lightning connect sap_integration_df2015
TRANSCRIPT
Lightning Connect: Unlock Your SAP Back Office With Real Time Integration Ralf Schundelmeier Director Product Management Integration Salesforce
Ralf Schundelmeier
Chase Schults
Christian Kaimel
Markus Stierli
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Many customers are facing a set of challenges around integrating data and processes between Salesforce, SAP and other systems.
Raise your hand if:
• Integration is a major Pain Point?
• You use SAP as your ERP system?
Unlock Your SAP Back Office With Real Time Integration
Integration is the # 1 Challenge for CIOs
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% CIOs say
Data integration tools are #1 pain
Enterprise Apps And Data Are (Still) Living In Silos
Business Users Need Data From Across The Entire Business
Customer Purchase History
Customer Service Cases
Product Recommendations
Customer Account Information
Product Inventory and Offers
Product Catalog and Pricing
Salesforce1 Lightning Connect: Unlock Your Data
Fast: Fast, easy, point and click integration Innovative: Build an agility layer for your business Trusted: Access data by reference in real time
Lightning Connect ≠ ETL
❑ Data access is on-demand / real-time ❑ Data access is by reference ❑ Data is formatted into Salesforce objects ❑ Supports open-standard data access protocol
Salesforce1 Lightning Connect is a data federation / virtualization solution
HTTPS Request
HTTPS Response Data
Sources
Lightning Connect Data Virtualization
Object UI Apex VF Page SOQL SOSL Report
Analytics API
Salesforce.com Environment
Salesforce Objects
Lightning Connect Roadmap
Recent Deliveries (include Winter ‘16)
Long Term Roadmap
Coming Spring ‘16
Lightning Connect: Salesforce Connector for Cross-Org Data Sharing (Read-Only) Lightning Connect: Read / Write for OData Connector and Custom Apex Connector APEX Connector Framework – Build your own connector for Lightning Connect Lightning Connect: OData 4.0 Connector
Salesforce Connector CRUD for Cross-Org Data Sharing Custom Report Type for External Objects (Pilot)
Workflow / Trigger support for External Objects Query Optimization for External Objects Advanced Metadata Management for External Data Source
Integration Layer 1: User Interface
Declarative
Simplicity + Speed Control + Flexibility
Programmatic 80% clicks – 20% code
Applications Tabs
Page Layouts Record Types
Workflow Validation Rules
Assignment Rules
Objects Fields
Relationships
Visualforce Controllers Apex Web Services API
Visualforce Pages Web Controls Sites Canvas
Web Services API Metadata API ODATA
User Interface
Business Logic
Data Model Mod
el
Con
trolle
r V
iew
R
eal-time
calls M
ashups D
ata sync
OC Tanner Integrates SAP Order And Shipment Data In One Afternoon Chase Schults Manager Software Development O. C. Tanner
About OC Tanner O.C. Tanner develops strategic employee recognition and reward solutions that help people accomplish and appreciate great work.
● Founded in 1927, pioneered the recognition industry, privately held
● Headquarters in Salt Lake City, Utah, USA
● Global offices in Frankfurt, Mexico City, Hong Kong, Shanghai, Singapore, and Tokyo
● 8000+ clients in 150 countries
● Ranked number 40 on the 2015 FORTUNE 100 Best Companies to Work For® list
● Serving 23 Fortune 100 companies including DOW Chemical, Caterpillar Inc., and Chevron
Service Agents Needed a Way to Search Customer’s SAP Order Data without Leaving Salesforce
❑ Service Agents had to use multiple systems and enter
data repeatedly to obtain all information necessary to
serve a customer
❑ Customers had to wait for the agent to get ready
❑ Business wanted to consolidate the Service Agent view
to be able to see SAP Order and Shipment information
for the customer in the Service Console
❑ All relevant information needed to be linked to the
Account Record in Salesforce
Building A Custom Integration Would Take 6 Months
❑ Extensive integration to bring data from SAP to Salesforce to show order and shipping data – Big Money
❑ At least 6 Months time to write the integration and iron it out
❑ Decide how to handle the “who wins” battle when data updates
Built And Deployed Real Time Integration In 10 Days ….
