Webinar delivered by Salesforce.com and Informatica, featuring an Informatica Cloud Express customer case study. The focus of the presentation is to clearly outline the options for loading data. Salesforce has free tools and there are many options available on the AppExchange. Informatica introduced a new pay-per-use service called Informatica Cloud Express.

1. Take the Pain Out of Data Imports!

2. Kirti Patel, Customer Success Manager
Kirti has helped hundreds of customers achieve success
by sharing best practices and adoption tips during her 4
years at Salesforce.com.

3. Agenda
w
O vervie
Lo ading actice
s
Data e st Pr O ptions
a ding B g ration
ata Lo d Inte xpress
D
u r Clou E
ing Yo Cloud
Know o rmatic
a
c ing Inf ry
Introdu e ss Sto
e r Succ
C ustom
s
Nex t Step

4. Why data loading is important?

5. Import Wizard vs. Data Loader
IMPORT WIZARD DATA LOADER
Editions All Enterprise, Unlimited, and Developer
Objects Contacts, Business Accounts, Person Accounts, All
Leads, Solutions, Custom objects
Application Cloud based Client-based
Target User Super admins
Regular Sales and Marketing users
Less experienced administrators Developers
Non-database type users Uber-nerds
Database type folks
Access You can only import into fields that User Interface
you can access via your page layout Command Line
and field-level security settings.
Format
CSV file formats CSV file formats
Additional API
Information Batch Scheduler

6. When to use the Data Loader
 You need to mass upload a lot of records (more than 50K)
OR
 You need to load into an object that is not yet supported by
the import wizard
OR
 You want to schedule regular data loads, such as nightly
imports
OR
 You want to export your data for backup purposes

7. Define your Process with Best Practice
Process Best
Practice
1. Know what you’re loading  It’s your chance to clean data
2. Create your CSV template  Export your CSV template from
with mapping Salesforce
3. Populate your CSV file  Use naming conventions for
4. Test! folders and templates –
5. Validate the data 2011-12-7 Contacts Upload (Pipeline)
6. Migrate the data  Test upload with a few records
 Communicate data upload to
users
 Don’t limit usage to imports.
Export your data regularly

8. Order of Migration
 Relationships exist between objects
– All Accounts have an Owner
– Opportunities are associated to an Account
 Dependencies dictate the order of data migration
1. Load Users
2. Load Accounts
3. Load Opportunities

9. Where to Find the Data Loading Tools
Import Wizard
Your Name | Setup | Data Management | Import Accounts/Contacts
Data Loader (Enterprise, Unlimited and Developer Editions)
Your Name | Setup | Data Management | Data Loader
AppExchange
Search Integration and Data Management

10. Import Wizard
Demo

11. AppExchange: What options are out there?
Search Data
Integration
117 options!

12. Darren Cunningham, VP Marketing, Informatica
Darren has over 15 years of product marketing
experience at cloud computing companies including
Salesforce.com.
His expertise includes specialties such as data
integration and business intelligence.

13. Knowing Your Salesforce Integration
Options
Darren Cunningham
VP, Marketing Informatica Cloud
www.InformaticaCloud.com
13

14. Knowing the Salesforce Integration Options
Benefits Include…
1 2
Free Tools Cloud Services
Greater Adoption Stronger Connection
More Business Value
14

15. Free Tools: Starting with the Data Loader
• Pros:
1
• FREE
Free Tools
• Easiest way to get your feet wet
• “Good enough” might just be
• Cons:
• Loading data is just one requirement
• Ad hoc vs. automated
3
15

16. The Latest Trend: Cloud Integration
Benefits include…
2 Rapid Deployment
Cloud Services Ease of Use
Minimal Training
Fewer IT Resources
Automatic Upgrades
Subscription Pricing
16

17. Evaluating a Cloud Integration Solution
1. Multitenant vs. Hosted 4. Role of IT
2. Ease to Use 5. Will it Scale?
3. Can You Try Before 6. Is the Vendor Viable?
Buying
David Linthicum, What to Look for When Evaluating Integration-as-a-Service Solutions
17

18. Informatica Cloud www.InformaticaCloud.com
18

19. Informatica Cloud www.InformaticaCloud.com
19

20. Informatica Cloud Express
Automate Integration
Starts @ $99/month
Pay-as-You Go
20

21. 6-Step
Data Step 1:
Define your task
Loading
with
Express For this
example, we
want to load
Account data
from a
database to
Salesforce
21

22. 6-Step
Data
Step 1: DefineStep 2: Source
your task – Account to SFDC
Loading Where is the data coming from?
with
Express
22

23. 6-Step
Data
Step 3: Target
Loading Where do you want to load the data?
with
Express
Target:
Salesforce
Account Object
23

24. Data Filters (optional)
For example, if
you only want
to load
account data
from
10/20/2011
24

25. Drag and Drop Field Mapping
25

26. Expressions: Only a Click Away
Perform complex transformations
on your source data before it is
synchronized to your target
26

27. Schedule Integrations to Automate
Processes: “Set it and Forget it!”
John Wilke, IT director, Highway Equipment Company
27

28. Mark Russell, IT Manager, Web-Don, Inc.
Mark has over 25 years experience in the IT field,
covering areas such as Operations, Programming,
Networking, DBA and Management.
In his current position with Web-Don, Inc., he is
responsible for evaluating , recommending, & upkeep of
all facets of technology within the company.

29. Web-Don, Inc.
Informatica Cloud Express Success Story
Mark Russell, IT Manager
29

30. Web-Don, Inc.
• Web-Don, Inc. is a distributor
of building materials such as
laminates, countertops, solid
surfacing, quartz, panels,
and adhesives
• Last year, we opened a new
division of cabinetry called
Carolina Heartwood Cabinetry
• Founded in 1972, Web-Don
is celebrating our 40th
anniversary in the Spring
30

31. Why Salesforce Data Integration?
• Started with Salesforce in 2007
• We now have 15 seats
• Needed to move order processing, sales,
customer information into Salesforce CRM from
Agility, a hosted system via flat file
• Address, terms, codes, summary sales, special instructions
• Because of housing downturn, needed a cost-
effective, but robust integration solution
?
31

32. Informatica Cloud Express
Since Nov. 2010
• Started with Informatica Cloud Data Loader trial
• Took minutes to set tasks, “it has been running on autopilot
since”
• Upgraded to Express to automate process
• Reps know they can count on the information and are
going to have the latest and greatest Salesforce Adoption
• After every business day, upload address, terms,
codes, summary sales, special instructions
• 5K, 1 run/day
• Express’ usage-based pricing & scheduling capability
32

33. Initial Next Steps
 Review all your data loading options
 Figure out what will work best for you and your business
 Organize and clean your data before loading
 Communicate data import to your users

34. Long-term Plan
 Take the time to evaluate your options with integration
 Don’t assume integration is expensive and complex
 Build a short, medium, long term integration plan
 Look at AppExchange reviews and community input
 DON’T WAIT TO INTEGRATE!

35. Additional Resources
1 2 3 4
Help &
Training
- Import - How To Integration &
Wizard & Videos Data
Data Loader - Command Management
User Guides http://
Line Video Partners success.salesf
- Importing orce.com
Tip Sheets
- Knowledge
Solutions