democratizing data with sap and salesforce1 integration
Post on 18-Nov-2014
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@infacloud
Democratizing Data with SAP and Salesforce1 Integration
Collin McCreath, Director of IT, AddivantJay Nagaram, CRM Architect, MicroexcelAshwin Viswanath, Informatica Cloud
Agenda
• Introductions
• Addivant’s Salesforce Landscape
• Addivant’s SAP Landscape
• Main Challenges with SAP-Salesforce Integration
• Informatica Cloud Architecture
• Solution Using Informatica Cloud
• Benefits of Informatica Cloud
• Q&A
Jay Nagaram, Microexcel • Started as SAP Technical Consultant in
2006
• Worked on multiple projects as SAP Techno functional and Vendavo Pricing expert
• Moved to Salesforce CRM in 2009 and worked intensively on Salesforce and SAP Integrations using Informatica Cloud
• Current role: CRM Architect and leading Salesforce CRM and Informatica Practice at Microexcel Inc.
Collin McCreath, Addivant• Over 18 years of experience leading IT
efforts in a variety of ways, including building and maintaining infrastructure, architectural planning.
• Served as Vice President within the World Security Services department of JPMorgan supporting mission critical securities clearance applications.
• IT Director at the City of New York Financial Information Services Agency responsible for all backend systems, Oracle databases, Business Objects, and other Middleware applications.
• Director of IT Systems at Addivant responsible for Salesforce & Informatica application and IT systems infrastructure.
3
Speaker Introductions
• Leading global supplier of antioxidants, polymer modifiers, and UV stabilizer solutions
• Offer the widest range of performance-based polymer additives in the industry
• Providing products and services in more than 100 countries
• www.addivant.com
About Addivant
4
• Over 500 employees based in USA and India
• Informatica Partner
• Experts in Salesforce SAP Integration
• Experts with SAP, SharePoint, .NET & Oracle Applications
• Industry expertise in over 14 verticals
• www.microexcel.com
5
About Microexcel
Addivant’s Salesforce Landscape
6
Customer Care:
Incident Management
Sales
PricingLegal
Finance
Addivant’s SAP Landscape
7
Customer Care: Order
Management
Demand Management
Logistics
Finance
Procurement
Main Challenges with SAP-Salesforce Integration
8
Updated Pricing
1
2 Customer Master Data
Sync
3 Order Info
4 Accounting Data
2
4SecureAgent
Your Company 31
Informatica Cloud Architecture Overview
Solution Using Informatica Cloud
10
Implemented by
Price Update from Salesforce to SAP
11
COND_A IDOC
SalesforceConnector
• Custom Pricing App in Force.com Platform replaced legacy pricing system
• Real-time integration between Salesforce and SAP through Informatica Cloud
• Posting IDocs to SAP for pre-processing
Implemented by
Custom Pricing App Built on Force.com
12
Implemented by
13
Integration Template and IDoc in SAP
• Mapping Configuration Task created from template posts IDoc to SAP
• SAP receives IDoc and creates price record for order processing
Implemented by
SAP Customer Master Sync with Salesforce
14
Implemented by
Salesforce Accounts with Hierarchical Info
15
• SAP Material Master is transferred to Salesforce with exactly same hierarchies • Product Managers can easily access SKUs, material cost, price discounting
rules, sales and opportunities from a single screen
Implemented by
16
Viewing SAP Deliveries within Salesforce
Implemented by
17
Delivery Information Visible at Account Level
Implemented by
• No Code
• All declarative, point & click
• Ease of SAP Connectivity
• Auto-generation of ABAP code
• Hierarchical Data Handling
• Automatic creation of hierarchies in Salesforce
• Analytics
• Correct data brought into SFDC for dashboards
Benefits of Informatica Cloud
Connectiv
ity
Plug & Play
No code
Hiera
rchic
al D
ata
Q&A
• Collin McCreath, Addivant
• Jay Nagaram, Microexcel
• Ashwin Viswanath, Informatica
19
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