Integrate Your Salesforce to

Oracle ERP

Glenn Johnson Ted Brennan

Magic Software Americas

Today’s Topic

• Today’s webinar, “Integrate Your Salesforce to Oracle ERP,” will show you how-to successfully integrate your Salesforce CRM to an Oracle ERP system like Oracle JD Edwards, Oracle E-Business Suite or PeopleSoft Enterprise. Learn how-to use Oracle approved methods and a 5-Star Salesforce App Exchange Adapter to manage business processes running between Salesforce and your ERP. Automate opportunity-to-order conversion, accounts receivable status, master item data and much more.

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Basic Considerations

ERP stands for enterprise resource planning. Oracle provides three of the world’s Tier-1 ERP systems.

CRM stands for Customer Relationship Management. Salesforce is the world’s leading CRM system.

Oracle offers JD Edwards, PeopleSoft, E-Business Suite and Oracle Cloud (Fusion) ERP Solutions.

Hybrid Cloud integration is sometimes needed to span integration between cloud-based solutions and on-premise enterprise applications.

The Mythical Battle: Slaying the Data Dragon

Customers Are Not Data

Bunker Mentality

B2C Customer Decision Journey

B2B Customer Decision Journey

Customer Data ≠ Customer Experience

• Identify the Key Parts of the Journey• Understand How You Are Performing Now• Build Cross Functional Processes• Implement Cultural Change Around

Cross-Functional Processes

Process + Data = Experience

Application Data ≠ Customer Experience

eCommerceData

POSData

ERPData

WebsiteData

IoTData

CRMData

SocialData

PLMData

Processes and Systems Overlap and Relate

•eCommerce•Website• In-Store Kiosk•Marketing

Automation• Social MediaShopping

• eCommerce• POS• Sales CRM

Selling • Sales CRM•POS•ERP

Buying

•ERP• Logistics

Delivering • SCM•ERP•PLM•CRM

Supplying

• Service CRM• Social Media• Field Service

Management

Servicing

Why Integrate Salesforce and Oracle ERP Systems?

Integrate

opportunity-to-order conversionsproduct cataloginventory availabilitycredit statusshipping statusorder historyCPQ integrationand much more…

Optimize

Real Time SynchronizationFull Control of Business RulesProcess Driven Triggers and AlertsIncorporate & Disseminate 3rd Party DataLinkedIn, D&B, Discoverorg, Data.com, etc.Duplicate, Data Quality & Append Service IntegrationReplicate cloud data locally

Improve

360-degree view of customerAvoid manual re-entry and errorsBuild automated recovery processesMobilize existing business processes

Enterprise Integration Patterns for

Oracle and Salesforce

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Integrating E-Business Suite

• With EBS, Magic xpi Integration Platform will support finding, discovering and automating the required Oracle SOA Gateway Web Services and can also work with the Oracle XML Gateway.

Integrating PeopleSoft Enterprise• With PeopleSoft Enterprise 8.x and above, Magic xpi Integration

Platform supports interfaces and integration through a variety of methods:– The PeopleSoft Integration Broker, offers a set of Web Services APIs (since

8.4).– The PeopleSoft Component Interface API supports programming

component calls such as:• Java• C/C++• COM• Web Services

– PeopleSoft Application Messaging supports message exchange via XML and flat file (depending on version).

Integrating JD Edwards• JD Edwards World 7.3• JD Edwards World 9.x• JD Edwards EnterpriseOne 8.x+• BSFN / Services• Z-Processes for flat files (sometimes)

Integrating With Salesforce

Magic xpi Integration Platform provides capabilities for automated integration with the Salesforce API including objects, CRM metadata, bulk jobs, replication and lead conversion.

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objects

metadata

bulk jobs

replication

lead conversion

Salesforce Objects

Objects. A business process integration solution like Magic xpi allows you to perform all the required functions with objects. When working with Salesforce.com objects, you will want to be able to get the timestamp of any object, get the objects list, update the object structure and perhaps even merge objects

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It is important to be able to dynamically get the objects list because of the ability of users and administrators to personalize the implementation.

Salesforce Metadata

Metadata Check State

Metadata Retrieve

Metadata CRUD

Metadata Deploy

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Metadata. When working with Salesforce.com metadata, you will want to check the status of any metadata operation at any time. Obviously you will need basic CRUD operations (Create, Read, Update and Delete). And you will need to be able to retrieve and deploy metadata.

Salesforce Bulk Jobs

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Bulk Check Job State

Bulk Retrieve

Job Results

Bulk Abort

Job

Bulk Jobs. Going beyond these basics, a sophisticated solution like Magic Software’s Magic xpi Integration Platform will give you the capability to orchestrate bulk jobs. These powerful batch operations are key to efficiency across multiple users of Salesforce.

You will want to be able to check the status of bulk jobs, retrieve bulk job results and even abort bulk jobs.

Salesforce Replication

Replicate All Data

Replicate Last Updates

Replicate Last Deletes

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Replication. Another key requirement for many organizations is the ability to selectively replicate their Salesforce.com data from the cloud to a secure enterprise storage server. With the Magic xpi Integration Platform, you can replicate data locally from your salesforce.com implementation. You can replicate all data or simply last updates and last deletes as part of a particular Magic xpi business process flow.

