Enterprise Master Data Synchronization Between SAP MDG and Salesforce

Integrating SAP ERP with Salesforce is a powerful way to streamline enterprise processes, synchronize master data, and enable real-time communication between systems. This guide walks through the complete configuration process — from setting up Salesforce API access to configuring SAP and deploying integration flows.

Whether you’re working on customer data synchronization or material master integration, this step-by-step breakdown will help you get everything up and running efficiently.

Overview of the Integration

This integration connects SAP ERP (EHP6) with Salesforce Enterprise Edition (API v51.0) using SAP Cloud Integration. It enables seamless data exchange using IDocs and APIs.

The process involves four key stages:

1. Salesforce Configuration
2. SAP Prerequisites
3. Integration Flow Setup
4. Sending IDocs

1. Salesforce ConfigurationEnable API Access

The first step is to establish secure access between Salesforce and external systems.

Create a Connected App in Salesforce:

• Navigate to: Build → Create → App → New Connected App
• Enable OAuth settings
• Grant scope: Full access (full)

This ensures that SAP Cloud Integration can authenticate and interact with Salesforce APIs securely.

Configure API Policies

Once the app is created, update its policies:

• Allow all users to self-authorize
• Relax IP restrictions

This ensures flexibility during integration and avoids unnecessary authentication blocks.

2. Prerequisites in SAP

Before integration begins, SAP needs to be properly configured.

Key steps include:

• Create a Logical System using transaction BD54
• Set up RFC connections using SM59
• Use HTTP connection (Type G)
• Configure endpoints like:
• /customer
• /material
• Configure a Port (WE21):
• Type: XML-HTTP
• Link it to the RFC connection

This setup enables SAP to communicate with SAP Cloud Integration and route messages correctly.

3. Integration Flow Configuration

This is the core of the integration, where SAP Cloud Integration flows are configured.

3.1 Configure Sub Processes

Start with sub-processes, as they handle authentication and token generation.

You’ll need the following Salesforce credentials:

• Client ID (Consumer Key)
• Client Secret (Consumer Secret)
• Username & Password
• Security Token

These values are used to retrieve access tokens from Salesforce.

Tip: The security token can be reset from Salesforce personal settings if needed.

Deployment & Error Handling

After entering all required parameters:

• Deploy the integration flow
• Configure an SMTP server for error notifications

If any failure occurs, alerts are automatically sent via email.

3.2 Configure Main Processes

Main processes handle the actual data transfer.

Configuration is similar across flows:

• Provide Salesforce tenant URL
• Configure:
• Address endpoints
• User roles
• XML handling rules

Deploy flows for:

• Customer Master Data
• Material Master Data

4. Sending IDocs to SAP Cloud Integration

Once everything is configured and deployed, you can begin sending data.

Steps:

1. Use transaction WE19
2. Select IDoc type:

3. DEBMAS (Customer)

4. MATMAS (Material)

Update:

Partner number

Receiver port (configured earlier)

Execute (F7)

This sends IDocs from SAP to Salesforce through SAP Cloud Integration.

Key Takeaways

• Salesforce Connected App is the foundation for secure API access
• SAP requires proper RFC and port configuration before integration
• Sub-process flows handle authentication, while main flows handle data
• IDocs are the primary mechanism for sending SAP data to Salesforce
• Error handling via SMTP ensures reliability and monitoring

Final Thoughts

Integrating SAP ERP with Salesforce may seem complex at first, but when broken into structured steps, it becomes a manageable and repeatable process. The key is to ensure that authentication, connectivity, and data flows are configured correctly from the start.

Once implemented, this integration can significantly improve operational efficiency by enabling real-time synchronization between enterprise systems https://Salesforce.com

Author:

Rajesh Chavan Senior IEEE member www.ieee.org & is a seasoned enterprise solution architect known for driving large-scale SAP and digital transformation initiatives across industries. He combines deep technical expertise with strategic vision to deliver scalable, high-impact business solutions.

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