The document discusses best practices for Salesforce data access, emphasizing the importance of industry-standard integration methods like SQL and ODBC/JDBC drivers. Progress Software offers solutions to enhance data accessibility from Salesforce, providing features such as bulk loading, local caching, and compatibility with various data tools. The goal is to simplify the integration of SaaS data for business operations and analytics while minimizing the complexities associated with unique and changing APIs.

1. Best Practices for Salesforce Data Access
Intelligent Integration for BI, ETL, and Application Development
Dion Picco, Progress Software, Product Marketing
@dpicco, @ProgressSW, @DataDirect_News

2. BI/Analytics
The ‘Good Old Days’ of Data Access
Application Platforms
Customers
Orders
Prospects
Employees
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3. BI/Analytics
Application Platforms
Customers
Orders
Prospects
Employees
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4. BI/Analytics
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Application Platforms
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5. The New Data Access Landscape

6. Aren’t APIs Supposed to Solve this Problem?
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7. Aren’t APIs Supposed to Solve This Problem?
APIs generally work great for programmers
(the only people they were designed for)
(and hopefully you only have a few sources)

8. Aren’t APIs Supposed to Solve This Problem?
But they don’t help the rest of us!
(analysts, operations, product managers, etc)

9. There Has to Be a Better Way!
A way that is…
Broadly Compatible with the Tools of Business
Widely Known and Readily Available Skills
Great for Developers and Analysts Alike

10. There IS a Better Way!
Industry standards for data access
(Widely known, Broadly supported)
Even Chili Knows SQL
(Search for him on YouTube)
SQL
select
insert
update
delete
ODBC
dsn
JDBC

11. Benefits of a SQL Approach
Business Intelligence & Analytics
Real-time access to your SaaS data
Compatible with your favorite tools
Great for “What If?” analysis
Web Site Content
Web portal integration; massive
performance improvements; realtime updates
Data Integration and Migration
Extract/Transform/Load, MDM,
Data Quality initiatives
Consolidate Infrastructure
Develop Applications
Simplified Interface
Stop managing changing APIs
Build ecosystem add-ons

12. Progress Offers 3 Solutions to Salesforce Data Access
+

13. Progress Offers 3 Solutions to Salesforce Data Access
• ODBC and JDBC drivers to SaaS
applications like Salesforce
• Precision control and tuning to
suit your specific needs
• Support for advanced features
such as Bulk Load of data
• Local caching to eliminate WS
calls and maximize performance
• Highly embeddable into your
application, and deployable
anywhere
+

14. Progress Offers 3 Solutions to Salesforce Data Access
• ODBC and JDBC drivers to SaaS
applications like Salesforce
• One single ODBC or JDBC driver
for access to ANY SaaS data
• Precision control and tuning to
suit your specific needs
• SQL leveling equals simplicity and
for your data connectivity needs
• Support for advanced features
such as Bulk Load of data
• On-demand scalability and flexible
subscription pricing
• Local caching to eliminate WS
calls and maximize performance
• Minimize maintenance and
updates due to SaaS API
changes
• Highly embeddable into your
application, and deployable
anywhere
• Highly embeddable into your
application
+

15. Progress Offers 3 Solutions to Salesforce Data Access
• ODBC and JDBC drivers to SaaS
applications like Salesforce
• One single ODBC or JDBC driver
for access to ANY SaaS data
• Precision control and tuning to
suit your specific needs
• SQL leveling equals simplicity and
for your data connectivity needs
• Support for advanced features
such as Bulk Load of data
• On-demand scalability and flexible
subscription pricing
• Local caching to eliminate WS
calls and maximize performance
• Highly embeddable into your
application, and deployable
anywhere
• Minimize maintenance and
updates due to SaaS API
changes
• Highly embeddable into your
application
• Combine and blend data from
many SaaS and on-premise
data sources
• Self-service data integration
for business operations and
analysts
• No expensive, costly, risky
traditional data integration
• Effective new ways to
collaborate with coworkers
• Enhances your favorite data
tools, from Excel to BI tools

16. Transforming How SaaS Data Is Accessed
With Progress DataDirect,
SaaS data such as Salesforce
will appear like just another
relational database
Not just Salesforce, but any
application on the Force.com
platform!

17. Since We’re In the DevZone…
DIY Alternatives are Costly and Error Prone
• Each SaaS API is unique
• Each SaaS API is constantly changing
• Each SaaS API has custom security and error handling
Progress DataDirect Cloud Simplifies Data Integration
• Standardized interface; broadest compatibility
• Single API with consistent security and error handling
• Works with virtually any language or platform
• Optimized for performance and scalability
Try it for free today:
http://www.datadirectcloud.com
1 Interface. ∞ Data Access.

18. Choose your data sources
Configure through your
browser
Test your SQL inline
Connect to all with a single
driver

19. Examples of DataDirect Cloud in Use
Cloud BI Analytics & Visualization
• Customers demanded support for Salesforce.com
data
• Customers preferred direct real-time access instead
of manual Excel import/exports
• Chose and embedded DataDirect Cloud to provide
Salesforce.com data access, just like the relational
databases already supported
• “Future proofs” Explore Analytics because new data
sources are immediately supported as soon as they are
ready in DataDirect Cloud
1 Interface. ∞ Data Access.

20. Try It for Free Today
http://www.datadirectcloud.com
Also, be sure to check out:
http://www.datadirect.com
http://www.progress.com
1 Interface. ∞ Data Access.

21. All about Progress Software
Our customers and partners have big ideas. We help them turn
their ideas into business reality through the rapid development,
deployment, and management of data driven applications.
▪ Our technology is used by nearly 140,000 organizations in more than 180
countries.
▪ Progress has a network of more than 2000 partners supporting more than
4000 applications
▪ More than 4 million people are using applications built on award-winning
Progress technology—both on-premise and in the Cloud
▪ Progress Software trades on the NASDAQ index under the symbol PRGS

22. Dion Picco
Product Marketing, Progress Software
@dpicco