About Customer 360

The SAP-integrated Customer 360 solution is a collection of ready-to-use Overcast Components for a true end-to-end 360-degree view of your customer within Salesforce to provide faster and better customer insights to your users.

Customer 360 offers the replication of business partners and materials from SAP into Salesforce, as well as real-time access to SAP order, invoice and delivery data, quote history, pricing details, and more – all without leaving the Salesforce CRM workspace.

Customer 360 can be combined with other Overcast components from our component library, as well as with custom-built components connecting to SAP and non-SAP data sources.

This page will describe the prerequisites for using the Customer 360 solution and explain in which order the components should be installed.

Prerequisites

Before you install the Customer 360 components, please make sure that the following steps are executed:

1. Install Overcast and setup an endpoint
2. Install the Overcast Components Package
3. Setup a connection string that points to your SAP backend system and one pointing to your Salesforce Org. 

Installation of Customer 360 Components

When installing the Customer 360 components, the following order should be used:

1. SAP Customer Replication
2. SAP Material Replication
3. SAP Currency Rate Replication
4. SAP Sales Overview
5. SAP Actuals vs. Forecast
6. SAP Credit Status (SAP ECC) or SAP S/4 HANA Credit Status
7. SAP Sales Order History
8. SAP Sales Order History per Opportunity
9. SAP Sales Order History per Opportunity w/o Order
10. Sales Order Management or Enhanced Sales Order Management
11. SAP Sales Order Replication
12. SAP Invoice History
13. SAP Invoice History per Opportunity
14. SAP Invoice History per Order
15. SAP Delivery History
16. SAP Delivery History per Opportunity
17. SAP Delivery History per Order
18. SAP Payment History
19. SAP S/4 HANA Business Partner Details
20. SAP Attachments or SAP Attachments for ArchiveLink