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Proven Techniques for salesforce.com Integration Patrick Nolan, Brocade Srini Saripalli, InfoSTEP Tom Ewing, Tumbleweed Communications Todd Funasaki, Informatica Admin III: Expanding into New Areas
Safe Harbor Statement ,[object Object],[object Object],[object Object]
Proven Techniques for salesforce.com Integration Patrick Nolan Data Architect Srini Saripalli Solution Architect Tom Ewing Manager IS Business Systems Todd Funasaki Director, On Demand Integration Moderated By:
Proven Leadership: Gartner, Inc., “Magic Quadrant for Data Integration Tools, 2006” by Ted Friedman, Mark A. Beyer, Andreas Bitterer, November 22, 2006 The Gartner Magic Quadrant is copyrighted 2006   by Gartner, Inc., and is reused with permission.  The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period.  It depicts Gartner’s analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner.  Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the “Leaders” quadrant.  The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action.  Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.  The Magic Quadrant graphic was published by Gartner, Inc., as part of a larger research note and should be evaluated in the context of the entire report.  The Gartner report is available upon request from Informatica.   ,[object Object],[object Object],[object Object],Gartner Magic Quadrant for Data Integration Tools, 2006 &
Informatica Integration Pack (iPack) Now You Can Afford the Best! Starting at $2500/mo! DW SCM ERP CRM Custom Apps
Informatica On Demand Services No hardware & No Software DW SCM ERP CRM Custom Apps www.informaticaondemand.com Data  Migration Data  Synchronization Data  Quality Data  Replication
Patrick Nolan Data Architect [email_address]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Brocade Data Integration Challenge ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Worldwide salesforce.com Deployment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Brocade Data Warehouse Informatica PowerCenter provides data integration via a point and click graphical user interface Manufacturing Data Systems Costing Application  2002/ 2006 2002/ 2003 2007 Partner  End-User  Registration 2005 2006 2005 2001 Data Warehouse >300 GB Multiple  Home-Grown  Apps Multidimensional Revenue Forecasting 2000/ 2001 2000/ 2001
2007 Extensions AppExchange extensions and Salesforce WSDL extensions are now routinely added to the Data Warehouse via the same PowerCenter point and click interface  Data Warehouse Partner  End-User  Registration Commissions Deals Desk / Quoting Services Project Manager  2007/8
Nuts and Bolts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
FY ‘08 Salesforce/Oracle 11i Initiative ,[object Object],[object Object],[object Object],[object Object],[object Object]
Srini Saripalli Solution Architect/Project Manager [email_address]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],Today’s Customer Case Study ,[object Object],[object Object],Client’s Objective:
Data Integration Options Evaluated ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Evaluation Criteria and Approach  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Integration Use Cases Sales Hierarchy and Territory Systems  ? Legacy  Accounts  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Challenges Scenarios
Enterprise Data Integration Architecture Data Integration Foundation Implemented https, gzip Extract Territory Hierarchy, User assignments Proxy 1. Territory-Account Assignments 2. Account ownership Partner Acct.  Owner + Account Teams Partner Account Attributes Enterprise Data Synchronization Partners Systems Salesforce Local Copy Exception Handling Channel Data Partner Data JMS Server / Message Queue Sales Hierarchy Territory Tool
Under the Hood Reference Data Synchronization Customer HR Support Accounting Common Data Models Data  Sources Territory Address Products Informatica Managed Data Processing Target 1 Target 3 Legacy Data  Targets Source Mappings Data captured since last synchronization  Target Mapping 1  Target Mapping 2  Target Mapping 3  Common Data Model to target system transformations last_extract_time last_extract_time last_extract_time Source data transformed and mapped to Common Data Model Schema Source Id Common Source Id maintained to match and connect source and target systems Reference  Data Table Source & Target Ids maintained - Increases real time synch performance!
