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Aen004 Thorpe 091807

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Full session information and video available at Successforce.com.

Full session information and video available at Successforce.com.

Published in: Business, Technology

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    • 1. Proven Techniques for salesforce.com Integration Patrick Nolan, Brocade Srini Saripalli, InfoSTEP Tom Ewing, Tumbleweed Communications Todd Funasaki, Informatica Admin III: Expanding into New Areas
    • 2. Safe Harbor Statement
      • “ Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements including but not limited to statements concerning the potential market for our existing service offerings and future offerings. All of our forward looking statements involve risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results could differ materially from the results expressed or implied by the forward-looking statements we make.
      • The risks and uncertainties referred to above include - but are not limited to - risks associated with possible fluctuations in our operating results and cash flows, rate of growth and anticipated revenue run rate, errors, interruptions or delays in our service or our Web hosting, our new business model, our history of operating losses, the possibility that we will not remain profitable, breach of our security measures, the emerging market in which we operate, our relatively limited operating history, our ability to hire, retain and motivate our employees and manage our growth, competition, our ability to continue to release and gain customer acceptance of new and improved versions of our service, customer and partner acceptance of the AppExchange, successful customer deployment and utilization of our services, unanticipated changes in our effective tax rate, fluctuations in the number of shares outstanding, the price of such shares, foreign currency exchange rates and interest rates.
      • Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of our website at www.salesforce.com /investor . Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
    • 3. Proven Techniques for salesforce.com Integration Patrick Nolan Data Architect Srini Saripalli Solution Architect Tom Ewing Manager IS Business Systems Todd Funasaki Director, On Demand Integration Moderated By:
    • 4. Proven Leadership: Gartner, Inc., “Magic Quadrant for Data Integration Tools, 2006” by Ted Friedman, Mark A. Beyer, Andreas Bitterer, November 22, 2006 The Gartner Magic Quadrant is copyrighted 2006 by Gartner, Inc., and is reused with permission.  The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period.  It depicts Gartner’s analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner.  Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the “Leaders” quadrant.  The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action.  Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.  The Magic Quadrant graphic was published by Gartner, Inc., as part of a larger research note and should be evaluated in the context of the entire report.  The Gartner report is available upon request from Informatica.  
      • Positioned in the leaders quadrant in Gartner’s Magic Quadrant for Data Integration Tools, 2006
      • Over 2,800 Customers Worldwide
      • Resold or Embedded by:
      Gartner Magic Quadrant for Data Integration Tools, 2006 &
    • 5. Informatica Integration Pack (iPack) Now You Can Afford the Best! Starting at $2500/mo! DW SCM ERP CRM Custom Apps
    • 6. Informatica On Demand Services No hardware & No Software DW SCM ERP CRM Custom Apps www.informaticaondemand.com Data Migration Data Synchronization Data Quality Data Replication
    • 7. Patrick Nolan Data Architect [email_address]
    • 8.
        • INDUSTRY : Manufacturing
        • EMPLOYEES : 3000+
        • GEOGRAPHY : Global
        • # USERS : 500+ SalesForce / 900+ Business Objects
        • PRODUCT(S) USED : Salesforce SFA, 3 AppExchange applications
      • Founded in 1995
      • Worldwide headquarters in San Jose, CA
      • Brocade is the leading provider of networked storage solutions that help organizations connect, share, and manage their information.
    • 9. Brocade Data Integration Challenge
      • Challenge:
      • Over 50% of our IT budget spent on building and maintaining “custom” integration among legacy systems
          • Operations
          • Finance
          • Supply Chain
        • Led to:
          • Data silos – islands of integration between applications
          • Inconsistent and inaccurate business data across the enterprise
      • Solution:
      • Consistent and Centralized Approach to integration
          • CRM
          • Legacy, etc.
