ANITA T SALINAS

anitatsalinas@gmail.comwww.linkedin.com/in/anitatsalinas

Integrating the

Salesforce Lead-to-Order Process

in the Cloud

CloudSpeeding Up Your Time to Value

SaaSCloud Integration

Cloud Integration • A suite of cloud services • Design, execute, manage integration flows • Connect any endpoint, anywhere

On-Premise• On-demand services• Shared pool of scalable resources• Quickly provisioned/released

Integrating the Lead-to-Order Process All Without Sales Rep Leaving Salesforce

If Order >$75K

Approve Customer Discount

5a

Confirm Details, Close Order

6

Set Up Rewards Program

1

Offer Credit, if

Accepted, Check Rates

5

View New Mktg. Leads

Enrich Lead

2Get Customer Support

Cases

1 Check Inventory

for Available Product

4Engage Customer, Accurate Account

Info.

3

Data Quality

App

Integrating the Lead-to-Order Process Integration Capabilities

Engage Customer, AccurateAccount

Info.

View New Mktg. Leads

Independent Async Branch

Set Up Rewards Program

Parallelism

If Order > $75K

Approve Customer Discount

Human Intervention

Content Based Routing

On-Premise

Bulk Import Quality

Offer Credit, if

Accepted, Check Rates

Social

SaaS

Get Customer Support

Cases

Filter

Conditional LogicEnrich Lead

Confirm Details, Close Order

Check Inventory

for Available Product

Data Quality

App

Mobile

Map/Transform

Source: USDest.: USA

Automated Process

Integration FeaturesCloud Integration Adds Rapid, Self-Service, Multi-dimensional Features

Messaging• APIs• REST / JSON

Cloud Specific• HW / SW• Auto Maintenance• Auto Upgrades• Auto Backup•Meter Pricing

Connectivity• SaaS Connectors•Mobile• Social• Big Data Connectors• IoT

Hardiness• Virtualization• Dynamic Assign.• Elastic Scale• External Gov. / SLAs

Citizen Integrator• No Coding• Pre Built Templates• Pre Built Maps• Self Service• API Management

Cloud – Traditional Integration+

Messaging•WebServices / SOA• SOAP / XML• Sync, Async Message• Routing• ESB / Queuing• Industry Specific

Data•Map & Transform• Bulk Load• Quality• Sync, Consolidate• Replicate•MDM

Hardiness• Real Time• Performance• Scale• Redundancy• Security• IT Governance

Traditional

Connectivity• App Connectors• DB / File / eMail• Connector Dev. Kit• B2B Gateway•Managed File Transfer

Business Process• Model, Design• Rules• Human Steps• Automation• Orchestration• Alerts, CEP

Cloud Integration

SaaS Providers

Cloud Integration Architecture

Repository Cloud

Services

On Premise

ConsoleDesign, , Security,

Admin, Management, Monitoring

ApplicationsData Synch., Data Replication, Data Consolidation, MDM, Data Quality, Process Engine

Correct Account

3

>250K Approve

5a

Close Order

6

Set Up Rewards

1

Product Avail.

4Check Rates

5

Enrich Lead

2Get Cases

1

Agent(s)

https:port 443

EBS Connector (WebServices)

SQL ServerConnector (WebServices)

Agent(s)SF Connector (APEX API)

ServiceNow Connector (API)

Linkedin Connector (API)

Mobile (SF SDK)

Cloud Integration Design EnvironmentCitizen Integrator: Self Service No-coding Wizards, Prebuilt Templates/Maps

Cloud Integration Case StudySingle Crystal Ball for Higher Sales Productivity

NeedPredict accounts with high-probability to

purchase and recommend to sales people

Solution Single Salesforce UI crystal ballIntegrate multiple disparate data sources

ResultsGreater sales productivityReal time insight = competitive advantageLive in <4 mos, <1month for data orchestration/connectivity

(petabytes)

Cloud

CloudIntegration

On Premise

Hybrid Cloud Integration Case StudyComplete, Accurate, Timely Intelligence with Data Synchronization

NeedMore accurate revenue forecasting and order

quote reports for better decisions

Solution Integrate multiple Salesforce instances with on-

prem data, populate data warehouse

ResultsImproved intelligenceIncreased productivity >60%Complete view of relevant informationDeployed <1 week

Cloud

CloudIntegration

On Premise

Cloud Integration Key BenefitsProductivity Wins. Speed Wins. Innovation Wins

Improve Your Sales Productivity1 CIO, Retailer“With Cloud Integration, It took

1/6 the time, and 1/6 the personnel,

of traditional methods to integrate our order to cash process across our SF Sales

Cloud and on-prem Systems”3 Free IT for Critical Business Innovation

Dramatically Faster Time to Value2

1/6