Lightning connect sap_integration_df2015
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The document discusses Lightning Connect, a real-time integration solution for Salesforce and SAP systems, highlighting its advantages in data virtualization and ease of use. It provides case studies demonstrating significant improvements in efficiency and cost savings achieved through this integration. Key features include on-demand data access, rapid setup, and reduced operational complexities for businesses relying on SAP as their ERP system.
Lightning connect sap_integration_df2015
- 1. Lightning Connect: Unlock Your SAP Back Office With Real Time Integration Ralf Schundelmeier Director Product Management Integration Salesforce Ralf SchundelmeierChase SchultsChristian KaimelMarkus Stierli
- 2. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of Salesforce Inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward- looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-Salesforce products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of Salesforce Inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce Inc. assumes no obligation and does not intend to update these forward-looking statements.
- 3. 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
- 4. 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
- 5. Enterprise Apps And Data Are (Still) Living In Silos
- 6. 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
- 7. 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
- 8. 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
- 9. 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
- 10. Integration Layer 1: User Interface Declarative Simplicity + Speed Control + Flexibility Programmatic80% 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 ModelControllerView Real-time calls MashupsDatasync
- 11. OC Tanner Integrates SAP Order And Shipment Data In One Afternoon Chase Schults Manager Software Development O. C. Tanner
- 12. 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
- 13. 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
- 14. 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
- 15. 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
- 16. 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
- 17. 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
- 18. How It Looks – SAP Order Data In The Service Console SAP Order / Shipment Data
- 19. 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
- 20. 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 ModelControllerView Real-time calls MashupsDatasync
- 21. Agile Process Integration For A Complex Supply Chain – Swissbit Markus Stierli Salesforce & SAP Consultant Swissbit Project Manager for the Salesforce to SAP Integration
- 22. 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
- 23. 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
- 24. 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)
- 25. Create SAP Sales Orders directly based on Opportunity data Real-Time Process Integration (1 of 4) Video Link
- 26. A Salesforce VisualForce page acts as simplified SAP Order Entry screen Real-Time Process Integration (2 of 4)
- 27. Data is posted in real-time into SAP from Salesforce (synchronously) Real-Time Process Integration (3 of 4)
- 28. Data posted runs through all SAP business rules (as customized in SAP) Real-Time Process Integration (4 of 4)
- 29. 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 2015Link to video: http://bit.ly/OvercastLightningConnect Link to AppExchange: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000005vK8UEAU
- 30. 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
- 31. 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
- 32. 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 ModelControllerView Real-time calls MashupsDatasync
- 33. Synchronizing Order Life Cycle Data Across Applications – AVL Christian Kaimel, AVL List GmbH Project Manager Salesforce Integration e1-Business Solutions
- 34. 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
- 35. 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 Developme nt & Sales Operations Order Fulfillment Customer Service
- 36. 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
- 37. 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
- 38. Synch Order Life Cycle Data Example: CMD Record SAP CUSTOMERS
- 39. Solution Architecture– Consolidating Global Account Data
- 40. 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 !!
- 41. 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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- 43. Thank you