sap integration salesforce_presentation
TRANSCRIPT
Integration
Dirk GronertSalesforceTechnical [email protected]
Stellen Sie Ihre Backoffice Daten dort zur Verfügung, wo sie gebraucht werden
Web FormsSocial Identity
Mobile App
Marketo
Identity Management
Sonja DingelsSMARTRAC TECHNOLOGY GmbHIT Manager Sales Applications
Yes, Salesforce can!
Intro:Thechangeofintegration
Salesforce-IntegrationsBestPractices
CustomerPresentation:Smartrac
Questions
Agenda
SafeharborstatementunderthePrivateSecuritiesLitigationReformActof1995:Thispresentationmaycontainforward-lookingstatementsthatinvolverisks,uncertainties,andassumptions.Ifanysuchuncertaintiesmaterializeorifanyoftheassumptionsprovesincorrect,theresultsofsalesforce.com,inc.coulddiffermateriallyfromtheresultsexpressedorimpliedbytheforward-lookingstatementswemake.Allstatementsotherthanstatementsofhistoricalfactcouldbedeemedforward-looking,includinganyprojectionsofsubscribergrowth,earnings,revenues,orotherfinancialitemsandanystatementsregardingstrategiesorplansofmanagementforfutureoperations,statementsofbelief,anystatementsconcerningnew,planned,orupgradedservicesortechnologydevelopmentsandcustomercontractsoruseofourservices.
Therisksanduncertaintiesreferredtoaboveinclude–butarenotlimitedto–risksassociatedwithdevelopinganddeliveringnewfunctionalityforourservice,ournewbusinessmodel,ourpastoperatinglosses,possiblefluctuationsinouroperatingresultsandrateofgrowth,interruptionsordelaysinourWebhosting,breachofoursecuritymeasures,theimmaturemarketinwhichweoperate,ourrelativelylimitedoperatinghistory,ourabilitytoexpand,retain,andmotivateouremployeesandmanageourgrowth,newreleasesofourserviceandsuccessfulcustomerdeployment,ourlimitedhistoryresellingnon-salesforce.comproducts,andutilizationandsellingtolargerenterprisecustomers.Furtherinformationonpotentialfactorsthatcouldaffectthefinancialresultsofsalesforce.com,inc.isincludedinourannualreportonForm10-KfiledandourquarterlyreportforthemostrecentfiscalquarterendedJuly31,2011.ThesedocumentsareavailableontheSECFilingssectionoftheInvestorInformationsectionofourWebsite.
Anyunreleasedservicesorfeaturesreferencedinthisorotherpressreleasesorpublicstatementsarenotcurrentlyavailableandmaynotbedeliveredontimeoratall.Customerswhopurchaseourservicesshouldmakethepurchasedecisionsbaseduponfeaturesthatarecurrentlyavailable.Salesforce.com,inc.assumesnoobligationanddoesnotintendtoupdatetheseforward-lookingstatements.
SafeHarbor
Or just go to: http://tiny.cc/isfwtScan me, if you can!
* SCAN * MOBILE * ALWAYS ON * SOCIAL * SHARE * CLOUD * We all are using the new “worlds”
OldWorld Innovation NewWorld
We didn’t adopt anything else faster than mobile- and smartphones!
• Convenient
• Reachable
• Easy access to information: : I have all information right at my fingertips
• Easy information exchange / collaboration
• Leisure activity: Games, Fitness, Health
• Multi media
• Individual : It looks like that the device is adopted to “MY” needs ….
