Post on 23-Jan-2015
description
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Salesforce Integration Best Practices: How to Avoid SaaS Silos
Darren Cunningham, Informatica Cloud
Trey Roldan, Model Metrics
Kari Lessard , Staging Concepts
www.InformaticaCloud.com
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Today’s Agenda
• The Importance of Salesforce Integration
• Integration Best Practices: Model Metrics
• Integration Case Study: Staging Concepts
• Interactive Demonstration
• Next Steps
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How Many Systems Are You Integrating Today?
Nothing Yet… 1-3 Databases 1 ERP Multiple Systems/
MDM
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Integration Drives Salesforce Success
vs.
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Why Integrate?
Greater Adoption
More Business Value
Stronger Connection
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Typical Salesforce Integration Scenarios
Customer
Master
Product
Master
Order
History
Opportunity to
Order
• Other data management requirements include:
• Data replication, analytics/BI, data cleansing, etc.
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Primary Cloud Integration Use Cases:
Your Company
Migrate Sync Monitor Replicate Validate
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Informatica Cloud: True SaaS Integration Multitenant Cloud-based Service…
Your Company
2 1
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2
1
Your Company
3
Secure
Agent
Informatica Cloud: True SaaS Integration Multitenant Cloud-based Service…
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Financial Services
and Insurance
Informatica Cloud SMB and Enterprise Adoption
Tele-communications
Manufacturing
Media & Entertainment
Healthcare and Life Sciences
Business Services
High Technology
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Today’s Agenda
• The Importance of Salesforce Integration
• Integration Best Practices: Model Metrics
• Integration Case Study: Staging Concepts
• Interactive Demonstration
• Next Steps
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About Model Metrics
• Trey Roldan
• Director of Technical Services at Model Metrics
• Leads Data & Integration Practice
• Model Metrics
• 100% Cloud Based Consulting Provider
• Premier Salesforce.com Consulting Partner
• Full Cloud Data & Integration Services
• Strong Emphasis on Mobile Enterprise Cloud Integration
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Salesforce.com Integration Best Practices
• Avoid custom coded
integrations
• Maintainability can be a challenge
• Monitoring & visibility are often an afterthought
• Lack of non-technical user empowerment
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Salesforce.com Integration Best Practices
• Incorporate Data Quality
into your integration
design • Leverage unique external IDs
where possible to reduce duplicates.
• Model your objects to accurately reflect the systems that reside outside of Force.com.
• Leverage required fields and validation rules to enforce external system constraints. Apply to existing data if needed.
• Use integrations as an opportunity to enrich existing data i.e. address validation, D&B lookups
duplicated
not integrated
incorrect
incomplete
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• Test, Test, Test
• Leverage Full Sandbox Environments where possible
• Test using production sized data volumes
• Test using both source and target data that reflect production
• Ideally establish a separate integration environment
Salesforce.com Integration Best Practices
Production UAT
(Full Sandbox)
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• Demand robust logging
and error notifications • If a job fails in a forest and nobody
hears it fail, did it really fail?
• Integrations should provide a consolidate source of summarized history, email alerts, along with actionable logs
• Identify a plan for who is notified and who resolves issues if jobs fail
Salesforce.com Integration Best Practices
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• Conduct a storage sizing analysis early • Target 3 years of available Data Storage to grow into
• Consider incorporating an archival strategy into your jobs
• Optimize Security, Profiles, page layouts. • Make integration critical fields read only for users
• Leverage integration specific user accounts for traceability
• Choose an integration platform that can scale
with your business • Support of SaaS platforms
• Real Time Capabilities
• Ability to support high volume transactions
Salesforce.com Integration Best Practices
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Today’s Agenda
• The Importance of Salesforce Integration
• Integration Best Practices: Model Metrics
• Integration Case Study: Staging Concepts
• Next Steps
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• Kari Hayden Lessard
• Marketing Director
• About us:
• Leading portable performance staging company
• Located in Minneapolis, Minn.
Staging Concepts
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Like Most, Salesforce Started with a Trial
• No real CRM before Salesforce
• Business associate recommended
it and we signed up for a trial
• Model Metrics recommended by Salesforce
• Informatica free Data Loader used initially to help
integrate with custom ERP data
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Our Challenge
• For CRM to be useful, B2B sales reps had to be
able to log calls, track who they talked to as well
as quotes and proposals
• Needed to have our ERP talk to
Salesforce otherwise way too
much redundancy
• Generates orders, quotes, proposals
• Archaic ERP system
• Not ideal, but it’s what we have for now…
• Dual entry for sales team not an option…
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Our Solution
• Upgraded to Informatica Cloud Basic
• Due to data volumes and complexity
• Integration has been critical to
Salesforce adoption
• Managed by sales operations
• Currently doing nightly updates
• Next steps: considering ERP upgrade
• Archaic ERP system
• Generates orders, quotes, proposals
• Not ideal, but it’s what we have for now…
• As data volumes and complexity
grew, needed to move beyond free
Data Loader
www.InformaticaCloud.com
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Recommendations
• Take time to plan
• Initial integration and migration can be a bit of process as you make the minor tweaks and changes to get everything “just right”
• Patience is key
• There will be more tweaks along the way
• Leverage the experts
• Model Metrics has been instrumental in our overall CRM success
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Demonstration: Trey Roldan, Model Metrics
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Today’s Agenda
• The Importance of Salesforce Integration
• Integration Best Practices: Model Metrics
• Integration Case Study: Staging Concepts
• Next Steps
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Resources www.informaticacloud.com
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Resources www.modelmetrics.com www.twitter.com/modelmetricsinc
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Visit Us @ Dreamforce 2011
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model metrics
*Survey conducted by Dimensional Research
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Contacts
• Darren Cunningham, Informatica Cloud
• Trey Roldan, Model Metrics
• Kari Lessard , Staging Concepts
Twitter: @infacloud
www.InformaticaCloud.com