Retail Recommendation Engines to Improve Customer Relationships
7 Things the Salesforce IoT Cloud Can Do
7 Things the Salesforce IoT Cloud Can Do 867 867 InfoVision Admin

Salesforce IoT Cloud – the IoT service by Salesforce helps businesses deal with big data gathered through various operations, locations, and connected devices. Its proactive approach aids in developing a relationship with customers thus improving customer interaction and retention. It provides insights on how to reshape organizations to conduct business more fruitfully. Salesforce cloud services helps companies maintain the big data generated through customer interactions use it in meaningful ways.

  1. Connected Customer ProfilesConnected Customer Profiles

Cloud migration is almost a necessity for  businesses to have a winning edge in today’s competitive world. Salesforce IoT Cloud is one such platform that businesses can use to create complete customer profiles. The data from customers’ connected devices can then be used to improve customer management. Control apps used in IoT Cloud platform send service notifications to cater to demands of the business. Sensors receive real-time data and transmit the same to keep the customer profiles updated.

  1. Customer Context

For a business to grow, it needs the right data that will help it stay ahead of its rivals. Salesforce IoT ensures providing the customers with adequate information, predictions, and analysis to conduct the right operations. Customer Context stores and analyzes past behaviors and actions that play a vital role during real-time decision making. The Customer Context takes into consideration customer location, customer history, service history, and technical staffing services and combines it with IoT device data to suggest the next plan of action.

Salesforce Thunder

Thunder, the event-processing engine in Salesforce, helps in capturing, filtering and responding to the events occurring real-time and even perform database management and data analytics. It enables users to set filters to identify relevant data from data streams. Thunder streamlines the accumulated data to make it usable for analysis and machine learning.

  1. No Code Platform

No Code PlatformSalesforce IoT Cloud platform applies a low code approach. It allows businesses to carry out their day-to-day IoT activities without any direct interaction with the IT department. Salesforce IoT Cloud is capable of taking care of the bulk of processes after the right triggers and responses are put in place. These triggers and responses send the IoT device data to Salesforce core systems such as Service Cloud, Marketing Cloud, and other platforms. Furthermore, it automatically creates an action item. Salesforce cloud services can automatically create a Lead form for a customer whose product is about to fail.

  1. Identify Prospects

With Salesforce IoT Cloud where each product is connected to the Cloud, the sales team can identify items that are outdated and nearing a warranty time limit. The team is also aware of the items that need to receive a new update or the ones that are performing below the required standard. Data analyzed by Salesforce cloud services also help create custom offers and send them to customers before a warranty deadline. As a result, Salesforce IoT Cloud helps in improving customer acquisition and retention through a completely automated process.

Set Rules to Check Product Performance

Organizations need to set a rule based on performance metrics to benefit from cloud computing in retail. Whenever a product performs below a metric, an automatic entry is made to the Sales and Customer Support teams. The respective team can then analyze and predict customer behavior and customer needs and do the needful.

  1. Data analytics

Data analyticsAcross the CRM, customized actions can be taken based on the data analysis obtained from managed services provider. A critical step here is to process data collected from enterprise systems, external data, website logs, and sensors available on IoT devices. Salesforce IoT Cloud produces visualization reports, predictions, trends, and patterns.

Salesforce Einstein Analytics

Salesforce uses Einstein Analytics to enhance data processing. It helps CRM users work with sensor data, relevant ERP records, website logs and other relevant channels. Impact of cloud computing on retail business can be humongous. With all this data, CRM users get an in-depth picture of how the products and services are used, and can accordingly predict trends.

  1. Seamless Integration with Other Applications

Salesforce IoT Cloud is a complete package in itself and can be used as a standalone service for data storing and processing. However, it can also be integrated with other Salesforce products or third-party systems such as enterprise application support used by the company. The unified integration ensures steady flow of useful data from sources and between versatile enterprise systems.

  1. Salesforce IoT Cloud and AWS

Salesforce IoT Cloud and AWSSeveral organizations use both Amazon Web Services and Salesforce for effective IoT solutions as they understand the importance of managed IT infrastructure. In this arrangement, AWS IoT Device Management receives information generated through connected devices. The data is organized in AWS and AWS IoT. An AWS IoT connector connects this data to Salesforce IoT Cloud. The data is sent to the respective platform such as Salesforce Customer Success Platform, third-party CRMs, or other output devices through Salesforce IoT Cloud. Based on the data analysis result, customized actions can then be taken across the CRM.


