Real-time Order Fulfillment Reporting Using ERP, AWS S3, AWS AppFlow, and Salesforce

Introduction:

Many enterprises today juggle between various platforms to ensure smooth business operations. A leading chemical manufacturer and distributor, was seeking to integrate its order fulfillment data from its ERP system (MS Dynamics) into Salesforce for enhanced reporting. Their challenge was to efficiently relay this data, stored in CSV format in AWS S3, into Salesforce in near-real-time. Here’s how they achieved this integration using AWS AppFlow.

Problem Statement:

While the customer’s ERP system efficiently managed orders, invoices, and shipment details, the sales and customer service representatives working primarily on Salesforce lacked real-time access to this data. This absence not only affected timely reporting but also introduced possible inaccuracies due to manual data transfers.

Solution:

ERP to AWS S3:

• The customer’s ERP system was configured to generate order fulfillment data every hour in CSV format.
• The CSV files were then automatically pushed to a designated AWS S3 bucket.

AWS AppFlow Integration:

• AWS AppFlow, a data transfer service, was set up to automate the transfer of data from the S3 bucket to Salesforce.
• Whenever a new CSV file landed in the S3 bucket, AWS AppFlow was triggered to initiate the data flow into Salesforce.

Mapping and Transformation in AppFlow:

• Within AppFlow, data mappings were established to ensure that CSV data correctly populated Salesforce’s internal objects like Orders, Invoices, and Shipments.
• Any necessary data transformations were handled within AppFlow, ensuring Salesforce received the data in the right format.

Implementation Details:

• Each CSV file produced by the ERP system was timestamped to maintain data uniqueness.
• AppFlow’s intuitive interface allowed the implementation team to easily configure the flow, set up transformations, and map source fields to Salesforce fields.
• Scheduled flows in AppFlow ensured that the transfer happened seamlessly after the detection of new files in the S3 bucket.

Security & Data Integrity:

• AWS IAM roles were set up to ensure secure access to the S3 bucket.
• Salesforce’s inherent data security mechanisms ensured data integrity once ingested.
• Data in transit was secured using SSL/TLS encryption.

Monitoring & Alerts:

• Both AWS CloudWatch and AppFlow’s built-in monitoring tools kept an eye on the data flow, triggering alerts for any inconsistencies or failures.
• Salesforce set up internal alerts to notify in case of import discrepancies.

Results:

• Streamlined Data Transfer: AWS AppFlow facilitated an effortless and efficient data transfer from S3 to Salesforce.
• Near-real-time Reporting: The integration allowed Salesforce to have updated order fulfillment data, leading to timely and accurate reporting.
• Enhanced Data Accuracy: By automating the process, manual errors were eradicated, leading to more reliable data in Salesforce.

Conclusion:

Thinqloud’s decision to utilize AWS AppFlow bridged the gap between the ERP data in AWS S3 and Salesforce. This not only empowered the sales and customer service teams with real-time data but also streamlined the entire reporting process, solidifying the customer’s position as a data-driven manufacturing and distribution leader.