A Window into Salesforce Data Management


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Webinar presented on September 17th on the topic of data integration in the cloud for Salesforce.com

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  • Introduction to the 4 pillars of IOD: True SaaS Integration Platform Easy to try, use, implement, maintain Purpose-Built Integration Services Load, extract, synchronize, replicate, etc. with clicks, not code Powerful Data Integration Engine Market-leading technology under the hood Proven Customer Success 2008 AppExchange Integration app of the year
  • In 2008 Informatica On Demand was recognized as Data Integration application of the year by Salesforce.com. With over 450 Salesforce customers running over 10,000 jobs per day and moving over 3 billion rows of data a month, Informatica On Demand has established a proven track record of customer success. Customers that rely upon Informatica On Demand’s data replication capabilities include HCA, Janus Funds, AAA, ComScore, Anderson Windows, AW Hastings, ADP Dealer Services, and Millennium Pharmaceutical, Bax Global, and Genentech. Taking advantage of the underlying power of Informatica’s marketing-leading technology, some of these customers move up to 15 million Salesforce records per day!
  • A Window into Salesforce Data Management

    1. 1. A Window into Salesforce Data Management with Andersen and Informatica Darren Cunningham Sr. Director Product Marketing, Informatica Tamara Vose Software Engineer, Andersen Corp Bryan Plaster Director Customer Success, Informatica
    2. 2. Today’s Agenda <ul><li>The Cloud Integration Challenge </li></ul><ul><ul><li>Darren Cunningham, Informatica </li></ul></ul><ul><li>Salesforce Data Management Case Study </li></ul><ul><ul><li>Tamara Vose, Andersen Corp </li></ul></ul><ul><li>Cloud Integration in Action </li></ul><ul><ul><li>Bryan Plaster, Informatica </li></ul></ul><ul><li>Q&A </li></ul>
    3. 3. Great News: The Cloud is Hot! <ul><li>76% of US organizations use at least 1 Cloud / SaaS application today </li></ul><ul><ul><li>42% growth over 2008 </li></ul></ul><ul><ul><li>45% of the IT budget in 2010 </li></ul></ul>IDC, Software as a Service Market Will Expand Rather than Contract Despite the Economic Crisis, Doc # prUS21641409, 26 Jan 2009.
    4. 4. But Integration Remains a Top Challenge … without data integration, cloud-based systems won’t provide the value you’re seeking, indeed they may not be cost effective at all . ” “
    5. 5. According to the Experts… <ul><li>Top SaaS/Cloud Challenges: </li></ul><ul><ul><li>Security, Performance, Availability, Integration </li></ul></ul><ul><ul><li>SaaS vendors must provide more robust integration strategies that recognize the heterogeneous environments that most customers now run and will run in the near future. </li></ul></ul><ul><ul><li>SaaS integration will emerge as a key discipline in the overall enterprise app strategies of enterprises who seek to manage a portfolio of provisioned services. </li></ul></ul>” “ ” “
    6. 6. Informatica On Demand True Cloud Integration Platform Purpose-Built Integration Apps Powerful Data Integration Engine Proven Customer Success Cloud Integration from the Market Leader Informatica’s focus on customer success and innovative technology has earned them the top spot for data integration on the AppExchange . ” “
    7. 7. Proven Customer Success Across a wide variety of use cases… <ul><li>Data Replication Service </li></ul><ul><li>Use: Operational Reporting </li></ul><ul><li>Data Replication Service </li></ul><ul><li>Use: Operational Reporting </li></ul><ul><li>Data Loader Service </li></ul><ul><li>Use: LOB Deployment </li></ul><ul><li>Data Replication Service </li></ul><ul><li>Use: Operational Reporting </li></ul><ul><li>Replication and Synchronization </li></ul><ul><li>Use: LOB Deployment </li></ul><ul><li>Data Synchronization Service </li></ul><ul><li>LOB Deployment </li></ul><ul><li>Replication and Synchronization </li></ul><ul><li>Use: Archive/Restore </li></ul><ul><li>Data Synchronization Service </li></ul><ul><li>Use: LOB Deployment </li></ul><ul><li>Data Replication Service </li></ul><ul><li>Use: Operational Reporting </li></ul>
    8. 8. Today’s Agenda <ul><li>The Cloud Integration Challenge </li></ul><ul><ul><li>Darren Cunningham, Informatica </li></ul></ul><ul><li>Salesforce Data Management Case Study </li></ul><ul><ul><li>Tamara Vose, Andersen Corp </li></ul></ul><ul><li>Cloud Integration in Action </li></ul><ul><ul><li>Bryan Plaster, Informatica </li></ul></ul><ul><li>Q&A </li></ul>
