Enterprise use case · Salesforce + SAP + Snowflake
CRM and ERP operational analytics
Sales and finance report from different systems and disagree. Pipeline and ERP data are modelled together in Snowflake for operational reporting.
Architecture
One governed run
How it starts: A schedule starts the run.
Step by step
How the process runs
- 01
Context
Salesforce accounts, opportunities and reports, and SAP finance, sales orders and products, are read.
- 02
Normalize
Rules + Code maps accounts to customers and products.
- 03
Load
Snowflake data loading actions load both sources.
- 04
Model
Snowflake tasks build tables and views for reporting.
Control
Human decision and exception path
Human decision
A data owner approves mapping and schema changes.
Exception path
- Unmapped accounts are reported.
- Failed loads are retried.
- Schema drift stops the run.
Evidence
What gets audited
- Source counts.
- Mapping result.
- Load and task runs.
Nexus runs on premises, in private or sovereign cloud, or air-gapped. Credentials stay in the vault, roles decide who can approve, and the execution record stays inside your deployment boundary.
Sovereignty and deploymentRelated
Patterns, connectors and next steps
- Salesforce-SAP integration
Integration pattern · Commercial commitments reach ERP fulfilment and finance without re-keying.
- Salesforce connector
73 pre-built actions
- SAP connector
97 pre-built actions
- Snowflake connector
35 pre-built actions
- Enterprise automation
Governed processes across the systems you already run.
- Order to cash across CRM, ERP and billing
Another enterprise use case.
FAQ
Questions about this use case
- Does Nexus replace any of these systems?
- No. Each system keeps its own records. Nexus runs the process between them and records each decision.
- How does the run start?
- A schedule starts the run.
- What if a step is not covered by a pre-built action?
- Bulk extracts use SAP RFC or OData and Salesforce queries, shaped in Rules + Code.
Use case review
Discuss this use case
Bring your version of the process. We will map the systems, approvals and evidence it needs.