About Melonleaf
Awards
Our Team
Events
Webinars
Blogs
Press Releases
Salesforce
Alliance Partners
Healthcare Prowess
Logistics
Real Estate
Automotive Industry
Education Industry
Manufacturing
Media & Entertainmet
Nonprofit
Insurance
Aerospace & Defence
Get in touch with our certified consultants and experts to explore innovative solutions and services. We've empowered companies across various domains to transform their business capabilities and achieve their strategic goals. Schedule a Call
JD Edwards and Salesforce Integration for Seamless Data Synchronization
We integrated JD Edwards with Salesforce to address the inefficiencies that our Defense client was facing due to manual efforts and a lack of automated syncing processes.
Customer
Military Equipment Distributor
Country / Region
United States
Industry
Defense & Aerospace
Highlights
Real-time ERP-CRM Sync
Automated Data Flow Setup
On-Demand ERP Record Fetch
Error-Free System Integration
Client Requirements
Unified Data Ecosystem
The client needed an integrated digital environment where both JD Edwards ERP and Salesforce CRM could communicate in both ways, inbound and outbound. It was their desire that all the departments could work concurrently and on current data irrespective of the platform being utilized.
Elimination of Manual Processes
The company significantly used manual processes of data transfers through Excel and .csv files from JD Edwards to Salesforce. Not only was this a waste of considerable time, but it also resulted in errors and data inconsistency. The client had to have an automated process that would do away with these time-consuming processes.
Key Records synchronization
It was a matter of great concern that the records, like Accounts, Contacts, Products, and Price Books, that fell under this category be automatically synchronized between two platforms so that information is the same under both sales and operations.
ERP Data Visibility in Real-time
The sales and customer support communities needed to have the capability to update, retrieve, and access their up-to-date data in JD Edwards in real-time, without toggling between the two systems or waiting to get updates at periodic intervals.
Challenges
Siloed Systems
By having JD Edwards and Salesforce as independent systems, the data in these systems that are considered critical to the business, like customer profiles, pricing, and inventory details, were not synchronized. This caused differences between the sales team’s view of Salesforce and the operations handled by JD Edwards.
Inconsistent Data
Manual synchronization caused regular cases of old, duplicated, or absent data. It happened that any change in any system would take hours or days to replicate in another, which led to inefficiencies and a threat to customer experience.
Time-Intensive Workflows
Import-based record updates through Excel added delays to decision-making, fulfillment, and reporting. Teams used to spend precious hours consolidating and verifying data by using their hands manually.
Inability to Access Live Data
As there was no live ERP data in Salesforce, operational teams could not make accurate decisions regarding the inventory, price changes, and transactions with clients without referring to other departments.
Solutions
Two-way API Integration
We implemented REST API to integrate with Salesforce and JD Edwards in real time. This enabled communication between the two platforms to be made bi-directionally so that data is held consistently and immediately available within systems.
Automated Syncing Workflows
Our automation workflows occur whenever an important record is created or updated: accounts, contacts, products, and price books. This guarantees that the workforce gets the best information at all times.
Real-time Data Access
We developed a Lightning Web Component (LWC) to meet the demand for live data access. This component was set up to automatically retrieve updated data from JD Edwards to Salesforce. Each time a Salesforce user views a record, they always show the user the current and most updated data.
Inbound Data Services
We created a secure, scalable flow to process incoming data to JD Edwards using Apex web service classes. The services made sure that an upgrade of ERP was handled and regularly mapped and integrated into the Salesforce seamlessly.
Sync your ERP and CRM with integration services provided by Melonleaf Consulting. Contact us now.
Technical Stack
Build Your Mobile App Today
Build Your Solution With Us
COMPANY
A leading US-based manufacturer specializing in high-quality equipment and solutions, serving global clients across emergency, defense, and industrial sectors.
Conclusion
Through the two-way integration of a highly functional system between JD Edwards and Salesforce, the client has been able to change its data management into a systematic, automated environment that was characterized by partial and manual data management earlier. This solution not only solved redundant problems and enhanced accuracy of data but also gave the operations teams real-time access to business-critical information.
This integration has paved the way for better customer experiences, quicker decision-making, and scalable growth. With high-end automation, intuitive components, and connectivity through APIs, the client has been provided with a system that is future-compatible to align business processes with front-end customer interaction, generating a new scope of business-centering operation and business agility.
Benefits
- 95% reduction in manual data entry
- Real-time synchronization between CRM and ERP systems
- Increased accuracy and data redundancy
