lebanon-france © 2011lebanon-france © 2011 1 work placement presentation by elie matta development...

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UNIVERSITE DE BOURGOGNE UNIVERSITÉ ANTONINE UFR Sciences et Techniques Faculté d’ingénieurs en Informatique, Département d’Informatique Multimédia, Réseaux et Télécom.

LEBANON-FRANCE © 2011

WORK PLACEMENT PRESENTATIONby Elie Matta

Development on Cloud-Based CRMSynchronization and migration from a web application to a CRM solution

Friday, 15th of July 2011

Outline1. Introduction

A. Context of the internship

B. Objectives

2. Analysis and design

A. Background research

B. Workflow

C. Database architecture

D. UML diagrams

3. Development and verification

A. Stored procedures and implementation

B. Datamaps and simulation

C. Results

D. Verification

4. Conclusion2

A. Context of the internship

1.PRIVACY APPLIED

2.Functional requirements

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The tech division of PRIVACY APPLIED:1. Leader in e-catalogue & B2B solutions[1]2. Offers solutions for data interchanges3. Certified by GS1 standards

Reduce duplicati

onData

analysis

Web Application1. PRIVACY APPLIED2.PRIVACY APPLIED3.PRIVACY APPLIED

Cloud-based CRM[2]

1. Structured data2. Report management3. High customization

Outline1.IntroductionA.ContextB.Objectives

2.Analysis and designA.Background research

B.WorkflowC.DatabaseD.UML

3.Development and verificationA.Implementation

B.DatamapsC.SimulationD.Results

4.Conclusion

1. Introduction

PRIVACY APPLIED

PRIVACY APPLIED

B. Objectives

1. Synchronization between SFDC and PRIVACY APPLIED :

i. Clients

― Information (id, Name, etc.)

― Details (Number of Offers, Turnovers, etc.)

ii. Users

― Details (Name, id, email, etc.)

― Relation with clients

2. Invoice management in SFDC for clients:

i. Type of invoices

ii. Automated calculations

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1. Introduction

→ Time Sheet: Daily Tasks and Accomplishments






4.Conclusion

2. Analysis and DesignA. Background research

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Apatar Open Source Data Integration & ETL[3], an open source data integration :

1.Better synchronization than the native data loader in SFDC

2.Connectivity to MS SQL 2005 and more…

3.Native support of salesforce.com custom objects and custom fields.

4.Easy customization5.Platform-independent6.Takes into consideration the SFDC

requirements for implementation [4]






4.Conclusion

WorkFlow

Java Batch

2. Analysis and Design

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Stored Procedures

Pages

Windows Task Schedu

ler

Backup File

Original File

Task Schedu

ler

WebServices API

Objects

Classes






4.Conclusion

2. Analysis and Design1. Database Architecture

Analyzed PRIVACY APPLIED database:

― Industrials data: Name, id, etc.

― Languages and currencies

― Telecommunication: Telephone, Email, etc.

― Data transmission: Request for Offers, etc.

― Activity types: Send/receive between the distributors

― Product information: id, size, etc.

― Product packaging: Group divisions, etc. 7






4.Conclusion

2. Analysis and Design2. UML diagrams

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4.Conclusion

PRIVACY APPLIED

3. Development and Verification

1. Stored procedures

2. Project implementation

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1. EQ_GetInfo2. EQ_GetInfoParAnnee3. EQ_GetVend

Packages to implement UML diagrams

Property files

External libraries for eqLibrary

Batch files to be triggered






4.Conclusion

PRIVACY APPLIED


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4.Conclusion

Simulation for runnerHelp.bat :

PRIVACY APPLIED


3. Salesforce.com CRM

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Customer Relationship Management based on cloud computing

Custom objects Custom fields for multiple informationCustom pages for representation






4.Conclusion


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4. Apatar datamap for synchronizing activities:

Clients

existing in

SFDC

XML to

Sync.

Join on ID

Upsert activit

ies data






4.Conclusion


1. Simulation for synchronizing activities

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Synchronization successful for 1500 activity in 1 min 40 seconds using WebServices API sending SOAP messages






4.Conclusion

PRIVACY APPLIED


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2. Invoice management in Salesforce.com CRM





B.Apatar datamap

C.SimulationD.Results

4.Conclusion

PRIVACY APPLIED

PRIVACY APPLIED






4.Conclusion


3. Verifying results in Salesforce.com CRM

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Custom Tabs

Client details using custom fields

Activities list using

Invoice management using

Relateled lookup field

PRIVACY APPLIED

PRIVACY APPLIEDPRIVACY APPLIED

PRIVACY APPLIED

Conclusion1. Analyzed the functional requirements

2. Executed and validated the entire workflow life-cycle

3. Developed “in the cloud” using Apex, the #1 on-demand programming language [5]

4. Fulfilled all the objectives

Future work

5. Migrate to Professional Edition

6. Use opportunities, modules, googlemaps, …

7. Benefit from all aspects of cloud computing

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4.Conclusion

References[1] PRIVACY APPLIED, company, PRIVACY APPLIED

[2] Salesforce.com Client Relationship Managmenet, www.salesforce.com

[3] Apatar Open Source Data Integration & ETL, www.apatar.com/

[4] Salesforce, Implementation Considerations, www.salesforce.com/us/developer/docs/api/Content/implementation_considerations.htm#topic-title_request_metering

[5] Apex Code: The World's First On-Demand Programming Language , Salesforce, wiki.developerforce.com/index.php/Apex_Code:_The_World's_First_On-Demand_Programming_Language

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Thank you for your attention

Feel free to ask any question

lebanon-france © 2011lebanon-france © 2011 1 work placement presentation by elie matta development...

Documents

context b

implementation b

background research

workflow c

internship b

datamaps c

simulation c

privacy applied database