    9. 9. All About Andersen Windows Andersen is a privately owned business, founded in 1903 by Danish immigrant Hans Andersen and his family in Hudson, Wisconsin, where logs arrived via the St. Croix River. Today, Andersen Corporation is an international enterprise employing over 11,000 people at more than 20 locations with headquarters in Bayport, Minnesota, a 2.8 million-square-foot facility that covers 65 acres. Andersen annually manufactures more than six million wood windows and doors, with sales worldwide. <ul><ul><li>INDUSTRY : Manufacturing </li></ul></ul><ul><ul><li>EMPLOYEES : 11,000+ </li></ul></ul><ul><ul><li>GEOGRAPHY : Worldwide </li></ul></ul><ul><ul><li># SFDC USERS : 350+ </li></ul></ul><ul><ul><li>PRODUCTS USED: SFA Enterprise Edition, Informatica PowerCenter 8.6, Salesforce Connector, Data Quality Match & Cleanse, Informatica On Demand Data Replication Service </li></ul></ul>
    10. 10. Challenge <ul><li>Needed to populate SFDC with customer master data as well as supplemental data from 4 other sources (Oracle, SQL Server, Flat File) </li></ul><ul><li>Needed to standardize and cleanse account, address and contact data. </li></ul><ul><li>Required robust reporting against Salesforce data for reporting customer, sales, and opportunity information using Business Objects BI Tool </li></ul>Solution Results <ul><li>Selected Informatica PowerCenter as our data movement tool of customer data to and from Salesforce </li></ul><ul><li>Generate nightly feeds (40+ mappings) to push data from various sources to Salesforce.com </li></ul><ul><li>Selected Informatica Data Quality for periodic standardization and de-duplication of account and contact data. Additionally use for nightly standardization of addresses. </li></ul><ul><li>Implemented Informatica On Demand to replicate Salesforce for reporting </li></ul><ul><li>Rep visibility to time sensitive, standardized, and accurate customer data void of duplicates </li></ul><ul><li>Robust external customer reporting from Salesforce.com and back office systems </li></ul>Leading Window and Door Manufacturer PowerCenter Data Warehouse Informatica On Demand (Data Replication Service, Data Loader Service) Andersen Windows Master Data Management and Data Warehouse Integration
    11. 11. Integration Architecture
    12. 12. Integration Lessons Learned Buy Informatica’s PowerCenter Salesforce Connector: The use of the Salesforce Connector cut significant time off our development effort. Additionally, since it was part of Informatica we required fewer skill sets for development. Ensure Ongoing Integration Expertise: If supporting integrations internally, have your internal resources trained and participating in the initial integration creation, not just after go-live. Some data can be loaded by the business admins: Consider using the Informatica On Demand especially when you want to replicate data and schema changes quickly from Salesforce into your data warehouse with a set and forget mentality. More mappings = easier support Smaller, less complex mappings means easier support and readability. You will have more mappings, but it’s much easier to organize and troubleshoot data issues. Don’t load everything and the kitchen sink: It is tempting to add everything to Salesforce.  While it is nice to report on it and make dashboards on it in Salesforce, sometimes, just having visibility is all that is required.  Consider mash-ups, links to reports, documents loaded... Clean your data first: Take the time to cleanse, standardize, and de-dupe your data prior to loading it from one system to another. If you don’t do it up front you will spend twice the time doing it later. Additionally, implement an ongoing data quality strategy. Document, Document, Document: Need I say more? Next Time… We Did It! We Did It! We Did It! Next Time… We Did It! Next Time…
    13. 13. Today’s Agenda <ul><li>The Cloud Integration Challenge </li></ul><ul><ul><li>Darren Cunningham, Informatica </li></ul></ul><ul><li>Salesforce Data Management Case Study </li></ul><ul><ul><li>Tamara Vose, Andersen Corp </li></ul></ul><ul><li>Cloud Integration in Action </li></ul><ul><ul><li>Bryan Plaster, Informatica </li></ul></ul><ul><li>Q&A </li></ul>
    14. 14. Continuous Data Health Synchronization Proactive Monitoring Reporting/ Backup Informatica On Demand in Action On Premise Systems DB/File Interfaces
    15. 15. Today’s Agenda <ul><li>The Cloud Integration Challenge </li></ul><ul><ul><li>Darren Cunningham, Informatica </li></ul></ul><ul><li>Salesforce Data Management Case Study </li></ul><ul><ul><li>Tamara Vose, Andersen Corp </li></ul></ul><ul><li>Cloud Integration in Action </li></ul><ul><ul><li>Bryan Plaster, Informatica </li></ul></ul><ul><li>Q&A </li></ul>
    16. 16. Darren Cunningham Bryan Plaster QUESTION & ANSWER SESSION For further information: Call: (888) 345-4639 Email: ondemand_sales@informatica.com Free trial: www.InformaticaOnDemand.com Tammy Vose