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Technologies · Enterprise applications

Salesforce implementation and ERP integration

Salesforce works best when sales and service teams see the same orders, invoices and stock as finance. We configure Sales Cloud and Service Cloud around how you sell, and connect them to SAP, Oracle and your other back-office systems.

Talk to us about Salesforce Common connections
AWS and SAP: SAP workloads run on EC2, and Amazon AppFlow or OData extracts land SAP data in S3 for reporting.AWS and Oracle: Oracle E-Business Suite databases move to Amazon RDS for Oracle or EC2, with interfaces repointed and tested.AWS and ServiceNow: The AWS Service Management Connector sends incidents, Config items and provisioning requests between the two.AWS and Salesforce: Amazon AppFlow and EventBridge move Salesforce records and change events into AWS services and S3.AWS and Azure: IAM Identity Center uses your directory for sign-in, so access follows joiners, movers and leavers.Azure and SAP: SAP S/4HANA runs on Azure, and Data Factory SAP connectors copy finance and supply data into the analytics platform.Azure and ServiceNow: Azure Monitor alerts open ServiceNow incidents, and Entra ID provisions ServiceNow users and groups.Azure and Oracle: Oracle databases move to Oracle Database@Azure or Azure VMs, keeping EBS interfaces close to the applications that call them.Azure and UiPath: Unattended UiPath robots run on Azure virtual machines and sign in with Entra ID service accounts.Google Cloud and SAP: The BigQuery Connector for SAP and the Cortex Framework replicate SAP finance and supply data into BigQuery.Google Cloud and Salesforce: Salesforce Data Cloud and BigQuery share customer and pipeline data for reporting and models without manual exports.Google Cloud and Oracle: Oracle databases move to Oracle Database@Google Cloud, or Datastream replicates Oracle tables into BigQuery.Google Cloud and Azure: Google Cloud Directory Sync or workforce identity federation keeps users and groups in step with your directory.ServiceNow and Salesforce: Customer cases that need IT or engineering work escalate from Salesforce into ServiceNow, and status flows back.ServiceNow and SAP: Approved procurement requests create purchase requisitions in SAP, and asset records sync back to the CMDB.ServiceNow and UiPath: Catalog requests start UiPath robots for steps in systems with no API, and results update the ticket.Salesforce and SAP: Customer masters, pricing and orders flow from Salesforce to SAP, and order status and invoices flow back to the account.Salesforce and Oracle: Quotes become sales orders in Oracle EBS or Fusion, and shipment and billing status return to the opportunity.Salesforce and Azure: Single sign-on and user provisioning come from your directory, so access ends when someone leaves.SAP and UiPath: UiPath robots handle SAP GUI steps that have no API, such as legacy transactions and bulk updates.Oracle and UiPath: UiPath robots handle EBS Forms steps with no API, such as supplier setup and bulk journal entry.AWSAzureGoogle CloudServiceNowSalesforceSAPOracleUiPathNEXGENTEK
Highlighted lines show the connections we build most often for this platform. Select any platform to see its page.
What we do

Our work on Salesforce

Digital Transformation

Sales Cloud and Service Cloud

Objects, flows, approval rules and page layouts configured around your sales and service process, with data migrated from the old CRM and checked against the source.

Service details Enterprise Integration

ERP integration with MuleSoft or APIs

Accounts, quotes, orders and invoices synced between Salesforce and SAP or Oracle, using MuleSoft Anypoint Platform or direct REST and Platform Events where that is enough.

Service details Custom Application Development

Custom development

Apex, Lightning Web Components and Experience Cloud portals for the parts of your process that configuration cannot cover.

Service details AI and Data

CRM data and reporting

Duplicate rules, data quality checks and reporting, with Salesforce data sent to your warehouse for analysis alongside ERP data.

Service details
Connections

What we connect Salesforce to

The integrations we build most often, and what moves across each one.

  • SalesforceSAP

    Customer masters, pricing and orders flow from Salesforce to SAP, and order status and invoices flow back to the account.

  • SalesforceOracle

    Quotes become sales orders in Oracle EBS or Fusion, and shipment and billing status return to the opportunity.

  • SalesforceServiceNow

    Service Cloud cases that need IT or engineering work escalate to ServiceNow, and status flows back to the agent.

  • SalesforceAWS

    Amazon AppFlow and EventBridge pick up Salesforce records and change events for processing and storage in AWS.

  • SalesforceGoogle Cloud

    Salesforce Data Cloud and BigQuery share customer and pipeline data for reporting and models.

  • SalesforceEntra ID

    Single sign-on and user provisioning come from your directory, so access ends when someone leaves.

Use cases

Salesforce in practice

Illustrative scenarios based on typical engagements, not named client projects.

AUTOSAROTA updatesAPIV2X
Automotive and mobility·Enterprise Integration

Dealer orders from Salesforce into SAP

Situation
A vehicle parts maker takes dealer orders in Salesforce, then staff re-key them into SAP and email order status back to dealers.
Approach
We build MuleSoft APIs that create sales orders in SAP from approved Salesforce orders using SAP BAPIs and IDocs, and send delivery and invoice status back to Salesforce. Errors go to a queue the sales operations team can work.
Outcome
Orders are entered once, and dealers see status in their portal without asking for it.
Paper and emailYardiMRIRealPageOne connected workflow
Real estate technology·Digital Transformation

Service Cloud for tenant and owner requests

Situation
A property technology company handles tenant and owner requests across email, phone and a chat tool, with no shared history.
Approach
We set up Service Cloud with email-to-case, web chat and routing by property and request type, and connect it to the property management system so agents see leases and balances on the case.
Outcome
Agents answer from one screen, and managers can see request volumes and backlog by property.
Core bankingISO 20022APIPCI DSS
Financial services·Enterprise Integration

Commercial loan onboarding in Salesforce

Situation
Relationship managers track commercial loan applications in Salesforce, but credit decisions and booking happen in separate systems with emailed documents.
Approach
We build an onboarding flow in Salesforce that collects documents, calls the credit decision system through MuleSoft, and passes approved loans to the core banking platform for booking. Every step is logged on the opportunity.
Outcome
Relationship managers and credit staff work from the same record, and the bank has a full history of each decision.
People

Salesforce specialists we provide

For a project we run, or to join your own team.

Staff augmentation
  • Salesforce developer (Apex, LWC)
  • Salesforce administrator
  • Salesforce technical architect
  • Salesforce business analyst
  • MuleSoft developer
  • Salesforce CPQ consultant
  • Service Cloud consultant
Questions

Common questions

Do you work with our existing Salesforce partner or internal team?

Yes. A common split is that your current provider or admin team owns the org and we build the ERP integration. We follow your sandbox, deployment and release process.

Do we need MuleSoft to connect Salesforce and SAP?

Not always. MuleSoft makes sense when you have many systems or reuse the same APIs. For a few flows, SAP Integration Suite or direct APIs can do the job. We recommend based on your volume and existing licences.

Can you migrate us from another CRM?

Yes. We map the data, run test loads, reconcile record counts with your team and plan a cutover that keeps sales working.

Other platforms
AWSAzureGoogle CloudServiceNowSAPOracleUiPath

NexGenTek is an independent services firm. Salesforce is a trademark of its owner. Product information: salesforce.com.

Contact

Tell us where delivery is stuck

A 30-minute call with someone who has run enterprise delivery. You leave with a clear view of what we would do, even if you don't hire us.

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Emailhello@nexgentek.com
Office1700 Pacific Ave, Ste 3630
Dallas, Texas 75201
Delivery centreGurgaon, India
Dubai officeIRIS BAY, Dubai, UAE
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