In this session, learn how Autodesk and FinancialForce have developed integrations between Salesforce and AWS applications, analytics, data lakes, and machine learning. Also learn what’s new from Salesforce and AWS to help you build new customer experiences.

2. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Develop Integrations for
Salesforce and AWS
Jeanine Banks
General Manager, Industry & ISV Solutions
AWS
A P I 3 2 0

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Agenda
Why integrate Salesforce and AWS services?
How AWS and Salesforce are enabling deeper integration.
Integration case studies from Autodesk and FinancialForce.

4. “People expect to be able to engage across
multiple touch points anytime and
seamlessly transition between them.”
Catharine Findiesen Hays
co-author of “Beyond Advertising:
Creating Value Through All
Customer Touchpoints”

5. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
2018 state of the connected customer
Salesforce 2018 State of the Connected Customer Research
6,700 consumers and business buyers
76% 70%of customers say that it’s
easier than ever to take
their business elsewhere
of customers say connected
processes are very important to
win their business
Customers are 9.5x more
likely to view artificial
intelligence as revolutionary
9.5xof customers say they’re
more afraid of their data
being compromised now
62%

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Many data sources to integrate
Applications Processes Systems Things

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Common Salesforce and AWS integration use cases
Event-driven data processing
Low cost, high durability data archival
Secure access and data exchange
Data synchronization across services & apps
Batch processing of data
Big data analytics & machine learning

8. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
AWS and Salesforce
expand strategic alliance
• Salesforce runs the majority of its
public cloud workloads on AWS
• AWS is a significant user of
Salesforce sales, marketing, service,
and collaboration services
• Empower customers to seamlessly
and securely combine AWS and
Salesforce services

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Wyeth Goodenough
VP, Strategic Technology
Partnerships
Salesforce
Zuzana Vejrazkova
Engineering Manager,
Data & Automation Platforms
Autodesk
Simon Ejsing
Director, Analytics
FinancialForce

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Seamlessly and securely connect AWS and Salesforce
Contact center
transformation
Analytics and
insights
AI and voice
Easy application
deployment
Bi-directional
streaming data
Securely connected
platforms
NEW!
NEW!
NEW!

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Seamless, secure communication made easy
Customer &
third-party
apps on AWS
AWS Managed
Services
Trusted network boundary

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Connection to the external
service is always initiated by
the service user
Brings external services into your
Amazon Virtual Private Cloud
(Amazon VPC) privately
Service owner only exposes a
service concept through a
specific endpoint
AWS PrivateLink enables a secure and scalable model
for sharing services across network boundaries
3

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AWS and Salesforce trusted network boundary
Amazon VPC
Customer nterface
VPC endpoint
Salesforce
data centers
AWS Direct
Connect
Salesforce VPC
endpoint service

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Wyeth Goodenough
VP, Strategic Technology
Partnerships
Salesforce
Zuzana Vejrazkova
Engineering Manager,
Data & Automation Platforms
Autodesk
Simon Ejsing
Director, Analytics
FinancialForce

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Autodesk: Make anything
$2.06B
FY18 revenue Subscriptions
3.7M 8,500+
Employees worldwide
200M+
Customers worldwide
680M
Students & educators
access free software
100+
Products

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10+ years in Salesforce use, three year into AWS adoption
Main domains: sales, support, and marketing
20K users, 2.75M+ customer community users
2,000,000+ API requests per day
120+ Salesforce/AWS resources across USA, India, Singapore
20+ releases per year: Agile delivery practice with continuous
integration
Salesforce use: Sales Cloud & Service Cloud
Salesforce and AWS @Autodesk

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Autodesk integration of Salesforce and AWS services
Enterprise
applications
Autodesk
products
Business intelligence (BI) reporting
Data supply chain
Predictive analytics

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Expanded integration landscape
Enterprise
systems
Autodesk
products
Predictive
analytics
Amazon S3
AWS Glue
Amazon
Kinesis
AWS
Lambda
Amazon
EMR
Amazon
SageMaker
Amazon
Redshift
SDK for
Python
AWS Lambda
Data ingestion Data lake Analytics
Salesforce integration
BI reporting
Amazon
Athena
AWS
Glue
… and others
Amazon EMR

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Autodesk data supply chain
Opportunities,
cases,
leads,
partners,
customers,
and more…
Enterprise systems
Autodesk products
AWS Glue
Kinesis
Lambda
Amazon API
Gateway
Amazon Kinesis
DataStreams
Amazon Kinesis
DataFirehose
• 8B events/month from 100+ products
• 25+ enterprise systems

