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Contract & Voucher Management
with 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.
Wizard-driven workflows with real-time SAP sync
Contract management · Voucher eligibility · SAP integration
↓
Processing time for contract and voucher operations
Wizard eliminates system switching
0
System switches during a contract or voucher workflow
All operations inside Salesforce
↑
Customer satisfaction from faster, accurate service
Real-time SAP sync = instant confirmations
∞
Scalable for increased operational volumes
Built for high-growth demand
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.
1
Wizard-Format Aura Components
Step-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.
2
SAP Integration — Validation, Print, Messaging, Sync
Real-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.
3
Automated Voucher Eligibility Checks
Targeted 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 Workflows
Wizard interface guides operators through complex workflows without system switching — speed and accuracy improved together.
Real-Time SAP Synchronisation
Every Salesforce update reflects in SAP immediately — no reconciliation, no lag, no discrepancies.
Reduced Errors and Wait Times
Automated eligibility checks and guided workflows cut processing errors and customer wait times significantly.
Scalable for Volume Growth
Modular architecture handles increased contract and voucher volumes efficiently as the business grows.
05 — Technologies
Built with
Salesforce Sales Cloud
SAP Integration
Aura Components
Salesforce Flow
Apex
SOAP API
REST API
LWC
For Enterprise Teams Running Salesforce + SAP
Your operators shouldn't switch between
Salesforce 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
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