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@infacloud
Democratizing Data with
SAP and Salesforce1
Integration
Collin McCreath, Director of IT, Addivant
Jay Nagaram, CRM Architect, Microexcel
Ashwin Viswanath, Informatica Cloud
Agenda
• Introductions
• Addivant’s Salesforce Landscape
• Addivant’s SAP Landscape
• Main Challenges with SAP-Salesforce Integration
• Informatica Cloud Architecture
• Solution Using Informatica Cloud
• Benefits of Informatica Cloud
• Q&A
Jay Nagaram, Microexcel
• Started as SAP Technical Consultant in
2006
• Worked on multiple projects as SAP
Techno functional and Vendavo Pricing
expert
• Moved to Salesforce CRM in 2009 and
worked intensively on Salesforce and
SAP Integrations using Informatica
Cloud
• Current role: CRM Architect and leading
Salesforce CRM and Informatica
Practice at Microexcel Inc.
Collin McCreath, Addivant
• Over 18 years of experience leading IT
efforts in a variety of ways, including
building and maintaining infrastructure,
architectural planning.
• Served as Vice President within the
World Security Services department of
JPMorgan supporting mission critical
securities clearance applications.
• IT Director at the City of New York
Financial Information Services Agency
responsible for all backend systems,
Oracle databases, Business Objects,
and other Middleware applications.
• Director of IT Systems at Addivant
responsible for Salesforce & Informatica
application and IT systems
infrastructure.
3
Speaker Introductions
• Leading global supplier of
antioxidants, polymer
modifiers, and UV stabilizer
solutions
• Offer the widest range of
performance-based polymer
additives in the industry
• Providing products and
services in more than 100
countries
• www.addivant.com
About Addivant
4
• Over 500 employees
based in USA and India
• Informatica Partner
• Experts in Salesforce SAP
Integration
• Experts with SAP,
SharePoint, .NET &
Oracle Applications
• Industry expertise in over
14 verticals
• www.microexcel.com
5
About Microexcel
Addivant’s Salesforce Landscape
6
Customer Care:
Incident
Management
Sales
PricingLegal
Finance
Addivant’s SAP Landscape
7
Customer Care:
Order
Management
Demand
Management
Logistics
Finance
Procurement
Main Challenges with SAP-Salesforce Integration
8
Updated Pricing1
2
Customer Master
Data Sync
3 Order Info
4 Accounting Data
2
4Secure
Agent
Your Company 31
Informatica Cloud Architecture Overview
Solution Using Informatica Cloud
10
Implemented by
Price Update from Salesforce to SAP
11
COND_A
IDOC
Salesforce
Connector
• Custom Pricing App in Force.com Platform replaced legacy pricing
system
• Real-time integration between Salesforce and SAP through Informatica
Cloud
• Posting IDocs to SAP for pre-processing
Implemented by
Custom Pricing App Built on Force.com
12
Implemented by
13
Integration Template and IDoc in SAP
• Mapping Configuration Task
created from template posts IDoc
to SAP
• SAP receives IDoc and creates
price record for order processing
Implemented by
SAP Customer Master Sync with Salesforce
14
Implemented by
Salesforce Accounts with Hierarchical Info
15
• SAP Material Master is transferred to Salesforce with exactly same hierarchies
• Product Managers can easily access SKUs, material cost, price discounting
rules, sales and opportunities from a single screen
Implemented by
16
Viewing SAP Deliveries within Salesforce
Implemented by
17
Delivery Information Visible at Account Level
Implemented by
• No Code
• All declarative, point & click
• Ease of SAP Connectivity
• Auto-generation of ABAP
code
• Hierarchical Data Handling
• Automatic creation of
hierarchies in Salesforce
• Analytics
• Correct data brought into
SFDC for dashboards
Benefits of Informatica Cloud
Q&A
• Collin McCreath, Addivant
• Jay Nagaram, Microexcel
• Ashwin Viswanath, Informatica
19
Try Informatica Cloud free for 30 days. Sign up at
www.informaticacloud.com

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Democratizing Data with SAP and Salesforce1 Integration

