integrating salesforce using talend integration cloud · talend inc. 800 bridge parkway, suite 200,...

Integrating Salesforce Using Talend Integration Cloud

Table of Contents Executive Summary _________________________________________________ 3

Why Integrate Salesforce? ____________________________________________ 3

Advances in Data and Application Integration _____________________________ 4

About Talend Integration Cloud ________________________________________ 5

Key Benefits of Talend Integration Cloud _________________________________ 6

Advantages of Talend Integration Cloud Over Other Solutions ________________ 7

Use Cases for Integrating Salesforce Using Talend Integration Cloud ___________ 8

Streamline Data Loading Into Salesforce ______________________________ 8

Synchronize Salesforce Data With a Data Warehouse or MDM Application ___ 9

Implement a Unified Integration Strategy ____________________________ 10

Back Up Your Data ______________________________________________ 10

Create a Seamless Marketing‐to‐Sales Flow __________________________ 11

Import Data Into Salesforce Wave Analytics __________________________ 12

Online Exchange Community ______________________________________ 12

Supported Database and Storage Connectivity ________________________ 12

Spotlight: Integrating Salesforce Wave Analytics __________________________ 13

Tap Into the Power of Data Warehouses and Big Data __________________ 14

Streamline Business Data Analysis __________________________________ 14

Sustainable Success with Wave Analytics ____________________________ 14

Multiply the Value of Salesforce with Talend Integration Cloud ______________ 15

About Talend _____________________________________________________ 16

For More Information _______________________________________________ 16

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Executive Summary

As powerful and beneficial as Salesforce solutions can be on their own, their value to your

organization can be multiplied by integrating them with other critical enterprise systems. Among

the many integration options, Talend Integration Cloud stands out for its wide range of pre‐built

connectors, ease of implementation and use, and lower total cost. By serving as your single,

comprehensive platform for a unified integration strategy, Talend Integration Cloud makes it

possible for you to synchronize information, streamline businesses processes, and increase

effectiveness across your entire organization.

Why Integrate Salesforce?

As the leading customer relationship management (CRM) system, Salesforce can accelerate and

increase sales, enhance customer loyalty and grow marketing capabilities. It helps companies like

yours connect with customers, and organize and analyze vital data that can influence decisions.

Cross‐functional teams using Salesforce can access and leverage the most up‐to‐date customer

information throughout your organization to streamline business processes and maximize services

and solutions.

Integrating Salesforce with your key applications and data repositories boosts its benefits.

Companies have learned that the best way to meet both IT and business goals is to deploy best‐of‐

breed systems like Salesforce and use an integration platform to make them all work together

seamlessly.

Benefits of integrating Salesforce in particular include enabling sales teams, improving the

efficiency and effectiveness of business processes, increasing revenue, and providing additional

value to customers. Salesforce users, especially customer‐facing teams, can increase efficiency and

improve work quality by working from the same set of unified, trusted underlying customer data.

At the highest level, Salesforce integration can further activities that align with organization‐wide

objectives.

Key advantages of integrating Salesforce with CRM, ERP, HCM, and other applications and data

repositories include:

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Giving users access to the data they need, when they need it

Integrating and synchronizing customer information across business processes

Making Salesforce data available to your entire organization

Enabling you to load data from sales applications and other systems and output to data

warehouses, analytics, backups and more

Automating and streamlining data flow, which can otherwise be time‐consuming and

prone to errors

Integrating on‐premises systems, SaaS applications, and enterprise databases

Enabling data‐driven insights by extracting the bigger, connected picture

Advances in Data and Application Integration

Cloud Service Integration solutions, also known as iPaaS (for integration Platform‐as‐a‐Service), are

a new generation of native cloud offerings at the intersection of APIs, data integration and

application integration. They bring the best of both worlds by enabling hybrid integration across

cloud and on‐premises data sources and applications.

iPaaS solutions are typically articulated around connectors and prefabricated integration actions.

Connectors are used to connect to applications and data sources, in the cloud and on

premises, implementing the service call and processing the input/output content. Most

solutions provide pre‐built connectors, as well as a development environment to build and

share native connectors to applications, so you don’t have to implement custom web

services.

