In order to be able to have in Salesforce the Customer Product information we created :
- Created a new Object "Customer Product"
- Created an interface from SAP to SF to load Customer Product
Records stored in this new object will be used in oder to add some information in the Quote PDF.
// For this object & integration we had the followinf Product DA : Product DA - IPP-1547 : Quotes - Add customer material number in the quote PDF - Google Slides
Customer Product Object
Organization-Wide Defaults |
| Object | Default Internal Access | Default External Access | Grant Access Using Hierarchies |
|---|---|---|---|
| Customer Product | Public Read Only | Public Read Only |  |
OWD will change following :
Profiles That Override Customer Product Sharing |
| Profile | Custom Profile |
|
| ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| API profile for integration | | |  | | | ||||||||
| Agent Lightning | | | | | | ||||||||
| B2BMA Integration User | | | | | | ||||||||
| Premier Support User | | | | | | ||||||||
| Sales Insights Integration User | | | | | | ||||||||
| SalesforceIQ Integration User | | | | | | ||||||||
| System Administrator | | | | |
| ||||||||
Permission Set : Manage One Sales Quote & One Sales Quote can READ of fields of this object
| FIELD LABEL | FIELD NAME | DATA TYPE |
|---|---|---|
| Created By | CreatedById | Lookup(User) |
| Currency | CurrencyIsoCode | Picklist |
| Customer | PP_Customer__c | Lookup(Account) |
| Customer Product Description | PP_Customer_Product_Description__c | Text(250) |
| Customer Product Name | Name | Auto Number |
| Customer Product Number | PP_Customer_Product_Number__c | Text(250) |
| Distribution Channel | PP_Distribution_Channel__c | Text(250) |
| Last Modified By | LastModifiedById | Lookup(User) |
| Owner | OwnerId | Lookup(User,Group) |
| Product | PP_Product__c | Lookup(Product) |
| Solvay Sales Org | PP_Solvay_Sales_Org__c | Lookup(Solvay Sales Organisation) |
Interface
1/ Scope
All the Novecare Product retrieved from both WP1 and PF1 SAP should be interfaced.
Existing rule from the Product2
All Product existing product in SF should be interfaced
Select ALL actives product from SF from specific GBU involved in NOVECARE and Level = “Level 5”
and then we have the “SAP Origin” in SF.
In the interface
If "SAP Origin" = RCS --> Go to SAP-WP1
If "AP Origin" = PF1 --> Go to SAP-PF1
Only sync Product where KNMT.KDMAT(Customer Material Number) or KNMT.POSTX (Customer's description of material) if filled.
2/ Specificities
The interface should : CREATE / UPDATE / DELETE.
There is no impact (business perspective) for the delete if we go in hard delete.
The interface need to run minimum Daily
3/ Interface mapping
Source CIMR CMIR export.xlsx - Google Sheets
FK | SAP Table | Target SF | Transformation |
|---|---|---|---|
X | CIMR.Sales Organization KNMT.VKORG | Customer Product.Sales Org | select id from “Solvay Sales Organisation” where “Sales Organisation Code” = CIMR.Sales Organization |
X | CIMR.Distribution Channel KNMT.VTWEG | Customer Product.Distribution Channel | |
X | CIMR. Customer (zerofill 10 digits) KNMT.KUNNR | Customer Product.Customer | WP1 : Select Id from Account where RCS_ID__c= $CIMR.Customer PF1 : Select Id from Account where PRS_ID__c= $CIMR.Customer |
X | CIMR.Material (zerofill 18 digits) KNMT.MATNR | Customer Product. Product | WP1 : SELECT Id FROM Product2 WHERE SLV11_PRO_GBU__c = 'Novecare' AND SLV5_1_SAP_Origin__c = 'RCS' AND ProductCode = $CIMR.Material AND Type__c = 'Level 5' PF1: SELECT Id FROM Product2 WHERE SLV11_PRO_GBU__c = 'Novecare' AND SLV5_1_SAP_Origin__c = 'PF1' AND ProductCode = $CIMR.Material AND Type__c = 'Level 5' |
CIMR.Customer Material Number KNMT.KDMAT | Customer Product. Customer Product Number | ||
CIME.Customer's description of material KNMT.POSTX | Customer Product.Customer Product Description |