Heroku - Customer Data Play (Second Call Deck)
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This document discusses how Heroku customer data apps can help companies leverage customer data at scale from Salesforce. Specifically: - Heroku Connect can synchronize large volumes of customer data between Salesforce and Heroku Postgres in real-time for storage, aggregation, and transformation. - Heroku Postgres provides a scalable database to store, aggregate, and transform customer data from multiple sources including Salesforce. - Case studies show how companies use Heroku to power apps, sync over 100 million records, and consolidate data across multiple Salesforce orgs and geographies.
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Create more value from your customer information with data apps on Heroku](https://image.slidesharecdn.com/heroku-customerdataplaysecondcalldeck-150505173604-conversion-gate01/85/Heroku-Customer-Data-Play-Second-Call-Deck-1-320.jpg)
Heroku - Customer Data Play (Second Call Deck)
- 1. Customer Data is Transformative [Name] [Title] Create more value from your customer information with data apps on Heroku
- 2. • Salesforce is the system of record for your customer data • Accounts, Contacts, Cases, Campaigns, Service Tickets, Opportunities, Interactions, Products, and More • Master record for customer relationships and engagement • Drives decision making and business processes • Source of data visibility, alignment, and access across company Salesforce Customer Data is Critical to your Business
- 3. Large and exponentially growing data volumes Integrating different data sources Data storage and management Real-time data reporting Data transformation and consolidation Latency across large data volumes Data API ETL setup and maintenance Leveraging Customer Data at Scale is Challenging Enhancing the value of data for business users and customers
- 4. • Manage large volumes of data outside of Salesforce, while keeping key values synchronized with Salesforce customer records in real time: • Raw service tickets, historical sales records, log entry details, product information, inventory, and more • Data aggregation across different data sources, such Oracle, SAP, and MS SQL Server, or even multiple Salesforce organization instances to generated • Perform powerful data transformations to manipulate, summarize, or enrich your customer data Leverage Data across your Business at Scale to Create Value
- 5. Build Heroku customer data apps that bring together powerful services to sync and store customer data across your systems, all part of the Salesforce Customer Success Platform Heroku Data Apps Create More Value from Salesforce Data Store, aggregate, and transform large volumes of data for Salesforce and non- Salesforce systems Bi-directionally synchronize data with Salesforce systems at scale in real time Heroku Connect Heroku Postgres
- 6. Bi-Directional Data synchronized across systems and applications Real-Time Evented data updates for record changes Scalable Hundreds of millions of records synced Easy Point and click mapping – No integration code needed Powerful Run SQL queries and scripts against Salesforce data Heroku Connect Synchronizes Data Across Systems
- 7. Trusted Technology Proven SQL relational database fleet running billions of database transactions Managed Operations Global security, operations, and support teams managing your databases 24/7/365 Powerful Services Advanced features for failover, availability, visibility, encryption, rollback, tuning, and much more Scalable Horizontal and vertical scaling for enterprise performance and storage Global operations and service to keep your data safe, secure, and available Heroku Postgres to Transform and Store Your Data
- 8. Unify Data in your Apps with your Business Processes Synchronize objects and fields between your systems in real time Customer/Distribu tor app Salesforce Clouds and Employee Apps Product Contact Interaction Heroku Postgres Case Product Contact Interaction Heroku Connect
- 9. Data Transformation & Reporting Run programmatic data manipulation on Salesforce data, and present results through applications and reports Large Data Volumes Persist Salesforce and customer data in a universally accessible relational database for storage and enrichment Multiple-Org Data Management Consolidate data across multiple Salesforce Orgs for a unified view of different businesses or geographies Scale to hundreds of millions of data records Heroku Customer Data Apps Expand the Value of your Salesforce Data
- 10. • Sync data from of Salesforce with Heroku Connect into Heroku Postgres • Programmatic data transformation with SQL or programming scripts (ie – Python, Java) • Combine with different external data sources with Salesforce data, such as from SAP, Oracle, or MS SQL • Powerful compute for data summaries and reports across large data sets • Present customer data through apps and dashboards • Present results back into Salesforce by syncing summarized/transformed data back with Heroku Connect Use Case: Data Transformation & Reporting
- 11. • Multi-billion dollar company that manufactures and sells health and wellness products around the world • Heroku Connect customer utilizing Service Cloud to power mobile app, agent portal, and employee view • Heroku provides the ability to process a large volume of data to support real-time reporting in 150+ countries with more than 100 million records Forever Living Delivers Enterprise Scale with Heroku "With Heroku Connect we were able to build and deploy our applications to over 150 countries in under 90 days. Heroku is helping thousands across our company analyze and action global data in real time. Heroku has transformed the way we do business and lets us do anything we can dream up!" Andrew O’Hare Executive Director of Strategic Development & Digital
- 12. • Store Terabytes of data in Heroku Postgres, and selectively sync important values into Salesforce via Heroku Connect • Or, sync data from Salesforce for storage in Postgres • No database license costs, no DBA, no patching, security, maintenance or ongoing operations – all handled by Heroku • Leverage standard SQL database reporting tools, surface data into Heroku apps, or report into Salesforce • Available Hadoop data service Heroku Add-on for Petabytes of data storage and management • Join with additional data in Heroku Postgres or other systems: inventory data, product data, interaction data, device data, and more Use Case: Large Data Volumes
