@infacloud
Democratizing Data with
SAP and Salesforce1
Integration
Collin McCreath, Director of IT, Addivant
Jay Nagaram, ...
Agenda
• Introductions
• Addivant’s Salesforce Landscape
• Addivant’s SAP Landscape
• Main Challenges with SAP-Salesforce ...
Jay Nagaram, Microexcel
• Started as SAP Technical Consultant in
2006
• Worked on multiple projects as SAP
Techno function...
• Leading global supplier of
antioxidants, polymer
modifiers, and UV stabilizer
solutions
• Offer the widest range of
perf...
• Over 500 employees
based in USA and India
• Informatica Partner
• Experts in Salesforce SAP
Integration
• Experts with S...
Addivant’s Salesforce Landscape
6
Customer Care:
Incident
Management
Sales
PricingLegal
Finance
Addivant’s SAP Landscape
7
Customer Care:
Order
Management
Demand
Management
Logistics
Finance
Procurement
Main Challenges with SAP-Salesforce Integration
8
Updated Pricing1
2
Customer Master
Data Sync
3 Order Info
4 Accounting D...
2
4Secure
Agent
Your Company 31
Informatica Cloud Architecture Overview
Solution Using Informatica Cloud
10
Implemented by
Price Update from Salesforce to SAP
11
COND_A
IDOC
Salesforce
Connector
• Custom Pricing App in Force.com Platform replace...
Custom Pricing App Built on Force.com
12
Implemented by
13
Integration Template and IDoc in SAP
• Mapping Configuration Task
created from template posts IDoc
to SAP
• SAP receive...
SAP Customer Master Sync with Salesforce
14
Implemented by
Salesforce Accounts with Hierarchical Info
15
• SAP Material Master is transferred to Salesforce with exactly same hierarc...
16
Viewing SAP Deliveries within Salesforce
Implemented by
17
Delivery Information Visible at Account Level
Implemented by
• No Code
• All declarative, point & click
• Ease of SAP Connectivity
• Auto-generation of ABAP
code
• Hierarchical Data H...
Q&A
• Collin McCreath, Addivant
• Jay Nagaram, Microexcel
• Ashwin Viswanath, Informatica
19
Try Informatica Cloud free fo...
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Democratizing Data with SAP and Salesforce1 Integration

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Salesforce1's intuitive user experience enables business users to easily access and use their business data from any device. Learn how Addivant™, a leading global specialty chemicals supplier of polymer additives, used Informatica Cloud to integrate key sales, pricing and operational data from SAP and Salesforce.com. Addivant was able to make key data available to Sales and Finance teams resulting in enhanced real-time visibility within operational performance dashboards, and better decision making throughout the company.

Visit http://videos.informaticacloud.com/LLdG/democratizing-data-with-sap-and-salesforce1-integration/ for the webinar replay.

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  • Customer care consists of 2 parts – Incident Management, and Order Management. The latter only uses SAP, while the former uses SFDC.
  • Customer care consists of 2 parts – Incident Management, and Order Management. The latter only uses SAP, while the former uses SFDC.
  • 1) Updated Pricing in SAP system: Sales rep negotiates price according to business rules for margin and region (business rules set by PMs). For exceptions, PM gets notified to approve or deny
    2) Customer Master Data Syncing: In SAP, this data is in hierarchical format. The SAP Table Connector can automatically create hierarchies in Salesforce
    3) Open Order Information to Sales team: Once the customer is ready, they’ll notify Customer Service (Order Management), who creates an order in SAP and notifies Sales in Salesforce
    4) Operational Analysis: Getting Accounting data into SFDC and creating dashboards for the Finance team
  • Informatica Cloud is powered by Vibe, the same technology that powers the virtual data machine that runs the secure agent. Thus, you use Informatica Cloud to store the various metadata mappings, and upon run-time, the data moves directly from source to target through the execution of the Vibe Secure Agent.
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  • Democratizing Data with SAP and Salesforce1 Integration

