Salesforce and SAP Integration with Informatica Cloud

SAP and Salesforce Integration www.InformaticaCloud.com Darren Cunningham, Informatica Cloud Marketing Ron Lunasin, Informatica Cloud Product Management

Today’s Agenda
The Cloud Integration Challenge
Planning for Salesforce Integration with SAP
Demonstration
Case Study
Discussion

Why Isn’t Your Firm Interested in SaaS?

Integration Drives Cloud Application Success Greater Adoption Stronger Connection More Business Value

Salesforce and SAP Integration Options Outsource Cloud Services On-Premises Platforms 3 4 2 Hand Code 1

Cloud Integration Benefits Rapid Deployment Ease of Use Minimal Training Fewer IT Resources Seamless Upgrades Subscription Pricing

The Informatica Cloud The Industry’s Broadest Cloud Integration Portfolio Migrate Validate Monitor Sync Replicate Informatica Cloud Services Business Managers Informatica Cloud Editions & Options IT Informatica Cloud Platform SIs, ISVs, Developers Custom

Planning for Salesforce Integration with SAP
Begin with the Business Process in Mind
Customer Master? Product Master? Opportunity to Order? Cases? Etc.
Determine the Right Approach

What is your Business Process? What’s the status of my order? Have orders been invoiced? Sales Cloud Service Cloud Force.com What’s shipping? Order history in this Account? Customer Master Product and Price Book Master Opportunity to Order Processing Order and Financial Data Mash-Up

Determine the Right Approach: Direct Point-to-Point Application Integration Translate & Transform
Operationally focused
Generally simple data operations such as transformation and routing
Data sets usually small and repetitive
Requires access production ERP system and IT resources

Determine the Right Approach: Staging Data Available for Broader Integration Requirements Translate, Transform, Aggregate, Cleanse, Apply Rules, Replicate, Data Matching, etc.
Logical location to perform complex operations on data
Ideal for movement of large amounts of data on a schedule
Easily extend to data replication, cleansing, and aggregation
Implementation team doesn’t require direct ERP access

What is the Right Approach for You?
Who has access to the production SAP system?
What level of LOB self-service is needed?
How much data are you integrating?
What are your data latency requirements?
What other data sources are you integrating?
Available IT skills and resources?
IT governance policies?

Informatica Cloud Demonstration Your Company www.informaticacloud.com Loading Accounts Loading Contacts and Maintaining Relationships Accounts and Contacts Synchronization Secure Agent 1) 3) 2)

Informatica A long history of SAP customer success…

+850 salesforce.com Customers rely on Informatica to integrate Salesforce with OnPrem systems

Challenge
Salesforce users needed to be enabled to create and maintain accounts
SAP master data needs to stay in sync and certain controls, rules needed to be obeyed and – if necessary – manually corrected/ authorized before committed to system
Every time CRM contact / account viewed , all related order history as well as current financial status needs to be visible in real time
Solution Results
Real-time and bi-directional sync with Informatica Platform
Real-time, bi-directional and multi-threaded synchronization through Informatica Platform
Creation of custom objects which objects are fed real-time SAP data whenever contact or account is viewed
Improved ROI of both CRM and ERP investment
Worked with Informatica partner to deliver on-going results
European Customer Global Manufacturer Direct Approach: SAP Integration “ The Informatica gives us the power and flexibility to meet enterprise requirements” Informatica Partner

Challenge
Business required unified data from multiple systems to make life easier for sales teams and to improve effective and productive
Multiple CRM systems
3 rd party data outside of the firewall not integrated with Salesforce CRM
Didn’t want to wait for Accounts Receivable data in SAP BW reports (not real-time)
Solution Results
Standardized on Salesforce CRM globally (7000+ users)
Informatica Cloud Services used to integrate data inside and outside of the firewall
1 Agent hosted by AgData, 1 Agent internally to synch with SAP BW
Staging area implemented to provide self-service data access to LOB
Sales teams can now access real-time sales revenue performance and other critical metrics
Informatica Cloud has moved Salesforce from being a contact and oppportunity management tool to becoming “a productivity game changer”
Fortune 100 Company Global Manufacturer Staging and Approach: AgData and SAP BW Integration: “ Without Informatica Cloud Services, we would never have achieved global adoption of Salesforce!”

Case Study: Lexus Consumer Record Customer case history Ownership records Service history Activities on account

Behind the Scenes

Informatica: The Right Choice Independent Data Integration Market Leader +850 Salesforce Implementations +500 SAP Implementations Customer Master Product Master Order History Opportunity to Order

Informatica Cloud on the Marketplace www.InformaticaMarketplace.com

Discussion and Next Steps
Contact us to learn more about Informatica’s integration solutions for SAP & Salesforce.com
Determine what processes and approach makes most sense for your organization
Read the whitepaper:

Contacts
Darren Cunningham
[email_address]
Ron Lunasin
[email_address]
www.InformaticaCloud.com

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Salesforce and SAP Integration with Informatica Cloud

by Darren Cunningham

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