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Full session information and video available at Successforce.com.TRANSCRIPT
Proven Techniques for salesforce.com Integration
Patrick Nolan, Brocade
Srini Saripalli, InfoSTEP
Tom Ewing, Tumbleweed Communications
Todd Funasaki, Informatica
Admin III: Expanding into New Areas
Safe Harbor Statement
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Patrick Nolan
Data Architect
Srini Saripalli
Solution Architect
Tom Ewing
Manager IS Business Systems
Todd Funasaki
Director, On Demand Integration
Moderated By:
Proven Techniques for salesforce.com Integration
Proven Leadership:
Gartner, Inc., “Magic Quadrant for Data Integration Tools, 2006” by Ted Friedman, Mark A. Beyer, Andreas Bitterer, November 22, 2006 The Gartner Magic Quadrant is copyrighted 2006 by Gartner, Inc., and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner’s
analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the “Leaders” quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. The Magic Quadrant graphic was published by Gartner, Inc., as part of a larger research note and should be evaluated in the context of the entire report. The Gartner report is available upon request from Informatica.
Positioned in the leaders quadrant in Gartner’s Magic Quadrant for Data Integration Tools, 2006
Over 2,800 Customers Worldwide Resold or Embedded by:
Gartner Magic Quadrant for Data Integration Tools, 2006
&
Informatica Integration Pack (iPack)Now You Can Afford the Best!
DW
SCM
ERP
CRM
CustomApps
Starting at$2500/mo!
Informatica On Demand ServicesNo hardware & No Software
DW
SCM
ERP
CRM
CustomApps
www.informaticaondemand.com
Data Migration
Data Synchronization
Data Quality
Data Replication
• INDUSTRY: Manufacturing
• EMPLOYEES: 3000+
• GEOGRAPHY: Global
• # USERS: 500+ SalesForce / 900+ Business Objects
• PRODUCT(S) USED: Salesforce SFA, 3 AppExchange applications
• Founded in 1995• Worldwide headquarters in San Jose, CA• Brocade is the leading provider of networked storage solutions that help
organizations connect, share, and manage their information.
Challenge:Over 50% of our IT budget spent on building and maintaining “custom” integration among legacy systems
Operations Finance Supply Chain
Led to: Data silos – islands of integration between applications Inconsistent and inaccurate business data across the enterprise
Solution:• Consistent and Centralized Approach to integration
Brocade Data Integration Challenge
CRM Legacy, etc.
Worldwide salesforce.com Deployment
Salesforce Application (implemented 2006) Transition from legacy home grown SFA application to Salesforce Over 500 sales users world wide
Data Warehouse Integration and Reporting Leverage Salesforce data for operational and financial reporting and
analysis via the Data Warehouse and Business Objects Synchronize (Oracle Apps ERP) internal operational, HR, and
accounting data to Salesforce
Brocade Data Warehouse
Informatica PowerCenter provides data integrationvia a point and click graphical user interface
2001
DataWarehouse
>300 GB
ManufacturingData Systems
Costing Application
2002/2006
2002/2003
Multiple Home-Grown
Apps
2007
Partner End-User
Registration
2005
2006
2005
MultidimensionalRevenue Forecasting
2000/2001
2000/2001
2007 Extensions
AppExchange extensions andSalesforce WSDL extensions are nowroutinely added to the DataWarehouse via the samePowerCenter point and clickinterface
DataWarehouse
Partner End-User
Registration
Commissions
Deals Desk /Quoting
ServicesProject Manager
2007/8
Nuts and Bolts
Team Size• (1/4 FTE) Business Systems Analyst• (1/4 FTE) ETL / Business Objects Developer
Production (enhancement) Releases Monthly
PowerCenter Salesforce Interface• Data Volumes (all SFDC records touched)
• > One Million Records Extracted Nightly• > 30 Thousand Inserts and Updates Nightly
• Load Time to Data Warehouse < 30 minutes• Meta Code Management (picklists)• Soft Delete Processing• Weekly Snapshots for Trending
• E.g. This quarter, Last quarter, This quarter last year
FY ‘08 Salesforce/Oracle 11i Initiative
Brocade Customer Hub (BCH)
Standardization of data through use of data cleansing strategies
Master Data Management (MDM) – standardize customer, product, supplier
Customer Data Integration (CDI) – 360 degree view of the customer
Near Real Time analytics and reporting
Solutions and Services Architecture and Roadmap Integration & Business Intelligence Services eLustro on Demand - Feedback Management MDM On Demand
2+ Years of SFDC Experience Implementation for SMBs and Enterprises AppExchange Partner Informatica Partner
Create a Data Integration Foundation for the next generation of connected
business processes
Today’s Customer Case Study
One of the top networking companies in the world
15000+ salesforce.com user baseClient’s Objective:
Data Integration Options Evaluated
EAI Vendor (used by other departments) Real-time integration
Business process monitoring
EII (multiple potential vendors) Virtual data federation
Informatica (used by other departments) Batch data movement
Real-time integration
Virtual data federation (EII)
Complex data transformation
Evaluation Criteria and Approach
Evaluation Criteria Test and Measure each Integration
option based on:• Performance• Business Process Capabilities• Reliability• Resiliency
Approach: POC Test against 2 complex Integration
Scenarios Near - Production simulation
Integration Use Cases
Sales Hierarchy and Territory
Systems
?
