Agenda Data Management and Integration Basics Integration 101 Customer Success Story Demo Q&A
Before we get started Who uses (or has used) the Apex Data Loader? Who uses Informatica Cloud’s free Data Loader? Who uses Informatica Cloud advanced editions? Who uses other Salesforce integration tools? ….who has no idea what I’m talking about?
KNOW YOUR DATA! What information do you want to go into Salesforce? Where is does this data reside? Do you need to pull data out of Salesforce? If so, what? At what frequency? What is the process? Do you need to replicate Salesforce data for reporting?
Don’t Code Yourself Into a Corner!Today’s Needs: Simple data loading Manual, ad-hoc Low Maintenance “Start small, think big.”Future Needs: Internal skills/resources available Scalable solution
What is Your System of Record? Customer, product, order, pricing master What ERP system is in house? Frequency of CRM integration Batch and real-time? Now you know what data you want to integrate , HOW are you going to do it?
Knowing the Salesforce Integration Options 1 2 Benefits Include… Free Tools Cloud Services Greater Adoption Stronger Connection Informatica Cloud More Business Value
Free Tools: Starting with the Data Loader Pros: 1 FREEFree Tools Easiest way to get your feet wet “Good enough” might just be Cons: Loading data is just one requirement Ad hoc vs. automated (scheduled) 3
AppExchange: What Options are There? Search Data Integration 140 options!
The Latest Trend: Cloud IntegrationBenefits include… 2 Rapid Deployment Cloud Services Ease of Use Minimal Training Fewer IT Resources Automatic Upgrades Subscription Pricing
Evaluating a Cloud Integration Solution1. Multitenant vs. Hosted 4. Role of IT2. Ease to Use 5. Will it Scale?3. Can You Try Before Buying 6. Is the Vendor Viable? David Linthicum, What to Look for When Evaluating Integration-as-a-Service Solutions
Prestige Cruise Holdings Success StoryChallenge Synchronize data from Data Warehouse with Salesforce.com to give field sales a timely, accurate view of B2B relationships and performance Provide geographically dispersed sales force with easy access to accurate up-to-date data Overcome resources limitations: only one employee to manage Salesforce.com Increase overall agility of the CRM/Integration platform
Prestige Cruise Holdings Success StoryStrategy How much data and how often? - Frequency: Real Time/Batched Leverage event-based triggers to limit - Data Flow: Bi-Directional synchronization time ~60,000 Accounts Due to resource limitations, we needed an ~100,000 Contacts agile plug-and-play solution ~300,000 Opportunities Find a product with a proven track record ~100,000 Others
Prestige Cruise Holdings Success StoryResults & Lessons Learned With planning, baseline cloud integration took “Thanks to Informatica Cloud, 12 hours to complete Prestige Cruise Holdings’ innovation and business agility Daily integration process consists of 3 task are light-years ahead of where flows with a total of 40 data synchronization they used to be.” tasks - Javier Gonzalez. CRM Reduced processing time ~200% using Bulk Manager, Prestige Cruise API and Real-Time Outbound Messaging Holdings, Inc. ~500k records processed daily Adjustments are often made in less than 1 hour, including testing