❑ Fast & simple Lightning Connect set up – ~ 8 min setup time
❑ Easy to change – Add relationships to Salesforce records
❑ Easy to add - Additional tables and data - NO Code
❑ SAP Data virtualized in Salesforce, supported by Search
❑ End to end project done in 10 Days
A Few Steps Needed To Set Up Real Time Integration
❑ 1 Visualforce page
❑ 1 External Data Source
❑ 2 External Objects (automatically
generated)
❑ Relationships to Case and Contact
OC Tanner Deployment Scenario
Lightning Connect
Odata Connector
Salesforce Environment
OData Service
Pricing
Master Data
Customer Order
Material Availab.
SAP System
Netweaver Gateway
SFDC Custom Objects
SFDC Standard Objects
SFDC External Objects
Object UI APEX VF Page SOQL SOSL Reports Analytics
How It Looks – SAP Order Data In The Service Console
SAP Order / Shipment Data
Result: Reduced Call Times, Happy Agents, Happy Customers!
q Business Benefits Happy Agents!
Happy Customers!
Reduced call time by 50 %
q Integrations can be easy! Data Virtualization – No data redundancy
Deployed solution 6 months faster!
$15,000+ dollars saved using Lightning Connect over doing our own integration
13
6
Integration Layer 2: Business Logic
Declarative
Simplicity + Speed Control + Flexibility
Programmatic
Applications Tabs
Page Layouts Record Types
Workflow Validation Rules
Assignment Rules
Objects Fields
Relationships
Visualforce Controllers Apex Web Services API
Visualforce Pages Web Controls Sites Canvas
Web Services API Metadata API ODATA
User Interface
Business Logic
Data Model
80% clicks – 20% code
Mod
el
Con
trolle
r V
iew
R
eal-time
calls M
ashups D
ata sync
Agile Process Integration For A Complex Supply Chain – Swissbit Markus Stierli Salesforce & SAP Consultant Swissbit Project Manager for the Salesforce to SAP Integration
Swissbit Introduction
Established
1992 - 2000 as SIEMENS HL Business Unit 2001 - present as Swissbit through Management Buyout
Headquarter Bronschhofen, Switzerland
R & D sites Switzerland, Germany and United States
Production plants Germany
Production capacity 1 Million Memory & SiP products / month
Financial strength Privately held company
Swissbit is the largest independent embedded memory and storage solutions manufacturer in Europe
Consolidated Sales Process - One System
• Account Managers want to Enter and Manage Opportunities and Sales Orders directly in Salesforce
• Full transparency for Account Managers on order behaviour (frequency, amounts, lead time)
Transparency across complex Account Structures
• 360 View of the Account and the Revenue it generates
• Order entry needs to enable the mapping of complex global supply chains
Transparency Across Complex Supply Chains
Manufacturer 1
Design-in Account
Part Manufacturer
Part Manufacturer
Distributor
Sales
Sales
Sales
Sales
q Constant synchronization of Customer Master, Material Master and Order data
→ All data is always the same between Salesforce and SAP
q Direct Sales Order entry in Salesforce to post orders in real-time to SAP
→ SAP checks are still enforced (e.g. credit limits, ZIP codes, tax numbers, credit limits, payment terms, etc.)
q Enhanced Business Processes in Salesforce → Track design-in account, end customer, sold to party, ship to party
→ Check Delivery Status (requested date vs. actual)
The Solution: Salesforce Integrated With SAP Processes
Middleware “App”: NEC Enterprise Gateway
Products
Classes
Order History
Shipping Info
Prospects / Customers
Sales Orders Delivery Status
SAP ERP
(SD, MM, FI/CO, PP)
Create SAP Sales Orders directly based on Opportunity data
Real-Time Process Integration (1 of 4)
Video Link
A Salesforce VisualForce page acts as simplified SAP Order Entry screen Real-Time Process Integration (2 of 4)
Data is posted in real-time into SAP from Salesforce (synchronously) Real-Time Process Integration (3 of 4)
Data posted runs through all SAP business rules (as customized in SAP) Real-Time Process Integration (4 of 4)
Others
The NEC Enterprise Gateway was chosen because it simplifies the SAP integration effort
q Built on Salesforce App Cloud
q Based on standard APIs from Salesforce and
SAP (BAPIs)
q Lightning Connect Support*
q Lightning Connect Partner
The Technology: NEC Enterprise Gateway
Enterprise Gateway
Lightning Connect*
Data Replication
Process Integration
* new feature announced at Dreamforce 2015 Link to video: http://bit.ly/OvercastLightningConnect
Link to AppExchange: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000005vK8UEAU
q 5 X Lower Cost to develop and integrate business process extensions in Salesforce versus ABAP development in SAP
q 50 % Faster Responses to customer inquiries:
order confirmations are now on average 0.8 days (down from 1.5 days)
q Account Managers have 360° View of the Customer Ordering Behaviour and how well customer requests (delivery dates, etc.) are met!
