As a company, you may work with several partners. Here at Safe, we've been working on a project to gather Customer Management System (CRM) data from our Partners and consolidate it into our Partner Management System (PRM), Salesforce. The hurdle is, each partner may have a different CRM – meaning different systems, file exports, and ultimately different schemas. Using the FME Platform, Kailin and Kezia developed a process that reformats partner CRM data, validates, and submit records to a Salesforce endpoint. This project will help us have a holistic view of our sales prospects across the globe.

1. PRM Synchronization Project
with FME

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Kailin Opaleychuk
Technical Support
Specialist, FME Desktop
Kezia Yu
Technical Support
Specialist, FME Server
Presenters

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Purpose
Statement
The purpose of this presentation is not to
introduce any upcoming changes to partners,
but to simply demonstrate how Safe Software
makes use of their own product to tackle
everyday challenges within the business

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Agenda
● Goal
● Challenges and Obstacles
● FME & Salesforce
● Workflow
● Next steps…

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● CRM: Customer Relationship Management
● Opportunities: Deals in progress
● PRM: Partner Relationship Management
Quick Terminology
Salesforce, Inc. 2021. Opportunities. Salesforce Help Doc.
https://help.salesforce.com/s/articleView?id=sf.opportunities.htm&type=5

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The Goal

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The Goal
Use FME to make it easier for our partners to submit
Opportunities into Safe Software's PRM, to encourage
regular updates to the system. Ultimately, removing
the need for long, manual Opportunity entry.

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The Current Process

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What we know
- Each Salesforce Object has a set of required parameters to be
created successfully
- Salesforce Objects are interdependent
- Eg. A Contact cannot be created without an existing Account
- Eg. An Opportunity cannot be created without an existing
Contact
- Salesforce objects are JSON objects

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★ Asia Pacific
★ Australian/ New Zealand
★ Europe
★ Middle East
★ North America
★ South/Central America
Safe Partner Locations

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The Problem
Partners do not share a
common CRM, therefore
CRM exports will vary in:
• Attribute Naming
• Data types
• Languages
• Number formatting

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Workflow
Formatting workspace:
FormatExportWorkspace.fmw
Server App:
SafePRM
Automation:
DoesAccountExist_1.fmw
AccountExistsCreateOpp_2.fmw
NoAccountCreateAccount_3.fmw

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Workflow Step 1: Format FormatExportWorkspace.fmw
FormatExportWorkspace.fmw README
Documentation

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Workflow Step 2: Input
Upload formatted Excel file.
Place your screen capture here

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Workflow Step 3: Email Update

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Workflow Step 4: Salesforce Endpoint
"json_body" : {
"Name" : "THE CORPORATION OF EXAMPLE TOWNSHIP",
"CurrencyIsoCode" : "CAD",
"Industry" : "Utilities",
"BillingCountry" : "Canada",
"BillingPostalCode" : "L1G 2K7",
"BillingStreet" : "Apple 70 Blvd, Lexington",
"Company_Email__c" : "Erin@email.com",
"Type" : "Prospect"
}
Account JSON Example

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FME & Salesforce: Automation

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Solution Overview

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To Workspace 2a
To Workspace 2b

21. output from
Workspace 2a
Workspace 1

22. output from
Workspace
2a
Workspace 1

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Solution Overview

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DEMO

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Next Steps…

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Next Steps
- Update the success email to include
detailed report of written artifacts
- User parameters for
FormatWorkspace
- Combining ‘error_msg’ transformers
with conditionals, to reduce
redundancy in the workspace
- Automation Apps (Coming Soon...)

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Resources
• Blazing New Trails with Salesforce Data [Webinar]
• Building Integrations with the FME Server Automation Writer [Article]
• Getting Started with Automations [Article]
• Getting Started with Server Apps [Article]
• Salesforce Connector [Documentation]

29. Thank You!
kailin.opaleychuk@safe.com
kezia.yu@safe.com
Jovita Chan
Ardi Bakhtiary
Malika Aoujdad
Ruth de Jesus
Shane Jensen
Safe Partners