Success Delivered In Production ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],New Integration Framework Before
Best Practices in Salesforce Integration ,[object Object],[object Object],[object Object],[object Object]
Tom Ewing Sr. Manager, IS Business Systems [email_address]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],WINNER Best Email Content Filtering Solution Secure Transport Best Intellectual Property Protection
Project  Background ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Technical Considerations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Solution On Demand Data Replication as a Service ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Solution Informatica Data Replication as a Service www.informaticaondemand.com On-Premise On-Demand Hyperion BI Suite Replicated SFDC Data (On-Premise Applications and Databases) Executive Dashboards
[object Object],[object Object],[object Object],[object Object],[object Object],Lessons Learned
Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],We strive to improve, t hank you for filling out our survey. ,[object Object],[object Object]
Proven Techniques for salesforce.com Integration Questions? Patrick Nolan Data Architect Srini Saripalli Solution Architect Tom Ewing Manager IS Business Systems Todd Funasaki Director, On Demand Integration Informatica Moderated By:

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Aen004 Thorpe 091807

  • 1. Proven Techniques for salesforce.com Integration Patrick Nolan, Brocade Srini Saripalli, InfoSTEP Tom Ewing, Tumbleweed Communications Todd Funasaki, Informatica Admin III: Expanding into New Areas
  • 2.
  • 3. Proven Techniques for salesforce.com Integration Patrick Nolan Data Architect Srini Saripalli Solution Architect Tom Ewing Manager IS Business Systems Todd Funasaki Director, On Demand Integration Moderated By:
  • 4.
  • 5. Informatica Integration Pack (iPack) Now You Can Afford the Best! Starting at $2500/mo! DW SCM ERP CRM Custom Apps
  • 6. Informatica On Demand Services No hardware & No Software DW SCM ERP CRM Custom Apps www.informaticaondemand.com Data Migration Data Synchronization Data Quality Data Replication
  • 7. Patrick Nolan Data Architect [email_address]
  • 8.
  • 9.
  • 10.
  • 11. Brocade Data Warehouse Informatica PowerCenter provides data integration via a point and click graphical user interface Manufacturing Data Systems Costing Application 2002/ 2006 2002/ 2003 2007 Partner End-User Registration 2005 2006 2005 2001 Data Warehouse >300 GB Multiple Home-Grown Apps Multidimensional Revenue Forecasting 2000/ 2001 2000/ 2001
  • 12. 2007 Extensions AppExchange extensions and Salesforce WSDL extensions are now routinely added to the Data Warehouse via the same PowerCenter point and click interface Data Warehouse Partner End-User Registration Commissions Deals Desk / Quoting Services Project Manager 2007/8
  • 13.
  • 14.
  • 15. Srini Saripalli Solution Architect/Project Manager [email_address]
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21. Enterprise Data Integration Architecture Data Integration Foundation Implemented https, gzip Extract Territory Hierarchy, User assignments Proxy 1. Territory-Account Assignments 2. Account ownership Partner Acct. Owner + Account Teams Partner Account Attributes Enterprise Data Synchronization Partners Systems Salesforce Local Copy Exception Handling Channel Data Partner Data JMS Server / Message Queue Sales Hierarchy Territory Tool
  • 22. Under the Hood Reference Data Synchronization Customer HR Support Accounting Common Data Models Data Sources Territory Address Products Informatica Managed Data Processing Target 1 Target 3 Legacy Data Targets Source Mappings Data captured since last synchronization Target Mapping 1 Target Mapping 2 Target Mapping 3 Common Data Model to target system transformations last_extract_time last_extract_time last_extract_time Source data transformed and mapped to Common Data Model Schema Source Id Common Source Id maintained to match and connect source and target systems Reference Data Table Source & Target Ids maintained - Increases real time synch performance!
  • 23.
  • 24.
  • 25. Tom Ewing Sr. Manager, IS Business Systems [email_address]
  • 26.
  • 27.
  • 28.
  • 29.
  • 30. Solution Informatica Data Replication as a Service www.informaticaondemand.com On-Premise On-Demand Hyperion BI Suite Replicated SFDC Data (On-Premise Applications and Databases) Executive Dashboards
  • 31.
  • 32.
  • 33. Proven Techniques for salesforce.com Integration Questions? Patrick Nolan Data Architect Srini Saripalli Solution Architect Tom Ewing Manager IS Business Systems Todd Funasaki Director, On Demand Integration Informatica Moderated By: