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Salesforce and SAP Integration with Informatica Cloud


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Webinar recorded in July 2010. Available for viewing at Focuses on SAP and application and data integration best practices

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Salesforce and SAP Integration with Informatica Cloud

  1. 1. SAP and Salesforce Integration Darren Cunningham, Informatica Cloud Marketing Ron Lunasin, Informatica Cloud Product Management
  2. 2. Today’s Agenda <ul><li>The Cloud Integration Challenge </li></ul><ul><li>Planning for Salesforce Integration with SAP </li></ul><ul><li>Demonstration </li></ul><ul><li>Case Study </li></ul><ul><li>Discussion </li></ul>
  3. 3. Why Isn’t Your Firm Interested in SaaS?
  4. 4. Integration Drives Cloud Application Success Greater Adoption Stronger Connection More Business Value
  5. 5. Salesforce and SAP Integration Options Outsource Cloud Services On-Premises Platforms 3 4 2 Hand Code 1
  6. 6. Cloud Integration Benefits Rapid Deployment Ease of Use Minimal Training Fewer IT Resources Seamless Upgrades Subscription Pricing
  7. 7. The Informatica Cloud The Industry’s Broadest Cloud Integration Portfolio Migrate Validate Monitor Sync Replicate Informatica Cloud Services Business Managers Informatica Cloud Editions & Options IT Informatica Cloud Platform SIs, ISVs, Developers Custom
  8. 8. Planning for Salesforce Integration with SAP <ul><li>Begin with the Business Process in Mind </li></ul><ul><ul><li>Customer Master? Product Master? Opportunity to Order? Cases? Etc. </li></ul></ul><ul><li>Determine the Right Approach </li></ul>
  9. 9. What is your Business Process? What’s the status of my order? Have orders been invoiced? Sales Cloud Service Cloud What’s shipping? Order history in this Account? Customer Master Product and Price Book Master Opportunity to Order Processing Order and Financial Data Mash-Up
  10. 10. Determine the Right Approach: Direct Point-to-Point Application Integration Translate & Transform <ul><li>Operationally focused </li></ul><ul><li>Generally simple data operations such as transformation and routing </li></ul><ul><li>Data sets usually small and repetitive </li></ul><ul><li>Requires access production ERP system and IT resources </li></ul>
  11. 11. Determine the Right Approach: Staging Data Available for Broader Integration Requirements Translate, Transform, Aggregate, Cleanse, Apply Rules, Replicate, Data Matching, etc. <ul><li>Logical location to perform complex operations on data </li></ul><ul><li>Ideal for movement of large amounts of data on a schedule </li></ul><ul><li>Easily extend to data replication, cleansing, and aggregation </li></ul><ul><li>Implementation team doesn’t require direct ERP access </li></ul>
  12. 12. What is the Right Approach for You? <ul><li>Who has access to the production SAP system? </li></ul><ul><li>What level of LOB self-service is needed? </li></ul><ul><li>How much data are you integrating? </li></ul><ul><li>What are your data latency requirements? </li></ul><ul><li>What other data sources are you integrating? </li></ul><ul><li>Available IT skills and resources? </li></ul><ul><li>IT governance policies? </li></ul>
  13. 13. Informatica Cloud Demonstration Your Company Loading Accounts Loading Contacts and Maintaining Relationships Accounts and Contacts Synchronization Secure Agent 1) 3) 2)
  14. 14. Informatica A long history of SAP customer success…
  15. 15. Informatica A long history of SAP customer success…
  16. 16. +850 Customers rely on Informatica to integrate Salesforce with OnPrem systems
  17. 17. Challenge <ul><li>Salesforce users needed to be enabled to create and maintain accounts </li></ul><ul><li>SAP master data needs to stay in sync and certain controls, rules needed to be obeyed and – if necessary – manually corrected/ authorized before committed to system </li></ul><ul><li>Every time CRM contact / account viewed , all related order history as well as current financial status needs to be visible in real time </li></ul>Solution Results <ul><li>Real-time and bi-directional sync with Informatica Platform </li></ul><ul><li>Real-time, bi-directional and multi-threaded synchronization through Informatica Platform </li></ul><ul><li>Creation of custom objects which objects are fed real-time SAP data whenever contact or account is viewed </li></ul><ul><li>Improved ROI of both CRM and ERP investment </li></ul><ul><li>Worked with Informatica partner to deliver on-going results </li></ul>European Customer Global Manufacturer Direct Approach: SAP Integration “ The Informatica gives us the power and flexibility to meet enterprise requirements” Informatica Partner
  18. 18. Challenge <ul><li>Business required unified data from multiple systems to make life easier for sales teams and to improve effective and productive </li></ul><ul><li>Multiple CRM systems </li></ul><ul><li>3 rd party data outside of the firewall not integrated with Salesforce CRM </li></ul><ul><li>Didn’t want to wait for Accounts Receivable data in SAP BW reports (not real-time) </li></ul>Solution Results <ul><li>Standardized on Salesforce CRM globally (7000+ users) </li></ul><ul><li>Informatica Cloud Services used to integrate data inside and outside of the firewall </li></ul><ul><li>1 Agent hosted by AgData, 1 Agent internally to synch with SAP BW </li></ul><ul><li>Staging area implemented to provide self-service data access to LOB </li></ul><ul><li>Sales teams can now access real-time sales revenue performance and other critical metrics </li></ul><ul><li>Informatica Cloud has moved Salesforce from being a contact and oppportunity management tool to becoming “a productivity game changer” </li></ul>Fortune 100 Company Global Manufacturer Staging and Approach: AgData and SAP BW Integration: “ Without Informatica Cloud Services, we would never have achieved global adoption of Salesforce!”
  19. 19. Case Study: Lexus Consumer Record Customer case history Ownership records Service history Activities on account
  20. 20. Behind the Scenes
  21. 21. Informatica: The Right Choice Independent Data Integration Market Leader +850 Salesforce Implementations +500 SAP Implementations Customer Master Product Master Order History Opportunity to Order
  22. 22. Informatica Cloud on the Marketplace
  23. 23. Discussion and Next Steps <ul><li>Contact us to learn more about Informatica’s integration solutions for SAP & </li></ul><ul><li>Determine what processes and approach makes most sense for your organization </li></ul><ul><li>Read the whitepaper: </li></ul>
  24. 24. Contacts <ul><li>Darren Cunningham </li></ul><ul><ul><li>[email_address] </li></ul></ul><ul><li>Ron Lunasin </li></ul><ul><ul><li>[email_address] </li></ul></ul>