Cloud Integration and Data Management Summer School

Lesson 1: The Essential Guide to Connecting With Salesforce

Clive Bearman, Director of Marketing, Informatica CloudRon Lunasian, Sr. Director Cloud Platform, InformaticaRakesh Bansal, Sr Enterprise Intelligence Analyst, Brocade

Summer School Overview

• Curriculum

• Good News - No test!

• Complete all 3 lessons receive gift card for a summer treat

Lesson Title Date

1Don’t Get Cast Away on a Data Island

The Essential Guide for Connecting to SalesforceTues 6/18

10:00 am PST

2Customer Relationships Don’t End In September

Using Cloud Master Data Management to Deliver a Single View of Your Customer

Thurs 7/1810:00 am PST

3Working from the Beach

Mobilizing Processes for the Smart Phone GenerationThurs 8/15

10:00 am PST

Today’s Lesson

• Goal

• Learn the fastest way to integrate and manage data in Salesforce

• Faculty

• Clive Bearman, Director of Marketing, Informatica Cloud

• Ron Lunasian, Sr. Director Cloud Platform, Informatica

• Rakesh Bansal, Sr Enterprise Intelligence Analyst, Brocade

• Lesson Plan

• Cloud integration and data management challenges

• Essential guide to Salesforce integration

• Demonstration

• Real world example (Brocade)

• Q&A

• Homework assignment

4

Why are there 3 lessons?

5

There are 3 BIG

challenges.

6

1Salesforce Becomes Another Data Silo

2Salesforce

Data Becomes

Inconsistent

3Salesforce

Users Corrupt The Data

7

What’s wrongwith a Salesforce

data silo?

(After all it’s just for the sales dept.)

Business Needs Accurate ReportingFor Effective Decision Making

8

Sales Marketing Support

Finance

Manufacturing

eCommerce

Order

AccountsContacts

Leads

A Real World Example

9

‘Account’, ‘Contact’ and ‘Lead’ are standard Salesforce objects

‘Order’ is a Custom Salesforce Object

(SAP is system of record)

VP of Sales and Marketing“How many leads become

orders?”

10

What are the options for Salesforce data

integration?

Salesforce Data Integration Options

11

1

2

3

Manual ToolsToo time consuming and error prone

APEX CodingNeeds costly developers

Cloud Integration SuiteWhat evaluation criteria should we use?http://www.informaticacloud.com/images/whitepapers/WP-What_to_look_for_when_evaluating_IaaS.pdf

Award Winning Cloud IntegrationPoint, Click, Connect

12

Design

Administer

4

1Execute

2

3Monitor

Variety of source and targetsEasy transform and mapEasy to use wizards

On demandOn scheduleOn real-time event

Job execution statusSession logsError logs

Manage usersManage access controlsAudit Logs

Salesforce Integration DemoRon Lunasian

Sr. Director Cloud Platform Adoption, Informatica

13

14

2000+ Salesforce.comcustomers rely on Informatica to connect to 100+ on-premise and

SaaS applications and integrate 2 billion+ records a day.

Salesforce Integration in ActionRakesh BansalSr Enterprise Intelligence Analyst, Brocade

15

16

Brocade at a Glance

2005 2006 2007 2008 2009 2010

$0.6

$0.8

$1.2

$1.5

$2.0$2.1

Annual Revenue(Billions)

• Founded in 1995

• 4,700+ employees worldwide

• Headquartered in San Jose, CA

• Operating in more than 160 countries

• $2+ billion in annual revenue

17

Brocade One is…

…how Brocade enables new business models and capabilities for service providers.

• Highest density 100 GbE

• Backbone and research networks

• Low latency solutions

• Application Delivery Solutions

• Price/performance leadership

18

…why users can enjoy the benefits of their applications and information anywhere.

• Active-active mesh architectures

• Mobile backhaul

• Data center reliability, throughout the network

• Unified wired/wireless management

Brocade One is…

19

Cloud PlatformCloud Interface Platform

• Identify a platform to integrate cloud apps with on-premise apps

ArchitectureArchitecture Pattern

• Architecture pattern that can support most of the cloud basedintegrations

Ease of UseEase of Use

• The tool that doesn’t require learning curve or specialized skills

Bi Directional

Bi Directional Interface

• Tool selected should support meta-data as well as data integration

• It should be able to upload or download data from cloud apps

Use Case

The Architecture: Data and Metadata

20

Brocade Data Center

ON

CE

Daily

TW

ICE

Daily

DATA

SECURE AGENT

TBDTBD

SALESFORCE

INFORMATICACLOUD

User AdminCredentials of Salesforce

Credentials of Brocade ReplicaTask Scheduler

ME

TAD

ATA

SE

CU

RE

D D

ATA

PIP

E

METADATA LOGS

PO

WE

R C

EN

TE

RSALES AND

SERVICE

SERVICEREQUEST

FAILUREANALYSIS

ENTITLEMENTS,RMA, PRODUCTS

Staging

INBOUND

OUTBOUND

BI

SALESSERVICE

PRM

WFO

PLM

ERP

Entitlements

Informatica Cloud Security and SLA

21

Informatica Cloud only stores source/target metadata, no application data is stored

Source and Target DB credentials are stored on the Informatica Cloud and isn’t encrypted. All passwords are encrypted

All data communication uses 128-bit SSL encryption

Informatica Cloud is SAS-70-II , ISO27001 Compliant

Access to Informatica Cloud can be restricted by range of IPs

User Roles and Responsibility could be used to control Source/Target credentials or Tasks

Questions and Answers

22

Homework Assignment

23

1

2

3

Register for 30 day free trialInformaticacloud.com/summerschooltrial

Get social & tell a friendFollow @infacloud on Twitter

Come to the next lessonThurday July 18th 10:00 am PST “Customer Relationships Don’t End In September”

Appendix

24

How Does Informatica Cloud Integration Work?

25

Your Enterprise

Cloud Applications

1

2

3

• Rapid Deployment• Easy to Use• Powered by Vibe™

26

Design1

Variety of source and targets

Easy to use wizards

Easy transform and map

27

Execute2

On demand On schedule On real-time event

28

Monitor3

Job execution status

Error logs Session logs

29

Administer4

Manage usersManage access controls

Audit logs

Integration goes mobile!

• Monitor Informatica Cloud usage

• Check status of integration jobs

• Troubleshoot tasks and access support

Informatica Cloud on iOS & Android