lightning connect sap_integration_df2015

Lightning Connect: Unlock Your SAP Back Office With Real Time Integration Ralf Schundelmeier Director Product Management Integration Salesforce

Ralf Schundelmeier

Chase Schults

Christian Kaimel

Markus Stierli

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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

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

Enterprise Apps And Data Are (Still) Living In Silos

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

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

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

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

Integration Layer 1: User Interface

Declarative

Simplicity + Speed Control + Flexibility

Programmatic 80% 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 Mod

el

Con

trolle

r V

iew

R

eal-time

calls M

ashups D

ata sync

OC Tanner Integrates SAP Order And Shipment Data In One Afternoon  Chase Schults  Manager Software Development  O. C. Tanner

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

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

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

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

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

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

How It Looks – SAP Order Data In The Service Console

SAP Order / Shipment Data

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

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

Mod

el

Con

trolle

r V

iew

R

eal-time

calls M

ashups D

ata sync

Agile Process Integration For A Complex Supply Chain – Swissbit Markus Stierli Salesforce & SAP Consultant Swissbit Project Manager for the Salesforce to SAP Integration

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

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

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)

Create SAP Sales Orders directly based on Opportunity data

Real-Time Process Integration (1 of 4)

Video Link

A Salesforce VisualForce page acts as simplified SAP Order Entry screen Real-Time Process Integration (2 of 4)

Data is posted in real-time into SAP from Salesforce (synchronously) Real-Time Process Integration (3 of 4)

Data posted runs through all SAP business rules (as customized in SAP) Real-Time Process Integration (4 of 4)

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 2015 Link to video: http://bit.ly/OvercastLightningConnect

Link to AppExchange: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000005vK8UEAU

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

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

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

Mod

el

Con

trolle

r V

iew

R

eal-time

calls M

ashups D

ata sync

Synchronizing Order Life Cycle Data Across Applications – AVL Christian Kaimel, AVL List GmbH Project Manager Salesforce Integration e1-Business Solutions

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

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 Development & Sales

Operations Order Fulfillment

Customer Service

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

 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

Synch Order Life Cycle Data Example: CMD Record SAP CUSTOMERS

Solution Architecture– Consolidating Global Account Data

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 !!

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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