    1. 1. @infacloud Democratizing Data with SAP and Salesforce1 Integration Collin McCreath, Director of IT, Addivant Jay Nagaram, CRM Architect, Microexcel Ashwin Viswanath, Informatica Cloud
    2. 2. Agenda • Introductions • Addivant’s Salesforce Landscape • Addivant’s SAP Landscape • Main Challenges with SAP-Salesforce Integration • Informatica Cloud Architecture • Solution Using Informatica Cloud • Benefits of Informatica Cloud • Q&A
    3. 3. Jay Nagaram, Microexcel • Started as SAP Technical Consultant in 2006 • Worked on multiple projects as SAP Techno functional and Vendavo Pricing expert • Moved to Salesforce CRM in 2009 and worked intensively on Salesforce and SAP Integrations using Informatica Cloud • Current role: CRM Architect and leading Salesforce CRM and Informatica Practice at Microexcel Inc. Collin McCreath, Addivant • Over 18 years of experience leading IT efforts in a variety of ways, including building and maintaining infrastructure, architectural planning. • Served as Vice President within the World Security Services department of JPMorgan supporting mission critical securities clearance applications. • IT Director at the City of New York Financial Information Services Agency responsible for all backend systems, Oracle databases, Business Objects, and other Middleware applications. • Director of IT Systems at Addivant responsible for Salesforce & Informatica application and IT systems infrastructure. 3 Speaker Introductions
    4. 4. • Leading global supplier of antioxidants, polymer modifiers, and UV stabilizer solutions • Offer the widest range of performance-based polymer additives in the industry • Providing products and services in more than 100 countries • www.addivant.com About Addivant 4
    5. 5. • Over 500 employees based in USA and India • Informatica Partner • Experts in Salesforce SAP Integration • Experts with SAP, SharePoint, .NET & Oracle Applications • Industry expertise in over 14 verticals • www.microexcel.com 5 About Microexcel
    6. 6. Addivant’s Salesforce Landscape 6 Customer Care: Incident Management Sales PricingLegal Finance
    7. 7. Addivant’s SAP Landscape 7 Customer Care: Order Management Demand Management Logistics Finance Procurement
    8. 8. Main Challenges with SAP-Salesforce Integration 8 Updated Pricing1 2 Customer Master Data Sync 3 Order Info 4 Accounting Data
    9. 9. 2 4Secure Agent Your Company 31 Informatica Cloud Architecture Overview
    10. 10. Solution Using Informatica Cloud 10 Implemented by
    11. 11. Price Update from Salesforce to SAP 11 COND_A IDOC Salesforce Connector • Custom Pricing App in Force.com Platform replaced legacy pricing system • Real-time integration between Salesforce and SAP through Informatica Cloud • Posting IDocs to SAP for pre-processing Implemented by
    12. 12. Custom Pricing App Built on Force.com 12 Implemented by
    13. 13. 13 Integration Template and IDoc in SAP • Mapping Configuration Task created from template posts IDoc to SAP • SAP receives IDoc and creates price record for order processing Implemented by
    14. 14. SAP Customer Master Sync with Salesforce 14 Implemented by
    15. 15. Salesforce Accounts with Hierarchical Info 15 • SAP Material Master is transferred to Salesforce with exactly same hierarchies • Product Managers can easily access SKUs, material cost, price discounting rules, sales and opportunities from a single screen Implemented by
    16. 16. 16 Viewing SAP Deliveries within Salesforce Implemented by
    17. 17. 17 Delivery Information Visible at Account Level Implemented by
    18. 18. • No Code • All declarative, point & click • Ease of SAP Connectivity • Auto-generation of ABAP code • Hierarchical Data Handling • Automatic creation of hierarchies in Salesforce • Analytics • Correct data brought into SFDC for dashboards Benefits of Informatica Cloud
    19. 19. Q&A • Collin McCreath, Addivant • Jay Nagaram, Microexcel • Ashwin Viswanath, Informatica 19 Try Informatica Cloud free for 30 days. Sign up at www.informaticacloud.com

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