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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 Cloud
Ron Lunasian, Sr. Director Cloud Platform, Informatica
Rakesh 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
1
Don‟t Get Cast Away on a Data Island
The Essential Guide for Connecting to Salesforce
Tues 6/18
10:00 am PST
2
Customer Relationships Don‟t End In September
Using Cloud Master Data Management to Deliver a Single View of Your Customer
Thurs 7/18
10:00 am PST
3
Working from the Beach
Mobilizing Processes for the Smart Phone Generation
Thurs 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
1
Salesforce
Becomes
Another
Data Silo
2
Salesforce
Data
Becomes
Inconsistent
3
Salesforce
Users
Corrupt
The Data
7
What‟s wrong
with a Salesforce
data silo?
(After all it‟s just for the sales dept.)
Business Needs Accurate Reporting
For Effective Decision Making
8
Sales Marketing Support
Finance
Manufacturing
eCommerce
Order
Accounts
Contacts
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 Tools
Too time consuming and error prone
APEX Coding
Needs costly developers
Cloud Integration Suite
What evaluation criteria should we use?
http://www.informaticacloud.com/images/whitepapers/WP-What_to_look_for_when_evaluating_IaaS.pdf
Award Winning Cloud Integration
Point, Click, Connect
12
Design
Administer
4
1
Execute
2
3
Monitor
Variety of source and targets
Easy transform and map
Easy to use wizards
On demand
On schedule
On real-time event
Job execution status
Session logs
Error logs
Manage users
Manage access controls
Audit Logs
Salesforce Integration Demo
Ron Lunasian
Sr. Director Cloud Platform Adoption, Informatica
13
14
2000+ Salesforce.com
customers rely on Informatica to
connect to 100+ on-premise and
SaaS applications and integrate 2
billion+ records a day.
Salesforce Integration in Action
Rakesh Bansal
Sr Enterprise Intelligence Analyst, Brocade
15
16
Brocade at a Glance
$0.6
$0.8
$1.2
$1.5
$2.0
$2.1
2005 2006 2007 2008 2009 2010
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 Platform
Cloud Interface Platform
• Identify a platform to integrate cloud apps with on-premise apps
Architecture
Architecture Pattern
• Architecture pattern that can support most of the cloud based
integrations
Ease of Use
Ease 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
ONCEDailyTWICEDaily
DATA
SECURE
AGENT
TBD
TBD
SALESFORCE
INFORMATICA
CLOUD
User Admin
Credentials of Salesforce
Credentials of Brocade Replica
Task Scheduler
METADATA
SECUREDDATAPIPE
METADATA
LOGS
POWERCENTER
SALES AND
SERVICE
SERVICE
REQUEST
FAILURE
ANALYSIS
ENTITLEMENTS,
RMA, PRODUCTS
Staging
INBOUND
OUTBOUND
BI
SALES
SERVICE
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 trial
Informaticacloud.com/summerschooltrial
Get social & tell a friend
Follow @infacloud on Twitter
Come to the next lesson
Thurday 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™
Design
26
1
Variety of source
and targets
Easy to use
wizards
Easy transform
and map
Execute
27
2
On demand On schedule On real-time event
Monitor
28
3
Job execution
status
Error logs Session logs
Administer
29
4
Manage users
Manage 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

