bringing your back office data to life with salesforce connect
TRANSCRIPT
Ralf SchundelmeierDirector Product Management, Integration Products
[email protected]@CloudiusMaximus
Bringing Your Back Office Data To Life with Salesforce Connect Eugenio Roldan Romasanta, Cosentino
Forward-Looking StatementsStatement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Eugenio Roldan Romasanta
CRM Process ManagerCosentino
Ralf SchundelmeierDirector, Product
ManagementSalesforce
Integration is easy ….. Right?
Many customers are facing a set of challenges around integrating data and processes between Salesforce, SAP, Oracle and other Core Systems.
Raise your hand if:Integration is a major Pain Point?You use SAP as your ERP system?
Of CIOs sayData integration tools are #1 pain
Paste Picture in Box and Send Image to Back
Source: Salesforce Research conducted July – August 2014 by an independent third-party Confirmit. Sample Size = 564 respondents / 1,801 responses. Data shown is % of respondents.
48%
Enterprise Apps And Data Are (Still) Living In Silos
How can we better connect apps, employees and customers?
I don’t integrate much …..
….. but when I do I use Salesforce Connect
Salesforce Connect – Virtual Data Integration (formerly Lightning Connect)
Tightly connect any API-accessible data source to Salesforce
Integrate in hours with point and click tools and less code
Read/Write external data in real-time, without copying data to Salesforce
Reports, Dashboards and Wave Trending
Connect multiple Salesforce instances across your enterprise
External Objects store metadata of external API data structures
Sales Service Community Apps
Standard Objects Custom Objects External Objects(Out of the box) (Build your own) (Connect externally)
Accounts
Contacts
Opportunities
Cases
Projects
Milestones
Timesheets
Budgets
Orders
Invoices
Benefits
… … …Policies
API
API
API
API
</orders>
</invoices>
</benefits>
</policies>
Native Salesforce development features for External Objects
Sales Service Community Apps
External Objects
Read/Write SearchMobileReports
DashboardsWave Trending*
Compact LayoutsPage Layouts
ApexVisualforce
SOQLSOSL
ActionsObject Relationships
LabelsField Sets
LinksButtons
Orders Invoices Benefits Policies
Connected Salesforce Features
External data is referenced in real-time
only
Data is never stored in Salesforce
4 Integration Patterns for connecting external data sources
Sales Service Community Apps
External Objects
Orders Invoices Benefits Policies
Integration Patterns1. Connect to OData APIs
2. Connect to other APIs
3. Connect to Salesforce
4. Connect via Middleware
Admins and developers work hand in hand to
connect new data sources
Point and click integration into any OData API endpoint
Sales Service Community Apps
External Objects
Orders Invoices Benefits Policies
1. Connect to OData APIs
2. Connect to other APIs
3. Connect to Salesforce
4. Connect via Middleware
API
Open Data Protocol
Ecosystem
Supports OData 2.0 & 4.0
Integration Patterns
Write simple Apex Adapters to connect to any other APIs
Sales Service Community Apps
External Objects
Orders Invoices Benefits Policies
1. Connect to OData APIs
2. Connect to other APIs
3. Connect to Salesforce
4. Connect via Middleware
</api>
Apex Adapter Framework
Connect to any HTTP APIIntegration Patterns
Connect multiple Salesforce orgs across your businessSales Service Community Apps
External Objects
Orders Invoices Benefits Policies
1. Connect to OData APIs
4. Connect via Middleware
3. Connect to Salesforce
2. Connect to other APIs
No-code integration between Salesforce orgs
(Read-only today. Write available in Pilot)
Integration Patterns
Connect to external data sources with Middleware or ESBSales Service Community Apps
External Objects
Orders Invoices Benefits Policies
1. Connect to OData APIs
2. Connect to other APIs
4. Connect via Middleware
3. Connect to Salesforce
Salesforce ConnectOData-ready Partners
Integration Patterns
Middleware or ESB
There are Many Options to Integrate SAP…
Salesforce
3rd party Integration
Tools
SAP ECC
SAP HANA Cloud
Integration SAP NW PI
Direct Integration(via APIs)
Optio
n 1
Optio
n 2
Optio
n 3
Optio
n 4
• Cloud-basedoron-prem
• Real-time,bi-directionalprocessintegration(read/write)
• Real-timedataintegrationorbatchjobs
• Graphicalflows&mappings
• Centralizedmonitoringandadministration
• Pre-builtadapters
Popular integration tools:*
*
Middleware / Developer Toolkits / Data Loader
CallExternalService
ExposeCustomService
Apex Callouts
DataReplication
