Streamlining Contract and Voucher Management with Sales Cloud and SAP
Salesforce SAP Integration for Contract & Voucher Management — Energy Case Study | TrueSolv Home›Case Studies›Sales Cloud + SAP Integration Energy🇺🇸 USASales CloudSAP · Apex · SOAP Contract & Voucher Managementwith Salesforce Sales Cloud & SAP An international energy company needed a more efficient way to manage customer contracts, connection points, and voucher programs. TrueSolv built a wizard-driven Salesforce application with real-time SAP integration — eliminating manual system switching and reducing errors for customers. IndustryEnergy PlatformSalesforce Sales Cloud + SAP CountryUnited States TypeCustom Development Wizard-driven workflows with real-time SAP syncContract management · Voucher eligibility · SAP integration ↓Processing time for contract and voucher operationsWizard eliminates system switching0System switches during a contract or voucher workflowAll operations inside Salesforce↑Customer satisfaction from faster, accurate serviceReal-time SAP sync = instant confirmations∞Scalable for increased operational volumesBuilt for high-growth demand Contents 01The Challenge 02Our Solution 03Client Testimonial 04Results 05Technologies 06Work With Us Need to connect Salesforce with SAP or another enterprise system? See Custom Development 01 — Challenge Manual workflows across Salesforce and SAP slowing down operations An international energy company’s operators faced cumbersome manual workflows across Salesforce and SAP. As record volumes grew, delays and errors became common, affecting customer satisfaction and operational efficiency. Manual system switching: Operators moved between Salesforce and SAP constantly, introducing errors at every step. Complex voucher eligibility: Verifying eligibility against customer type, location, and status required manual checks. Data synchronisation delays: Updates in Salesforce were not reflected in SAP in real time, causing discrepancies. Scalability concerns: Growing record volumes made manual processes increasingly unsustainable. 02 — Solution Wizard-driven Salesforce app with real-time SAP integration TrueSolv built a custom application with Aura components in wizard format — each key process encapsulated in a step-by-step interface, with real-time SAP integration for validation, printing, messaging, and sync. Wizard-driven contract interface — operators complete multi-step workflows without switching to SAP. 1Wizard-Format Aura ComponentsStep-by-step workflow for contracts, connections, vouchers Each process in a dedicated Aura component with wizard interface — operators move through steps methodically, verify information at each stage, and activate contracts and vouchers without leaving Salesforce. 2SAP Integration — Validation, Print, Messaging, SyncReal-time data flow between Salesforce and SAP Bidirectional SAP integration for validation, document printing, messaging, and sync. Any update in Salesforce immediately reflects in SAP and connected systems — no manual transfer required. 3Automated Voucher Eligibility ChecksTargeted and non-targeted voucher flows handled automatically Automated eligibility verification against multiple criteria — customer type, location, voucher status — for both targeted and non-targeted programs. Voucher issuance for new and existing customers handled without manual checks. “Operators spent half their time switching between Salesforce and SAP for a single voucher. Now they complete the entire workflow inside Salesforce — errors dropped immediately.“ The wizard format was the biggest difference for our operators. Instead of jumping between systems, they follow the steps. The SAP sync happens in the background. Customers see faster responses and data is consistent everywhere. We’ve increased contract volumes without adding headcount. DT David T.Operations Manager · International Energy Company 04 — Results Faster processing, fewer errors, higher customer satisfaction The solution transformed operations — streamlining processes, reducing manual workload, and improving accuracy through guided workflows and real-time SAP sync. Streamlined Operator WorkflowsWizard interface guides operators through complex workflows without system switching — speed and accuracy improved together.Real-Time SAP SynchronisationEvery Salesforce update reflects in SAP immediately — no reconciliation, no lag, no discrepancies.Reduced Errors and Wait TimesAutomated eligibility checks and guided workflows cut processing errors and customer wait times significantly.Scalable for Volume GrowthModular architecture handles increased contract and voucher volumes efficiently as the business grows. 05 — Technologies Built with Salesforce Sales CloudSAP IntegrationAura ComponentsSalesforce FlowApexSOAP APIREST APILWC For Enterprise Teams Running Salesforce + SAP Your operators shouldn’t switch betweenSalesforce and SAP to complete one workflow. If your team manually copies data between Salesforce and SAP for contracts, vouchers, or records — we’ll integrate them and build wizard workflows that keep everything inside Salesforce. Salesforce + SAP bidirectional integration Wizard-driven process automation Real-time data synchronisation Automated eligibility and validation SOAP and REST API integration Custom Aura / LWC components Book a Free Consultation See Integration Services Other Case Studies Transcription · USA Audio Transcription with Salesforce, AWS & AI End-to-end automated pipeline via Whisper AI and AWS Lambda. 0Manual steps2Portals↓ TATTurnaroundCustom development →Robotics · Norway Service Cloud & Azure DevOps for Robotics Automated case creation, live chat, bidirectional Salesforce–Azure sync. 0Silos2-waySync↓ RTResolutionCustom development →Technology · USA User Management with a Custom AppExchange Package Automated permissions for 1,000+ users. 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