Marc Benioff Chairman & CEO
Integrating SIS’s with Salesforce: An Accidental Integrator’s Guide
/Salesforce.comFoundation
@SFDCFoundation
Grant Miller Director of Alliances
Corporate Pres – PowerPoint Template – 16x9 FY14.pptx
Which would you choose?
0
20000
40000
60000
80000
100000
120000
Option 1 Option 2 Option 3
Required Investment Return Available Capital
20% Probability of losing entire investment
0% Probability of losing entire investment $10,000 Loan @ 5%
10% Probability of losing entire investment $25,000 Loan @ 6%
Decision Quality Circle
Appropriate Frame
Creative, Doable Alternatives
Meaningful, Reliable Information Clear Values and
Trade-offs
Logically Correct Reasoning
Commitment to Action
SIS Integration: Three Steps to Success
Approach Integration Layers Process Define the Identify the Choose the
Data Tasks
Timing
User Interface Application Logic
Data Model
Build vs. Buy Integration Methodology
Resources
Five-tier Framework for Business Analysis
Framework Layer What it Covers… The Technique
Busin
ess F
ocus
Business Objec=ves
The mission, strategies (customers / markets, products / services, differen=ators), goals, objec=ves, and measures (e.g. KPIs) for the organiza=on. (MSGO = Mission, Strategies, Goals, Objec=ves.)
Project Charter
Business Process The ac=vi=es the business carries out in order to meet its objec=ves. Includes the actors involved, the sequence of steps they carry out (workflow), and the result(s) produced.
Workflow Modeling
System
s Focus
Presenta=on Services
A mechanism through which an actor in a business process interacts with a system. Usually a GUI and reports, but could involve scanners, IVR systems, etc.
Use Cases
Business Services
A "service" offered by a system -‐ a specific func=on. Includes the business rules and data updates it is responsible for. Requires Event Analysis, State Transi=on Analysis, etc.
Service Specifica=on
Data Management
Services
Files and databases that provide a system's record-‐keeping func=ons. Determines the things a systems "knows" about and the data that is maintained about those things. Data Models establish the language and basic rules for all other requirements.
Data Modeling
© 2009 Sharp, McDermott – Workflow Modeling: Tools for Process Improvement and Application Development
Business Process Defined
“A business process is a collection of interrelated activities, initiated in response to a triggering event, which achieves a specific, discrete result for the customer and other stakeholders of the process.”
A Business Process is…
1) …Something that achieves a specific result…
2) … for a customer or other stakeholders…
3) …initiated in response to a triggering event…
4) …a collection of interrelated activities…
Five-tier Framework for Business Analysis
Framework Layer What it Covers… The Technique
Busin
ess F
ocus
Business Objec=ves
The mission, strategies (customers / markets, products / services, differen=ators), goals, objec=ves, and measures (e.g. KPIs) for the organiza=on. (MSGO = Mission, Strategies, Goals, Objec=ves.)
Project Charter
Business Process The ac=vi=es the business carries out in order to meet its objec=ves. Includes the actors involved, the sequence of steps they carry out (workflow), and the result(s) produced.
Workflow Modeling
System
s Focus
Presenta=on Services
A mechanism through which an actor in a business process interacts with a system. Usually a GUI and reports, but could involve scanners, IVR systems, etc.
Use Cases
Business Services
A "service" offered by a system -‐ a specific func=on. Includes the business rules and data updates it is responsible for. Requires Event Analysis, State Transi=on Analysis, etc.
Service Specifica=on
Data Management
Services
Files and databases that provide a system's record-‐keeping func=ons. Determines the things a systems "knows" about and the data that is maintained about those things. Data Models establish the language and basic rules for all other requirements.
Data Modeling
© 2009 Sharp, McDermott – Workflow Modeling: Tools for Process Improvement and Application Development
SIS Integration: Three Steps to Success
Approach Integration Layers Process Define the Identify the Choose the
Data Tasks
Timing
User Interface Application Logic
Data Model
Build vs. Buy Integration Methodology
Resources
Define Process: Common Recruit/Admit Processes with SIS Co
llabo
ratio
n
Tran
sact
iona
l His
tory
Capture Prospective Student Info
Report on Financial Aid Application
Status
Collect Application Information
Timing
Data Student Information Household Info Transcripts Financial Aid Application Data
Tasks Transformation Validate Data Mass Updates Data Cleansing Custom Logic Alerts and Workflow
Synchronous vs. Non-Synchronous
Prospect/Recruit
Application Status
Financial Aid
Processes Have 3 Parts: Data, Tasks, and Timing
Student Accounts
(Accounting)
Capture Program Interests
Applicant
Major for Curriculum
Education Goal
Return - Banner ID
Qualified Applicant – trigger student record creation
Status Update Messages
Program Interest Profile –
Input to planning
Status Update Messages
Status Update Messages and workflow triggers
Indentify Layers: Common SIS Integration Points
Data Layer
Your Data Model
Application Layer
Your business logic (in Java, Apex + workflows, rules, etc.)
Presentation Layer
Screens exposed to end users
✓ ✓
✓
✓ ✓ ✓
✓ ✓ ✓
✓
✓ ✓
Web Services Integration Options with Salesforce
Middleware / Developer Toolkits/Data Loader
Call External Service
Expose Custom Service
Rest API
Data Replication
Rest Service
Force.com IDE Migration Tool Custom Tools
Customization & Config
Data Upload
Call External Service
Data Replication
META DATA API
BULK API REST API SOAP WEB SERVICES API
Data Upload
Rest Service
Apex Callouts
Outbound Message
Confirm Message
Respond to External Service
SIS / ERP Platform
META DATA API
BULK API REST API SOAP WEB SERVICES API
Workflow
Note: Available APIs vary by SIS/ERP
vendor and system architecture
Choose Approach:Build vs. Buy
Integration Ecosystem
Works with every major middleware solution
Web and Rest Services API
Force.com PaaS Proven Real-Time Integration
Integration Toolsets
Build Custom Integration Solutions
What if I want to build it?
Synchronous
SFDC Integration Mechanisms: ▪ Composite Application / Mashup ▪ Salesforce SOA ▪ Apex Custom Web Services
Asynchronous
SFDC Integration Mechanisms: ▪ Inbound Replication ▪ Outbound Replication ▪ Outbound Messaging ▪ Salesforce Network
Solution Value vs. Sophistication of Approach
New APIs for Private and Public Use
Enterprise Integration
Services
Up/Down Stream Process
Automation
Basic File / DB Syncing
Incr
easi
ng C
usto
mer
Val
ue
1 or 2 Line of Business
Applications
Increasing Sophistication & Capability of Approach
Custom and Mobile
Applications
4+ Enterprise Systems
2 to 4 Line of Business
Applications
Building The Connected Campus Add a layer of agility around your SIS core
Class / Cohort Communities
Collaborative Business
Processes
Employee Service Center
Student Service Center
Alumni Communities
Mobile Apps
Student Social
Engagement
Employee Social
Communities
Colleges and universities use Salesforce to enhance the capabilities of their back-office systems
360 degree CRM
Salesforce gives Towson University greater agility to manage application process in front of Campus Solutions
Replaced EOL’d Recruitment+ system for managing application process One system provides 360* view of entire recruiting and application process Simplifies integration and correlation of data from multiple sources Greater visibility into applicant pipeline and expected yield improves management decisions Keeps core SIS data in PeopleSoft Campus Solutions ‘uncluttered’, improving data integrity and reducing data management overhead
Easily integrates multiple data
sources
360* View of Application
Pipeline Improved decision making
Greater Flexiblity
Improved Data Integrity
Towson University integration architecture Replacing R+ with TargetX on Salesforce
• Process • (Data) Applicant data is captured into Salesforce from a
variety of sources including web inquires, purchased lists, test scores, call center, etc.
• (Tasks) All interactions with prospective students are tracked in Salesforce as applicant moves through admissions pipeline. Student records are created in the SIS when application requirements are complete and applicant is considered for admission
• (Timing) As applicants are granted admitted status, near real-time updates between the SIS and Salesforce occur approximately once a minute to prevent ‘overselling seats’
• Integration Layer • Applicant and student data shared between systems by
means of flat file imports and exports. • Data is moved bi-directionally between Campus Solutions
and Salesforce.
• Approach • Towson utilizes Informatica for ETL (Extract, Transform,
Load) between Campus Solutions, Salesforce, data providers and legacy systems.
Wayne State University uses Salesforce to achieve greater agility from Banner and Drive Organizational Culture Shift
Core SIS data is shared from Banner Student
Student satisfaction levels increased by 10% Making information transparent reduced redundant inquiries by students reduced by 10%
Every student interaction is documented as a Case in Salesforce,
Better understanding of who needs service, why service is needed, and what can be learned from these interactions to promote a culture of quality care.
Employee Collaboration
Enhanced Recruiting &
Retention
Improved Student
Satisfaction
“Salesforce was the driver of the cultural shift. It highlighted what we needed to work on” - Ann Elinski, Associate Director of the Student Service Center.
Documented Interactions
Wayne State University Integration Architecture Enabling a One-stop Student Service Center
• Process (Data) Basic information about students is pulled from Banner and scrubbed to minimize dupes, bad data before loading into Salesforce. (Tasks) Student Center creates cases, triggering messages and data to flow to appropriate department or office on campus (Timing) Periodic (weekly?) one-way synchronization of data from Banner
• Integration Layer Bulk data-layer ETL from Banner (official system of record) into Salesforce for non-confidential information Confidential information rendered in presentation layer mashup on as-needed basis. • Approach
Wayne State developed and maintains a home grown ETL middleware solution with existing staff.
Which would you choose?
0
20000
40000
60000
80000
100000
120000
Option 1 Option 2 Option 3
Required Investment Return Available Capital
20% Probability of losing entire investment
0% Probability of losing entire investment $10,000 Loan @ 5%
10% Probability of losing entire investment $25,000 Loan @ 6%
Which would you choose?
0
20000
40000
60000
80000
100000
120000
Option 1 Option 2 Option 3
Required Investment Return Available Capital
20% Probability of losing entire investment
0% Probability of losing entire investment $10,000 Loan @ 5%
10% Probability of losing entire investment $25,000 Loan @ 6%
$50,000 x 80% = $40,000 $40,000 x 100% = $40,000
$100,000 x 90% = $90,000
Solution Value vs. Sophistication of Approach
New APIs for Private and Public Use
Enterprise Integration
Services
Up/Down Stream Process
Automation
Basic File / DB Syncing
Incr
easi
ng C
usto
mer
Val
ue
1 or 2 Line of Business
Applications
Increasing Sophistication & Capability of Approach
Custom and Mobile
Applications
4+ Enterprise Systems
2 to 4 Line of Business
Applications
Unlock the Potential of your Student Information System with the Salesforce Platform
Open APIs Over 1B + calls/day Consume external Web Services Build New Web Services 90+ certified Integration Middleware Connectors
Create systems of innovation without disrupting systems of record Deliver new ROI out of legacy investments Build modern apps without complex and expensive legacy customizations
Open – Choice of Development Languages Social – Easy to Build Social Applications Rapid Development – 100% Cloud
Open Integration Rapid Development Extend Legacy Systems
Lower Value
Innovation
Governance & Change Management
Infrastructure Management
Innovation
Governance & Change Management
Infrastructure Management
Salesforce Platform flips IT’s focus from Operations to Innovation
Keeping the Lights O
n Bus
ines
s In
nova
tion
Higher Value
SIS Integration: Three Steps to Success
Approach Integration Layers Process Define the Identify the Choose the
Data Tasks
Timing
User Interface Application Logic
Data Model
Build vs. Buy Integration Methodology
Resources
More Information on Integration
https://developer.salesforce.com/page/Data_Integration
http://www.salesforce.com/us/developer/docs/integration_patterns/integration_patterns_and_practices.pdf
http://youtu.be/J5LnJGAhycM
http://www.salesforce.com/us/developer/docs/integration_workbook/index.htm
http://developer.salesforce.com
Workflow Modeling – Sharp & McDermott
• ISBN-13: 978-1596931923 • ISBN-10: 1596931922
Six Enablers of Business Processes
Mission, Strategy, Goals, and Objec=ves
supports
Business Process
enables enables enables enables enables enables
Workflow Design Informa2on Systems Mo2va2on and Measurement Human Resources Policies and Rules Facili2es
(or other)
* Actors * Steps and decisions * Flow -‐ sequence, dependency, and handoffs
* Applica=ons * Data * Informa=on * Integra=on
* Employee assessment and incen=ves * "Reward and punishment" * Process performance indicators
* Capabili=es * Matching people to roles and tasks * Recruitment, selec=on, and placement
* Business rules enforced by process * Internally set constraints * External laws and regula=ons
* Workplace layout * Equipment and machinery * Furnishings
Connected Campus Webinar
Brian Peddle, CTO David MacWhinnie Principle Product
Manager
Doug Naylor Senior Salesforce
Analyst
Building Custom Apps on the Platform August 27, 2014 | 2 p.m. Eastern / 11 a.m. Pacific
salesforcefoundation.org/events
The College for America team will discuss and demo how they leveraged the platform to develop a:
• Learning management system
• Student information system
• Early warning system