3. Agenda
Data Management and Integration Basics
Integration 101
Customer Success Story
Demo
Q&A
4. Before we get started
Who uses (or has used) the Apex Data Loader?
Who uses Informatica Cloud’s free Data Loader?
Who uses Informatica Cloud advanced editions?
Who uses other Salesforce integration tools?
….who has no idea what I’m talking about?
5. KNOW YOUR DATA!
What information do you want to go into Salesforce?
Where is does this data reside?
Do you need to pull data out of Salesforce? If so,
what? At what frequency? What is the process?
Do you need to replicate Salesforce data for
reporting?
6. Don’t Code Yourself Into a Corner!
Today’s Needs:
Simple data loading
Manual, ad-hoc
Low Maintenance “Start small, think big.”
Future Needs:
Internal skills/resources
available
Scalable solution
7. What is Your System of Record?
Customer, product, order, pricing
master
What ERP system is in house?
Frequency of CRM integration
Batch and real-time?
Now you know what data you want to integrate ,
HOW are you going to do it?
8. Knowing the Salesforce Integration Options
1 2 Benefits Include…
Free Tools Cloud Services
Greater Adoption Stronger Connection
Informatica Cloud More Business Value
10. 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 (scheduled)
3
12. The Latest Trend: Cloud Integration
Benefits include…
2 Rapid Deployment
Cloud Services Ease of Use
Minimal Training
Fewer IT Resources
Automatic Upgrades
Subscription Pricing
13. 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 Buying 6. Is the Vendor Viable?
David Linthicum, What to Look for When Evaluating Integration-as-a-Service Solutions
15. Prestige Cruise Holdings
Success Story
Challenge
Synchronize data from Data Warehouse with
Salesforce.com to give field sales a timely,
accurate view of B2B relationships and
performance
Provide geographically dispersed sales force
with easy access to accurate up-to-date data
Overcome resources limitations: only one
employee to manage Salesforce.com
Increase overall agility of the
CRM/Integration platform
16. Prestige Cruise Holdings
Success Story
Strategy
How much data and how often? - Frequency: Real Time/Batched
Leverage event-based triggers to limit - Data Flow: Bi-Directional
synchronization time ~60,000 Accounts
Due to resource limitations, we needed an ~100,000 Contacts
agile plug-and-play solution
~300,000 Opportunities
Find a product with a proven track record
~100,000 Others
17. Prestige Cruise Holdings
Success Story
Results & Lessons Learned
With planning, baseline cloud integration took “Thanks to Informatica Cloud,
12 hours to complete Prestige Cruise Holdings’
innovation and business agility
Daily integration process consists of 3 task
are light-years ahead of where
flows with a total of 40 data synchronization they used to be.”
tasks
- Javier Gonzalez. CRM
Reduced processing time ~200% using Bulk Manager, Prestige Cruise
API and Real-Time Outbound Messaging Holdings, Inc.
~500k records processed daily
Adjustments are often made in less than 1
hour, including testing