Integration Actions provide additional control over the data—they check data quality,

convert to different formats, and offer additional activities for managing, merging, or

cleansing your data.

iPaaS offerings include additional key functionality, such as administration and monitoring to check

for data loss or errors, schedule job execution, or assist in setting up environments and examples.

An iPaaS solution enables your data‐driven enterprise to:

Talend Inc.

800 Bridge Parkway, Suite 200, Redwood City, California 94065 US

Tel: +1 (650) 539 3200

Drive growth by connecting SaaS and on‐premises applications and data—Use vendor‐

provided, community‐designed or in‐house connectors to bring together all the key

applications inside your organization, connecting both applications rolled out as part of

your IT strategy and those resulting from ad‐hoc projects, including CRM, marketing

automation, file sharing sites, HCM and ERP platforms. Enable big picture analytics and

predictable forecasting, and fuel growth by identifying new opportunities, markets,

customers, and products.

Boost security, governance and quality for richer data—Leverage controlled data

integration to enforce proper standards, data formats and security protocols. Improve data

quality by eliminating manual errors and identifying inconsistencies, duplications or junk

data before it pollutes your repositories.

Streamline business processes through automation—Increase team efficiency by slashing

time wasted on manual operations, and boost employee motivation while encouraging the

rollout of continuously improved best practices. Automate data cleansing, standardization

and enrichment while helping data flow faster through the enterprise, making it actionable

sooner.

Trigger breakthrough innovation by empowering citizen integrators—Enable business

users to try out new ways to simplify their jobs with simple, Web‐based interfaces to

connect data sources without needing IT expertise. Encourage them to think outside the

box and innovate while you remove bottlenecks and delays.

Common Salesforce business processes that can benefit from an iPaaS solution include supporting

lead‐to‐cash workflows and functionality, migrating to Salesforce, pursuing a unified integration

strategy, synchronizing product catalogs with a financial application, real‐time business analytics

and more.

About Talend Integration Cloud

Talend Integration Cloud is a secure and managed cloud integration platform that makes it easy to

connect, cleanse, and share cloud and on‐premises data. As an iPaaS managed by Talend, Talend

Integration Cloud provides instant, elastic, and secure capacity so you can easily shift workloads

between the ground and the cloud, increasing agility and lowering operational costs.

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Talend Integration Cloud enables real‐time analytics at a fraction of the cost through big data

integration in the cloud. It connects natively to SaaS and cloud applications, big data systems,

databases, packaged applications such as SAP, mainframes, files, Web services, data warehouses,

data marts, and OLAP applications.

You can design jobs with the powerful and productive Talend Studio, or via a web interface where you can design, manage and

monitor integration flows in the cloud. Talend Integration Cloud comes with enterprise‐class integration capabilities, including data

integration, data quality, big data, and support for more than 800 Talend connectors and components. Additionally, you will find

more than 100 prefabricated integration actions at Talend Exchange. You can run integration in the cloud with Talend Cloud Engine,

or in your data centers, on‐premises, with our Remote Engine.

Key Benefits of Talend Integration Cloud

With Talend Integration Cloud, you can:

Simplify and accelerate cloud integration—Talend Integration Cloud makes it fast and

easy to cleanse, enrich and share data from all your on‐premises and cloud applications.

Manage hybrid integration with instant, elastic, and secure capacity—Talend gives you

the flexibility to run integration anywhere, in the cloud or in your own data centers.

Enable big data insight at a fraction of the cost—Talend supports cloud and on‐premises

big data platforms, allowing you to deliver next‐generation analytics at a fraction of the

cost of traditional data warehouse solutions.

Empower anyone to integrate data using a self‐service interface—The Talend solution

enables IT to empower business users with self‐service integration tools, so they can move

and access data faster than ever before.

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Advantages of Talend Integration Cloud Over Other Solutions

An early approach to enterprise application integration (EAI) was developing custom point‐to‐

point integrations. Organizations have now had enough experience with that approach to realize

that the associated costs of development, implementation, and maintenance are prohibitive.

Many organizations then tried to implement SOA with ESB (service‐oriented architecture plus

enterprise service bus). While SOA is now an accepted principle, enterprise‐wide ESB

implementations thereof come with a very high cost, meaning it has rarely rolled out properly and

even more rarely kept up to date with business needs.