Table 6. Salesforce CRM Lead Conversion Parameters

Parameters

Lead ID

Converted Status

Account ID (In)

Contact ID (In)

Overwrite Lead Source

Create Opportunity

Owner ID

Send Notification Email

Account ID (Out)

Contact ID (Out)

Opportunity ID

Lead Conversion. In Salesforce.com terminology, a lead is a potential customer that you do not yet want to add to your account list. Once a lead is ready to become an account the user can convert the lead which automatically creates an account (the organization or company record), a contact (the individual person record) and optionally as an opportunity (the specific potential deal being tracked).

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Magic xpi Integration Platform

Holistic Development and Integration

Magic xpi Integration Platform

See us on YouTube http://www.youtube.com/MagicSoftware

https://youtu.be/6bZiaPVIFnQ

Oracle Validated Integration

Oracle Validated Integration for more than 6 years – Charter MemberOracle Approved MethodsOnly Magic xpi has a 5-Star App Exchange Certified Salesforce Adapter and Oracle Validated Integration for JD Edwards

Magic xpi on appexchange

Fast & Friendly

Main FeaturesCode-Free

Drag and Drop

Visual Data Mapper

100+ Prebuilt

Components

New Visual Studio

Interface

Multi-Document

Support

New Flow Design

Features

Code Free: Drag, Drop and ConfigureFor Business and IT Users

One Skill Set for Multiple Applications

NEW in Magic xpi 4.5

Friendly Studio, Based on Visual StudioFamiliar and Intuitive Look & Feel

Enhanced User Experience

Improved Developer Productivity

100+ Prebuild ComponentsCertified and Optimized Adapters to Leading IT

Systems

Technology Adapters

Web Services & Utilities

Magic xpi StudioFast and Friendly

Multi-Document Support

Zoom Bar

Toolbox

Checker Results

Main Pane

Flow Steps

Trigger Area

Mini Map

Property Sheet

Solution Explorer

Studio Tour: Simply Drag, Drop and Configure Flows

Multi-Document Support

Data Type Indications

Data Mapper

Drag & Drop Connectivity

Destination Tree

Properties of Selected Node

DataMapper Toolbox

Studio Tour: Powerful DataMapper

Powerful Orchestration and Monitoring

Supports Real-Time Integration (ESB)

Supports Scheduled

Batch Processes

(ETL)

Supports Long-Running Processes (BPM)

Enhanced Web

Monitor

Enhanced Scheduler

Supports Full Range of Enterprise Integration PatternsESB Capabilities – Real-Time Triggers and Web Services

ETL Capabilities – Scheduler and DataMapper

BPM Capabilities – Complex Business Logic, Messaging &

Protocols

NEW in Magic xpi 4.5

Web-Based MonitorRemote Monitoring

Performance Monitoring at a Glance

Alerts, Statistics

Manually Invoke Scheduled Business

Processes

See License Usage

Main Features

Orchestration and Monitoring

Project List

Project Alerts

Project Load

License Usage

Project Triggers ActivityProjects

Start/Stop Controls

Magic Web-based Monitor

Total ProcessedMessages Per Project

Current License Usage Per Project

Total License Consumption for All Projects

IMDG Health Indicators

Running Projects Indicator Quick Links

to Projects View

LoadedLicenses

Magic Web-Based Monitor: Cluster

EnterpriseGrade

Robust Magic xpi Engines

IMDG Messaging Layer

Secured Protocols & Sessions

SFTP Support

IMDG Messaging LayerHigh Scalability, Low Latency and High Availability

Self-Healing, Guaranteed Message Delivery,

Superior Performance

Elastic ScalabilityNEW in Magic xpi 4.5

Security, Authentication, User Rights, EncryptionFTPS, HTTPS, SMTPS, IMAPS, POP3S, WS-Security,

SSL/TLS

SFTP – Secure file transfer based on SSH

Main Features

High Scalability and High Availability

Self-Healing

Active-Active Clustering Out-of-the-Box

Robust Magic xpi Engines

Magic xpi Server

Magic xpi Integration Platform is a good option for organizations that need a flexible and scalable approach to on-premise, cloud, and mobile application integration that does not require highly skilled or specialized developers.

The integration platform offers the right mix of developer-centric features and enterprise-grade data security, operational management, and failover and automated recovery capabilities, as well as helping reduce infrastructure footprint and TCO.

When combined with the Magic xpa Application Platform and MDM solution, it offers a comprehensive approach for developing, integrating, and deploying enterprise-grade mobile applications.

~ Ovum On the Radar: Magic xpi Integration Platform

What Analysts Say…

About Magic Software

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Mobile Integration and App Dev

About Magic

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Millionsof Users Worldwide

Founded in

1983MGICNASDAQ

$176 M2015 Revenues

>1,000Employees

24Global Offices

50+Countries

>3,500Global Partners

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Roka Bioscience Case Study

Contact us for a free case study:

info@magicsoftware.com

(949) 250-1718 ext. 259

www.magicsoftware.com

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Need to Schedule a Follow-Up Call?

• (949) 250-1718 ext. 259 (Angela)• info@magicsoftware.com• Outside North America:

www.magicsoftware.com

Thank You