To deliver the scenario, I’m going to create an Alteryx workflow that extracts Account and Opportunity data from SFDC and blends it with Customer and Customer Credit Management data from SAP. I’ll then apply a formula to the blended data to identify Opportunities which, if converted into Orders or Contracts, will result in the Customer Credit Limit being breached. Finally, I’ll split the categorized data into two outputs: A list of Opportunities that will breach the Customer Credit Limit and a list of Opportunities which have sufficient Credit Limit coverage.
Let’s get started.
Identifying the source of data in Salesforce.com
In my SFDC system I have some basic Account data that I’m interested in. Specifically, the Account Name and Account Number.
On the Opportunity, I’m interested in the Account and the Amount.
Identifying the source of data in SAP
At the transaction code level, I can access the Customer Master record using transaction VD03 or XD03. This will provide me with the Customer Number and Customer Name.
In this scenario I’m going to use the SAP Table Connector. The Customer data I need is stored in table KNA1 (General Data in Customer Master). You can see the table level view of this data using transaction SE16 or SE16N.
I’m also going to use the ACS Table Connector to access this data.
Extracting data from Salesforce.com
For the SFDC Opportunity extract I’ve used a Custom Query because I only want to extract Opportunity data where the status of the Opportunity is not, “Closed”.
For the Account data I’m using the Query Builder function and have selected the fields that I’m interested in. I’m most interested in the “Id” field and the “Name” field.
In Alteryx, I use the Join tool to do this.
Extracting data from SAP
As a starting point I drag the SAP Logon tool onto the canvas, enter my ACS license key and search for my available SAP Servers.
Drag the SAP Table connector on to the canvas and link it to the SAP Logon tool. This ensures that the SAP system credentials are passed from the SAP Logon tool to the other SAP connector tools without me having to reenter my login details.
Choose the SAP system you want to use with the SAP Table tool.
I’m going to extract data from the General Data in Customer Master table or KNA1. I’m primarily interested in the Customer Number (KUNNR) and Name (NAME1).
Blending the data from Salesforce.com and SAP
Apply a simple formula to the blended data from Salesforce.com and SAP
For this, I’m going to use the Filters tool.