Take the Pain Out of Data Imports!

Kirti Patel, Customer Success Manager

Kirti has helped hundreds of customers achieve success by sharing best practices and adoption tips during her 4 years at Salesforce.com.

Agenda

Data Loading Overview

Data Loading Best Practices

Knowing Your Cloud Integration Options

Introducing Informatica Cloud Express

Customer Success Story

Next Steps

Why data loading is important?

Import Wizard vs. Data Loader

IMPORT WIZARD DATA LOADER

Editions All Enterprise, Unlimited, and Developer

Objects

Application Target User

Access

Format

Additional Information

Contacts, Business Accounts, Person Accounts, Leads, Solutions, Custom objects

All

Cloud based Client-based

Regular Sales and Marketing users Less experienced administrators Non-database type users

Super admins Developers Uber-nerds Database type folks

You can only import into fields that you can access via your page layout and field-level security settings.

API Batch Scheduler

CSV file formats CSV file formats

User Interface Command Line

When to use the Data Loader

 You need to mass upload a lot of records (more than 50K) OR

 You need to load into an object that is not yet supported by the import wizard

OR  You want to schedule regular data loads, such as nightly

imports OR

 You want to export your data for backup purposes

Define your Process with Best Practice

Process Best Practice   It’s your chance to clean data   Export your CSV template from

Salesforce   Use naming conventions for

folders and templates – 2011-12-7 Contacts Upload (Pipeline)

  Test upload with a few records

  Communicate data upload to users

  Don’t limit usage to imports. Export your data regularly

1.  Know what you’re loading 2.  Create your CSV template

with mapping 3.  Populate your CSV file 4.  Test! 5.  Validate the data 6.  Migrate the data

Order of Migration

  Relationships exist between objects –  All Accounts have an Owner –  Opportunities are associated to an Account

  Dependencies dictate the order of data migration 1.  Load Users 2.  Load Accounts 3.  Load Opportunities

Where to Find the Data Loading Tools

Import Wizard Your Name | Setup | Data Management | Import Accounts/Contacts

Data Loader (Enterprise, Unlimited and Developer Editions)

Your Name | Setup | Data Management | Data Loader

AppExchange Search Integration and Data Management

Import Wizard Demo

AppExchange: What options are out there?

Search Data Integration 117 options!

Darren Cunningham, VP Marketing, Informatica

Darren has over 15 years of product marketing experience at cloud computing companies including Salesforce.com.

His expertise includes specialties such as data integration and business intelligence.

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Knowing Your Salesforce Integration Options

Darren Cunningham VP, Marketing Informatica Cloud

www.InformaticaCloud.com

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Knowing the Salesforce Integration Options

Cloud Services

2 Free Tools

1

Greater Adoption

More Business Value

Stronger Connection

Benefits Include…

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Free Tools: Starting with the Data Loader

3

Free Tools

1 •  Pros:

•  FREE •  Easiest way to get your feet wet •  “Good enough” might just be

•  Cons: •  Loading data is just one requirement •  Ad hoc vs. automated

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The Latest Trend: Cloud Integration Benefits include…

Cloud Services

2 Rapid Deployment

Ease of Use

Minimal Training

Fewer IT Resources

Automatic Upgrades

Subscription Pricing

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Evaluating a Cloud Integration Solution

1.  Multitenant vs. Hosted

2.  Ease to Use

3.  Can You Try Before Buying

David Linthicum, What to Look for When Evaluating Integration-as-a-Service Solutions

4.  Role of IT

5.  Will it Scale?

6.  Is the Vendor Viable?

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Informatica Cloud www.InformaticaCloud.com

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Informatica Cloud www.InformaticaCloud.com

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Informatica Cloud Express

Automate Integration

Starts @ $99/month

Pay-as-You Go

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Step 1: Define your task

6-Step Data Loading with Express For this

example, we want to load Account data

from a database to Salesforce

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Step 1: Define your task – Account to SFDC

6-Step Data Loading with Express

Step 2: Source Where is the data coming from?

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6-Step Data Loading with Express

Target: Salesforce

Account Object

Step 3: Target Where do you want to load the data?

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Data Filters (optional)

For example, if you only want

to load account data

from 10/20/2011

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Drag and Drop Field Mapping

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Perform complex transformations on your source data before it is

synchronized to your target

Expressions: Only a Click Away

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Schedule Integrations to Automate Processes: “Set it and Forget it!”

John Wilke, IT director, Highway Equipment Company

Mark Russell, IT Manager, Web-Don, Inc.

Mark has over 25 years experience in the IT field, covering areas such as Operations, Programming, Networking, DBA and Management.

In his current position with Web-Don, Inc., he is responsible for evaluating , recommending, & upkeep of all facets of technology within the company.

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Web-Don, Inc. Informatica Cloud Express Success Story

Mark Russell, IT Manager

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Web-Don, Inc.

•  Web-Don, Inc. is a distributor of building materials such as laminates, countertops, solid surfacing, quartz, panels, and adhesives •  Last year, we opened a new

division of cabinetry called Carolina Heartwood Cabinetry

•  Founded in 1972, Web-Don is celebrating our 40th anniversary in the Spring

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Why Salesforce Data Integration?

•  Started with Salesforce in 2007 •  We now have 15 seats

•  Needed to move order processing, sales, customer information into Salesforce CRM from Agility, a hosted system via flat file •  Address, terms, codes, summary sales, special instructions

•  Because of housing downturn, needed a cost-effective, but robust integration solution

?

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Informatica Cloud Express Since Nov. 2010

•  Started with Informatica Cloud Data Loader trial •  Took minutes to set tasks, “it has been running on autopilot

since”

•  Upgraded to Express to automate process •  Reps know they can count on the information and are

going to have the latest and greatest

•  After every business day, upload address, terms, codes, summary sales, special instructions •  5K, 1 run/day •  Express’ usage-based pricing & scheduling capability

Salesforce Adoption

Initial Next Steps

 Review all your data loading options  Figure out what will work best for you and your business  Organize and clean your data before loading  Communicate data import to your users

Long-term Plan

 Take the time to evaluate your options with integration  Don’t assume integration is expensive and complex  Build a short, medium, long term integration plan  Look at AppExchange reviews and community input  DON’T WAIT TO INTEGRATE!

Additional Resources

Help & Training

- Import Wizard & Data Loader User Guides - Importing Tip Sheets - Knowledge Solutions

3 Integration & Data Management Partners

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http://success.salesforce.com

1 2

- How To Videos - Command Line Video