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Access External Data in Real-time with Lightning Connect

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Lightning Connect lets you seamlessly access data from external sources, side-by-side with your Salesforce data. You can pull data from legacy systems such as SAP, Microsoft and Oracle in real time, without making a copy of the data in Salesforce. And its all easily configured by a simple yet powerful point and click interface.

During this webinar, you will learn how Salesforce1 Lightning Connect helps Salesforce Admins and Business Analysts:

:: Connect and access data from external sources with point and click simplicity

:: Dramatically reduce integration time to unlock and modernize back-office systems such as SAP, Oracle, Microsoft and more

:: View external data side-by-side with existing Salesforce objects

Key Takeaways

:: Integrate external data into your Salesforce environment in real-time

:: Connect to any OData 2.0 data source as well as SAP, SharePoint and more

:: Data is accessed directly - no duplication or sync delays

Published in: Technology
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Access External Data in Real-time with Lightning Connect

  1. 1. Integrate Data, Lightning Fast! April 9, 2015 Lightning Connect
  2. 2. Pat Patterson Developer Evangelist Architect @metadaddy ppatterson@salesforce.com Jason Choy Vice President, Product Management @jasonchoy jason.choy@salesforce.com
  3. 3. Agenda ▪ Overview ▪ OData ▪ Demo ▪ Features and Roadmap ▪ Apex Connector Library ▪ Q & A
  4. 4. ▪ Don’t wait until the end to ask your question! – Questions will be queued and answered at the end. ▪ Post to Success Community – Official: Lightning Connect ▪ Respect Q&A etiquette – Please don’t repeat questions. ▪ Stick around for live Q&A – Speakers will tackle your questions at the end. Have Questions?
  5. 5. 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 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, 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, risks associated with 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 quarter ended July 31, 2011. This document and others 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 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.
  6. 6. Overview - Lightning Connect
  7. 7. What is Lightning Connect? ▪ Generally available from Winter ’15 - add-on license required ▪ Data integration capability without the need to copy data ▪ Gives access to external data with point-and-click simplicity ▪ Incorporate external data into Salesforce in real-time ▪ Not storing data alleviates customer data residency concerns ▪ Dramatically reduces time to unlock back-office systems
  8. 8. How does Lightning Connect Work? ▪ Data access is on-demand / real-time ▪ Data access is by reference ▪ Data is formatted into Salesforce objects ▪ Supports open-standard data access protocol
  9. 9. What External Data Sources are Supported? Any Data Sources that can publish data in Open Data (OData) 2.0 protocol ▪ Commercial Packages – SAP Netweaver Gateway – Microsoft SQL Server, Dynamics CRM/NAV, Azure Table Services – IBM Websphere exTreme Scale – Heroku Connect External Objects ▪ DIY Data Producer – .Net WCF Data Services, Java (Apache Olingo, odata4j), NodeJS ▪ Many more via partners – Dell Boomi, Informatica, Jitterbit, MuleSoft, Progress, SoftwareAG
  10. 10. Open Data Protocol (OData)
  11. 11. “OData is a standardized protocol for creating and consuming data APIs. OData builds on core protocols like HTTP and commonly accepted methodologies like REST. The result is a uniform way to expose full-featured data APIs.”
  12. 12. OData Proposed by Microsoft – 2009 Standardized by OASIS – 2014
  13. 13. OData URIs for resource identity http://host/service /Products ?$filter=Rating+eq+3&$select=Rating,+Name
  14. 14. OData Atom XML/JSON representation
  15. 15. OData Examples Service Document $ curl 'http://host/service/' { "@odata.context": "http://host/service/$metadata", "value": [ { "kind": "EntitySet", "name": "Products", "url": "Products" }, ...
  16. 16. OData Examples Metadata (XML Only ☹) $ curl 'http://host/service/$metadata' <?xml version="1.0" encoding="utf-8"?> <edmx:Edmx xmlns:edmx="http://docs.oasis-open.org/odata/ns/edmx" Version="4.0"> <edmx:DataServices> <Schema xmlns="http://docs.oasis-open.org/odata/ns/edm" Namespace="ODataDemo"> <EntityType Name="Product"> <Key> <PropertyRef Name="ID"/> </Key> <Property Name="ID" Type="Edm.Int32" Nullable="false"/> <Property Name="Name" Type="Edm.String"/> ...
  17. 17. OData Examples Query $ curl 'http://host/service/Products?$filter=Rating+eq+3&$select=Rating,+Name' { "@odata.context": "http://host/service/$metadata#Products(Rating,Name)", "value": [ { "Name": "Milk", "Rating": 3 }, ...
  18. 18. OData Examples Get Individual Entity $ curl 'http://host/service/Products(1)' { "@odata.context": "http://host/service/$metadata#Products/$entity", "ID": 1, "Name": "Milk", "Description": "Low fat milk", "ReleaseDate": "1995-10-01T00:00:00Z", "DiscontinuedDate": null, "Rating": 3, "Price": 3.5 }
  19. 19. OData Examples Update Entity $ curl -w "Status: %{http_code}n” -H 'Content-Type: application/json' -X PATCH -d '{"@odata.type":"ODataDemo.Product", "Price":"2.99"}' 'http://host/service/Products(1)’ Status: 204
  20. 20. OData Examples Change Tracking Server will POST notifications to the callback URL $ curl -H 'Prefer: odata.track-changes' -H 'Prefer: odata.callback; url="https://myserver/cb?token=123"' 'http://host/service/Products'
  21. 21. Lightning Connect Demo
  22. 22. External Objects work very like Custom Objects ✓ Tabs ✓ List Views ✓ Detail Pages ✓ Chatter Feeds ✓ Visualforce pages with standard or custom controllers ✓ Apex SObject types ✓ REST/SOAP API access ✓ SOQL and SOSL queries from Apex or API ✓ Available on Salesforce1 Mobile Platform
  23. 23. But There Are Currently Some Limitations ✗ Read-only at present (read/write in Pilot now) ✗ Reporting (Coming in 2nd Half 2015) ✗ Formula and Roll-up Summary Fields ✗ Triggers, Workflow, Approvals, Process ✗ Validation Rules ✗ Field History Tracking ✗ Notes, Attachments
  24. 24. Lightning Connect Roadmap ▪ Pilot in Spring ‘15, GA in Summer ‘15* – Real-time cross-org access – Apex Connector library to develop custom connectors ▪ Read/Write Capability for External Objects ▪ OData 4.0 – Support for triggers and Workflow ▪ Custom Reports for External Objects * Safe Harbor!
  25. 25. Apex Connector Framework
  26. 26. Apex Connector Framework ❏ Develop your own custom adapter in Apex for Lightning Connect ❏ Retrieved data will manifest as external objects ❏ Provide your own implementation for your data service ❏ Sync - metadata synchronization to set up external object ❏ Query - translates SOQL query for external data service ❏ Search - translates SOSL search for external data service ❏GA in Summer ‘15, part of Lightning Connect SKU/License ❏Available from Developer Edition Orgs
  27. 27. Apex Connector Demo
  28. 28. Find out more http://developer.salesforce.com/lightning
  29. 29. Do the Tutorial http://bit.ly/lightning-connect-tutorial
  30. 30. Engage with the Community Success Community Group - Official: Lightning Connect
  31. 31. developer.salesforce.com/page/Salesforce1_Lightning_Webinar_Series • Lightning App Builder • Lightning Component Framework • Lightning Process Builder • Lightning Connect Lightning Deep Dive Webinars
  32. 32. Thank You! Questions?

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