Salesforce IoT Cloud is a huge platform for businesses irrespective of their verticals to respond to the changing customer needs and their proactive approach to solving customer issues. The IoT cloud platform is the future for businesses to provide the much-needed support to their customers.

How to Integrate Salesforce and SAP with Best Practices
How To Integrate Salesforce and SAP With Best Practices
How To Integrate Salesforce and SAP With Best Practices 867 867 InfoVision Admin

A salesforce and SAP Integration seems to be the way forward in achieving better brand value and profits for the organization. Salesforce is a cloud based customer relationship management software solution for sales, service, marketing, analytics and building customized applications. SAP on the other hand stands for Systems, Applications and Products in Data Processing that assist enterprise software to manage both their business operations and customer relations. A salesforce SAP integration brings in the possibility of better customer service leading to enhanced business profits.

Businesses embracing both a salesforce to manage front end information about their customers and SAP on the backend have a unique advantage in managing and tracking customer relationships.  Organizations that integrate the two gain added business function through enhanced productivity and insights that create new value. This in turn enhances customer interaction.

Benefits of Salesforce SAP Integration

Salesforce SAP IntegrationThe advantages of integrating Salesforce and SAP are plenty.

  • Effective data management with business intelligence capabilities
  • Improved invoice creation
  • Real time error management
  • Processing of orders in real time for optimal outcomes
  • Accelerated cash flow
  • Maximizing ROI (Return on Investment)

However despite their prevalence, getting the Salesforce SAP integration right is a challenge many organizations face. Both are complex solutions built to be proprietary, standalone offerings that are not designed to work with another software. SAP is built as a back end solution and many of its offerings were created much before the age of cloud computing in retail business. In contrast Salesforce is a cloud pioneer and created for front end use.

Mapping out an organization’s processes would be the best place to start with when Salesforce and SAP integration is being considered. Approaching integration through the lens of a process rather than simple data mapping or end to end connectivity will make the business more scalable and efficient. The rapid adoption of cloud technology is impacting how enterprise application support is developed and implemented to assist in the same.

Salesforce SAP Integration Challenges

Salesforce SAP Integration ChallengesIntegration requires the right approach and the right enabling technologies. Technical issues could include adapters and interfaces, communications, semantic mediation, format conversion, security and the core approach to be taken.  Some of the challenges commonly encountered are

  • SAP is an on premise software whereas Salesforce is a cloud solution
  • Synchronizing and contact data from SAP to Salesforce
  • Salesforce users generate quotes using products and price book information that need to be linked with corresponding opportunities in SAP. Whereas product and pricing information in SAP need to be synchronized with Salesforce.
  • The need to process opportunities in Salesforce till order and execution in SAP also need to be considered.
  • Relevant data such as related order history and current financial status need to be accessible in real time for the Salesforce user.

There are several options to achieve optimal integration and the idea is to leverage the best approach for the organization’s integration requirements. The importance of managed IT infrastructure is enhanced during such important operations, a point that every organization must make note of.

Step-by-Step Process of SAP and Salesforce Integration

Step-by-Step Process of SAPThe main steps for integration of SAP and Salesforce are as follows

  • Login to Salesforce Development Account
  • Go to setup option and type API in the Quick Find box
  • Download the required WSDL file
  • Use the Salesforce WSDL to create the required SOAP project
  • Create WSDL/XSD with the help of the following steps
  • Create an upsert request using SOAPui
  • Subsequently create XSD for that request using external tools
  • By importing the external definition, that was created in the previous step, create another ESR object
  • Message map by creating SOAP requests
  • Next an API lookup code is needed for session ID and server URL
  • Thereafter an ID configuration is needed
  • In order to do that first create 2 ICOs by getting data from ECC then sending it to Salesforce

Infovision with their cloud migration expertise and as a managed service provider with their technical staffing services is a trusted partner for achieving  Salesforce SAP integration.


The aim of every company is to earn revenue. Integrating Salesforce to SAP is an essential step towards this since there is a central need to bring these frameworks together in order to meet the prerequisites of the business.

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