About
About Salesforce Sales Cloud
Salesforce Sales Cloud is the world's leading CRM platform, used by over 150,000 companies to manage their entire revenue lifecycle, from first contact through to closed deal and post-sale service. It brings together lead management, opportunity tracking, quoting, order management, forecasting, and AI-driven insights in a single cloud-native platform.
Core Capabilities
Account and contact management, lead capture and routing, opportunity pipeline, quoting and CPQ, order management, forecasting, Einstein AI insights, and territory management.
Deployment
Fully cloud-based multi-tenant SaaS. Available across editions (Essentials through Unlimited). The Business Connector communicates via the Salesforce REST API and Bulk API, supporting all standard and custom objects.
Data Model
Relationship-centric object model with standard and custom objects, record types, validation rules, approval processes, and multi-currency support. The Business Connector handles field mapping, relationship resolution, and currency configuration natively.
Typical Landscape
Salesforce Sales Cloud typically integrates with ERP systems (SAP Business One, Microsoft Dynamics 365), marketing automation (Marketo, HubSpot), e-commerce platforms, customer support tools, and finance applications.
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Business Objects
Business Objects Covered
The Business Connector covers the following Salesforce Sales Cloud objects, with inbound and outbound components, full data model understanding, and business rule handling built in.
Currency Type
Active and inactive currencies defined in the organisation. ISO codes, conversion rates, and dated exchange rate management.
Organization
Top-level organisation configuration. Default currency, locale settings, fiscal year definition, and multi-currency activation status.
Account
Company and individual customer records. Includes billing and shipping addresses, account hierarchy, owner, and custom fields.
Contact
Individual people associated with accounts. Includes roles, communication details, relationship to opportunities, and activity history.
Pricebook
Standard and custom price books. Activation status, currency applicability, and association with opportunities and quotes.
Pricebook Entry
Product-price combinations within a pricebook. Unit price, list price, currency, and active status per product per pricebook.
Product
Product and service catalogue entries. Name, code, family, description, active status, and custom product attributes.
Lead
Unqualified prospects and inbound enquiries. Lead source, status, assignment, and conversion to account, contact, and opportunity.
Opportunity
Active sales deals. Stage, close date, amount, forecast category, probability, and linked account and contact roles.
Opportunity Line Item
Products and services on an opportunity. Quantity, unit price, total price, and pricebook entry association.
Quote
Formal price proposals linked to opportunities. Quote number, expiry date, status, discount, and synced line items.
Quote Line Item
Individual product lines on a quote. Quantity, unit price, discount, subtotal, and product association.
Order
Confirmed orders activated from quotes or opportunities. Order number, status, billing and shipping details, and contract association.
Order Item
Product lines within an order. Quantity ordered, unit price, total price, and link back to the originating pricebook entry.
What Lives Under One Roof
What you can do with this connector
All natively built, All sharing OES data model. All accessible from one workspace.
Lead-to-Order Automation
Leads captured in Salesforce are qualified, converted to opportunities, and progressed through quoting and order creation. ERP systems receive confirmed orders automatically — no manual re-keying across platforms.
Customer Master Synchronisation
Account and contact records created or updated in Salesforce propagate to ERP, billing, and support systems in real time. Correct key mapping and deduplication logic are handled by the connector automatically.
Product Catalogue & Pricing Consistency
Product and pricebook data maintained in your ERP or PIM system flows into Salesforce Sales Cloud, keeping sales reps quoting accurate prices and configurations without manual catalogue upkeep.
Quote-to-Cash Integration
Quotes created in Salesforce flow to ERP for fulfilment and invoicing. Payment and shipping updates are written back to the originating opportunity and order, giving sales teams full visibility of fulfilment status.
Opportunity Pipeline Enrichment
ERP transaction data (open orders, invoice history, payment status) enriches Salesforce opportunity records. Sales reps see the full commercial relationship without leaving Salesforce.
Multi-Currency & Multi-Org Support
Currency types and exchange rates configured in Salesforce stay aligned with your ERP and finance systems. Multi-org Salesforce setups are supported through the OES routing layer, with no duplicate connector instances required.
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Your Entire Landscape
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No custom builds and no ongoing maintenance between system pairs.