- 13. • Needed scalable solution to support reselling and distributing product data with expected 10x growth • Large data volume storage needed for 1TB of product data, as well as highly scaled synchronization to integrate the 100M+ rows of data into Salesforce Communities for customers to access • Used Heroku Postgres to store product information, and Heroku Connect to sync this data with Salesforce Communities for customers Product Information Enterprise Builds Scalable Solution to Grow Business Product information network provides product SKU and attribute aggregation services for tens of thousands of businesses globally
- 14. Consolidate Data between Multiple Salesforce Orgs • Consolidate data across different Salesforce Orgs, such as for Orgs in different geographies and different business units • Heroku Connect to aggregate data across different orgs into Heroku Postgres • Present aggregated data into a master SFDC org or into Heroku apps Move Data between Multiple Salesforce Orgs • Move data between different production Salesforce Orgs • Move data between sandbox and production Salesforce orgs for testing of sandbox environments with live data or bringing sandbox data live into product Bring together sales, service, and marketing campaign data across different business units or territories Use Case: Multi-Org Data Management
- 15. • Wanted to deepen customer engagement while remaining compliant with regulatory environment • Built an app to streamline how sales reps connected to customers, delivering a personalized, mobile responsive app on Heroku and simultaneously providing data transparency • Used Heroku Connect to sync tens of millions records of data across 100+ countries into the Heroku app with employee apps built on Force, with data aggregated across multiple Veeva Orgs Global pharmaceutical company connects to with Global Fortune 500 pharmaceutical company with operations in 100+ countries
- 16. Reference Customer Architectures How customers have used Heroku Connect and Heroku Postgres solve
- 17. Data Transformation & Reporting Global staffing agency 600M rows total 1,000 changes per second Employee views, service agents Internal high volume reports and analysis Sales Cloud Customer System of Record Heroku Connect Heroku Postgres Foreign Data Wrapper
- 18. Large Data Volumes Connected Device Manufacturer User changes, access rights Configuration, usage charging 15,000 Communities users Sales Cloud Customer System of Record Heroku Connect Heroku Postgres 1TB of product data Heroku App Synchronous data request 6B log entries Real time data
- 19. Multi-Org Data Management Sales Cloud Customer Systems of Record Heroku Connect Heroku Postgres Customer Search Tool API Internal Stakeholders Partners Regulators Manufacturer in Regulated Industry Org in Country 1 Org in Country 2
- 20. Thank you
Editor's Notes
- #8: No Oracle Licenses. No DBA. Full set of advanced database tooling and serviced built in.
- #10: Combine these use cases together, for data transformation and data storage across multiple Salesforce orgs and data sources.
- #12: ** APPROVED FOR EXTERNAL USE ** Read the story on the web at: https://www.heroku.com/customers/foreverliving The Challenge: Supporting Millions of Customer and Distributors Around the World From its small beginnings, Forever Living has turned into a global enterprise and its business needs have outgrown its mainframe-based IT systems. With millions of customers and an international distribution network, it needed better tools for informing and empowering its senior management and sales leaders with a clear overview of the entire business. But Forever Living faced an additional challenge: Its millions of customers can also work as distributors who can earn revenue on monthly sales of Forever Living’s health and wellness products. Meeting objectives required providing these millions of international distributors with the data they needed to succeed, including real-time channel data, customer purchase information, operations data, planning materials, and analysis—yet making the tools for working with that data easy to use for these home-based businesses. Perhaps the greatest challenge however, was accomplishing this depth of reporting and analytics across the amounts of data that their business was generating, with more than 100 million rows of data, and growing.Their objective was to be able to visualize global distribution for the entire company at any time, such that anyone in the organization worldwide can see the appropriate data, when they need it, on a desktop, web browser, or mobile device. The Solution: Heroku and Salesforce for Enterprise Performance and Scale Forever Living implemented Heroku with the Salesforce Platform to provide their real-time information needs and was able to get up and running quickly and at scale. In fact, in just their first six months on Heroku, they: Released a custom community presence that leverages Heroku and Heroku data for reporting and dashboards Rolled out an agent portal for service agents as a service cloud implementation Released a customer mobile app, also running on Heroku, and Created a beta of an internal employee view To provide for the real-time data needs, they now pre-aggregate their channel numbers in Heroku and then use Heroku Connect to integrate with Salesforce and the Service Cloud to power their mobile apps, agent portal, and employee views. With Heroku Connect’s bi-directional syncing, they can ensure that Salesforce updates are reflected in Heroku Postgres in a timely manner, and updates made in Heroku Postgres are reflected in Salesforce. “With Heroku Connect we were able to build and deploy our applications to over 150 countries in under 90 days. Heroku is helping thousands across our company analyze and action global data in real time. Heroku has transformed the way we do business and lets us do anything we can dream up!” Andrew O’Hare, Executive Director of Strategic Development & Digital, Forever Living The App Experience: Instant Access to All the Data With the new system, senior management can get instant insight across their distribution channels: How many new customers did we sign up this week? And then ask, how many in the United States and Canada? And finally, how many in San Francisco, or Sao Paolo, or New Delhi? The Forever Living team can pivot to that information and display it instantly. With Heroku driving the backend, our dashboard can pivot numbers across 14 million distributors and aggregate in mere seconds. Seth Winters, Web Development Manager at Forever LivingForever Living now offers mobile apps for their customers and distributors, as well as the FLP360 dashboard that lets them see their volume, channel activity, and performance, recruitment and productivity information. It also allows them to interact with their customers and distributors using email, chat or video conferencing, join discussions, and build custom websites for their personal distribution businesses. It’s a complete business solution for all their distributors, all powered by Heroku.