Scenarios Challenges1. Territories, Sales Hierarchies and
Assignment Information
Synchronization
Complicated business rules, parent territory updates
Proximity of applications, infrastructure limitations
Real time connectivity with Siebel
2. Accounts Coverage Synchronization High volume of data
Country specific deployment
Debugging challenges due to process complexity
Change data capture from salesforce.com
Salesforce data replication latency
Salesforce batch size restrictions
Legacy
Accounts
Enterprise Data Integration ArchitectureData Integration Foundation Implemented
https,gzip
Extract
TerritoryHierarchy,User assignments
Proxy1. Territory-AccountAssignments2. Account ownership
Partner Acct. Owner + Account Teams
Partner AccountAttributes
PartnersSystems
SalesforceLocalCopy
ExceptionHandling
ChannelData
PartnerData
Enterprise Data Synchronization
JMS Server / Message Queue
SalesHierarchy
TerritoryTool
Customer
HR
Support
Accounting
CommonData Models
Data Sources
Territory
Address
Products
Informatica Managed Data Processing
Target 1
Target 3
Legacy
Data Targets
Under the HoodReference Data Synchronization
Source Mappings
Data captured since last
synchronization
Target Mapping 1
Target Mapping 2
Target Mapping 3
Source Id
Common Source Id maintained to
match and connect source and target
systems
Reference DataTable
Source & Target Ids maintained - Increases real
time synch performance!
Common DataModel to target system transformations
last_extract_time
last_extract_time
last_extract_time
Source data transformed and
mapped to Common Data Model Schema
Success DeliveredIn Production
Before New Integration Framework Data integration processes very
manual
Over 7 days for year-end-close
Scalable and manageable
Able to integrate 16 MM records in less than 5 hours
Reduced year-end-close by over 72 hours
Manual Data Integration + PL/SQL
Just the validation checks took over
10 hours
Automation delivers increase in efficiency
Over 20,000 Sales Hierarchies validations processed
in less than 3 hours
Over a day to process daily integration
jobs
Timely and costly to maintain
Free resources to focus on more strategic tasks
Daily integration jobs process time reduced to less
than 4 hours
Best Practices in Salesforce Integration
Co-Locate Salesforce Related Data Evaluation To Emulate Near Real World Requirements
Understand Integration Latencies & Upstream Data
Publishing.
Educate The Business, Refine The Processes & Improve
Data Governance
Tumbleweed Communications provides world-class innovative security and messaging solutions for organizations of all sizes The Most Security-Conscious Enterprises rely on Tumbleweed including …
• 50% of the Fortune 100• All 4 branches of the U.S. Military• 8 of top 10 U.S. Banks• 8 of top 10 pharmaceuticals
WINNERBest Email Content
Filtering Solution
Secure TransportBest Intellectual Property
Protection
Project Background
Challenges: High executive expectations Wide Variety of Data Sources (Both On-Premise and SaaS Applications)
Saleforce SFA & Marketing information Salesforce Call Center information including Custom Objects Softrax Financial System Other sources
Short delivery timeline One month timeframe to complete Phase I of our Executive Dashboards
Constrained budget “Free” or low cost data integration solution were our only option
Executive Mandate: Instill a corporate culture of Business Intelligence, leveraging and
consolidating data from across the company, delivering timely, reliable and unified functional dashboards
Technical Considerations
Inadequate or Unworkable Integration options ODBC connection to Salesforce
Attempted using AppExchange API• Joining Salesforce data with other data sources (e.g. Finance system) difficult
without significant coding• Time consuming and costly to maintain and extend
Considered a couple of Open Source “workflow integration” tools• Results positive but application supportability major problem
Unacceptable performance with Salesforce ad-hoc queries Simple query against Accounts and Opportunity using ODBC
connection to Salesforce took 10 minutes to “run” (10k rows) Really, this means we needed to have the data located on-
premise to ensure acceptable performance
SolutionOn Demand Data Replication as a Service
Informatica demonstrated On Demand Replication Service for salesforce.com
Same day, registered for free 30 day evaluation www.informaticaondemand.com
Within 1 hour (and with just a web browser): Salesforce Sales information replicated to a local database
instance Within 2 days:
Basic dashboard elements created Within 1 month:
Phase I of Executive Dashboard program in production
SolutionInformatica Data Replication as a Service
www.informaticaondemand.com
On-PremiseOn-Demand
Hyperion BI Suite
Replicated SFDC Data
(On-Premise Applications and Databases)
ExecutiveDashboards
Effective and workable solution
Simple to implement and
manage
Time to implement very
attractive High value vs. cost Simply, it works!
Lessons Learned
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Patrick Nolan
Data Architect
Srini Saripalli
Solution Architect
Tom Ewing
Manager IS Business Systems
Todd Funasaki
Director, On Demand Integration
Informatica
Moderated By:
Proven Techniques for salesforce.com IntegrationQuestions?