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Take the Load off of          Take the LoadData Loading!             Salesforce  off of Salesforce                       D...
Why Data Loading is Important?                                 2
Issues That Occur • Disconnected data • Low CRM adoption • “Excel Hell” on weekendsSFA      ERP    Support   Marketing   H...
Salesforce Data Loading Options        1                       2                                   3                      ...
Hand Coding     1 Hand Code              5
Salesforce Tools       2   Salesforce     ToolsSource: Take the pain out of data imports! Joint Salesforce-Informatica Clo...
Cloud Applications        3     Cloud Apps                     7
Informatica Cloud                       www.InformaticaCloud.com  Point & Click                      Powerful Platform    ...
Get Started in MinutesInstalls-as-a-Tab                 Wizard User Interface    http://informaticacloud.com/dataloaderfor...
Connect Salesforce with Databases and Files                                              10
Transform and Automate          Format Data                  Schedule Data LoadsConfidential -- Not For Distribution      ...
ArchitectureTrue SaaS      High Performance   Easily Expand                                                  12
Mobile                          Integration                          on the go!   iTunes   Google Play                    ...
Agenda• Why Data Loading?• Compare Salesforce Data Loading Options• Informatica Cloud Data Loader Demo• Data Loading Best ...
Step 1:          Define your task6-StepDataLoading                    For this                         example, we        ...
your task – Account to SFDC          Step 1: DefineStep 2: Source6-Step         Where is the data coming from?DataLoading ...
Step 3: Target6-Step    Where do you want to load the data?DataLoading                      Target:                     Sa...
Data Filters (optional)                          For example, if                          you only want                   ...
Drag and Drop Field Mapping                              19
Expressions: Only a Click AwayPerform complex transformations on your source data before it is   synchronized to your targ...
Schedule Integrations to AutomateProcesses: “Set it and Forget it!”                                     21
Informatica Cloud Spring 2013Comprehensive Cloud Integration• New Informatica Cloud Data Masking• New Informatica Cloud Ex...
Specific Data Loader Enhancements• User experience updates• Installation improvements• Bulk API support               Join...
Agenda• Why Data Loading?• Compare Salesforce Data Loading Options• Informatica Cloud Data Loader Demo• Data Loading Best ...
Data Loading Best PracticesKnow your data!• Object Relationships   •   All Accounts have an Owner   •   Opportunities are ...
Agenda• Why Data Loading?• Compare Salesforce Data Loading Options• Informatica Cloud Data Loader Demo• Data Loading Best ...
Next steps• Get It Now! on AppExchange• Install the mobile app on iTunes or Google Play                          “Informat...
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Take the Load Off of Salesforce Data Loading

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Moving data in and out of cloud applications? Tired of time-consuming, cumbersome, manual approaches? Don’t have a lot of IT resources? Don’t want to write and maintain custom integration code?
If this sounds familiar, then the Informatica Cloud Data Loader for Salesforce is right for you. Informatica Cloud Data Loader for Salesforce was built to give Salesforce customers self-service data loading through an intuitive wizard-based interface in the cloud that would automate the import and export of database or file data and Salesforce. Get started with our award-winning, cloud-based Data Loader and easily upgrade to more advanced functionality in just a few clicks as your requirements expand. Designed for maximum ease of use, the Informatica Cloud Data Loader is an essential tool for any cloud application administrator.
http://www.informaticacloud.com/dataloaderforsalesforce

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Take the Load Off of Salesforce Data Loading

  1. 1. Take the Load off of Take the LoadData Loading! Salesforce off of Salesforce Data Loading! Darren Cunningham Krupa Natarajan http://www.informaticacloud.com/dataloaderforsalesforce1
  2. 2. Why Data Loading is Important? 2
  3. 3. Issues That Occur • Disconnected data • Low CRM adoption • “Excel Hell” on weekendsSFA ERP Support Marketing HR Excel 3
  4. 4. Salesforce Data Loading Options 1 2 3 Salesforce Cloud Apps Hand Code ToolsBenefits Include: Greater Adoption Stronger Connection More Business Value 4
  5. 5. Hand Coding 1 Hand Code 5
  6. 6. Salesforce Tools 2 Salesforce ToolsSource: Take the pain out of data imports! Joint Salesforce-Informatica Cloud webinarhttp://www.youtube.com/watch?v=nYOshYqrBuQ 6
  7. 7. Cloud Applications 3 Cloud Apps 7
  8. 8. Informatica Cloud www.InformaticaCloud.com Point & Click Powerful Platform Rapid Deployment Integration 8
  9. 9. Get Started in MinutesInstalls-as-a-Tab Wizard User Interface http://informaticacloud.com/dataloaderforsalesforce 9
  10. 10. Connect Salesforce with Databases and Files 10
  11. 11. Transform and Automate Format Data Schedule Data LoadsConfidential -- Not For Distribution 11
  12. 12. ArchitectureTrue SaaS High Performance Easily Expand 12
  13. 13. Mobile Integration on the go! iTunes Google Play 13
  14. 14. Agenda• Why Data Loading?• Compare Salesforce Data Loading Options• Informatica Cloud Data Loader Demo• Data Loading Best Practices• Next Steps 14
  15. 15. Step 1: Define your task6-StepDataLoading For this example, we want to load Account data from a database to Salesforce 15
  16. 16. your task – Account to SFDC Step 1: DefineStep 2: Source6-Step Where is the data coming from?DataLoading 16
  17. 17. Step 3: Target6-Step Where do you want to load the data?DataLoading Target: Salesforce Account Object 17
  18. 18. Data Filters (optional) For example, if you only want to load account data from 10/20/2011 18
  19. 19. Drag and Drop Field Mapping 19
  20. 20. Expressions: Only a Click AwayPerform complex transformations on your source data before it is synchronized to your target 20
  21. 21. Schedule Integrations to AutomateProcesses: “Set it and Forget it!” 21
  22. 22. Informatica Cloud Spring 2013Comprehensive Cloud Integration• New Informatica Cloud Data Masking• New Informatica Cloud Extend• Enterprise-class cloud integration security and administration• Expanded cloud contact validation and master data management (MDM) applications.• New Cloud Connectors and “Get it Now” Cloud Integration Templates on Informatica Marketplace. 22
  23. 23. Specific Data Loader Enhancements• User experience updates• Installation improvements• Bulk API support Join the Community today!• Pre and post command• Hard Delete 23
  24. 24. Agenda• Why Data Loading?• Compare Salesforce Data Loading Options• Informatica Cloud Data Loader Demo• Data Loading Best Practices• Next Steps 24
  25. 25. Data Loading Best PracticesKnow your data!• Object Relationships • All Accounts have an Owner • Opportunities are associated to an Account• Dependencies Affects Order • Load Users first, then Accounts, etc.• Data Quality • Duplicates affect CRM adoption• Test • Load a few records first • Validate the data 25
  26. 26. Agenda• Why Data Loading?• Compare Salesforce Data Loading Options• Informatica Cloud Data Loader Demo• Data Loading Best Practices• Next Steps 26
  27. 27. Next steps• Get It Now! on AppExchange• Install the mobile app on iTunes or Google Play “Informatica Cloud taps into the power of social and mobile cloud technologies to transform the way companies connect with customers, partners and employees.” -Ron Huddleston, senior vice president ISV and Channel, salesforce.com 27

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