Our Cloud Integration and Data Management Summer School will take you through the major challenges encountered in many Salesforce implementations. Our hand-picked faculty of industry leaders will highlight potential roadblocks and offer solutions to typical problems. And each lesson builds on the last to help every student improve their Salesforce organizations.
Lesson 1: Don’t Get Cast Away on a Data Island - The Essential Guide to Connecting With Salesforce
- Tuesday June 18th - 10:00 am PST
Transforming Data Streams with Kafka Connect: An Introduction to Single Messa...
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
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?”
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
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”
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
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
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.