6 Steps to Data Integration in The Cloud
Allan Schwab, Informatica
Why integrate?
- Collaboration between departments and data centers
- Drive success of Salesforce
- Greater adoption
- Stronger connection
- More business value
- Make Salesforce more valuable by bringing in non-CRM data
What are the options of Salesforce.com integration?
- Hand Code
- Advantages: Most Flexibility
- Disadvantages: Maintenance Requirements
- Free Tools
- Advantages: Free, Easiest Way
- Disadvantages: Ad Hoc vs. Automated, Loading data is just one requirement
- On-premise tools for IT
- Advantages: Mature, proven platform
- Disadvantages: Not a tool for masses, takes specialized training to perform
- Cloud Services
- Advantages: Rapid deployment, minimal training, seamless upgrades, fewer IT resources
- Disadvantages: None!
Informatica has won AppExchange’s Best of Apps for 3 years in a row
Demo:
- All access is through the browser
- Secure Agent is a one-time download
- Create tasks with easy-to-use wizard
- At runtime, Agent runs tasks, replicating data based on configuration of the task (full refresh, incremental, etc)
- Create connections, pointing services to your data
- For Salesforce connections, log in and everything else is after that is point and click
- Mapping can be auto
- matched or drag and drop
- Can concatenate 2 fields to map to one field
- Over 100 functions and operator lookups
- Can create formula that will perform lookups
- Can migrate tasks from Developer org to Production org
Using Formula Fields to Enhance Reports
James Martucci, Salesforce.com
- Exception reporting – used to show data that doesn’t exist
- i.e. Which Opportunity doesn’t have Products?
- CRT (Custom Report Types) with or without framework don’t show expectations
- Leverage roll-up summary fields in a Master-Detail relationship
EXAMPLE: Accounts without Opportunities
Setup – Customize – Accounts – Fields – Custom Fields
- Roll-Up summary, labeled ‘Number of Opportunities’
- Use IF function for Opportunities < $100k
IF(Amount >100000, 1, 0)
- Create Opportunity field formula in report and summarize on “Deal over 100k” Value to identify all 0’s
- Create comparison bar chart labeled “Large vs. Total Opportunities”
EXAMPLE: Reporting on Multiple Time Frames
“How did company do this August compared to last August in Sales?
- Create formula, MonthstoClose:
((YEAR(ClosedDate)
- (YEAR(Today())) X 12) + (MONTH(ClosedDate)
- MONTH (Today ()))
- Create report and filter “Months to Close” = 0 (Current Month), -1 (Last Month), -2 (Two months ago), -12 (Current Month last year), -13 (Last month last year), -14 (Two months ago last year)
- To make months lay beside each other in chart, add Month Value field (Jan = 1, Feb = 2) and sort by Month Value in report
Introduction to Salesforce Partner Portal
Venkat Polisetti, Fiserv
Setup – Create – Partners – Settings – New
- 2 types of licenses: Silver and Gold – you must purchase these licenses
- Can customize Portal to show company branding
- Single sign on available for Customer and Partner portal
- Need to set private security settings on data
- Look and Feel will reflect on their website after signon
- Portal Tab Set Editor – shows what tabs are available on portal website
- Clone standard portal profiles
- Create Account and Contact, then enable Account as Partner User (button titled “Work with Portal”)
- Change email template to have sign-on URL