Take the Load Off of Salesforce Data Loading

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Moving data in and out of cloud applications? Tired of time-consuming, cumbersome, manual approaches? Don’t have a lot of IT resources? Don’t want to write and maintain custom integration code?
If this sounds familiar, then the Informatica Cloud Data Loader for Salesforce is right for you. Informatica Cloud Data Loader for Salesforce was built to give Salesforce customers self-service data loading through an intuitive wizard-based interface in the cloud that would automate the import and export of database or file data and Salesforce. Get started with our award-winning, cloud-based Data Loader and easily upgrade to more advanced functionality in just a few clicks as your requirements expand. Designed for maximum ease of use, the Informatica Cloud Data Loader is an essential tool for any cloud application administrator.
http://www.informaticacloud.com/dataloaderforsalesforce

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  • Hand-coding = painful on-going maintenanceBlackbox = what happens when it’s time to upgrade?
  • Source: Take the pain out of data imports! Joint Salesforce-Informatica Cloud webinar http://www.youtube.com/watch?v=nYOshYqrBuQ
  • Easy to useAutomatic upgradesScalability
  • http://informaticacloud.com/dataloaderforsalesforce
  • http://informaticacloud.com/dataloaderforsalesforce
  • http://informaticacloud.com/dataloaderforsalesforce
  • http://www.informaticacloud.com/products/mobile.html
  • http://www.informaticacloud.com/spring2013
  • Join the Community today!
  • https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016cUTEAY
  • Take the Load Off of Salesforce Data Loading

    1. 1. Take the Load off of Take the LoadData Loading! Salesforce off of Salesforce Data Loading! Darren Cunningham Krupa Natarajan http://www.informaticacloud.com/dataloaderforsalesforce1
    2. 2. Why Data Loading is Important? 2
    3. 3. Issues That Occur • Disconnected data • Low CRM adoption • “Excel Hell” on weekendsSFA ERP Support Marketing HR Excel 3
    4. 4. Salesforce Data Loading Options 1 2 3 Salesforce Cloud Apps Hand Code ToolsBenefits Include: Greater Adoption Stronger Connection More Business Value 4
    5. 5. Hand Coding 1 Hand Code 5
    6. 6. Salesforce Tools 2 Salesforce ToolsSource: Take the pain out of data imports! Joint Salesforce-Informatica Cloud webinarhttp://www.youtube.com/watch?v=nYOshYqrBuQ 6
    7. 7. Cloud Applications 3 Cloud Apps 7
    8. 8. Informatica Cloud www.InformaticaCloud.com Point & Click Powerful Platform Rapid Deployment Integration 8
    9. 9. Get Started in MinutesInstalls-as-a-Tab Wizard User Interface http://informaticacloud.com/dataloaderforsalesforce 9
    10. 10. Connect Salesforce with Databases and Files 10
    11. 11. Transform and Automate Format Data Schedule Data LoadsConfidential -- Not For Distribution 11
    12. 12. ArchitectureTrue SaaS High Performance Easily Expand 12
    13. 13. Mobile Integration on the go! iTunes Google Play 13
    14. 14. Agenda• Why Data Loading?• Compare Salesforce Data Loading Options• Informatica Cloud Data Loader Demo• Data Loading Best Practices• Next Steps 14
    15. 15. Step 1: Define your task6-StepDataLoading For this example, we want to load Account data from a database to Salesforce 15
    16. 16. your task – Account to SFDC Step 1: DefineStep 2: Source6-Step Where is the data coming from?DataLoading 16
    17. 17. Step 3: Target6-Step Where do you want to load the data?DataLoading Target: Salesforce Account Object 17
    18. 18. Data Filters (optional) For example, if you only want to load account data from 10/20/2011 18
    19. 19. Drag and Drop Field Mapping 19
    20. 20. Expressions: Only a Click AwayPerform complex transformations on your source data before it is synchronized to your target 20
    21. 21. Schedule Integrations to AutomateProcesses: “Set it and Forget it!” 21
    22. 22. Informatica Cloud Spring 2013Comprehensive Cloud Integration• New Informatica Cloud Data Masking• New Informatica Cloud Extend• Enterprise-class cloud integration security and administration• Expanded cloud contact validation and master data management (MDM) applications.• New Cloud Connectors and “Get it Now” Cloud Integration Templates on Informatica Marketplace. 22
    23. 23. Specific Data Loader Enhancements• User experience updates• Installation improvements• Bulk API support Join the Community today!• Pre and post command• Hard Delete 23
    24. 24. Agenda• Why Data Loading?• Compare Salesforce Data Loading Options• Informatica Cloud Data Loader Demo• Data Loading Best Practices• Next Steps 24
    25. 25. Data Loading Best PracticesKnow your data!• Object Relationships • All Accounts have an Owner • Opportunities are associated to an Account• Dependencies Affects Order • Load Users first, then Accounts, etc.• Data Quality • Duplicates affect CRM adoption• Test • Load a few records first • Validate the data 25
    26. 26. Agenda• Why Data Loading?• Compare Salesforce Data Loading Options• Informatica Cloud Data Loader Demo• Data Loading Best Practices• Next Steps 26
    27. 27. Next steps• Get It Now! on AppExchange• Install the mobile app on iTunes or Google Play “Informatica Cloud taps into the power of social and mobile cloud technologies to transform the way companies connect with customers, partners and employees.” -Ron Huddleston, senior vice president ISV and Channel, salesforce.com 27

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