Business One. If you require information about deploying the template please see our configuration video. We will begin in Salesforce, and create a new opportunity... and then populate the relevant details. For this demonstration, in the stage dropdown, we have selected “closed won”, as this will become a Sales Order in SAP Business One, BPA Platform will only synchronise opportunities with this status. We will then click save. Next, will we add a product to this opportunity and then click next, enter the quantity, date an