… we didn’t adopt anything else faster than mobile- and smartphones?Why …
Consu
mer
Cap
ability
“Consumerization of IT will force more IT change […] than any other trend.”*Dell: http://en.community.dell.com/techcenter/b/techcenter/archive/2011/05/11/interop-day-1
Related to IntegrationConsumerization of IT
Consu
mer
Cap
ability
Enterprise IT
“Integration, in terms of problem and solution patterns, has not changed a great deal in the last 20 years,” Linthicum writes. Many of today’s approaches and technologies function much the same as they did in 1997. While the functionality has increased and the prices have dropped, the future gap between the requirements upon this traditional technology and what’s actually on the market will be significant.”*SnapLogic: http://www.snaplogic.com/resources/white-papers/the-death-of-traditional-data-integration
“Consumerization of IT will force more IT change […] than any other trend.”*Dell: http://en.community.dell.com/techcenter/b/techcenter/archive/2011/05/11/interop-day-1
Related to IntegrationConsumerization of IT
Consu
mer
Cap
ability
Enterprise IT
“Integration, in terms of problem and solution patterns, has not changed a great deal in the last 20 years,” Linthicum writes. Many of today’s approaches and technologies function much the same as they did in 1997. While the functionality has increased and the prices have dropped, the future gap between the requirements upon this traditional technology and what’s actually on the market will be significant.”*SnapLogic: http://www.snaplogic.com/resources/white-papers/the-death-of-traditional-data-integration
“[…] you can keep making the same mistakes you’ve made for the past two decades, or you can finally get smart about integration. But, hey, don’t change for me — change for the
business.”1)
Integration is no longer an IT topic only!
Integration Design
Process• Data|Task|PointofTime
Level• UserInterface|Process|Database
Approach• BuildvsBuy|Methodologies|Tools&Resources
There are always Data, Tasks and a time dependencyIntegration Design : The Process
TransactionHistory
Account
Opportunity
PriceBook
Product
Financials
GeneralLedger
Receivables
Assets Payables
OrderManagement
Pricing Configurator
OrderManagement
SupplyChainManagement
Inventory Procurement
Manufacturing
NeuerAccount
NeuerKunde
GeänderterCustomer
InvoiceHistorie
CreditInformation
InvoiceHistorie
AvailabletoPromiseCheck
NeueOpportunity
Neue/GeänderteOrder
Neue/GeändertePreisliste
Neue/GeänderteProdukte
Invoices,Products,Quotes,Pricing,Shipping,Accounts,Orders,Assets,Credits
Transformation,Validation,MassUpdate,DataCleansing,CustomLogic,Alerts&Workflow
SynchronvsAsynchron
Data
Task
Timing
User InterfaceIntegration Design : The right Level
* Mash-up (web application hybrid), a website or web application that combines content from more than one source.Source: https://www.widepedia.com
* Salesforce Canvas, Concept of the Mash-ups adopted to the needs of the Enterprises: Authentication, context based, casses to salesforce API and UI for interaction, event driven, cross-domain XHR.
Available in: VF, Chatter, SF1 Mobile
Process & Database LevelIntegration Design : The right Level
Middleware / Enterprise Service Bus
Call ExternalWeb Service
REST or SOAP API
Data Centric Access OutboundMessaging
Workflow
WS Callouts
Web Service Endpoint
Process Centric Access
ApexClass method
Apex Code
ETL / Batch
Bulk API (REST based)
Delegated Authentication
Authentication Source / Assertion
Metadata API
Software Development Lifecycle
IDE, Source Control
Streaming API
Presence, Instant Messaging,Real-time Updates
CTI API
Cloud or On-premise CTI integration
oData Source
Analytics API
Analytics Tools
Lightning Connect
Web-ServiceEndpoint
oDataSOAP/REST
BAPIiDoc
JCoJDBC…
oData
SOAP/REST
oData
SOAP/REST
SAP Integration Best Practices
PI/XI/PO/Direct
SAPNetweaver
Com
posi
te A
pplic
ati
on F
ram
ew
ork
Life
Cycl
e M
anagem
ent
Information Integration
Master Data Management
BI Knowledge Mgmt
People IntegrationMulti channel access
Portal Collaboration
Process Integration
Integration Broker
Business Process
Management
Application Platform
DB and OS Abstraction
J2EE ABAPESB
Rest/SOAP(A-)Synchron
UI:<iframe/>
• SAP provides Data via SAP Gateway
• PI is acting as a Proxy• Native SAP Data-
Support
The New World: Business driven, agile and efficientSalesforce Lightning Connect – unlock SAP in Minutes
HTTPS Request
HTTPS Response
Lightning Connect Data Visualisierung
Object UI
Apex VF Page SOQL SOSLReport
AnalyticsAPI
Salesforce Objects
Pricing
MasterData
Customer Order
Material Availability
SAP System
PassthroughConfiguration!
