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Cloud Data Replication

www.InformaticaCloud.com

http://www.twitter.com/infacloud

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Thank You For Your Reviews!

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Salesforce Customers Have Spoken…

“All I can say is Wow!”

“We have a lot of reporting needs that Salesforce’s integrated reports/dashboards just won’t support.”

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Salesforce Customers Have Spoken…

“Solution is for you if you want a simple, affordable, reliable and secure way to backup your Salesforce.com data.”

“…setup and configuration was a snap.”

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Salesforce Customers Have Spoken…

“Informatica was hands-down the best option for us.”

“…our application required automatic detection and replication of schema changes.”

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Today’s Agenda

• Review primary cloud data replication use cases

• Informatica Cloud deep dive

• Best practices

• Discussion

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Primary Cloud Integration Use Cases:

Load Data Synchronize Data Replicate DataCleanse Data

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Why Replicate Your Cloud Data?

“local control”“data warehousing”

“store and maintain a local, separate copy”

“integration with other apps”

“data mining, custom reporting, analytics”

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Why Replicate Your Cloud Data?

Back-Up / Archiving

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Reporting / Analytics

Automate Change Detection

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Bottleneck: Agility and Availability

• The Challenge: How can we quickly make the right data available to the right people in an automated and accessible fashion?

SQL Knowledge Required

Multiple Business-

Management Databases

No Extract Automation Outside

of IT

Rapid Expansion = Many New

Fields

Constrained IT Resources

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The Result…

• Many ad-hoc exports via the data loader

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The Solution: Informatica Cloud

• Business-managed

• Point-and-click replication and exports (vs. API-based replication)

• Variety of endpoints – csv, FTP, SQL

• Easy automation and setup (<10 minutes, vs. months…)

www.InformaticaCloud.com

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Results: Massive Improvements in Agility, Accessibility, and Time Savings

• Daily replication into business-managed reporting databases

One-click

initiation of

multi-object

extracts for list

generation or

import into

other systems

Direct

placement of

CSV files on

vendor FTP

sites for list

scrubbing

Fast setup for

any business

unit requiring

data exports

from either

Salesforce

instance (B2C

or B2B)

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Results: Massive Improvements in Agility, Accessibility, and Time Savings

• Daily replication into business-managed reporting databases

One-click

initiation of

multi-object

extracts for list

generation or

import into

other systems

Direct

placement of

CSV files on

vendor FTP

sites for list

scrubbing

Fast setup for

any business

unit requiring

data exports

from either

Salesforce

instance (B2C

or B2B)

No More Bottleneck, No More Manual Extract/Compilation

No More Bottleneck, No More Manual Extract/Compilation

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The Challenge We Faced: Reporting

• Now that we have migrated to salesforce.com... • How do we report on the

salesforce.com data?

• How can we use the salesforce.com data in the Janus data warehouse?

• How can other processes use the salesforce.com data?

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Why Informatica Cloud?

• Having the data back here atJanus vs. keeping in the cloud• Allows us to use our BI tools

(Business Objects / Cognos)

• Handles CRM changes effectively with no coding• Frequent changes to data types, new fields, removed fields

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Results:

• Very very little "knob turning" needed to keep process working • “Set and forget” data replication

• Can quickly add new objects or fields to the Janus copy in ~5 minutes

• Can configure multiple schedules

• Built out a Business Objects universe for different business groups

www.InformaticaCloud.com

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Results:

• Informatica Cloud is now becoming more and more important to reporting across the enterprise• Especially as we are joining the salesforce.com data up

with other data within the enterprise

• The ability to quickly deploy/fix code using the SaaS model allows for lower downtime and quicker turn-around of user requests

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Informatica Cloud Demonstration

Your Company

Secure Agent

DB/File Interfaces

RDS

www.InformaticaCloud.com

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Data Replication for Compliance

Data Replication for Business Intelligence

Automated Change Detection

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Informatica Cloud Services Data Replication Capabilities Include…

Archive all Salesforce data, including any custom objects or fields into local database

Backup data to comply with existing regulations and internal corporate governance policies

Automatically detect schema changes in Salesforce and reflect those changes in the target schema

Full or changed data capture replication High performance: move millions of rows per day Broad source and target database support

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Key Features by Informatica Cloud Edition

• Hybrid platform• PowerCenter incl.

• Ad hoc load/extract• Salesforce + database and files

Data Loader Service

Express

• Pay-per-use billing• Salesforce + database and files • Scheduling and support

Standard

• Replication and data quality

Enterprise

Basic

• Any-to-any app sync• Advanced features (taskflow, lookup, etc.)

http://www.informaticacloud.com/products/editions.html

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Data Replication Success Stories

Automated data replication every 5

minutes, 20 minutes, and daily archival / backup

“If you are building a new Force.com application with

complex data replication

requirements and you need to move

data in a quick, efficient and

manageable way, who do you turn

to?”

Implemented Informatica Data

Replication service DRS to keep an up-to-the minute copy of Salesforce.com in a local database

to preserve functionality of

custom applications that were previously integrated with

SalesLogix

Within an hour they had “live”

Salesforce data in a local SQL Server database and had

developed the outer joins and

reports they required.

Fully automated ‘set and forget’

solution operates on predefined schedule and requires no

ongoing staff/maintenance

Implemented Informatica Cloud

Services to replicate

Salesforce for reporting

Robust external customer

reporting from Salesforce.com and back office

systems

360-degree shared views of assets, brokerage data, and customer information

Leveraged investment and skills in existing

business intelligence (BI)

tools by replicating

Salesforce.com data locally

Dealer Services

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• Start small – don’t boil the ocean

• ONE (business) system owner to coordinate job creation and troubleshoot

• Use cloud data integration to move TOWARDS “One Version of the Truth”

• Not to proliferate redundant data sources

• Become the “Path of Least Resistance” to avoid rogue integrations (via Data Loader) by impatient business units

• Keep an open relationship with IT• It’s not a competition! You’re taking work off their

shoulders (that they may not want anyway!)

Recommendations:

ITBusinessManager

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Advice/Tips:

• Know/understand salesforce.com changes• Know what’s changing, know the limits, know all the options for different design

approaches

• Be a part of the change process - tight relationships with the CRM team is a must !

• Make changes in Sandbox (dev) first and monitor

• Only sync objects you need

• Make use of blackout schedules and task flow

• Test, test, test…• Time the migration, test what happens to indexes, views, etc. for objects being

replicated using Informatica Cloud

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Join the Community!

https://community.informatica.com/community/products/informatica_cloud

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Resources

• http://www.InformaticaCloud.com