The best way to Construct Provider Analytics With Salesforce SAP Integration on Databricks
Provider knowledge touches practically each a part of a company — from procurement and provide chain administration to finance and analytics. But, it’s typically unfold throughout programs that don’t talk with one another. For instance, Salesforce holds vendor profiles, contacts, and account particulars, and SAP S/4HANA manages invoices, funds, and common ledger entries. As a result of these programs function independently, groups lack a complete view of provider relationships. The result’s gradual reconciliation, duplicate information, and missed alternatives to optimize spend.
Databricks solves this by connecting each programs on one ruled knowledge & AI platform. Utilizing Lakeflow Join for Salesforce for knowledge ingestion and SAP Enterprise Information Cloud (BDC) Join, groups can unify CRM and ERP knowledge with out duplication. The result’s a single, trusted view of distributors, funds, and efficiency metrics that helps each procurement and finance use circumstances, in addition to analytics.
On this how-to, you’ll learn to join each knowledge sources, construct a blended pipeline, and create a gold layer that powers analytics and conversational insights by way of AI/BI Dashboards and Genie.
Why Zero-Copy SAP Salesforce Information Integration Works
Most enterprises attempt to join SAP and Salesforce by way of conventional ETL or third-party instruments. These strategies create a number of knowledge copies, introduce latency, and make governance troublesome. Databricks takes a unique strategy.
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Zero-copy SAP entry: The SAP BDC Connector for Databricks offers you ruled, real-time entry to SAP S/4HANA knowledge merchandise by way of Delta Sharing. No exports or duplication.
Determine: SAP BDC Connector to Native Databricks(Bi-directional) - Quick Salesforce Incremental ingestion: Lakeflow connects and ingests Salesforce knowledge repeatedly, holding your datasets contemporary and constant.
- Unified governance: Unity Catalog enforces permissions, lineage, and auditing throughout each SAP and Salesforce sources.
- Declarative pipelines: Lakeflow Spark Declarative Pipelines simplifies ETL design and orchestration with computerized optimizations for higher efficiency.
Collectively, these capabilities allow knowledge engineers to mix SAP and Salesforce knowledge on one platform, decreasing complexity whereas sustaining enterprise-grade governance.
SAP Salesforce Information Integration Structure on Databricks
Earlier than constructing the pipeline, it’s helpful to grasp how these elements match collectively in Databricks.
At a excessive stage, SAP S/4HANA publishes enterprise knowledge as curated, business-ready SAP-managed knowledge merchandise in SAP Enterprise Information Cloud (BDC). SAP BDC Join for Databricks allows safe, zero-copy entry to these knowledge merchandise utilizing Delta Sharing. In the meantime, Lakeflow Join handles Salesforce ingestion — capturing accounts, contacts, and alternative knowledge by way of incremental pipelines.
All incoming knowledge, whether or not from SAP or Salesforce, is ruled in Unity Catalog for governance, lineage, and permissions. Information engineers then use Lakeflow Declarative Pipelines to affix and rework these datasets right into a medallion structure (bronze, silver, and gold layers). Lastly, the gold layer serves as the inspiration for analytics and exploration in AI/BI Dashboards and Genie.
This structure ensures that knowledge from each programs stays synchronized, ruled, and analytics and AI prepared — with out the overhead of replication or exterior ETL instruments.
The best way to Construct Unified Provider Analytics
The next steps define the right way to join, mix, and analyze SAP and Salesforce knowledge on Databricks.
Step 1: Ingestion of Salesforce Information with Lakeflow Join
Use Lakeflow Join to carry Salesforce knowledge into Databricks. You possibly can configure pipelines by way of the UI or API. These pipelines handle incremental updates mechanically, guaranteeing that knowledge stays present with out handbook refreshes.
The connector is totally built-in with Unity Catalog governance, Lakeflow Spark Declarative Pipelines for ETL, and Lakeflow Jobs for orchestration.
These are the tables that we’re planning to ingest from Salesforce:
- Account: Vendor/Provider particulars (fields embrace: AccountId, Identify, Trade, Kind, BillingAddress)
- Contact: Vendor Contacts (fields embrace: ContactId, AccountId, FirstName, LastName, Electronic mail)
Step 2: Entry SAP S/4HANA Information with the SAP BDC Connector
SAP BDC Join offers dwell, ruled entry to SAP S/4HANA vendor fee knowledge on to Databricks — eliminating conventional ETL, by leveraging the SAP BDC knowledge product sap_bdc_working_capital.entryviewjournalentry.operationalacctgdocitem—the Common Journal line-item view.
This BDC knowledge product maps on to the SAP S/4HANA CDS view I_JournalEntryItem (Operational Accounting Doc Merchandise) on ACDOCA.