  • 1. @infacloud Democratizing Data with SAP and Salesforce1 Integration Collin McCreath, Director of IT, Addivant Jay Nagaram, CRM Architect, Microexcel Ashwin Viswanath, Informatica Cloud
  • 2. Agenda • Introductions • Addivant’s Salesforce Landscape • Addivant’s SAP Landscape • Main Challenges with SAP-Salesforce Integration • Informatica Cloud Architecture • Solution Using Informatica Cloud • Benefits of Informatica Cloud • Q&A
  • 3. Jay Nagaram, Microexcel • Started as SAP Technical Consultant in 2006 • Worked on multiple projects as SAP Techno functional and Vendavo Pricing expert • Moved to Salesforce CRM in 2009 and worked intensively on Salesforce and SAP Integrations using Informatica Cloud • Current role: CRM Architect and leading Salesforce CRM and Informatica Practice at Microexcel Inc. Collin McCreath, Addivant • Over 18 years of experience leading IT efforts in a variety of ways, including building and maintaining infrastructure, architectural planning. • Served as Vice President within the World Security Services department of JPMorgan supporting mission critical securities clearance applications. • IT Director at the City of New York Financial Information Services Agency responsible for all backend systems, Oracle databases, Business Objects, and other Middleware applications. • Director of IT Systems at Addivant responsible for Salesforce & Informatica application and IT systems infrastructure. 3 Speaker Introductions
  • 4. • Leading global supplier of antioxidants, polymer modifiers, and UV stabilizer solutions • Offer the widest range of performance-based polymer additives in the industry • Providing products and services in more than 100 countries • www.addivant.com About Addivant 4
  • 5. • Over 500 employees based in USA and India • Informatica Partner • Experts in Salesforce SAP Integration • Experts with SAP, SharePoint, .NET & Oracle Applications • Industry expertise in over 14 verticals • www.microexcel.com 5 About Microexcel
  • 6. Addivant’s Salesforce Landscape 6 Customer Care: Incident Management Sales PricingLegal Finance
  • 7. Addivant’s SAP Landscape 7 Customer Care: Order Management Demand Management Logistics Finance Procurement
  • 8. Main Challenges with SAP-Salesforce Integration 8 Updated Pricing1 2 Customer Master Data Sync 3 Order Info 4 Accounting Data
  • 9. 2 4Secure Agent Your Company 31 Informatica Cloud Architecture Overview
  • 10. Solution Using Informatica Cloud 10 Implemented by
  • 11. Price Update from Salesforce to SAP 11 COND_A IDOC Salesforce Connector • Custom Pricing App in Force.com Platform replaced legacy pricing system • Real-time integration between Salesforce and SAP through Informatica Cloud • Posting IDocs to SAP for pre-processing Implemented by
  • 12. Custom Pricing App Built on Force.com 12 Implemented by
  • 13. 13 Integration Template and IDoc in SAP • Mapping Configuration Task created from template posts IDoc to SAP • SAP receives IDoc and creates price record for order processing Implemented by
  • 14. SAP Customer Master Sync with Salesforce 14 Implemented by
  • 15. Salesforce Accounts with Hierarchical Info 15 • SAP Material Master is transferred to Salesforce with exactly same hierarchies • Product Managers can easily access SKUs, material cost, price discounting rules, sales and opportunities from a single screen Implemented by
  • 16. 16 Viewing SAP Deliveries within Salesforce Implemented by
  • 17. 17 Delivery Information Visible at Account Level Implemented by
  • 18. • No Code • All declarative, point & click • Ease of SAP Connectivity • Auto-generation of ABAP code • Hierarchical Data Handling • Automatic creation of hierarchies in Salesforce • Analytics • Correct data brought into SFDC for dashboards Benefits of Informatica Cloud
  • 19. Q&A • Collin McCreath, Addivant • Jay Nagaram, Microexcel • Ashwin Viswanath, Informatica 19 Try Informatica Cloud free for 30 days. Sign up at www.informaticacloud.com

Editor's Notes

  1. Customer care consists of 2 parts – Incident Management, and Order Management. The latter only uses SAP, while the former uses SFDC.
  2. Customer care consists of 2 parts – Incident Management, and Order Management. The latter only uses SAP, while the former uses SFDC.
  3. 1) Updated Pricing in SAP system: Sales rep negotiates price according to business rules for margin and region (business rules set by PMs). For exceptions, PM gets notified to approve or deny 2) Customer Master Data Syncing: In SAP, this data is in hierarchical format. The SAP Table Connector can automatically create hierarchies in Salesforce 3) Open Order Information to Sales team: Once the customer is ready, they’ll notify Customer Service (Order Management), who creates an order in SAP and notifies Sales in Salesforce 4) Operational Analysis: Getting Accounting data into SFDC and creating dashboards for the Finance team
  4. Informatica Cloud is powered by Vibe, the same technology that powers the virtual data machine that runs the secure agent. Thus, you use Informatica Cloud to store the various metadata mappings, and upon run-time, the data moves directly from source to target through the execution of the Vibe Secure Agent.
  5. 18