Sonja Dingels
IT Sales Application Manager, SMARTRAC Technology Group
SAP Integration: StellenSieIhreBackofficeDatendortzurVerfügung,wosiegebrauchtwerden
Donnerstag,02.07.2015
Sonja DingelsSMARTRAC Technology Group
IT Sales Application Manager
SMARTRAC - Short Company Overview
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 19
Overview
Salesforce - SAP / ERPIntegration
SMARTRAC - Short Company Overview
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 20
Overview
Key Facts
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 21
Highlights: World‘sleadingdeveloper,manufacturerandsupplierofRFIDinlaysandtagsforretail,financialservices,publictransport,industrialautomation,automotive,supply-chainmanagement,government,accesscontrolandmanymoreapplications
LargestglobalproductioncapacityintheRFIDindustry–over2.6billionRFIDtranspondersperyear
Mostcomprehensivetechnologyportfolioandbroadestproductrangewithmorethan1,000patentsandpatentapplications
EUR272millionrevenuein2014 Workforceapprox.3,600
Management Board: ChristianUhl,CEO,CFO(acting) NigelSealey,COO RobertHarmzen
HQ and founding year: Amsterdam,TheNetherlands,foundedin2000
Vision and Mission
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 22
“Empowering the Ecosystem of Connected Things”
SMARTRACistheleadingRFIDcompany
thatmakesabroadvarietyofphysical
objectssmart,toenablebusinessesto
identify,authenticate,trackand
complementtheirproductswithdigital
andWeb-basedservices.
Our Comprehensive Network
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 23
Global Sales and Customer Service Localsales,customerserviceandtechnicalsupportinAPAC,AmericasandEMEA
HighlyskilledRFIDindustryexperts
Sharingofinnovationandbestpracticesaroundtheworld
Global Manufacturing Capabilities #1inRFIDproductioncapacitywithsitesintheUS,Germany,Thailand,Malaysia&China
End-to-endqualitymanagementfromproductdesigntosupplychain
Designedforworldwidegeographicresiliency
We Are Global
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 24
Key Business Segments and Markets
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 25
Pre-LaminatesandeCoversforelectronicIdentification(eID)documents
ePassports eNationalIDCards eDriver’sLicenses
Government
eVisas eHealthCards eSocialSecurityCards
Pre-Laminates,TicketInlaysandWhiteCardProductsfordailylife
Finance, Transport, Access
AutomatedFareCollection
AccessControl
ContactlessPayment Loyalty Leisure&Entertainment
1. #
InlaysandTags,HardTagsforindustrialandlogisticsapplications
AssetManagement Automotive MediaManagement
Industry
Pharma&Healthcare ProcessControl SupplyChainManagement
InlaysandTagsforProductIdentification
ItemLevelTagging BrandProtection CustomerRetention
Retail
MerchandiseVisibility ConsumerExperience ProductAuthentication
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 26
Overview
Salesforce - SAP / ERPIntegration
CRM Anforderungen
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 27
StandardisierteundoptimierteVerkaufs-undUmsatzplanung
EinheitlichesReportingüberSystem-undStandort-Grenzenhinweg
ZusammenarbeitzwischenSales,CustomerSupportundProduktManagement
Prozesse
Customer Centric
HoheTransparenzallerKunden-undTransaktionsdatenfüralleMitarbeiter
WelcheMerkmalehatdereinzelneKunde?
