bringing your back office data to life with salesforce connect

47
Ralf Schundelmeier Director Product Management, Integration Products [email protected] @CloudiusMaximus Bringing Your Back Office Data To Life with Salesforce Connect Eugenio Roldan Romasanta, Cosentino

Upload: eugenio-roldan-romasanta

Post on 16-Apr-2017

169 views

Category:

Software


2 download

TRANSCRIPT

Page 1: Bringing Your Back Office Data To Life with Salesforce Connect

Ralf SchundelmeierDirector Product Management, Integration Products

[email protected]@CloudiusMaximus

Bringing Your Back Office Data To Life with Salesforce Connect Eugenio Roldan Romasanta, Cosentino

Page 2: Bringing Your Back Office Data To Life with Salesforce Connect
Page 3: Bringing Your Back Office Data To Life with Salesforce Connect

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.

Page 4: Bringing Your Back Office Data To Life with Salesforce Connect

Eugenio Roldan Romasanta

CRM Process ManagerCosentino

Ralf SchundelmeierDirector, Product

ManagementSalesforce

Page 5: Bringing Your Back Office Data To Life with Salesforce Connect

Integration is easy ….. Right?

Page 6: Bringing Your Back Office Data To Life with Salesforce Connect

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?

Page 7: Bringing Your Back Office Data To Life with Salesforce Connect

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%

Page 8: Bringing Your Back Office Data To Life with Salesforce Connect

Enterprise Apps And Data Are (Still) Living In Silos

Page 9: Bringing Your Back Office Data To Life with Salesforce Connect

How can we better connect apps, employees and customers?

Page 10: Bringing Your Back Office Data To Life with Salesforce Connect

I don’t integrate much …..

….. but when I do I use Salesforce Connect

Page 11: Bringing Your Back Office Data To Life with 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

Page 12: Bringing Your Back Office Data To Life with Salesforce Connect

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>

Page 13: Bringing Your Back Office Data To Life with Salesforce Connect

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

Page 14: Bringing Your Back Office Data To Life with Salesforce Connect

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

Page 15: Bringing Your Back Office Data To Life with Salesforce Connect

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

Page 16: Bringing Your Back Office Data To Life with Salesforce Connect

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

Page 17: Bringing Your Back Office Data To Life with Salesforce Connect

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

Page 18: Bringing Your Back Office Data To Life with Salesforce Connect

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

Page 19: Bringing Your Back Office Data To Life with Salesforce Connect

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:*

*

Page 20: Bringing Your Back Office Data To Life with Salesforce Connect

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

Page 21: Bringing Your Back Office Data To Life with Salesforce Connect

Example Integration Scenarios Between Salesforce And SAP

Page 22: Bringing Your Back Office Data To Life with Salesforce Connect

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

Page 23: Bringing Your Back Office Data To Life with Salesforce Connect

Eugenio Roldan CRM Process Manager

[email protected]@eroldanro

Page 24: Bringing Your Back Office Data To Life with Salesforce Connect

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

Page 25: Bringing Your Back Office Data To Life with Salesforce Connect

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

Page 26: Bringing Your Back Office Data To Life with Salesforce Connect

General Integration Architecture

oData 2.0

On-Premise SAP Servers

Page 27: Bringing Your Back Office Data To Life with Salesforce Connect

This is a Project Sales story using Salesforce and SAP…

Page 28: Bringing Your Back Office Data To Life with Salesforce Connect

The project Sales Manager is working on a great building deal

Page 29: Bringing Your Back Office Data To Life with Salesforce Connect

He needs to find a good Contractor for this Project….

… and this account should be appropriately qualified and have a healthy credit status….

Page 30: Bringing Your Back Office Data To Life with Salesforce Connect

The Real Time Credit Information is on SAP but…

It is in Salesforce!

Page 31: Bringing Your Back Office Data To Life with Salesforce Connect

How is this possible?

Page 32: Bringing Your Back Office Data To Life with Salesforce Connect

No SOAP WS, no Outbound Calls….

Just…

Salesforce Connect!

How is this possible? (II)

Page 33: Bringing Your Back Office Data To Life with Salesforce Connect

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

Page 34: Bringing Your Back Office Data To Life with Salesforce Connect

You can replicate the whole Product database OR….

Success!!

Connect

Page 35: Bringing Your Back Office Data To Life with Salesforce 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.

Page 36: Bringing Your Back Office Data To Life with Salesforce Connect

Next step , we need to request a price to send an offer…

Very complex pricing model

Dynamic price conditions

Set up on SAP SD

Page 37: Bringing Your Back Office Data To Life with Salesforce Connect

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

Page 38: Bringing Your Back Office Data To Life with Salesforce Connect

What is the architecture for this business case?

BAPI’s

Connect

Page 39: Bringing Your Back Office Data To Life with Salesforce 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?

Page 40: Bringing Your Back Office Data To Life with Salesforce Connect

Complex sales scenarios

Invoice Search with

But sometimes, invoices were created before the project …

Page 41: Bringing Your Back Office Data To Life with Salesforce Connect

SAP BW for data consolidation

Nightly basis data replication

ETL from SAP to BW

All Set! Project is closed and invoiced… Anything else?

Page 42: Bringing Your Back Office Data To Life with Salesforce Connect

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

Page 43: Bringing Your Back Office Data To Life with Salesforce Connect

Product RoadmapRalf Schundelmeier

Director Product Management

Page 44: Bringing Your Back Office Data To Life with Salesforce Connect

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

Page 45: Bringing Your Back Office Data To Life with Salesforce Connect

Q & A

Page 46: Bringing Your Back Office Data To Life with Salesforce Connect

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

Page 47: Bringing Your Back Office Data To Life with Salesforce Connect

Thank Y u