RestService
Workflow
DataUpload
CallExternalService
DataReplication
RespondtoExternalService
DataUpload
RestService
OutboundMessage
ConfirmMessage
DataConsume
DataProduce
TopicPublish
TopicSubscribe
Continuations Canvas
Process OrchestrationDirect Via Web Services
ERP MDM IndustrySolutionsCRMSCM
SAP Data ServicesNetweaver Gateway HANA Cloud Integration
SOAP Web Services API REST API Bulk API Streaming API OData
CloudForCustomer
Example SAP Integration Architecture
Example Integration Scenarios Between Salesforce And SAP
Salesforce Connect - Create a Layer of Agile Apps Around Core and Legacy Systems
Distributor Management
Apps
Social Products
HR Apps
Mobile AppsField Service Apps
Product Life CycleManagement Apps
Inventory Management Apps
Revenue Recognition Apps
License Entitlement Apps
Legacy
Eugenio Roldan CRM Process Manager
[email protected]@eroldanro
7x Salesforce Certified 2,5 years working on
Cosentino 4 years experience
working in Salesforce 6 years experience on
CRM and Enterprise software
+10 experience Programing and IT
About me
About Cosentino Leading company in
innovative surfaces 100% Spanish
company +3600 employees +40 countries 750$ Millions Sales
2015 Silestone: leader of
natural quartz Surfaces worldwide
General Integration Architecture
oData 2.0
On-Premise SAP Servers
This is a Project Sales story using Salesforce and SAP…
The project Sales Manager is working on a great building deal
He needs to find a good Contractor for this Project….
… and this account should be appropriately qualified and have a healthy credit status….
The Real Time Credit Information is on SAP but…
It is in Salesforce!
How is this possible?
No SOAP WS, no Outbound Calls….
Just…
Salesforce Connect!
How is this possible? (II)
Now, it’s time to add items to this project…
Master table of Materials on SAP
+10.000 materials
New materials every month
Translated on several languages
You can replicate the whole Product database OR….
Success!!
Connect
How is this possible?
Nightly scheduled job to sync
Just the basic information
VF Controller search on SAP
Matching using Externals IDs
Saving the materials into the Opp.
Next step , we need to request a price to send an offer…
Very complex pricing model
Dynamic price conditions
Set up on SAP SD
Visualforce + External Objects
ABAP Monitor
Pricing Admins only work with SAP
Sales Reps only work with SF
Using Salesforce Connect, we have an interface for pricing
What is the architecture for this business case?
BAPI’s
Connect
External Lookup on Opportunity Object
Sales order is created in SAP when project is WON
Invoices are appearing magically!
OK! We won the deal! What about Invoicing?
Complex sales scenarios
Invoice Search with
But sometimes, invoices were created before the project …
SAP BW for data consolidation
Nightly basis data replication
ETL from SAP to BW
All Set! Project is closed and invoiced… Anything else?
Look like Salesforce data
Familiar interface of Standard Salesforce
Processing Time Improvements
10x Faster integration time
Simple Programing on External Objects
Very scalable
Clear ROI
Less ABAP Programming
Less and easier APEX programming
User Experience Fastest Integration Cost Savings
Main business benefits for Cosentino Conclusion
Product RoadmapRalf Schundelmeier
Director Product Management
Salesforce Connect RoadmapRecent Deliveries (Winter ‘17)
Long Term Roadmap
Coming Soon (Spring ’17)
• Reports and Dashboards for External Objects• Custom Report Types (CRT) for External Objects• Wave Trending Reports for External Objects• Feed-based Page Layouts
• Salesforce Connector CRUD for Cross-Org Data Sharing
Multi Currency / Picklists / Look Ups• Highlights Panel and Custom Components (Console)
• Remote Change Tracking• Workflow / Trigger support for External Objects• Advanced Metadata Management for External Data Source• Extended Sharing
Q & A
Interested in Integrations and Data Management?
Tuesday 1:00 PM Integrating Disparate Data Sources in a Heterogeneous World
Tuesday 1:00 PM Modern Architectures: Platforms for Innovation with Peter Coffee
Wednesday 8:30 AM IoT Cloud and Thunder: Building Technology for a Connected World
Wednesday 9:00 AM Coming Attractions: Change the Game with Event-Driven Computing on Salesforce
Wednesday 4:00 PM Explore data management strategy with Heroku: Postgres, Redis, Kafka & Connect
Thursday 9:00 AM IoT Cloud and AWS: Creating the End-to-End IoT Solution for Businesses
Friday 9:30 AM Bringing Your Back Office Data to Life with Salesforce Connect
Thank Y u