Team Veon
Team Veon
How to Create a Flow in Salesforce – Step by Step Guide
Flow is an application inside Salesforce that automates a business process by collecting data and performing operations in your organization or an external system. Flow can fetch, delete, update and create records on multiple objects. Here is an easy step-by-step guide to create a Flow in Salesforce!
Continue readingHow to Create Sharing Rules in Salesforce
When you want to share a record with multiple users who are connected by horizontal hierarchy, then we use Sharing rules. Sharing rules are only used to extend the access provided based on the permission given by the record owner. Here’s how you can share rules in Salesforce CRM!
Continue readingUnderstanding Roles in Salesforce
Role represents the hierarchical model of an organization. It’ll not give any permissions to users. It tells who has to report to whom. The same role can be given to multiple users and they may or may not have the same permissions. A Role can be assigned to the user at any point of time. Let’s try to understand the Role hierarchy in Salesforce!
Continue readingHow to Create Reports and Dashboards in Salesforce
Salesforce report is a list of data generated based on the criteria defined. A dashboard is a pictorial representation of data generated by reports. Every business needs clear ‘Reports’ and ‘Dashboards’ for better understanding and forecasting of a Business process. Here’s how you can create Reports and Dashboards in Salesforce easily!
Continue readingHow to Create Partner Functions in SAP Easily
Partner function is a term which is used to give the detailed account of people with whom business process is carried out. Partner function is a kind of relationship which defines which partner performs what actions to a connected customer. Here’s how you can create Partner Function, PDP in SAP & assign PDP to the account group!
Continue readingHow To Load Initial Stock Into SAP
Sometimes, there is a case where we have a material but no stock is maintained for it in SAP. To maintain a stock for a particular material, we use a transaction code MB1C in SAP. By default, SAP does not maintain any stock for a material. In this article, we will see how to load initial stock into SAP!
Continue readingHow to Sync Invoices from SAP Business One to Salesforce
In this article, we are going to go through the steps involved in the flow of Invoice data from SAP B1 to Salesforce. We will see how an Invoice is created in SAP Business One and synced to Salesforce.For the process of syncing the Sales Invoice data, we will use APPSeCONNECT!
Continue readingHow to Sync Quotes from Salesforce to SAP Business One
In this article, we are going to see how to create a ‘Quote’ in Salesforce and sync it to SAP B1. For the process of syncing the Quote data we will use APPSeCONNECT, a best-in-the-class iPaaS Solution. This solution connects and integrates any kind of business application based on the requirement of the owners. Check out the Video Demonstration to understand the step by step procedure of creating a Quote in Salesforce and syncing it to SAP Business One!
Continue readingSyncing Order from SAP Business One to Salesforce
In this article, we are going to go through the steps involved in the flow of Sales order data from SAP Business One to Salesforce. We will see how an Order is created in SAP B1 and synced to Salesforce to automate the business process. Don’t forget to check out the Video Demonstration of the same!
Continue readingHow to Add Customer Web Order Comment in SAP ERP from Magento
When an order is placed on the web, you may have customers who put in some comment at the time of placing the orders. This extra information from your customers may add an additional value and asset to have in the ERP system. It might help you to better provide your product and take advantage of customer satisfaction. With APPSeCONNECT, you can easily add all these Web Order Comments from your Magento store to SAP ECC!
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