StategicSelling,sowieCross–undUpsideSelling
CRM Anforderungen
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 28
Administration
Technologie
FlexibleZuordungderRollenundVerantwortlichkeiten
Einfacherweiterbarundanpassbar(schnelleUmsetzung)
CRMsolldiedynamischeVertriebs-Weiterentwicklungunterstützen
DatenqualitätundDatenverfügbar-undnutzbarkeitaufeinereinheitlichenundgemeinsamenPlattformweltweitauchübermobileEndgeräte
EinfacheundschnelleIntegrationindiebestehendeIT-Landschaft
SystembetriebmitgeringeminternenAufwand
CRM - Heute
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 29
Über 160 Mitarbeiter weltweit ausdenBereichenSales,Marketing,ProductManagementundCustomerServicenutzenSalesforce.comaktiv
Vertriebliche Kernprozesse werdendurchSFDCunterstützt:
• OpportunityManagement
• SalesForecastundBudget
• Lead-undCaseManagement
Unternehmensweites Sales Reporting (Actuals):
AlleKundenaufträgeundRechnungenausdenQuell-ERPSystemensteheninSalesforce.comzurVerfügung
Automatisierte ERP Schnittstellen sindimplementiert
Salesforce @ SMARTRAC – Stand 2015
Salesforce - SAP / ERP Integration
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 30
- Finland (Tampere)- USA (Fletcher) - China (Guangzhou)- Malaysia (Kulim)- Thailand (Ayutthaya)- Germany (Frankfurt)
- Germany (Wehnrath)
Salesforce – SAP Integration
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 31
Accounts
DEBMAS
ProductsMATMAS
Sales Orders
Billings
SD
Forecast
PP
Accounts
Products
Pricebook +Pricebook Entry
Opportunity
Forecast Data
Custom Objects
Transactional Data
Master DataInsert/UpdateCustomer
Insert/UpdateProducts/Pricing
Insert/UpdateSalesOrder/LineItemsandScheduledItems
Insert/UpdateBilling/LineItems
TransferOpportunityForecast
Salesforce – SAP Prozesse
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 32
IncomingLead
Marketing
Sales
Qualification
AccountCreation
Customer Service
Opportunity
Sales
ProductionPlanning
OMC
Sales Order
Customer Service
Billing
Salesforce – SAP Integration (Account)
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 33
Account Stammdaten
- Firmenbezeichnung- Adresse, Telefon- Zahlungs-, Lieferbedingungen- Sales / Order / Delivery Block- Account Gruppe- Account Owner
Real Time!
Salesforce – SAP Integration (Opportunity)
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 34
Opportunity
- Auswahl Account
aus SAP Stammdaten
- Auswahl Produkte
aus SAP Stammdaten
- Forecast nach SAP zur Produktionsplanung
Salesforce - SAP / ERP Integration
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 35
Transaktionsdaten
- Sales Order- Sales Order Line Items- Scheduled Items
- Billings - Billing Line Items
Real Time!
Salesforce – SAP Integration (Reporting)
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 36
Reporting
- 360-Grad-Echtzeitsicht
- Budget (Was ist das Ziel?) - Forecast (Was war der Ausblick?)- Sales Orders (Was wurde bestellt?) - Billings (Was wurde fakturiert?)
Salesforce – SAP Integration (Administration)
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 37
Administration
Übersichtliche Benutzeroberfläche
E-Mail Benachrichigungen
Täglicher Status Bericht
Common architecture for SAP outbound i:services
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 38
WebserviceMapping /
Transformation
IDoc
ALE Control
XML
XSLTRFC
RFC
Salesforce – SAP Integration
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 39
Global SAP Rollout
• KonfiguationSchnittstelle->NeueSalesOrg(s)
Initiale Account Anlage aus Salesforce nach SAP
• OptimierungderGeschäftsprozesse
Übertrag Salesforce Quote nach SAP
• Bessere„Matching“Qualität
Salesforce @ SMARTRAC – Ausblick
Questions?Title, company placeholder
Thank YOU!
Let’s check the results!
http://tiny.cc/isfwtr
Thank you