This webinar was delivered in August 2011 by Model Metrics and Informatica. For more information on Informatifca Cloud integration for Salesforce, please visit http://www.informaticacloud.com/

1. www.InformaticaCloud.com
Salesforce Integration Best Practices:
How to Avoid SaaS Silos
Darren Cunningham, Informatica Cloud
Trey Roldan, Model Metrics
Kari Lessard , Staging Concepts
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2. Today’s Agenda
• The Importance of Salesforce Integration
• Integration Best Practices: Model Metrics
• Integration Case Study: Staging Concepts
• Interactive Demonstration
• Next Steps
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3. How Many Systems Are You Integrating
Today?
Nothing Yet… 1-3 Databases 1 ERP Multiple Systems/
MDM
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4. Integration Drives Salesforce Success
vs.
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5. Why Integrate?
Greater Adoption Stronger Connection
More Business Value
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6. Typical Salesforce Integration Scenarios
Customer
Master
Product
Master
Order
History
Opportunity to
Order
• Other data management requirements include:
• Data replication, analytics/BI, data cleansing, etc.
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7. Primary Cloud Integration Use Cases:
Migrate Sync Monitor Validate Replicate
Your Company
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8. Informatica Cloud: True SaaS Integration
Multitenant Cloud-based Service…
Your Company
2 1
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9. Informatica Cloud: True SaaS Integration
Multitenant Cloud-based Service…
Your Company
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1
Secure
Agent
3
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10. Informatica Cloud
SMB and Enterprise Adoption
Financial
Services
and Insurance
Business
Services
Healthcare and
Life Sciences
Manufacturing
Media &
Entertainment
Tele-
communications
High
Technology
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11. Today’s Agenda
• The Importance of Salesforce Integration
• Integration Best Practices: Model Metrics
• Integration Case Study: Staging Concepts
• Interactive Demonstration
• Next Steps
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12. About Model Metrics
• Trey Roldan
• Director of Technical Services at Model Metrics
• Leads Data & Integration Practice
• Model Metrics
• 100% Cloud Based Consulting Provider
• Premier Salesforce.com Consulting Partner
• Full Cloud Data & Integration Services
• Strong Emphasis on Mobile Enterprise Cloud Integration
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13. Salesforce.com Integration Best Practices
• Avoid custom coded
integrations
• Maintainability can be a
challenge
• Monitoring & visibility are
often an afterthought
• Lack of non-technical
user empowerment
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14. Salesforce.com Integration Best Practices
• Incorporate Data Quality
into your integration
design
• Leverage unique external IDs duplicated
where possible to reduce
duplicates.
• Model your objects to accurately
reflect the systems that reside
outside of Force.com. incorrect
• Leverage required fields and
validation rules to enforce external
system constraints. Apply to
existing data if needed.
not integrated
• Use integrations as an opportunity
to enrich existing data i.e. address incomplete
validation, D&B lookups
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15. Salesforce.com Integration Best Practices
• Test, Test, Test
• Leverage Full Sandbox
Environments where possible
• Test using production sized Production UAT
(Full Sandbox)
data volumes
• Test using both source and
target data that reflect
production
• Ideally establish a separate
integration environment
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16. Salesforce.com Integration Best Practices
• Demand robust logging
and error notifications
• If a job fails in a forest and nobody
hears it fail, did it really fail?
• Integrations should provide a
consolidate source of summarized
history, email alerts, along with
actionable logs
• Identify a plan for who is notified
and who resolves issues if jobs fail
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17. Salesforce.com Integration Best Practices
• Conduct a storage sizing analysis early
• Target 3 years of available Data Storage to grow into
• Consider incorporating an archival strategy into your jobs
• Optimize Security, Profiles, page layouts.
• Make integration critical fields read only for users
• Leverage integration specific user accounts for traceability
• Choose an integration platform that can scale
with your business
• Support of SaaS platforms
• Real Time Capabilities
• Ability to support high volume transactions
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18. Today’s Agenda
• The Importance of Salesforce Integration
• Integration Best Practices: Model Metrics
• Integration Case Study: Staging Concepts
• Next Steps
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19. Staging Concepts
• Kari Hayden Lessard
• Marketing Director
• About us:
• Leading portable performance staging company
• Located in Minneapolis, Minn.
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20. Like Most, Salesforce Started with a Trial
• No real CRM before Salesforce
• Business associate recommended
it and we signed up for a trial
• Model Metrics recommended by Salesforce
• Informatica free Data Loader used initially to help
integrate with custom ERP data
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21. Our Challenge
• For CRM to be useful, B2B sales reps had to be
able to log calls, track who they talked to as well
as quotes and proposals
• Needed to have our ERP talk to
Salesforce otherwise way too
much redundancy
• Generates orders, quotes, proposals
• Archaic ERP system
• Not ideal, but it’s what we have for now…
• Dual entry for sales team not an option…
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22. Our Solution www.InformaticaCloud.com
• Upgraded to Informatica Cloud Basic
• Due to data volumes and complexity
• Integration has been critical to
Salesforce adoption
• Managed by sales operations
• Currently doing nightly updates
• Next steps: considering ERP upgrade
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23. Recommendations
• Take time to plan
• Initial integration and migration can be a bit of process as
you make the minor tweaks and changes to get everything
“just right”
• Patience is key
• There will be more tweaks along the way
• Leverage the experts
• Model Metrics has been instrumental in our overall CRM
success
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24. Demonstration: Trey Roldan, Model Metrics
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25. Today’s Agenda
• The Importance of Salesforce Integration
• Integration Best Practices: Model Metrics
• Integration Case Study: Staging Concepts
• Next Steps
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26. Resources
www.informaticacloud.com
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27. Resources www.modelmetrics.com
www.twitter.com/modelmetricsinc
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28. Visit Us @ Dreamforce 2011
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29. *Survey conducted by Dimensional Research
model
metrics
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30. Twitter: @infacloud
Contacts www.InformaticaCloud.com
• Darren Cunningham, Informatica Cloud
• Trey Roldan, Model Metrics
• Kari Lessard , Staging Concepts
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