Democratizing Data with SAP and Salesforce1 Integration

Post on 18-Nov-2014

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Salesforce1's intuitive user experience enables business users to easily access and use their business data from any device. Learn how Addivant™, a leading global specialty chemicals supplier of polymer additives, used Informatica Cloud to integrate key sales, pricing and operational data from SAP and Salesforce.com. Addivant was able to make key data available to Sales and Finance teams resulting in enhanced real-time visibility within operational performance dashboards, and better decision making throughout the company. Visit http://videos.informaticacloud.com/LLdG/democratizing-data-with-sap-and-salesforce1-integration/ for the webinar replay.

Transcript of Democratizing Data with SAP and Salesforce1 Integration

@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

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• 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

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About Microexcel

Addivant’s Salesforce Landscape

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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

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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

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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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