Problem Statement
A family-owned company operating in diverse sectors faced challenges in integrating Salesforce with its existing systems. The main objectives were:
Salesforce with Oracle EBS: Enable real-time synchronization of customer and transaction data to enhance financial and supply chain operations.
Salesforce with Yardi: Facilitate seamless data transfer to improve property management and customer relationship management.
Our Solution
Leveraging Oracle Integration Cloud (OIC), we meticulously designed and executed integrations to synchronize Salesforce with Oracle EBS and Yardi. This involved detailed workshops, robust architecture design, and meticulous implementation using OIC’s advanced capabilities.
Salesforce and Oracle EBS Integration:
- Modules Integrated: Accounts, Orders, Inventory, and Financials.
- Key Features: Real-time customer data synchronization, automated order processing, and streamlined inventory updates.
- Technologies Used: OIC Salesforce Adapter, OIC Oracle EBS Adapter, custom data transformations.
Salesforce and Yardi Integration:
- Modules Integrated: Property Management, Leasing, and CRM.
- Key Features: Automated data transfer for leasing processes, real-time property information updates, and enhanced tenant management.
- Technologies Used: OIC Salesforce Adapter, custom REST API Adapter for Yardi, data transformation scripts.