    • 10. Worldwide salesforce.com Deployment
      • Salesforce Application (implemented 2006)
      • Transition from legacy home grown SFA application to Salesforce
      • Over 500 sales users world wide
      • Data Warehouse Integration and Reporting
      • Leverage Salesforce data for operational and financial reporting and analysis via the Data Warehouse and Business Objects
      • Synchronize (Oracle Apps ERP) internal operational, HR, and accounting data to Salesforce
    • 11. Brocade Data Warehouse Informatica PowerCenter provides data integration via a point and click graphical user interface Manufacturing Data Systems Costing Application 2002/ 2006 2002/ 2003 2007 Partner End-User Registration 2005 2006 2005 2001 Data Warehouse >300 GB Multiple Home-Grown Apps Multidimensional Revenue Forecasting 2000/ 2001 2000/ 2001
    • 12. 2007 Extensions AppExchange extensions and Salesforce WSDL extensions are now routinely added to the Data Warehouse via the same PowerCenter point and click interface Data Warehouse Partner End-User Registration Commissions Deals Desk / Quoting Services Project Manager 2007/8
    • 13. Nuts and Bolts
        • Team Size
        • (1/4 FTE) Business Systems Analyst
        • (1/4 FTE) ETL / Business Objects Developer
        • Production (enhancement) Releases Monthly
        • PowerCenter Salesforce Interface
        • Data Volumes (all SFDC records touched)
          • > One Million Records Extracted Nightly
          • > 30 Thousand Inserts and Updates Nightly
        • Load Time to Data Warehouse < 30 minutes
        • Meta Code Management (picklists)
        • Soft Delete Processing
        • Weekly Snapshots for Trending
          • E.g. This quarter, Last quarter, This quarter last year
    • 14. FY ‘08 Salesforce/Oracle 11i Initiative
      • Brocade Customer Hub (BCH)
        • Standardization of data through use of data cleansing strategies
        • Master Data Management (MDM) – standardize customer, product, supplier
        • Customer Data Integration (CDI) – 360 degree view of the customer
        • Near Real Time analytics and reporting
    • 15. Srini Saripalli Solution Architect/Project Manager [email_address]
    • 16.
      • Solutions and Services
        • Architecture and Roadmap
        • Integration & Business Intelligence Services
        • eLustro on Demand - Feedback Management
        • MDM On Demand
      • 2+ Years of SFDC Experience
        • Implementation for SMBs and Enterprises
        • AppExchange Partner
        • Informatica Partner
    • 17.
      • Create a Data Integration Foundation for the next generation of connected business processes
      Today’s Customer Case Study
      • One of the top networking companies in the world
      • 15000+ salesforce.com user base
      Client’s Objective:
    • 18. Data Integration Options Evaluated
      • EAI Vendor (used by other departments)
        • Real-time integration
        • Business process monitoring
      • EII (multiple potential vendors)
        • Virtual data federation
      • Informatica (used by other departments)
        • Batch data movement
        • Real-time integration
        • Virtual data federation (EII)
        • Complex data transformation
    • 19. Evaluation Criteria and Approach
      • Evaluation Criteria
        • Test and Measure each Integration option based on:
          • Performance
          • Business Process Capabilities
          • Reliability
          • Resiliency
      • Approach: POC
        • Test against 2 complex Integration Scenarios
        • Near - Production simulation
    • 20. Integration Use Cases Sales Hierarchy and Territory Systems ? Legacy Accounts
      • High volume of data
      • Country specific deployment
      • Debugging challenges due to process complexity
      • Change data capture from salesforce.com
      • Salesforce data replication latency
      • Salesforce batch size restrictions
      • Accounts Coverage Synchronization
      • Complicated business rules, parent territory updates
      • Proximity of applications, infrastructure limitations
      • Real time connectivity with Siebel
      • Territories, Sales Hierarchies and Assignment Information Synchronization
      Challenges Scenarios
    • 21. Enterprise Data Integration Architecture Data Integration Foundation Implemented https, gzip Extract Territory Hierarchy, User assignments Proxy 1. Territory-Account Assignments 2. Account ownership Partner Acct. Owner + Account Teams Partner Account Attributes Enterprise Data Synchronization Partners Systems Salesforce Local Copy Exception Handling Channel Data Partner Data JMS Server / Message Queue Sales Hierarchy Territory Tool
    • 22. Under the Hood Reference Data Synchronization Customer HR Support Accounting Common Data Models Data Sources Territory Address Products Informatica Managed Data Processing Target 1 Target 3 Legacy Data Targets Source Mappings Data captured since last synchronization Target Mapping 1 Target Mapping 2 Target Mapping 3 Common Data Model to target system transformations last_extract_time last_extract_time last_extract_time Source data transformed and mapped to Common Data Model Schema Source Id Common Source Id maintained to match and connect source and target systems Reference Data Table Source & Target Ids maintained - Increases real time synch performance!
