Enterprise and Social Integration Using Force.com

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The Salesforce platform provides an open, flexible, robust and secure integration layer to help customers integrate their enterprise applications and legacy systems with Salesforce. Join us for a discussion and demonstrations of integration scenarios using standard Salesforce APIs and new offerings, like Salesforce Canvas.

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Enterprise and Social Integration Using Force.com

  1. 1. Enterprise and Social Integration Bridging Enterprise with Social using Salesforce Shesh Kondi, Solutions Architect Tuhin Kumar, Solutions Architect @sheshzilla @tuhink
  2. 2. Safe harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  3. 3. Agenda • The Integration Landscape • Benefits of Integration • Layers of Integration • How to approach Integration • Integration Tools • Demonstration • Q&A
  4. 4. Defining Enterprise Integration Enterprise Integration is considered to denote connecting computer systems and IT applications to support business process operations Enterprise Integration facilitates information, control, and material flows across organizations by connecting all necessary functions and functional entities to improve communication, cooperation, and coordination within the Enterprise » KTH Royal Institute of Technology, Sweden
  5. 5. Benefits of Integration • Build a layer of Agility • Provide a 360º view of relevant data sets • Eliminate data redundancy and enable business productivity • Ease of use for end users; eliminate navigation between multiple systems • Manage Secure access to data
  6. 6. The Salesforce.com Integration Layer Rapid Development Open Integration Connect the Clouds Open APIs 600M+ calls/day Open >50% of Transactions via API Consume External Web Services Social Choice of development languages Easy to build social applications Build New Web Services Leverage Existing Investments 100+ Certified Integration Middleware Connectors Rapid 100% Cloud Development Force.com for Facebook Force.com for Google Force.com for Amazon Web Services Force.com for Azure Salesforce.com’s Release Strategy provides backward integration compatibility With Zero Customer Effort
  7. 7. Layers of Integration • Data Layer – Exchange and Aggregate Data Sets between Salesforce and Enterprise Systems • Process Layer – Implement Service call-outs and Service listeners on Salesforce for process orchestration • Interface Layer – Build composite views from disconnected Web Apps • Social Insight, Listening and Authentication – Capture relevant data from Social Feeds, Monitor Brand and/or implement Social-Sign-On
  8. 8. Social Integration : Insight • Tap into Social Networking as a New Channel • Integrate with Social Networks (eg: LinkedIn) for Contacts/Leads • Obtain better Customer insight
  9. 9. Social Integration: Listen and Analyze • Listen to what your Customers say about you • Service your customer Gauging Sentiments • Analyze, Manage, Track and Report on Social Engagement
  10. 10. Social Integration: Authentication • Use Social network credentials to access Salesforce • Bridge Social and Enterprise profile • Manage User Registrations
  11. 11. Data Layer: Direct Access to Data through APIs Salesforce Contact Data Customer Master Integrated to SFDC Custom Object via API Integration with On-Premise Database via 3rd Party ODBC / JDBC connectors*
  12. 12. Presentation (UI) Layer: Embed UI in Salesforce ▪ Salesforce allows building and hosting of custom web pages and present Mash-Ups* ▪ Embed UI using an iFrame Account, Opportunity data Order Management data ▪ Salesforce ‘Canvas’ Account/Open Orders Mash-up
  13. 13. Presentation (UI) Layer: Embed Social Feed
  14. 14. Business Logic/Process Layer: Enables “Composite” Application Creation Real-time Call Out via custom button Order Info Returned to SFDC
  15. 15. Approaching Enterprise Integration: Three Steps to Success 1. Define the Process 2. Identify the Integration Layers 3. Choose the Approach Data User Interface Build vs Buy Tasks Application Logic Integration Methodology Timing Data Model Resources
  16. 16. Data Layer: Volume Considerations • For smaller data volumes (< 100K records), the standard API is recommended • Use the Bulk API for large volume transactions (> 100K records) • Bulk transactions now perform faster due to “Smart Bulk” capabilities of API • To improve performance on Bulk transactions, avoid triggers on the object when upserting / inserting bulk records • Any post processing should be done as a separate isolated process (Apex Batch Job) • Identify data dependencies and perform Bulk jobs in corresponding order
  17. 17. Business Process Layer: Real Time Call Outs Outbound Messages ▪ Point and Click Configuration ▪ Asynchronous (request does not wait for response) Call Outs are secure: •Secure HTTP is supported •Calls originate from a single IP address •Request token is made up of Org ID + User SessionID Call back using Partner/Enterprise URL, Session ID Token contained in the original Outbound Message
  18. 18. Business Logic Layer: Force.com Streaming API Administrator creates a topic based on a SOQL query ▪ PushTopic standard object Client applications subscribe via the Bayeux protocol ▪ http://svn.cometd.com/trunk/bayeux/bayeux.html Client applications receive notifications on creates and updates that match WHERE clause of query
  19. 19. Presentation Layer: Force.com Canvas Canvas – A platform service allows for external applications to be easily and securely integrated into Salesforce from their native environment with little re-design. ▪ Services Include • JavaScript SDK • Simplified Authentication (Signed Request or OAuth) • Context Services • Cross Domain API Calls • App Registration and Management
  20. 20. Best Practices Do Don’t •Understand the key processes, integration layers, and approaches at your disposal •Consider existing integration Infrastructure, including SOA and ESB •Map requirements to key integration patterns and corresponding solutions •Approach Integration from the Pace Layering viewpoint with a focus on agility •Consider Salesforce as an “SOA Endpoint” • • • • • Deploy Salesforce.com without a basic governance strategy. Adopt Salesforce.com as it’s own “Silo” of Technology; it is a full-fledged enterprise platform Introduce new integration technologies unless timing, transaction volumes, or other requirements warrant. Invent new integration methods unless extreme conditions exist. Accept the status quo when considering Integration with Legacy and ERP applications (SAP, Oracle, or COBOL); these problems have been solved.
  21. 21. Integration Tools Workbench
  22. 22. Enterprise and Social Integration DEMO
  23. 23. Social Sign-On Integration Successful Login OAuth Social Sign On Request
  24. 24. Enterprise SAP Integration Closed Won Opportunity Update Customer Create Order Update Invoice Number Update Order Number Fulfill Order Create Invoice
  25. 25. Shesh Kondi Tuhin Kumar Solutions Architect @sheshzilla Solutions Architect @tuhink

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