For the ECC context, the closest bodily buildings had been BSEG (FI line gadgets) with headers in BKPF, CO postings in COEP, and open/cleared indexes BSIK/BSAK (distributors) and BSID/BSAD (prospects). In SAP S/4HANA, these BS** objects are a part of the simplified knowledge mannequin, the place vendor and G/L line gadgets are centralized within the Common Journal (ACDOCA), changing the ECC strategy that always required becoming a member of a number of separate finance tables.
These are the steps that should be carried out within the SAP BDC cockpit.
1: Log into the SAP BDC cockpit and take a look at the SAP BDC formation within the System Panorama. Hook up with Native Databricks through the SAP BDC delta sharing connector. For extra data on the right way to join Native Databricks to the SAP BDC so it turns into a part of its formation.
2: Go to Catalog and search for the Information Product Entry View Journal Entry as proven beneath
3: On the info product, choose Share, after which choose the goal system, as proven within the picture beneath.
4: As soon as the info product is shared, it can come up as a delta share within the Databricks workspace as proven beneath. Guarantee you could have “Use Supplier” entry as a way to see these suppliers.
5: Then you may mount that share to the catalog and both create a brand new catalog or mount it to an present catalog.
6: As soon as the share is mounted, it can replicate within the catalog.
Step 3: Mixing the ETL Pipeline in Databricks utilizing Lakeflow Declarative Pipelines
With each sources accessible, use Lakeflow Declarative Pipelines to construct an ETL pipeline with Salesforce and SAP knowledge.
The Salesforce Account desk often consists of the sphere SAP_ExternalVendorId__c, which matches the seller ID in SAP. This turns into the first be a part of key on your silver layer.
Lakeflow Spark Declarative Pipelines can help you outline transformation logic in SQL whereas Databricks handles optimization mechanically and orchestrates the pipelines.
Instance: Construct curated business-level tables
This question creates a curated business-level materialized view that unifies vendor fee information from SAP with vendor particulars from Salesforce that’s prepared for analytics and reporting.
Step 4: Analyze with AI/BI Dashboards and Genie
As soon as the materialized view is created, you may discover it straight in AI/BI Dashboards let groups visualize vendor funds, excellent balances, and spend by area.They assist dynamic filtering, search, and collaboration, all ruled by Unity Catalog. Genie allows natural-language exploration of the identical knowledge.
You possibly can create Genie areas on this blended knowledge and ask questions, which couldn’t be accomplished if the info had been siloed in Salesforce and SAP
- “Who’re my prime 3 distributors whom I pay essentially the most, and I would like their contact data as effectively?”
- “What are the billing addresses for the highest 3 distributors?”
- “Which of my prime 5 distributors are usually not from the USA?”
Enterprise Outcomes
By combining SAP and Salesforce knowledge on Databricks, organizations achieve an entire and trusted view of provider efficiency, funds, and relationships. This unified strategy delivers each operational and strategic advantages:
- Sooner dispute decision: Groups can view fee particulars and provider contact data facet by facet, making it simpler to research points and resolve them shortly.
- Early-pay financial savings: With fee phrases, clearing dates, and internet quantities in a single place, finance groups can simply establish alternatives for early fee reductions.
- Cleaner vendor grasp: Becoming a member of on the
SAP_ExternalVendorId__csubject helps establish and resolve duplicate or mismatched provider information, thereby sustaining correct and constant vendor knowledge throughout programs. - Audit-ready governance: Unity Catalog ensures all knowledge is ruled with constant lineage, permissions, and auditing, so analytics, AI fashions, and studies depend on the identical trusted supply.
Collectively, these outcomes assist organizations streamline vendor administration and enhance monetary effectivity — whereas sustaining the governance and safety required for enterprise programs.
Conclusion:
Unifying provider knowledge throughout SAP and Salesforce doesn’t must imply rebuilding pipelines or managing duplicate programs.
With Databricks, groups can work from a single, ruled basis that seamlessly integrates ERP and CRM knowledge in real-time. The mix of zero-copy SAP BDC entry, incremental Salesforce ingestion, unified governance, and declarative pipelines replaces integration overhead with perception.
The end result goes past quicker reporting. It delivers a linked view of provider efficiency that improves buying choices, strengthens vendor relationships, and unlocks measurable financial savings. And since it’s constructed on the Databricks Information Intelligence Platform, the identical SAP knowledge that feeds funds and invoices also can drive dashboards, AI fashions, and conversational analytics — all from one trusted supply.
SAP knowledge is usually the spine of enterprise operations. By integrating the SAP Enterprise Information Cloud, Delta Sharing, and Unity Catalog, organizations can prolong this structure past provider analytics — into working-capital optimization, stock administration, and demand forecasting.
This strategy turns SAP knowledge from a system of report right into a system of intelligence, the place each dataset is dwell, ruled, and prepared to be used throughout the enterprise.