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Summer School Lesson 1

  • 1. Cloud Integration and Data Management Summer School Lesson 1: The Essential Guide to Connecting With Salesforce Clive Bearman, Director of Marketing, Informatica Cloud Ron Lunasian, Sr. Director Cloud Platform, Informatica Rakesh Bansal, Sr Enterprise Intelligence Analyst, Brocade
  • 2. Summer School Overview • Curriculum • Good News - No test! • Complete all 3 lessons receive gift card for a summer treat Lesson Title Date 1 Don‟t Get Cast Away on a Data Island The Essential Guide for Connecting to Salesforce Tues 6/18 10:00 am PST 2 Customer Relationships Don‟t End In September Using Cloud Master Data Management to Deliver a Single View of Your Customer Thurs 7/18 10:00 am PST 3 Working from the Beach Mobilizing Processes for the Smart Phone Generation Thurs 8/15 10:00 am PST
  • 3. 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. 4 Why are there 3 lessons?
  • 5. 5 There are 3 BIG challenges.
  • 7. 7 What‟s wrong with a Salesforce data silo? (After all it‟s just for the sales dept.)
  • 8. Business Needs Accurate Reporting For Effective Decision Making 8 Sales Marketing Support Finance Manufacturing eCommerce
  • 9. Order Accounts Contacts 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. 10 What are the options for Salesforce data integration?
  • 11. Salesforce Data Integration Options 11 1 2 3 Manual Tools Too time consuming and error prone APEX Coding Needs costly developers Cloud Integration Suite What evaluation criteria should we use? http://www.informaticacloud.com/images/whitepapers/WP-What_to_look_for_when_evaluating_IaaS.pdf
  • 12. Award Winning Cloud Integration Point, Click, Connect 12 Design Administer 4 1 Execute 2 3 Monitor Variety of source and targets Easy transform and map Easy to use wizards On demand On schedule On real-time event Job execution status Session logs Error logs Manage users Manage access controls Audit Logs
  • 13. Salesforce Integration Demo Ron Lunasian Sr. Director Cloud Platform Adoption, Informatica 13
  • 14. 14 2000+ Salesforce.com customers rely on Informatica to connect to 100+ on-premise and SaaS applications and integrate 2 billion+ records a day.
  • 15. Salesforce Integration in Action Rakesh Bansal Sr Enterprise Intelligence Analyst, Brocade 15
  • 16. 16 Brocade at a Glance $0.6 $0.8 $1.2 $1.5 $2.0 $2.1 2005 2006 2007 2008 2009 2010 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. 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. 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. 19 Cloud Platform Cloud Interface Platform • Identify a platform to integrate cloud apps with on-premise apps Architecture Architecture Pattern • Architecture pattern that can support most of the cloud based integrations Ease of Use Ease 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
  • 20. The Architecture: Data and Metadata 20 Brocade Data Center ONCEDailyTWICEDaily DATA SECURE AGENT TBD TBD SALESFORCE INFORMATICA CLOUD User Admin Credentials of Salesforce Credentials of Brocade Replica Task Scheduler METADATA SECUREDDATAPIPE METADATA LOGS POWERCENTER SALES AND SERVICE SERVICE REQUEST FAILURE ANALYSIS ENTITLEMENTS, RMA, PRODUCTS Staging INBOUND OUTBOUND BI SALES SERVICE PRM WFO PLM ERP Entitlements
  • 21. 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
  • 23. Homework Assignment 23 1 2 3 Register for 30 day free trial Informaticacloud.com/summerschooltrial Get social & tell a friend Follow @infacloud on Twitter Come to the next lesson Thurday July 18th 10:00 am PST “Customer Relationships Don‟t End In September”
  • 25. How Does Informatica Cloud Integration Work? 25 Your Enterprise Cloud Applications 1 2 3 • Rapid Deployment • Easy to Use • Powered by Vibe™
  • 26. Design 26 1 Variety of source and targets Easy to use wizards Easy transform and map
  • 27. Execute 27 2 On demand On schedule On real-time event
  • 30. Integration goes mobile! • Monitor Informatica Cloud usage • Check status of integration jobs • Troubleshoot tasks and access support Informatica Cloud on iOS & Android

Notas del editor

  1. Salesforce is NOT just for SalesMarketing, Customer Support, Custom ApplicationsSalesforce is NOT the only data repositoryOther cloud and on-premise systemsBusiness needs to draw on all data BusinessInsight Comes from any of the Intersections
  2. Key Concept: Informatica Cloud delivers and optimized architecture for Cloud to on-premise integration, also providing cloud-to-cloud and on-premise-to-on-premise integration.Users connect to Informatica’s multi-tenant cloud serviceIf first time use, download our secure agent, built using INFA’s market leading VIBE virtual data machineData then moves through the agent directly between on-premise systems and Cloud systems.More details here: http://www.informaticacloud.com/products/architecture-and-security.htmlBenefits include data does not move through the INFA cloud avoiding security and latency concerns and requires no on-premise IT infrastructure.The agent can be deployed anywhere that has access to the data sources including on-premise and in the Cloud. Thus, the cloud service can be used for Cloud to On-prem, Cloud-to-Cloud, and On-prem – to – On-prem integration.