    • 23. Success Delivered In Production
      • Automation delivers increase in efficiency
        • Over 20,000 Sales Hierarchies validations processed in less than 3 hours
      • Manual Data Integration + PL/SQL
        • Just the validation checks took over 10 hours
      • Free resources to focus on more strategic tasks
        • Daily integration jobs process time reduced to less than 4 hours
      • Over a day to process daily integration jobs
        • Timely and costly to maintain
      • Scalable and manageable
      • Able to integrate 16 MM records in less than 5 hours
        • Reduced year-end-close by over 72 hours
      • Data integration processes very manual
        • Over 7 days for year-end-close
      New Integration Framework Before
    • 24. Best Practices in Salesforce Integration
      • Co-Locate Salesforce Related Data
      • Evaluation To Emulate Near Real World Requirements
      • Understand Integration Latencies & Upstream Data Publishing.
      • Educate The Business, Refine The Processes & Improve Data Governance
    • 25. Tom Ewing Sr. Manager, IS Business Systems [email_address]
    • 26.
      • Tumbleweed Communications provides world-class innovative security and messaging solutions for organizations of all sizes
      • The Most Security-Conscious Enterprises rely on Tumbleweed including …
        • 50% of the Fortune 100
        • All 4 branches of the U.S. Military
        • 8 of top 10 U.S. Banks
        • 8 of top 10 pharmaceuticals
      WINNER Best Email Content Filtering Solution Secure Transport Best Intellectual Property Protection
    • 27. Project Background
      • Challenges:
      • High executive expectations
      • Wide Variety of Data Sources (Both On-Premise and SaaS Applications)
        • Saleforce SFA & Marketing information
        • Salesforce Call Center information including Custom Objects
        • Softrax Financial System
        • Other sources
      • Short delivery timeline
        • One month timeframe to complete Phase I of our Executive Dashboards
      • Constrained budget
        • “ Free” or low cost data integration solution were our only option
      • Executive Mandate:
        • Instill a corporate culture of Business Intelligence, leveraging and consolidating data from across the company, delivering timely, reliable and unified functional dashboards
    • 28. Technical Considerations
      • Inadequate or Unworkable Integration options
        • ODBC connection to Salesforce
        • Attempted using AppExchange API
          • Joining Salesforce data with other data sources (e.g. Finance system) difficult without significant coding
          • Time consuming and costly to maintain and extend
        • Considered a couple of Open Source “workflow integration” tools
          • Results positive but application supportability major problem
      • Unacceptable performance with Salesforce ad-hoc queries
        • Simple query against Accounts and Opportunity using ODBC connection to Salesforce took 10 minutes to “run” (10k rows)
        • Really, this means we needed to have the data located on-premise to ensure acceptable performance
    • 29. Solution On Demand Data Replication as a Service
      • Informatica demonstrated On Demand Replication Service for salesforce.com
      • Same day, registered for free 30 day evaluation
        • www.informaticaondemand.com
      • Within 1 hour (and with just a web browser):
        • Salesforce Sales information replicated to a local database instance
      • Within 2 days:
        • Basic dashboard elements created
      • Within 1 month:
        • Phase I of Executive Dashboard program in production
    • 30. Solution Informatica Data Replication as a Service www.informaticaondemand.com On-Premise On-Demand Hyperion BI Suite Replicated SFDC Data (On-Premise Applications and Databases) Executive Dashboards
    • 31.
      • Effective and workable solution
      • Simple to implement and manage
      • Time to implement very attractive
      • High value vs. cost
      • Simply, it works!
      Lessons Learned
    • 32. Session Feedback Let us know how we’re doing!
      • Please score the session from 5 to 1 (5=excellent,1=needs improvement) in the following categories:
        • Overall rating of the session
        • Quality of content
        • Strength of presentation delivery
        • Relevance of the session to your organization
      We strive to improve, t hank you for filling out our survey.
      • Additionally, please score each individual speaker on:
        • Overall delivery of session
    • 33. Proven Techniques for salesforce.com Integration Questions? Patrick Nolan Data Architect Srini Saripalli Solution Architect Tom Ewing Manager IS Business Systems Todd Funasaki Director, On Demand Integration Informatica Moderated By: