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Managing change in an agile
Salesforce development environment
Using Safyr to enable understanding
and use of Salesforce metadata
Webinar
23rd March 2016
Agenda
• Introduction
• Why Safyr for Salesforce?
• Safyr
• Demonstration
• Wrap up and close
Why Safyr for Salesforce
Enterprise class application
• Large customers
• Mission critical systems
• Multiple instances
• Heavy customisation
• Ecosystem integration
• Information management
headache
Partners and Integrators
• Large practices
• Implement
• Customise
• Support
• Sell own applications
Agile development
• Rapid response
• Scrum
• Sprint sessions
• Less control/standards?
• Data management?
Impact: Finding and using Salesforce metadata becoming a challenge
• Larger data model
• Customisations
• Complex
• Difficult to access
• Compare instances
The headache: Metadata critical for Enterprise Information Management
Enterprise class application…. “Where’s the data?”
“Application and data source integration is the most
pressing challenge for users of Salesforce.com”
(Dimensional Research and software company Progress, 2015)
+ BI/Data warehouse
+ Data Governance & Quality
+ Master Data
+ Instance consolidation
Table footprint comparison
SAP (R/3, ECC, BW, CRM, SRM….) 90,000 tables
SAP BW 30,000 tables
Siebel 3,000 tables
PeopleSoft Enterprise 20,000 tables
Oracle E-Business Suite 20,000 tables
JDEdwards One World 3,000 tables
Salesforce 200 tables…. to…?
Salesforce Modelling Features
Salesforce Modeling limitations
• Cannot save
• No sharing with other tools
• Difficult to navigate and search as grows and evolves
• No comparison features
• No concept of Subject area
• No row count
Implication of lack of access & understanding of Salesforce data model
• Late delivery
• Cost overrun
• Low productivity
• Quality issues
• Loss of faith
Safyr – the only dedicated solution for metadata discovery
• Shorten time to value
• Reduce cost of data
discovery
• Improve accuracy
Safyr
• Data professionals in
control
• Find what you need
• When you need it
• In context
Safyr
How does Safyr work with Salesforce?
 Uses Force WSDL API to connect and extract metadata from a Salesforce
system
 ‘reverse engineers‘ all standard and custom tables, columns, relationships,
descriptions ..in minutes
 Safyr features for searching, navigating, sub setting and then exporting to a
range of other ‘metadata’ tools
 Multiple Salesforce instances can be compared using the Safyr ‘Subject
Area Compare’ feature ..in minutes
Demonstration
Sample customers
Benefits to Salesforce, customers and partners
 Faster, more cost effective implementation of complex
projects
 Fulfils role as part of Enterprise Information Management
ecosystem
 Broader Safyr metadata capabilities accelerates integration
with legacy packages
Next action
BOOK A CALL ARRANGE A DEMO FREE TRIAL
www.silwoodtechnology.com info@silwoodtechnology.com +44 (0)1344 876553
REQUEST NEW BLOOR PAPER
“The importance of understanding Salesforce data models”

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Managing change in an agile Salesforce development environment

  • 1. Managing change in an agile Salesforce development environment Using Safyr to enable understanding and use of Salesforce metadata Webinar 23rd March 2016
  • 2. Agenda • Introduction • Why Safyr for Salesforce? • Safyr • Demonstration • Wrap up and close
  • 3. Why Safyr for Salesforce
  • 4. Enterprise class application • Large customers • Mission critical systems • Multiple instances • Heavy customisation • Ecosystem integration • Information management headache
  • 5. Partners and Integrators • Large practices • Implement • Customise • Support • Sell own applications
  • 6. Agile development • Rapid response • Scrum • Sprint sessions • Less control/standards? • Data management?
  • 7. Impact: Finding and using Salesforce metadata becoming a challenge • Larger data model • Customisations • Complex • Difficult to access • Compare instances
  • 8. The headache: Metadata critical for Enterprise Information Management
  • 9. Enterprise class application…. “Where’s the data?” “Application and data source integration is the most pressing challenge for users of Salesforce.com” (Dimensional Research and software company Progress, 2015) + BI/Data warehouse + Data Governance & Quality + Master Data + Instance consolidation
  • 10. Table footprint comparison SAP (R/3, ECC, BW, CRM, SRM….) 90,000 tables SAP BW 30,000 tables Siebel 3,000 tables PeopleSoft Enterprise 20,000 tables Oracle E-Business Suite 20,000 tables JDEdwards One World 3,000 tables Salesforce 200 tables…. to…?
  • 12. Salesforce Modeling limitations • Cannot save • No sharing with other tools • Difficult to navigate and search as grows and evolves • No comparison features • No concept of Subject area • No row count
  • 13. Implication of lack of access & understanding of Salesforce data model • Late delivery • Cost overrun • Low productivity • Quality issues • Loss of faith
  • 14. Safyr – the only dedicated solution for metadata discovery • Shorten time to value • Reduce cost of data discovery • Improve accuracy
  • 15. Safyr • Data professionals in control • Find what you need • When you need it • In context
  • 16. Safyr
  • 17. How does Safyr work with Salesforce?  Uses Force WSDL API to connect and extract metadata from a Salesforce system  ‘reverse engineers‘ all standard and custom tables, columns, relationships, descriptions ..in minutes  Safyr features for searching, navigating, sub setting and then exporting to a range of other ‘metadata’ tools  Multiple Salesforce instances can be compared using the Safyr ‘Subject Area Compare’ feature ..in minutes
  • 20. Benefits to Salesforce, customers and partners  Faster, more cost effective implementation of complex projects  Fulfils role as part of Enterprise Information Management ecosystem  Broader Safyr metadata capabilities accelerates integration with legacy packages
  • 21. Next action BOOK A CALL ARRANGE A DEMO FREE TRIAL www.silwoodtechnology.com [email protected] +44 (0)1344 876553 REQUEST NEW BLOOR PAPER “The importance of understanding Salesforce data models”