A flexible, scalable, next‐generation application integration solution, Talend Integration Cloud

offers robust capabilities while enhancing agility. Flexibility and scalability are key for both

software and the supporting hardware—and this is where the value of a cloud option like Talend

Integration Cloud is clearest. It lowers the total cost of ownership for servers, bringing on‐demand

scalability and capacity, while improving performance for globally distributed users.

Advantages of Talend Integration Cloud include:

Lower total cost—No support and maintenance overhead required to build and implement

your full enterprise integration solution.

No hidden costs—Talend does not charge more for extra connectivity to third‐party

solutions.

Vast open‐source community that crowdsources components—Talend Integration Cloud

is built on a foundation of years of contributions from the open‐source community.

Unified solution including big data, master data management and data quality—With

Talend Integration Cloud as your strategy for a unified integration approach, you can

integrate all your key enterprise applications using a single platform.

User interface for developers and intuitive self‐service user interface for business

users—Talend empowers all types of users to connect, enrich and share data in the cloud

with self‐service integration tools, and gives back time and tools to IT to focus on strategic,

revenue‐generating projects.

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Tel: +1 (650) 539 3200

Rapid implementation—The learning curve for developers is very short—it’s fast and easy

for them to learn how to connect systems and begin taking advantage of the rich

functionality Talend Integration Cloud offers. Put in your user credentials and within

minutes you have access to all your Salesforce objects.

Use Cases for Integrating Salesforce Using Talend Integration Cloud

Talend Integration Cloud is ideally suited to handling all the most common and most valuable use

cases that involve integrating Salesforce with other critical systems throughout your organization.

Note that with Talend Integration Cloud, you get all of Talend’s Salesforce capabilities in a single,

comprehensive package, which is often not the case with many integration vendors who charge

extra to connect to Salesforce and to your other CRMs, ERPs, and HCMs outside Salesforce. With

Talend, you get a single tool in a single package with no hidden costs.

Streamline Data Loading Into Salesforce

If you're not using an ETL tool, you’re either hand‐coding or using APIs from different applications

to load data into your Salesforce accounts or the Salesforce system. These APIs are often written

in different languages for different applications, so using them requires individuals to be proficient

in several languages and tools.

Using Talend Integration Cloud enables you to connect to many different applications via a single

tool and a single platform, which streamlines the process of loading data.

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Talend allows organizations to streamline and automate data loading into Salesforce from sources including Microsoft Office, CSV

files, Box and Dropbox, regardless of the original file schema. Unlike solutions with basic out‐of‐the‐box import functionality, Talend

allows you to ensure data quality, for instance through standardization (syntax for email addresses, international postal codes,

credit card numbers, etc.), de‐duplication (checking for existing contacts and merging if relevant) or augmenting the data (adding

missing zip codes, etc.).

Synchronize Salesforce Data With a Data Warehouse or MDM Application

Once your sales staff has loaded data into the Salesforce system, people within your organization

will want to analyze the data, possibly through your traditional data warehouse. In examining the

data, you may also find that you have data quality issues and data duplication.

By making it easy to connect with Salesforce, Talend and Talend Integration Cloud simplify the

processes of using analytics on the data and cleansing it with an MDM (master data management)

application. You can easily extract bulk data or delta records from Salesforce and load them into

your MDM application or into your data warehouse, which may be on‐premises, or may be a cloud

data warehouse like AWS Redshift. With Talend, it’s also easy to retrieve data from the MDM

application and synchronize it again with Salesforce.

Talend Integration Cloud enables better analytics at a fraction of the cost through data warehouse and big data integration in the

cloud. It captures customer data and market data from all your applications and from SaaS solutions like Salesforce, Marketo or

NetSuite, Box and Dropbox, and Amazon S3. It also captures data from on‐premises applications like SAP, as well as from data

sources like Hive, Cassandra, PostgreSQL, IBM DB2, MongoDB, Teradata, SQL server, Oracle, and Amazon RDS.

Talend Inc.


Tel: +1 (650) 539 3200

Implement a Unified Integration Strategy

You may have many different applications you want to use to load data into Salesforce, or you may

want data from Salesforce to go to downstream systems like an ERP application for ordering and

invoicing. Instead of requiring multiple teams to learn different platforms and different API tools

for all those applications, you can use just one platform—Talend Integration Cloud—to implement

a unified integration strategy. Your staff won’t have to learn a different set of skills and you won’t

have to hire new employees for different applications simply to integrate your data. A single team

capable of using Talend Integration Cloud can integrate your systems more quickly than several

people, each capable of using a different tool.