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Autodesk BI reporting
Amazon S3AWS Glue
Amazon
AthenaAmazon S3
AWS Glue
crawler
Source systems
Enterprise
systems
Autodesk
products
• 2,000+ BI users
• 500 data pipelines

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Autodesk data engineering and data science
AWS
Glue
Amazon
S3
AthenaAWS Glue
crawler
Amazon
S3
LambdaAmazon
SageMaker
Source systems
Enterprise
systems
Autodesk
products
Amazon
S3
Data engineering Data science
Amazon
Redshift
EMR
cluster
• 139 analytics pipelines
• 10+ data science products

22. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Autodesk builds new customer experiences
with Salesforce and AWS
Seamless integration between AWS services and Salesforce:
• Ingestion and storage of data from Salesforce and other systems
• Complex predictive modeling and scoring displayed in Salesforce
• Scalable and serverless architecture allow for iterative development
and fast deployments

23. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Wyeth Goodenough
VP, Strategic Technology
Partnerships
Salesforce
Zuzana Vejrazkova
Engineering Manager,
Data & Automation Platforms
Autodesk
Simon Ejsing
Director, Analytics
FinancialForce

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FinancialForce: See your customers in full color
1,300+
SF+FF 38% YoY Investors
Salesforce
TCV
Unit4
Advent International
Subscription revenue growthERP native to Salesforce
The largest native Salesforce
partner
Employees across seven offices
HQ in San Francisco, CA
Services automation, subscription
& usage billing, revenue
recognition & forecasting, financial
management
Customers in 34+ countries
With users in 50+ countries
Solutions 735+

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We see our customers in full color
• Data is at the heart of our company
• Bringing all data together requires a scalable, performant, and cost-
effective solution
• Complete time-series snapshot provides the foundation for advanced
predictive analytics
• Completing the circle by bringing insights back into Salesforce Einstein

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FinancialForce solution architecture

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Event-driven microservice orchestration

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Analytics time machine
select
sfid,
_partition,
iswon,
amount
from
raw_lake.raw_opportunity
where
sfid = '0060c00001PKCDPAA5'
group by
sfid, _partition, iswon, amount
order by
sfid, _partition;

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Use case: Compounding effect of product portfolio
Problem statement
Validate that our tightly integrated products provide a compounding
benefit to our customers
Hypothesis
We expect to see higher retention rate among our customer base with
multiple FinancialForce products installed
Successful outcome
Identify product combinations with biggest impact on customer retention

30. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Python code
# Read time-series data six months apart
baselineDate = dt.date(2018, 5, 2)
futureDate = dt.date(2018, 11, 2)
# Read baseline and compute number of products, and whether churned
baseline_accounts = read_accounts(baselineDate)
baseline_accounts['number_of_products'] = baseline_accounts.apply(
lambda row: row.psa__c + row.ffa__c + row.scm__c + row.billing__c + row.revrec__c,axis=1)
baseline_accounts['churned'] = (baseline_accounts['type'] == 'Dead/Attrited') |
(baseline_accounts['type'] == 'Offboarding')
# Read future state and find accounts that churned since baseline.
accounts_future = read_accounts(futureDate)
accounts_future['churned'] = (accounts_future['type'] == 'Dead/Attrited') |
(accounts_future['type'] == 'Offboarding')
future_churned_accounts = accounts_future[(accounts_future['churned'] == True)]
newly_churned_accounts = baseline_accounts[(baseline_accounts['churned'] == False) &
(baseline_accounts.index.isin(future_churned_accounts.index))]

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Python code
# Calculate churn rates
churn_rates = newly_churned_accounts.groupby('number_of_products')['type'].count() /
baseline_accounts.groupby('number_of_products')['type'].count()
# Plot churn rates
sns.barplot(x=churn_rates.index, y=churn_rates, color=sns.color_palette("Blues")[2])

32. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Wyeth Goodenough
VP, Strategic Technology
Partnerships
Salesforce
Zuzana Vejrazkova
Engineering Manager,
Data & Automation Platforms
Autodesk
Simon Ejsing
Director, Analytics
FinancialForce

33. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Develop integrations for Salesforce and AWS
• “How to” blogs and videos
• Code snippets and GitHub repo
• Discussion channels
• Webinars and events

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Takeaways
• Delivering seamless and secure integration of AWS and Salesforce
• Prioritizing based on the common integration use cases we hear
• Leveraging developer resources—code samples and content

35. Thank you!
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Jeanine Banks
General Manager, Industry & ISV Solutions
AWS
@femtechie

36. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.