tableau with integrated salesforce databases demo...smartdata fabric® security-centric distributed...
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SmartData Fabric® security-centric distributed virtual data, master data and graph data management, and analytics
Tableau with Integrated Salesforce
Databases Demo
August 2019
Revision 1.3 Copyright 2019 WhamTech, Inc. 11
SmartData Fabric® security-centric distributed virtual data, master data and graph data management, and analytics
Customer Challenges SmartData Fabric® Solution
Leave data in Salesforce.com databases
Install SDF adapters on-premise, in data centers or
on a Cloud, use third-party ODBC driver for
Salesforce.com, profile data, address data quality
and security, and build indexes
Configure and run MDM to obtain single sales
account, opportunity and contact views of all data
in Tableau and other apps
Use polling to obtain index and MDM updates
Include near real-time updateable pre-aggregated
indexed views for performance, KPI monitoring and
event processing
Access and integrate other enterprise data sources
Revision 1.3 Copyright 2019 WhamTech, Inc. 2
Tableau – Salesforce Demo Challenges and Solution
Leave data in Salesforce and integrate sales
accounts, opportunities and contacts across
multiple Salesforce databases and, in future, other
enterprise data
SmartData Fabric® security-centric distributed virtual data, master data and graph data management, and analytics
Revision 1.3 Copyright 2019 WhamTech, Inc. 3
Salesforce Data Source 1
Content
Indexes
EIQ SuperAdapter
SDV with MPI extension
EIQ Federation Server
Applications
SDV with MPI extension
SDV = Standard Data View
aka Standard/Common Data Model
MDI = Master Data Indexes
MDRs = Master Data Records
Master
Data
Indexes
MDRs
SEAMLESS INTEGRATION OF
MASTER PATIENT DATA WITH
OPERATIONAL/TRANSACTIONAL
AND ANY OTHER DATA
Salesforce Data Source 2
Link
Indexes
Content
Indexes
Master
Data
Indexes
MDRs
Link
Indexes
EIQ SuperAdapter
SDV with MPI extension
SDF Demo System Configuration
Saleforce.com hosted
On-premise, in data
centers or on a Cloud
SmartData Fabric® security-centric distributed virtual data, master data and graph data management, and analytics
Map Data Source Fields to Standard Data View (SDV) (1 of 3)
Revision 1.3 Copyright 2019 WhamTech, Inc. 4
SmartData Fabric® security-centric distributed virtual data, master data and graph data management, and analytics
Map Data Source Fields to Standard Data View (SDV) (2 of 3)
Revision 1.3 Copyright 2019 WhamTech, Inc. 5
SmartData Fabric® security-centric distributed virtual data, master data and graph data management, and analytics
Map Data Source Fields to Standard Data View (SDV) (3 of 3)
Revision 1.3 Copyright 2019 WhamTech, Inc. 6
SmartData Fabric® security-centric distributed virtual data, master data and graph data management, and analytics
Define Entities for Link Indexes™ and MDM
Revision 1.3 Copyright 2019 WhamTech, Inc. 7
SmartData Fabric® security-centric distributed virtual data, master data and graph data management, and analytics
Configure MDM for Salesforce Contact
Revision 1.3 Copyright 2019 WhamTech, Inc. 8
SmartData Fabric® security-centric distributed virtual data, master data and graph data management, and analytics
Configure MDM for Salesforce Account
Revision 1.3 Copyright 2019 WhamTech, Inc. 9
SmartData Fabric® security-centric distributed virtual data, master data and graph data management, and analytics
Connect Tableau to SDF for Salesforce Data Source(s)
Revision 1.3 Copyright 2019 WhamTech, Inc. 10
SmartData Fabric® security-centric distributed virtual data, master data and graph data management, and analytics
Tableau Selects SDF Standard Data View* for Salesforce Data Source(s)
Revision 1.3 Copyright 2019 WhamTech, Inc. 11
*Standard Data View (SDV) aka SuperSchema aka MyTable
SmartData Fabric® security-centric distributed virtual data, master data and graph data management, and analytics
Tableau Report: Salesforce Accounts Across Two Databases
Revision 1.3 Copyright 2019 WhamTech, Inc. 12
SmartData Fabric® security-centric distributed virtual data, master data and graph data management, and analytics
Revision 1.3 Copyright 2019 WhamTech, Inc. 13
Tableau Report: Salesforce Accounts in One Database
SmartData Fabric® security-centric distributed virtual data, master data and graph data management, and analytics
Revision 1.3 Copyright 2019 WhamTech, Inc. 14
Tableau Report: Salesforce Accounts Across Two Databases Filtered by Contact
SmartData Fabric® security-centric distributed virtual data, master data and graph data management, and analytics
Revision 1.3 Copyright 2019 WhamTech, Inc. 15
Tableau Report: Salesforce Contacts Across Two Databases
SmartData Fabric® security-centric distributed virtual data, master data and graph data management, and analytics
The End
Revision 1.3 Copyright 2019 WhamTech, Inc. 16
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