Results: 5 X Lower Cost And Faster Response Times
q Analyze the business processes and data requirements in detail
q Have a team of dedicated Technical Experts for Salesforce and SAP
q Use officially supported SAP APIs wherever possible (not all BAPIs run through all the business logic similar to the SAP GUI)
Lessons Learnt / Recommendations
Integration Layer 3: Data Model
Declarative
Simplicity + Speed Control + Flexibility
Programmatic
Applications Tabs
Page Layouts Record Types
Workflow Validation Rules
Assignment Rules
Objects Fields
Relationships
Visualforce Controllers Apex Web Services API
Visualforce Pages Web Controls Sites Canvas
Web Services API Metadata API ODATA
User Interface
Business Logic
Data Model
80% clicks – 20% code
Mod
el
Con
trolle
r V
iew
R
eal-time
calls M
ashups D
ata sync
Synchronizing Order Life Cycle Data Across Applications – AVL Christian Kaimel, AVL List GmbH Project Manager Salesforce Integration e1-Business Solutions
Employees: more than 7.000
Solutions for: Powertrain Engineering Instrumentation and Test Systems Simulation
Headquarter: Graz (Austria)
Further locations in: Americas Europe Asia and Australia
Sales in 2013: 1.05 billion EUR visit: www.avl.com
Introduction – AVL List GmbH
q Eliminate manual work between business processes • Manual creation of SAP Order (old) vs. automated creation via interface (NEW)
q Increase Data Quality and Transparency • Transparent and aligned process across Opp, Quote, and Order
q Improve Efficiency through the whole process chain • Introduce KPI’s to measure the improvements. e.g. from “quotation at the customer to invoiced”
Synchronizing Order Life Cycle Data Across Applications
Opportunity Phase
Quotation Phase
Project Phase
After Sales Phase
Business Development & Sales
Operations Order Fulfillment
Customer Service
Synchronizing Order Life Cycle Data – Data Flow
SAP CUSTOMERS; SAP ORDER NUMBER
SAP MASTER DATA; SAP PRICES
CC; REVENUE CAT. ASP
SFDC MASTER ACCOUNTS; GLOBAL ACCOUNTS; ACCOUNTS
SFDC PROPOSAL &
OPPORTUNITY DATA PROPOSAL ->SAP QUOTE
We Would Like To See The GLOBAL Order Intake And Sales Revenue Based On Account Hierarchies
SFDC Leading System for:
• Master Accounts • Global Accounts • Accounts Synchronization to SAP is done every 5 minutes
SAP Leading System for:
• SAP Customers with Partner Role “sold to” • Building relation between SAP Customer
and SFDC Account
Synchronization to SFDC is done every 5 minutes
Synch Order Life Cycle Data Example: CMD Record SAP CUSTOMERS
Solution Architecture– Consolidating Global Account Data
Business Benefits – Lessons Learned Benefits:
q Cost savings of $ 160,000 / year due to consolidated account structures q Eliminated manual data entry, savings 433h / year (at the headquarter) q Easy SFDC integration due to standard APIs q Increase process-speed and data quality across all applications Lessons Learned:
q Invest in the Information Architecture (MDM, process design and specification) q Integration is not only IT related, high impact on organization
• Impact of changes (Organization, Processes, who is maintaining what and where...)
q Keep it as simple as possible !!
Want To Learn More? The complete Salesforce integration reference:
• http://www.salesforce.com/us/developer/docs/integration_patterns/integration_patterns_and_practices.pdf
Salesforce integration for developers: • https://developer.salesforce.com/page/Integration • Lots of examples and code there
Step-by-step basic integration tutorial: • https://developer.salesforce.com/docs/atlas.en-us.integration_workbook.meta/
integration_workbook/
Lightning Connect Tutorial: • http://developerforce.github.io/lightning-connect-tutorial/
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