Salesforce Integration Best Practices: How to Avoid SaaS Silos
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This webinar was delivered in August 2011 by Model Metrics and Informatica. For more information on Informatifca Cloud integration for Salesforce, please visit http://www.informaticacloud.com/
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Salesforce Integration Best Practices: How to Avoid SaaS Silos
- 1. www.InformaticaCloud.com Salesforce Integration Best Practices: How to Avoid SaaS Silos Darren Cunningham, Informatica Cloud Trey Roldan, Model Metrics Kari Lessard , Staging Concepts 1
- 2. Today’s Agenda • The Importance of Salesforce Integration • Integration Best Practices: Model Metrics • Integration Case Study: Staging Concepts • Interactive Demonstration • Next Steps 2
- 3. How Many Systems Are You Integrating Today? Nothing Yet… 1-3 Databases 1 ERP Multiple Systems/ MDM 3
- 4. Integration Drives Salesforce Success vs. 4
- 5. Why Integrate? Greater Adoption Stronger Connection More Business Value 5
- 6. Typical Salesforce Integration Scenarios Customer Master Product Master Order History Opportunity to Order • Other data management requirements include: • Data replication, analytics/BI, data cleansing, etc. 6
- 7. Primary Cloud Integration Use Cases: Migrate Sync Monitor Validate Replicate Your Company 7
- 8. Informatica Cloud: True SaaS Integration Multitenant Cloud-based Service… Your Company 2 1 8
- 9. Informatica Cloud: True SaaS Integration Multitenant Cloud-based Service… Your Company 2 1 Secure Agent 3 9
- 10. Informatica Cloud SMB and Enterprise Adoption Financial Services and Insurance Business Services Healthcare and Life Sciences Manufacturing Media & Entertainment Tele- communications High Technology 10
- 11. Today’s Agenda • The Importance of Salesforce Integration • Integration Best Practices: Model Metrics • Integration Case Study: Staging Concepts • Interactive Demonstration • Next Steps 11
- 12. About Model Metrics • Trey Roldan • Director of Technical Services at Model Metrics • Leads Data & Integration Practice • Model Metrics • 100% Cloud Based Consulting Provider • Premier Salesforce.com Consulting Partner • Full Cloud Data & Integration Services • Strong Emphasis on Mobile Enterprise Cloud Integration 12
- 13. Salesforce.com Integration Best Practices • Avoid custom coded integrations • Maintainability can be a challenge • Monitoring & visibility are often an afterthought • Lack of non-technical user empowerment 13
- 14. Salesforce.com Integration Best Practices • Incorporate Data Quality into your integration design • Leverage unique external IDs duplicated where possible to reduce duplicates. • Model your objects to accurately reflect the systems that reside outside of Force.com. incorrect • Leverage required fields and validation rules to enforce external system constraints. Apply to existing data if needed. not integrated • Use integrations as an opportunity to enrich existing data i.e. address incomplete validation, D&B lookups 14
- 15. Salesforce.com Integration Best Practices • Test, Test, Test • Leverage Full Sandbox Environments where possible • Test using production sized Production UAT (Full Sandbox) data volumes • Test using both source and target data that reflect production • Ideally establish a separate integration environment 15
- 16. Salesforce.com Integration Best Practices • Demand robust logging and error notifications • If a job fails in a forest and nobody hears it fail, did it really fail? • Integrations should provide a consolidate source of summarized history, email alerts, along with actionable logs • Identify a plan for who is notified and who resolves issues if jobs fail 16
- 17. Salesforce.com Integration Best Practices • Conduct a storage sizing analysis early • Target 3 years of available Data Storage to grow into • Consider incorporating an archival strategy into your jobs • Optimize Security, Profiles, page layouts. • Make integration critical fields read only for users • Leverage integration specific user accounts for traceability • Choose an integration platform that can scale with your business • Support of SaaS platforms • Real Time Capabilities • Ability to support high volume transactions 17
- 18. Today’s Agenda • The Importance of Salesforce Integration • Integration Best Practices: Model Metrics • Integration Case Study: Staging Concepts • Next Steps 18
- 19. Staging Concepts • Kari Hayden Lessard • Marketing Director • About us: • Leading portable performance staging company • Located in Minneapolis, Minn. 19
- 20. Like Most, Salesforce Started with a Trial • No real CRM before Salesforce • Business associate recommended it and we signed up for a trial • Model Metrics recommended by Salesforce • Informatica free Data Loader used initially to help integrate with custom ERP data 20
- 21. Our Challenge • For CRM to be useful, B2B sales reps had to be able to log calls, track who they talked to as well as quotes and proposals • Needed to have our ERP talk to Salesforce otherwise way too much redundancy • Generates orders, quotes, proposals • Archaic ERP system • Not ideal, but it’s what we have for now… • Dual entry for sales team not an option… 21
- 22. Our Solution www.InformaticaCloud.com • Upgraded to Informatica Cloud Basic • Due to data volumes and complexity • Integration has been critical to Salesforce adoption • Managed by sales operations • Currently doing nightly updates • Next steps: considering ERP upgrade 22
- 23. Recommendations • Take time to plan • Initial integration and migration can be a bit of process as you make the minor tweaks and changes to get everything “just right” • Patience is key • There will be more tweaks along the way • Leverage the experts • Model Metrics has been instrumental in our overall CRM success 23
- 24. Demonstration: Trey Roldan, Model Metrics 24
- 25. Today’s Agenda • The Importance of Salesforce Integration • Integration Best Practices: Model Metrics • Integration Case Study: Staging Concepts • Next Steps 25
- 26. Resources www.informaticacloud.com 26
- 27. Resources www.modelmetrics.com www.twitter.com/modelmetricsinc 27
- 28. Visit Us @ Dreamforce 2011 28
- 29. *Survey conducted by Dimensional Research model metrics 29
- 30. Twitter: @infacloud Contacts www.InformaticaCloud.com • Darren Cunningham, Informatica Cloud • Trey Roldan, Model Metrics • Kari Lessard , Staging Concepts 30