BI360 for Salesforce.com

Enabling World-class Reporting for Salesforce Customers

A Solver White Paper

Document Version 4.0

Copyright Solver, Inc., 2017 BI360 White Paper | Page 1

Table of Contents

Introduction ......................................................................................... 2

Advantages of BI360 Reporting for Salesforce .......................................... 2

Salesforce Integration to BI360 .............................................................. 3

Salesforce API and Connection Information .............................................. 4

Frequently Asked Questions about the Integration .................................... 5

Options for Reporting, Budgeting and Dashboards .................................... 6

BI360 for Salesforce - Report Examples .................................................. 7

Copyright Solver, Inc., 2017 BI360 White Paper | Page 2

Introduction The purpose of this document is to describe the integration between

Salesforce.com and BI360, as well as to provide examples BI360 report

templates that show some of the output capabilities.

Note 1: There was also an older BI360 (for BI360 4.x on-premise)

integration tool with a Salesforce connector. This document describes the

new BI360 integration tool that is a native part of the BI360 Web portal

and available for BI360 cloud and BI360 5.0 (and later) on premise.

Note 2: Although this document is focused on the Salesforce integration

and related BI360 sales report examples, please note that this is just one

capability of BI360. Please see www.solverglobal.com for more

information.

Advantages of BI360 Reporting for Salesforce BI360 is a modern, self-service CPM Suite for Cloud and on-premise use

that can extended beyond just the reporting covered in the white paper, to

include forecasting/budgeting, consolidations, dashboards, and full data

warehousing. With the BI360 report writer module, you will get the most

extensive, modern Excel- and web-based report writer available for

Salesforce customers. This gives you several benefits:

Excel-based report writer provides features and formulas not

available in the native Salesforce reporting tool or in the many 3rd

party dashboard solutions.

If you have ever exported Salesforce data to Excel, imagine that you

with BI360 now get all the power and familiar environment of Excel,

but with completely automated, fully formatted reports.

Run reports on demand from Excel, web or auto-distribute reports by

e-mail.

Automatically scheduled or on demand refresh of data from

Salesforce to BI360’s data warehouse.

Install BI360, use the easy integration wizard, download pre-built

report templates and in less than 15 minutes start seeing your

Salesforce data in ways you have never been able to before.

Integration is out-of-the-box, plus you can add custom Salesforce

fields should that be needed.

Copyright Solver, Inc., 2017 BI360 White Paper | Page 3

Pre-joined tables (e.g. Owner, Contact, Account, etc.)

Pre-defined period logic (Salesforce date fields linked to

weeks/months/etc. for easy reporting on e.g. trends, month-to-date,

year-to-date, etc.)

Get increased visibility and control of your Salesforce data and at the

same time watch the sales team quickly become motivated to

capture updated data in Salesforce due to vastly improved reporting

output.

Salesforce Integration to BI360 Like many other cloud-based systems, Salesforce offers web services

connectors that outside systems can integrate with. Using the BI360

Integration tool (see images below), you can typically download Salesforce

data and automatically configure the BI360 web portal in less than an hour

and with no technical skills required.

You will find the Salesforce connector in the Marketplace, accessed from

within the Integrations menu in the BI360 Web Portal:

Copyright Solver, Inc., 2017 BI360 White Paper | Page 4

Salesforce API and Connection Information BI360 includes a robust connector to Salesforce data based on best

practices recommendations from Salesforce. The BI360 data connector use

Salesforce’s REST API to connect to all of the objects configured by

Salesforce. This allows for an organization with an active Salesforce

account, to enable the REST API and quickly import their Salesforce data

into the the BI360 Cloud or, for on-premise, BI360 version 5 and later.

BI360’s Salesforce connector utilizes the following technologies provided by

Salesforce.

1. TLS 1.2

2. OAuth 2.0

Copyright Solver, Inc., 2017 BI360 White Paper | Page 5

Frequently Asked Questions about the Integration

Question Answer

Which modules in Salesforce are

available in the integration?

Any data exposed in the Salesforce

API is available to BI360.

What about custom fields in

Salesforce, how do you integrate

them?

BI360 Integration Manager also

provides access to custom fields in

the integrated modules.

How fast will it download data from

Salesforce?

This mostly depends on the

connection you have to the

Salesforce cloud and the amount of

data you load each time.

What is the BI360 database

platform?

Microsoft SQL Server

Can I also populate other types of

data into the BI360 Data

Warehouse?

Yes, it is a true data warehouse

and you can for example also

populate it with ERP data (actual

sales, general ledger data, payroll

data, etc.) or other types of data

you would like in the data

warehouse.

Can BI360 also be hosted like

Salesforce?

Yes, there are several hosting providers for BI360 or you can

install it in-house.

Is BI360 available on SaaS pricing?

Yes, BI360 is available both on

SaaS pricing or it can be

purchased.

What can I do with my data once it

has been loaded into the BI360

data warehouse?

At that point you can use any of

the BI360 user tools, such as the

modern report writer (see

examples later in this document),

dashboards or input forms (e.g. for

budget or forecast input. You can

read more about this in the section

below.

Copyright Solver, Inc., 2017 BI360 White Paper | Page 6

Options for Reporting, Budgeting and Dashboards Once the BI360 data warehouse has been populated with Salesforce (and

any other data source) data, any of the BI360 front-end modules can be used:

1) Reporting

a. Formatted reports (see examples later in this document) b. Ad-hoc reports

c. Report scheduling and distribution d. Web-based reporting

2) Budgeting a. Budget input (e.g. a revenue budget)

b. Forecast input (e.g. a sales forecasts)

c. Any other manual data entry form 3) Dashboard

a. Sales dashboards b. Financial dashboards

c. Other dashboards

Please see www.solverglobal.com for more detailed BI360 product

information.

Copyright Solver, Inc., 2017 BI360 White Paper | Page 7

BI360 for Salesforce - Report Examples The following reports in this document are examples as well as out-of-the-

box BI360 Excel- and web-based report templates you can download and use with the BI360 Web Portal as soon as you have populated it with your

Salesforce data. Of course, you can also use the BI360 Excel-based Reporting module to design your own reports any way you would like them.

Keep in mind that once reports have been designed (or you use the pre-

defined reports) you have many deployment options:

Build and run reports with BI360’s Excel-based reporting tool. Run reports with BI360’s web portal.

Use the BI360 Report Publisher for automatic scheduling and distribution to your team. Recipients (e.g. your sales team) of reports

do NOT need a BI360 license.

Copyright Solver, Inc., 2017 BI360 White Paper | Page 8

Comment: Top Opportunities above 20% probability and ranked by

Weighted Revenue. The report also includes traffic lights, in cell charts and user-driven column sorting.

Comment: Sales person focused report showing key metrics per sales person, such as: Estimated Revenue, Weighted Revenue, # of Opportunities

and Average Estimated Revenue per Opportunity.

Copyright Solver, Inc., 2017 BI360 White Paper | Page 9

Comment: Deep focus on how many (special COUNT function handles this)

opportunities each sales person has in each stage of the sales cycle. A detailed list of opportunities is available by expanding the row groups.

Comment: Detailed Opportunities report that groups by sales person and ranks opportunities by Weighted Amount. In-cell charts and stars help

highlight key information.

Copyright Solver, Inc., 2017 BI360 White Paper | Page 10

Comment: Detailed report that groups Opportunity Detail (line items) by

Customer.

Comment: Detailed report that groups Opportunity Stage in the sales process.