WeDid: Salesforce and custom ERP system
May 29, 2014 /
Posted in We Did
Challenges
An existing custom ERP system built on SQL Server had historically been the repository for all Account, Contact and Customer information and activity recording. After the implementation of Salesforce, activities for Customers would continue to be recorded in the ERP system and would need to be updated to Salesforce for visibility by the sales teams.
Solution:
| Purpose | Ensure all Activity data was automatically updated between the two systems |
| Applications | In-house ERP (Database) Salesforce.com CRM |
| Versions | SQL Server 2005 Salesforce – Winter 09 |
| Tool | Boomi – Database Connector Boomi – Salesforce Connector |
| Information | Task Table User Table Salesforce Opportunities Salesforce Activities |
| Data Formats | No intermediate data format, DB records to Salesforce XML and vice versa. |
| Volumes | < 10/day |
| Process | Tasks created in the ERP system are added as Activities in Salesforce |
| Schedule | Hourly |
| Error Handling | Email to nominated contact at client. |
| Complexity | Simple |