Salesforce Integration: Talking the Pain out of Data Loading


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Webinar delivered by and Informatica, featuring an Informatica Cloud Express customer case study. The focus of the presentation is to clearly outline the options for loading data. Salesforce has free tools and there are many options available on the AppExchange. Informatica introduced a new pay-per-use service called Informatica Cloud Express.

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Salesforce Integration: Talking the Pain out of Data Loading

  1. 1. Take the Pain Out of Data Imports!
  2. 2. Kirti Patel, Customer Success Manager Kirti has helped hundreds of customers achieve success by sharing best practices and adoption tips during her 4 years at
  3. 3. Agenda w O vervie Lo ading actice s Data e st Pr O ptions a ding B g ration ata Lo d Inte xpress D u r Clou E ing Yo Cloud Know o rmatic a c ing Inf ry Introdu e ss Sto e r Succ C ustom s Nex t Step
  4. 4. Why data loading is important?
  5. 5. Import Wizard vs. Data Loader IMPORT WIZARD DATA LOADEREditions All Enterprise, Unlimited, and DeveloperObjects Contacts, Business Accounts, Person Accounts, All Leads, Solutions, Custom objectsApplication Cloud based Client-basedTarget User Super admins Regular Sales and Marketing users Less experienced administrators Developers Non-database type users Uber-nerds Database type folksAccess You can only import into fields that User Interface you can access via your page layout Command Line and field-level security settings.Format CSV file formats CSV file formatsAdditional APIInformation Batch Scheduler
  6. 6. When to use the Data Loader  You need to mass upload a lot of records (more than 50K) OR  You need to load into an object that is not yet supported by the import wizard OR  You want to schedule regular data loads, such as nightly imports OR  You want to export your data for backup purposes
  7. 7. Define your Process with Best Practice Process Best Practice1.  Know what you’re loading   It’s your chance to clean data2.  Create your CSV template   Export your CSV template from with mapping Salesforce3.  Populate your CSV file   Use naming conventions for4.  Test! folders and templates –5.  Validate the data 2011-12-7 Contacts Upload (Pipeline)6.  Migrate the data   Test upload with a few records   Communicate data upload to users   Don’t limit usage to imports. Export your data regularly
  8. 8. Order of Migration  Relationships exist between objects –  All Accounts have an Owner –  Opportunities are associated to an Account  Dependencies dictate the order of data migration 1.  Load Users 2.  Load Accounts 3.  Load Opportunities
  9. 9. Where to Find the Data Loading ToolsImport WizardYour Name | Setup | Data Management | Import Accounts/ContactsData Loader (Enterprise, Unlimited and Developer Editions)Your Name | Setup | Data Management | Data LoaderAppExchangeSearch Integration and Data Management
  10. 10. Import Wizard Demo
  11. 11. AppExchange: What options are out there?Search DataIntegration117 options!
  12. 12. Darren Cunningham, VP Marketing, Informatica Darren has over 15 years of product marketing experience at cloud computing companies including His expertise includes specialties such as data integration and business intelligence.
  13. 13. Knowing Your Salesforce Integration Options Darren Cunningham VP, Marketing Informatica Cloud www.InformaticaCloud.com13
  14. 14. Knowing the Salesforce Integration Options Benefits Include… 1 2 Free Tools Cloud Services Greater Adoption Stronger Connection More Business Value 14
  15. 15. Free Tools: Starting with the Data Loader •  Pros: 1 •  FREEFree Tools •  Easiest way to get your feet wet •  “Good enough” might just be •  Cons: •  Loading data is just one requirement •  Ad hoc vs. automated 3 15
  16. 16. The Latest Trend: Cloud IntegrationBenefits include… 2 Rapid Deployment Cloud Services Ease of Use Minimal Training Fewer IT Resources Automatic Upgrades Subscription Pricing 16
  17. 17. Evaluating a Cloud Integration Solution1.  Multitenant vs. Hosted 4.  Role of IT2.  Ease to Use 5.  Will it Scale?3.  Can You Try Before 6.  Is the Vendor Viable? Buying David Linthicum, What to Look for When Evaluating Integration-as-a-Service Solutions 17
  18. 18. Informatica Cloud 18
  19. 19. Informatica Cloud 19
  20. 20. Informatica Cloud Express Automate Integration Starts @ $99/month Pay-as-You Go 20
  21. 21. 6-StepData Step 1: Define your taskLoadingwithExpress For this example, we want to load Account data from a database to Salesforce 21
  22. 22. 6-StepData Step 1: DefineStep 2: Source your task – Account to SFDCLoading Where is the data coming from?withExpress 22
  23. 23. 6-StepData Step 3: TargetLoading Where do you want to load the data?withExpress Target: Salesforce Account Object 23
  24. 24. Data Filters (optional) For example, if you only want to load account data from 10/20/2011 24
  25. 25. Drag and Drop Field Mapping 25
  26. 26. Expressions: Only a Click AwayPerform complex transformations on your source data before it is synchronized to your target 26
  27. 27. Schedule Integrations to AutomateProcesses: “Set it and Forget it!” John Wilke, IT director, Highway Equipment Company 27
  28. 28. Mark Russell, IT Manager, Web-Don, Inc. Mark has over 25 years experience in the IT field, covering areas such as Operations, Programming, Networking, DBA and Management. In his current position with Web-Don, Inc., he is responsible for evaluating , recommending, & upkeep of all facets of technology within the company.
  29. 29. Web-Don, Inc. Informatica Cloud Express Success Story Mark Russell, IT Manager29
  30. 30. Web-Don, Inc.•  Web-Don, Inc. is a distributor of building materials such as laminates, countertops, solid surfacing, quartz, panels, and adhesives •  Last year, we opened a new division of cabinetry called Carolina Heartwood Cabinetry•  Founded in 1972, Web-Don is celebrating our 40th anniversary in the Spring 30
  31. 31. Why Salesforce Data Integration?•  Started with Salesforce in 2007 •  We now have 15 seats•  Needed to move order processing, sales, customer information into Salesforce CRM from Agility, a hosted system via flat file •  Address, terms, codes, summary sales, special instructions•  Because of housing downturn, needed a cost- effective, but robust integration solution ? 31
  32. 32. Informatica Cloud ExpressSince Nov. 2010•  Started with Informatica Cloud Data Loader trial •  Took minutes to set tasks, “it has been running on autopilot since”•  Upgraded to Express to automate process •  Reps know they can count on the information and are going to have the latest and greatest Salesforce Adoption•  After every business day, upload address, terms, codes, summary sales, special instructions •  5K, 1 run/day •  Express’ usage-based pricing & scheduling capability 32
  33. 33. Initial Next Steps  Review all your data loading options  Figure out what will work best for you and your business  Organize and clean your data before loading  Communicate data import to your users
  34. 34. Long-term Plan  Take the time to evaluate your options with integration  Don’t assume integration is expensive and complex  Build a short, medium, long term integration plan  Look at AppExchange reviews and community input  DON’T WAIT TO INTEGRATE!
  35. 35. Additional Resources 1 2 3 4 Help & Training - Import - How To Integration & Wizard & Videos Data Data Loader - Command Management User Guides http:// Line Video Partners success.salesf - Importing Tip Sheets - Knowledge Solutions