Salesforce Integration Best Practices: How to Avoid SaaS Silos

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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/

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Salesforce Integration Best Practices: How to Avoid SaaS Silos

  1. 1. www.InformaticaCloud.com Salesforce Integration Best Practices: How to Avoid SaaS Silos Darren Cunningham, Informatica Cloud Trey Roldan, Model Metrics Kari Lessard , Staging Concepts1
  2. 2. Today’s Agenda• The Importance of Salesforce Integration• Integration Best Practices: Model Metrics• Integration Case Study: Staging Concepts• Interactive Demonstration• Next Steps 2
  3. 3. How Many Systems Are You IntegratingToday?Nothing Yet… 1-3 Databases 1 ERP Multiple Systems/ MDM 3
  4. 4. Integration Drives Salesforce Success vs. 4
  5. 5. Why Integrate? Greater Adoption Stronger Connection More Business Value 5
  6. 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. 6
  7. 7. Primary Cloud Integration Use Cases: Migrate Sync Monitor Validate Replicate Your Company 7
  8. 8. Informatica Cloud: True SaaS IntegrationMultitenant Cloud-based Service… Your Company 2 1 8
  9. 9. Informatica Cloud: True SaaS IntegrationMultitenant Cloud-based Service… Your Company 2 1 Secure Agent 3 9
  10. 10. Informatica Cloud SMB and Enterprise Adoption Financial Services and Insurance Business Services Healthcare and Life Sciences Manufacturing Media & Entertainment Tele-communications High Technology 10
  11. 11. Today’s Agenda• The Importance of Salesforce Integration• Integration Best Practices: Model Metrics• Integration Case Study: Staging Concepts• Interactive Demonstration• Next Steps 11
  12. 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 12
  13. 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 13
  14. 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 14
  15. 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 15
  16. 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 16
  17. 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 17
  18. 18. Today’s Agenda• The Importance of Salesforce Integration• Integration Best Practices: Model Metrics• Integration Case Study: Staging Concepts• Next Steps 18
  19. 19. Staging Concepts• Kari Hayden Lessard • Marketing Director• About us: • Leading portable performance staging company • Located in Minneapolis, Minn. 19
  20. 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 20
  21. 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… 21
  22. 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 22
  23. 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 23
  24. 24. Demonstration: Trey Roldan, Model Metrics 24
  25. 25. Today’s Agenda• The Importance of Salesforce Integration• Integration Best Practices: Model Metrics• Integration Case Study: Staging Concepts• Next Steps 25
  26. 26. Resources www.informaticacloud.com 26
  27. 27. Resources www.modelmetrics.com www.twitter.com/modelmetricsinc 27
  28. 28. Visit Us @ Dreamforce 2011 28
  29. 29. *Survey conducted by Dimensional Research model metrics 29
  30. 30. Twitter: @infacloudContacts www.InformaticaCloud.com• Darren Cunningham, Informatica Cloud• Trey Roldan, Model Metrics• Kari Lessard , Staging Concepts 30

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