Transforming the Energy Industry through SAP-Salesforce Integration | Unifying Operations and Customer Experience
The oil and gas sector continues to navigate volatile commodity prices, tightening regulations, and rising customer expectations shaped by digital-first experiences. For decades, SAP has been a cornerstone of the industry, powering mission-critical operations and customer-facing processes. From ERP to CRM and industry-specific solutions, SAP has long been a strong and trusted player in managing both operational excellence and customer relationships.
At the same time, Salesforce has emerged as a leading engagement platform, recognised for rapid innovation, intuitive user experiences, and AI-driven capabilities across sales, service, and field operations. Today, the conversation is not about replacing one platform with another, but about how SAP and Salesforce can work together to create connected, intelligent, and customer-centric energy enterprises.
The Power of SAP-Salesforce Integration: A Complementary Approach
SAP: The Digital Core with Enterprise-Grade CX
SAP remains the digital backbone for energy organisations, supporting end-to-end business processes while offering a mature and evolving CX portfolio – including SAP Sales Cloud, Service Cloud, Commerce Cloud, and Customer Data Cloud. Historically, SAP CRM solutions have been deeply embedded in industry workflows, tightly coupled with finance, supply chain, asset management, and regulatory compliance.
Across the energy value chain, SAP enables:
- Upstream: Asset maintenance, project costing, materials procurement
- Midstream: Transportation logistics, scheduling, billing
- Downstream: Retail operations, inventory control, invoicing, and tax compliance
SAP’s strength lies in its process depth, transactional integrity, and compliance capabilities – making it indispensable for large-scale, asset-intensive operations.
Salesforce: Experience-Led Engagement and Agility
Salesforce complements SAP by focusing on experience orchestration and engagement agility – particularly where intuitive user experiences, mobility, and AI-powered insights are critical.
Salesforce enables:
- Sales teams to manage complex, multi-stakeholder B2B deals
- Service agents to resolve equipment issues, outages, and billing queries
- Field technicians to operate efficiently via mobile-first workflows
- Customers and partners to engage through self-service portals for ordering and tracking
Rather than competing with SAP CX, Salesforce often extends and enhances customer and partner touchpoints, while SAP continues to govern operational truth and financial control.
Proven SAP-Salesforce Integration Experience
Successful coexistence of SAP and Salesforce depends on robust, real-world integration experience – not just platform knowledge.
We have hands-on expertise in integrating Salesforce and SAP environments across energy and utilities landscapes, supporting scenarios such as:
- Order-to-cash
- Quote-to-order
- Field service execution
- Asset visibility
- Customer service enablement
Using SAP Business Technology Platform (BTP) and MuleSoft, we design and implement API-led, event-driven integrations that ensure data consistency, scalability, and performance – while preserving SAP’s role as the system of record.
Building on this delivery experience, we are also investing in pre-built integration content and accelerators, focused on common SAP-Salesforce patterns in energy and asset-intensive industries. These reusable assets reduce integration complexity and speed time-to-value – with more to be released soon.
Technical Outcomes Driving Revenue Growth
- Real-Time Data Synchronisation and Access
Sales, service, and field teams gain instant access to asset, order, pricing, and customer data – improving order accuracy, shortening sales cycles, and driving revenue growth.
- AI-Powered Predictive Maintenance and Forecasting
AI models built on combined SAP operational data and Salesforce interaction data enable predictive maintenance, optimised scheduling, and proactive demand forecasting – reducing downtime and safeguarding revenue continuity.
- Automated Quote-to-Order and Billing
Salesforce quotes flow seamlessly into SAP finance and project costing modules, minimising manual effort, reducing errors, and accelerating contract approvals and invoicing.
- Mobile-Enabled Field Service
Salesforce Field Service, integrated with SAP asset and work order data, equips technicians with real-time insights – improving first-time fix rates and reducing production impact.
- Partner and Customer Self-Service
Integrated self-service portals allow customers and partners to place orders, track deliveries, and manage accounts independently – reducing operational overhead and boosting satisfaction.
Business Outcomes Achieved
- Increased Operational Efficiency
Field teams access SAP work orders and inventory data via Salesforce mobile apps, accelerating maintenance and reducing asset downtime.
- Elevated Customer and Partner Satisfaction
Unified visibility across SAP and Salesforce ensures consistent communication, higher first-call resolution, and reliable real-time updates.
- Improved Sales and Finance Alignment
Integrated opportunity, costing, and contract data enable more profitable bidding and accurate forecasting.
- Enhanced Compliance and Financial Control
Unified ERP and CX data support precise invoicing, taxation, auditing, and regulatory reporting.
- Greater Agility and Growth
Automated workflows and real-time insights help organisations respond quickly to market shifts and customer needs.
Case Study: Midstream Pipeline Operator
A regional midstream pipeline operator integrated Salesforce Sales Cloud and Field Service with SAP S/4HANA using MuleSoft. Field teams gained mobile access to job details and parts availability – reducing the service backlog by 40%, accelerating job completion by 60%, and enabling real-time delivery ETAs. These improvements significantly enhanced operational reliability and customer satisfaction.
Looking Toward Intelligent and Autonomous Operations
The convergence of SAP and Salesforce enables:
- Predictive maintenance powered by IoT and AI-driven dispatching
- Integrated demand forecasting and logistics optimisation
- Automated compliance and reporting from unified ERP and CX data
This integrated approach lays the foundation for a connected, intelligent energy enterprise – where operational precision meets customer-centric responsiveness.
On Device Solutions: Proven SAP-Salesforce Integration Expertise
We specialise in integrating SAP and Salesforce environments for complex, asset-intensive industries such as energy and utilities. Our work is grounded in real delivery experience – ensuring integrations are scalable, secure, and aligned with enterprise governance.
Our capabilities include:
- Proven experience integrating SAP S/4HANA, SAP CX, and SAP BTP with Salesforce Sales, Service, and Field Service Clouds
- API-led and event-driven integration patterns using MuleSoft and SAP BTP
- Industry-aware data models that protect SAP data integrity while enabling real-time customer and field insights
- A growing library of pre-built integration accelerators and reusable content – designed to reduce delivery time and integration risk
By combining platform expertise with deep energy industry knowledge, we help organisations reduce integration complexity, accelerate time-to-value, and confidently scale their SAP–Salesforce ecosystems. Contact us today to schedule a discovery session.
