Integration Messaging Patterns & Best Practices Force.com
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1 Integration Messaging Patterns & Best Practices Force.com Jon Collins Director, SaaS, Apps Associates LLC 25 June 2015 Copyright Apps Associates LLC. 1
2 Presenter Jon Collins Certifications Salesforce Admin Developer Service Cloud Consultant Microsoft MCP MBSS MuleSoft Developer Apttus Quote to Cash Experience 65+ full lifecycle Salesforce implementations, 50 of which required complex process integrations Copyright Apps Associates LLC. 2
3 Key Takeaways Benefits of Process Integration within Force.com (Salesforce1) Paradigm Optimize organizational processes Reduce the compound cost of manually addressing inconsistencies, lack of data or the impact to business as a result of bad data Front <--> back office 360 customer view can be very powerful, but also very dangerous if data isn t consistent across the enterprise Define a System of Record (SOR) Process Integration demands an integration platform Salesforce can help to maintain data synchronization and integrity Real Life Example: Build a data-driven business case to justify investment Copyright Apps Associates LLC. 3
4 Integration Types Data Integration Synchronize data that resides in two or more systems so that both systems always contain timely and meaningful data Simple, but requires proper information management techniques to make the solution sustainable and cost-effective Aspects of Master Data Management (MDM), data governance, mastering, de-duplication, data flow design, etc. Process Integration Business process must leverage two or more applications to complete its task Triggering application has to call across process boundaries to other applications Complex design, testing, and exception handling requirements Includes Orchestration one application is the central controller (System of Record) Choreography applications are multiparticipants and there is no central controller (System of Record) Copyright Apps Associates LLC. 4
5 Integration Methods Batch Integration Integration of data is not real time High volume data Complex data manipulations Data Extraction Data Transformation Data Loading Change data capture Audit trail Web services/soa Cross Referencing Reprocessing allowed Point to Point Scheduled Automated tools vs. custom development Asynchronous Integration Integration of data close to real time Medium volume data Medium complex data manipulations Data Extraction, Transform and Loading Change data capture Data pooling and DB streams Web services / SOA Audit trail Cross references Multiple sources and multiple target systems Reprocessing allowed Automated tools vs. custom development Synchronous Integration Integration of data is real time Source transaction is posted only if the target system data is successfully posted Extract, Transform and Loading Web services/soa Single transaction integrations No reprocessing is allowed One source and many source systems Audit trail Automated tools vs. custom development Copyright Apps Associates LLC. 5
6 Key Concepts Event Handling Identifying where an event should be forwarded Executing that forwarding action Receiving a forwarded event Taking some kind of appropriate action in response Error or recovery process, or sending an additional message Transformation Map one data format to another to ensure interoperability between the various systems being integrated Choreography Behavior resulting from a group of interacting individual entities with no central authority Service Orchestration Behavior resulting from a central conductor coordinating the behaviors of individual entities performing tasks independent of each other Routing Specifying the complex flow of messages from component to component Message flows can be based in a number of criteria, including Header Content type Rule Priority Copyright Apps Associates LLC. 6
7 Key Concepts Master Data Customers Contacts Employees Vendors Locations (Ship-To, Bill-To) Organization Products Customer type Item type Reference Data Transactional Data Sales orders Purchase orders Shipments/Deliveries Invoices Receivables Returns System of Record (SOR) The authoritative data source for a given data element or piece of information Copyright Apps Associates LLC. 7
8 Why System of Record Multiple systems may disagree about the same piece of information Semantic differences Differences in opinion Different sources Differences in the timing of extracts that create the data they report against Simply be the result of bugs The integrity and validity of any data set is open to question when there is no traceable connection to a good source Use Case: CRM vs. ERP default to ERP Copyright Apps Associates LLC. 8
9 Quote to Cash: Sold Lead Opportunity Quotation Sales Order Delivery Invoicing Copyright Apps Associates LLC. 9
10 Discovered Copyright Apps Associates LLC. 10
11 Reality Copyright Apps Associates LLC. 11
12 Abstraction Event and Error Handling Transformation and Translation Protocol conversion Queuing and buffering Mediation routing Transactionality (encryption, signing, reliable delivery, transaction management) Routing You Need an Integration Platform Copyright Apps Associates LLC. 12
13 Best in Breed Only leader in BOTH Gartner ipaas and on-premises markets, ideal hybrid solution Open Source 210k active developer community 10k+ published APIs 100 s of pre-built connectors to Salesforce, SAP, Oracle, NetSuite, 119 Salesforce connectors alone API-led connectivity Middleware Market Leader Mature and stable Very flexible Pre-built connectors to many legacy systems and ERP solutions Built for data integration Capable of large scale batch processes ETL roots allow for complex data transformations Pre-built connectors to many legacy systems and ERP solutions Copyright Apps Associates LLC. 13
14 Use Salesforce to Maintain Data Integrity Custom objects for message processing Inbound messages Outbound messages Routing, mapping, config Field-level validation Workflow Chatter trigger for error notification Outbound messages Beware Salesforce limits Copyright Apps Associates LLC. 14
15 Sell It Qualify and Quantify Business Problems Focus on one area impacting business performance (Quote-to-Cash, for instance) Process Analysis Current state ( as is ) Model current process with client specific or industry cost assumptions Build and run simulation to determine business cost Future state ( to be ) Model desired process with client specific or industry cost assumptions Build and run simulation to determine business cost Findings and Recommendations Report Business case is the problem worth solving? Copyright Apps Associates LLC. 15
16 Sell It Free Innovation Workshop: Real Life Customer Example Copyright Apps Associates LLC. 16
17 Connect With Us Web: YouTube: LinkedIn: Facebook: Google+: Copyright Apps Associates LLC. 17
18 Thank You!
19 Agile, Value-Driven Cloud Services Copyright Apps Associates LLC. 19
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