Back Up Your Data

Backups are easy to do with Talend Integration Cloud because it’s easy to extract data from

Salesforce as often as you want and back it up using either an on‐premises or a cloud backup

strategy to meet data storage and archiving compliance regulations.

Talend helps organizations comply with regulations and best practices by allowing them to easily back up and store their data, on

premises or in the cloud.

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Tel: +1 (650) 539 3200

Create a Seamless Marketing‐to‐Sales Flow

Many marketing automation solutions like Marketo include connections to Salesforce. However,

what those solutions lack is the ability to do in‐flight data quality assurance. In many cases, the

connection is simply point‐to‐point data movement from a marketing automation system to

Salesforce.com. With Talend Integration Cloud, you can easily introduce data enrichment, data

quality, and cleansing routines to standardize data—all at no additional cost, because they are free

with Talend Integration Cloud. The result is a seamless flow of quality data from marketing to

sales. In addition, many of the basic out‐of‐the‐box connections between marketing automation

systems and Salesforce aren't flexible and can be difficult to use. With Talend Integration Cloud,

you have the flexibility to schedule data transfers at any frequency.

As was the case with data loading, creating seamless data flows with different marketing

automation systems and different APIs can require different skillsets to either build or use the

connections between systems. With Talend, even if you’re connecting multiple systems, you’re

using a single tool—and you get the added bonus of functionality for data quality, cleansing and

enrichment.

Talend allows organizations to implement a seamless marketing‐to‐sales flow, loading data on new marketing opportunities and

creating new leads if no match is found in Salesforce; otherwise, duplicate prospects can be merged with existing prospects and

records can be updated, keeping the marketing and sales cycle completely synchronized and enhancing pipeline forecasts.

Talend Inc.


Tel: +1 (650) 539 3200

Import Data Into Salesforce Wave Analytics

Salesforce can perform analytics on data it contains, but if you

want to get data from other systems into Salesforce Wave

Analytics, you’ll need another type of tool or a unified integration

strategy. That’s where Talend Integration Cloud comes into play

with its large library of connections to other systems. With those

pre‐built connectors, Talend Integration Cloud serves as your

unified integration strategy, enabling you to easily pull outside

data from ERP or CRM systems—whether they’re on‐premises or

in the cloud—into Salesforce Wave Analytics. In addition, any

quality issues with the new data are automatically addressed.

Online Exchange Community

The Talend Online Exchange Community gives you access to more

than a thousand pre‐packaged connectors, components and

integration actions, including:

Salesforce connectors: Read & Write using SOAP API, CDC: only Updated or Deleted

records; and Build loaders: Bulk API and Compression, Wave Analytics

SaaS Connectors: Marketo (import leads, export leads, compare list and add/delete),

NetSuite

Packaged Application Connectors: SAP (table extract, BAPI, IDOC)

Big Data and Database Connectors: Amazon Redshift, AWS EMR, AWS RDS MySQL, HDFS,

HBase, Hive, MongoDB Technical Connectors: Amazon S3, Dropbox, Google Drive, Box,

Email (SMTP), FTP/SFTP, REST

Data Quality matching (contacts) and standardization (name, title, country, email)

Supported Database and Storage Connectivity

Amazon RDS, Amazon Redshift, Amazon S3, AS400, DB2, Derby DB, Exasol, eXist‐db, Firebird,

Google Storage, Greenplum, H2, HIVE, HSQLDB, Informix, Ingres, InterBase, JavaDB, JDBC, MaxDB,

Microsoft OLE‐DB, Microsoft SQL Server, MySQL, Netezza, Oracle, ParAccel, PostgresSQL,

PostgresPlus, SAS, SQLite, Sybase, Teradata, VectorWise, Vertica, Windows Azure Blob Storage

Key Connectors

Talend offers an extensive collection of proven connectors, components, and integration actions integration services. You can build simple or complex integration flows inside Talend Studio that connect, cleanse, and transform data, then simply push a button to publish and go live in seconds. You can also easily de‐duplicate and standardize data to increase information accuracy and completeness.

Talend Inc.


