OnXeon Journal
Salesforce + SAP Data Flow Design for Reliable Operations
A practical blueprint for syncing CRM and ERP data while protecting financial accuracy and operational flow.
Data Ownership Model
Keep ownership explicit. For example: opportunity and customer engagement stages in Salesforce, order booking and invoicing in SAP.
- Field-level ownership matrix for shared entities
- Update direction rules (CRM → ERP, ERP → CRM)
- Conflict resolution for concurrent changes
Order Lifecycle Mapping
Map each stage transition and required data contract: quote, order, fulfillment, invoice, payment.
Reconciliation Controls
Run scheduled reconciliation between Salesforce and SAP for key records and monetary totals.
Exception Handling Playbook
- Classify exceptions by business criticality
- Automatic retry for transient failures
- Manual review queue for data validation failures
- Daily exception summary and SLA-based closure targets