Date post: | 19-Oct-2014 |
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Technology |
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Cloud Integration and Data Management Summer School
Lesson 1: The Essential Guide to Connecting With Salesforce
Clive Bearman, Director of Marketing, Informatica CloudRon Lunasian, Sr. Director Cloud Platform, InformaticaRakesh Bansal, Sr Enterprise Intelligence Analyst, Brocade
Summer School Overview
• Curriculum
• Good News - No test!
• Complete all 3 lessons receive gift card for a summer treat
Lesson Title Date
1Don’t Get Cast Away on a Data Island
The Essential Guide for Connecting to SalesforceTues 6/18
10:00 am PST
2Customer Relationships Don’t End In September
Using Cloud Master Data Management to Deliver a Single View of Your Customer
Thurs 7/1810:00 am PST
3Working from the Beach
Mobilizing Processes for the Smart Phone GenerationThurs 8/15
10:00 am PST
Today’s Lesson
• Goal
• Learn the fastest way to integrate and manage data in Salesforce
• Faculty
• Clive Bearman, Director of Marketing, Informatica Cloud
• Ron Lunasian, Sr. Director Cloud Platform, Informatica
• Rakesh Bansal, Sr Enterprise Intelligence Analyst, Brocade
• Lesson Plan
• Cloud integration and data management challenges
• Essential guide to Salesforce integration
• Demonstration
• Real world example (Brocade)
• Q&A
• Homework assignment
4
Why are there 3 lessons?
5
There are 3 BIG
challenges.
6
1Salesforce Becomes Another Data Silo
2Salesforce
Data Becomes
Inconsistent
3Salesforce
Users Corrupt The Data
7
What’s wrongwith a Salesforce
data silo?
(After all it’s just for the sales dept.)
Business Needs Accurate ReportingFor Effective Decision Making
8
Sales Marketing Support
Finance
Manufacturing
eCommerce
Order
AccountsContacts
Leads
A Real World Example
9
‘Account’, ‘Contact’ and ‘Lead’ are standard Salesforce objects
‘Order’ is a Custom Salesforce Object
(SAP is system of record)
VP of Sales and Marketing“How many leads become
orders?”
10
What are the options for Salesforce data
integration?
Salesforce Data Integration Options
11
1
2
3
Manual ToolsToo time consuming and error prone
APEX CodingNeeds costly developers
Cloud Integration SuiteWhat evaluation criteria should we use?http://www.informaticacloud.com/images/whitepapers/WP-What_to_look_for_when_evaluating_IaaS.pdf
Award Winning Cloud IntegrationPoint, Click, Connect
12
Design
Administer
4
1Execute
2
3Monitor
Variety of source and targetsEasy transform and mapEasy to use wizards
On demandOn scheduleOn real-time event
Job execution statusSession logsError logs
Manage usersManage access controlsAudit Logs
Salesforce Integration DemoRon Lunasian
Sr. Director Cloud Platform Adoption, Informatica
13
14
2000+ Salesforce.comcustomers rely on Informatica to connect to 100+ on-premise and
SaaS applications and integrate 2 billion+ records a day.
Salesforce Integration in ActionRakesh BansalSr Enterprise Intelligence Analyst, Brocade
15
16
Brocade at a Glance
2005 2006 2007 2008 2009 2010
$0.6
$0.8
$1.2
$1.5
$2.0$2.1
Annual Revenue(Billions)
• Founded in 1995
• 4,700+ employees worldwide
• Headquartered in San Jose, CA
• Operating in more than 160 countries
• $2+ billion in annual revenue
17
Brocade One is…
…how Brocade enables new business models and capabilities for service providers.
• Highest density 100 GbE
• Backbone and research networks
• Low latency solutions
• Application Delivery Solutions
• Price/performance leadership
18
…why users can enjoy the benefits of their applications and information anywhere.
• Active-active mesh architectures
• Mobile backhaul
• Data center reliability, throughout the network
• Unified wired/wireless management
Brocade One is…
19
Cloud PlatformCloud Interface Platform
• Identify a platform to integrate cloud apps with on-premise apps
ArchitectureArchitecture Pattern
• Architecture pattern that can support most of the cloud basedintegrations
Ease of UseEase of Use
• The tool that doesn’t require learning curve or specialized skills
Bi Directional
Bi Directional Interface
• Tool selected should support meta-data as well as data integration
• It should be able to upload or download data from cloud apps
Use Case
The Architecture: Data and Metadata
20
Brocade Data Center
ON
CE
Daily
TW
ICE
Daily
DATA
SECURE AGENT
TBDTBD
SALESFORCE
INFORMATICACLOUD
User AdminCredentials of Salesforce
Credentials of Brocade ReplicaTask Scheduler
ME
TAD
ATA
SE
CU
RE
D D
ATA
PIP
E
METADATA LOGS
PO
WE
R C
EN
TE
RSALES AND
SERVICE
SERVICEREQUEST
FAILUREANALYSIS
ENTITLEMENTS,RMA, PRODUCTS
Staging
INBOUND
OUTBOUND
BI
SALESSERVICE
PRM
WFO
PLM
ERP
Entitlements
Informatica Cloud Security and SLA
21
Informatica Cloud only stores source/target metadata, no application data is stored
Source and Target DB credentials are stored on the Informatica Cloud and isn’t encrypted. All passwords are encrypted
All data communication uses 128-bit SSL encryption
Informatica Cloud is SAS-70-II , ISO27001 Compliant
Access to Informatica Cloud can be restricted by range of IPs
User Roles and Responsibility could be used to control Source/Target credentials or Tasks
Questions and Answers
22
Homework Assignment
23
1
2
3
Register for 30 day free trialInformaticacloud.com/summerschooltrial
Get social & tell a friendFollow @infacloud on Twitter
Come to the next lessonThurday July 18th 10:00 am PST “Customer Relationships Don’t End In September”
Appendix
24
How Does Informatica Cloud Integration Work?
25
Your Enterprise
Cloud Applications
1
2
3
• Rapid Deployment• Easy to Use• Powered by Vibe™
26
Design1
Variety of source and targets
Easy to use wizards
Easy transform and map
27
Execute2
On demand On schedule On real-time event
28
Monitor3
Job execution status
Error logs Session logs
29
Administer4
Manage usersManage access controls
Audit logs
Integration goes mobile!
• Monitor Informatica Cloud usage
• Check status of integration jobs
• Troubleshoot tasks and access support
Informatica Cloud on iOS & Android