Salesforce, SAP Business One (Service Layer) and Microsoft Teams

Salesforce, SAP Business One (Service Layer) and Microsoft Teams

Sales Cycle Integration and Notification Management

Enable Seamless Information flow between ERP, CRM, and Microsoft Teams through the integration of Salesforce, SAP Business One (Service Layer) and Microsoft Teams.

The Salesforce, SAP Business One (Service Layer) and Microsoft Teams integration package will let you integrate the applications with the help of pre-configured and time-tested workflows (ProcessFlows), significantly reducing your time and effort in configuring and designing the integration.

Our integration packages are like blueprints that provide pre-defined entities and field mappings to enable seamless exchange of data between the source and destination applications. Just Install, Deploy and Execute the packages to automate business processes efficiently and amplify your growth.

Workflows You Can Automate

Send notifications for newly created Quotes in Salesforce to respective Microsoft Teams groups.
Send Quote Approval notification from Salesforce to Microsoft Teams to the respective team members within the organization.
Automate notifications for new Orders created by Sales Reps from Salesforce to Microsoft Teams to the relevant team members.
Sync Invoice from SAP Business One to Salesforce and automate notification for it to Microsoft Teams.
Sync opportunity tracking from Salesforce and send notifications to Microsoft Teams to check status and raise request with teams for follow up.

Package Key Features

  1. Easy Package Sharing & Installation: Two step Package Sharing, and One Click Installation lets you share and unzip your packages with ease and reduces time and effort, encouraging Citizen Integration. Know more on Processflow Packaging.

  2. Automated Business Cycle Integration: Lets you just plug and play every cycle of your business process automatically.

  3. Pre-Implemented Mappings: The process flows in this package are pre-implemented with all the mappings required for integrating your ProcessFlow minimizing the manual efforts. However, you are always welcome in altering the mappings as per your business process.

Apps Included

salesforce

Salesforce

SAp-business-one

SAP Business One

Microsoft-Teams-img

Microsoft Teams

Category

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