Tel: +1 (650) 539 3200

Spotlight: Integrating Salesforce Wave Analytics

Salesforce Wave Analytics is an end‐to‐end analytics app that brings the power of analytics to

Salesforce users, and delivers a new level of insight directly to any device.

Talend for Salesforce Wave Analytics is a secure and managed cloud integration platform that

makes it easy to connect, cleanse, and share all your cloud and on‐premises data with Wave

Analytics. As a service managed by Talend, the platform provides instant, elastic, and secure

capacity so you can easily provide access to business insights with Wave Analytics while increasing

agility and lowering operational costs.

Talend enables data‐driven insights by capturing customer data and market data from all your applications, SaaS solutions like

Salesforce, Marketo or NetSuite, Box, Dropbox, Amazon S3, but also on‐premises platforms like SAP. It allows you to connect,

cleanse, enrich, and share this data, with ready‐to‐use data quality components.

Talend Inc.


Tel: +1 (650) 539 3200

Tap Into the Power of Data Warehouses and Big Data

Talend for Wave Analytics helps you tap into the power of data warehouses and big data,

extracting the information you need from all your data sources including Teradata, DB2, Microsoft

SQL Server, MySQL, Oracle, PostgresSQL, MongoDB, Amazon Redshift, AWS EMR, AWS RDS, HDFS,

HBase, Hive, Cassandra, SQLite and more. Talend Integration Cloud provides the universal

connectivity to ensure Wave Analytics always reflects the complete picture, now and in the future.

Streamline Business Data Analysis

After deploying Talend for Wave Analytics, your business teams don’t need to submit requests for

IT to extract and clean up the data every time they need it. Data flows into Wave Analytics are

automated and accelerated, while Talend Integration Cloud’s business user self‐service interface

cuts out bottlenecks. Developers stay in control of changing business needs, boosting speed and

agility with Talend’s open source community to crowdsource connectors, components and

integration actions. Talend for Wave Analytics can be deployed at fraction of the cost you would

typically expect, and is up and running in no time.

Sustainable Success with Wave Analytics

With Talend, there are none of the hidden costs that other vendors tend to conceal when you

want to integrate with Wave Analytics. You don’t have to pay extra for “premium connectors,”

because with every edition, you have access to over a thousand connectors, components and

integration actions, for free. This is possible because Talend is truly built around an open source

community, on technology from the Apache Software Foundation (ASF) and using popular

languages such as Java. This means you avoid being trapped in proprietary technologies and

uncommon languages, where development resources are rare. It also means your Wave Analytics

deployment won’t come to a halt while you wait for budget approval for a simple new connector.

Talend Inc.


Tel: +1 (650) 539 3200

Talend enables business users to be more agile by providing an easy‐to‐use web interface that allows them to design and run

integration flows. This is unlike traditional integration approaches that require manual development and submitting tickets to the IT

team.

Multiply the Value of Salesforce with Talend Integration Cloud

You deployed Salesforce to boost your organization’s ability to improve sales results, create more‐

loyal customers, and market products and services more effectively. Using Talend Integration

Cloud to integrate Salesforce with other essential applications can help you reach all those goals—

quickly, simply and cost‐effectively. Talend Integration Cloud handles all the essential use cases

that involve integrating Salesforce and delivers all the benefits of an integrated application

infrastructure—an infrastructure that supplies your staff with the most up‐to‐date data for making

informed decisions and taking effective action.

Talend Inc.


Tel: +1 (650) 539 3200

About Talend

At Talend, it’s our mission to connect the data‐driven enterprise, so our customers can operate in

real time with new insight about their customers, markets, and business.

Founded in 2006, our global team of integration experts builds on open source innovation to

create enterprise‐ready solutions that help unlock business value more quickly.

By design, Talend integration software simplifies the development process, reduces the learning

curve, and decreases total cost of ownership with a unified, open, and predictable cloud and on‐

premises platform.

For More Information

To get your free trial of Talend Integration Cloud, please visit

http://www.talend.com/products/integration‐cloud . Free connectors to Salesforce and Salesforce

Wave Analytics are available on the Talend Marketplace Exchange, at

https://exchange.talend.com/ .

To schedule a visit from a Talend representative, send an email to [email protected] or visit

http://www.talend.com/contact .

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integrating salesforce using talend integration cloud · talend inc. 800 bridge parkway, suite 200,...

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