sap and salesforce integration
TRANSCRIPT
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Integrate Your Salesforce to
SAP ERP
Glenn Johnson Ted Brennan
Magic Software Americas
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Today’s Topic
• Today’s webinar, “Integrate Your Salesforce to SAP ERP,” will show you how-to successfully integrate your Salesforce CRM to SAP ERP. Learn how-to use SAP certified methods and a 5-Star Salesforce App Exchange Adapter to manage business processes running between Salesforce and your ERP. Automate opportunity-to-order conversion, accounts receivable status, master item data and much more.
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Basic Considerations
ERP stands for enterprise resource planning. SAP is the world’s leading provider of SAP systems.
SAP ECC 6.0 is the current major release of SAP’s leading ERP system.
Hybrid Cloud integration is sometimes needed to span integration between cloud-based solutions and on-premise enterprise applications.
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Why Integrate Salesforce and SAP?
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Integrate
opportunity-to-order conversionsproduct cataloginventory availabilitycredit statusshipping statusorder historyCPQ integrationand much more…
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Optimize
Real Time SynchronizationFull Control of Business RulesProcess Driven Triggers and AlertsIncorporate & Disseminate 3rd Party DataLinkedIn, D&B, Discoverorg, Data.com, etc.Duplicate, Data Quality & Append Service IntegrationReplicate cloud data locally
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Improve
360-degree view of customerAvoid manual re-entry and errorsBuild automated recovery processesMobilize existing business processes
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Enterprise Integration Patterns for
SAP and Salesforce
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SAP Integration Methods
Netweaver and Non-Netweaver based
BAPI/ABAP/IDOC
ALE Inbound/Outbound
Webservices
Netweaver XI/PI
SAP BW/BI (ODBO, OLAP BAPI, XML for Analysis/XMLA)
ABAP Connector & Batch-Input Connector
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Integrating With Salesforce
Magic xpi Integration Platform provides capabilities for automated integration with the Salesforce API including objects, CRM metadata, bulk jobs, replication and lead conversion.
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objects
metadata
bulk jobs
replication
lead conversion
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Salesforce Objects
Objects. A business process integration solution like Magic xpi allows you to perform all the required functions with objects. When working with Salesforce.com objects, you will want to be able to get the timestamp of any object, get the objects list, update the object structure and perhaps even merge objects
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It is important to be able to dynamically get the objects list because of the ability of users and administrators to personalize the implementation.
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Salesforce Metadata
Metadata Check State
Metadata Retrieve
Metadata CRUD
Metadata Deploy
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Metadata. When working with Salesforce.com metadata, you will want to check the status of any metadata operation at any time. Obviously you will need basic CRUD operations (Create, Read, Update and Delete). And you will need to be able to retrieve and deploy metadata.
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Salesforce Bulk Jobs
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Bulk Check Job State
Bulk Retrieve
Job Results
Bulk Abort
Job
Bulk Jobs. Going beyond these basics, a sophisticated solution like Magic Software’s Magic xpi Integration Platform will give you the capability to orchestrate bulk jobs. These powerful batch operations are key to efficiency across multiple users of Salesforce.
You will want to be able to check the status of bulk jobs, retrieve bulk job results and even abort bulk jobs.
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Salesforce Replication
Replicate All Data
Replicate Last Updates
Replicate Last Deletes
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Replication. Another key requirement for many organizations is the ability to selectively replicate their Salesforce.com data from the cloud to a secure enterprise storage server. With the Magic xpi Integration Platform, you can replicate data locally from your salesforce.com implementation. You can replicate all data or simply last updates and last deletes as part of a particular Magic xpi business process flow.
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Table 6. Salesforce CRM Lead Conversion Parameters
Parameters
Lead ID
Converted Status
Account ID (In)
Contact ID (In)
Overwrite Lead Source
Create Opportunity
Owner ID
Send Notification Email
Account ID (Out)
Contact ID (Out)
Opportunity ID
Lead Conversion. In Salesforce.com terminology, a lead is a potential customer that you do not yet want to add to your account list. Once a lead is ready to become an account the user can convert the lead which automatically creates an account (the organization or company record), a contact (the individual person record) and optionally as an opportunity (the specific potential deal being tracked).
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Magic xpi Integration Platform
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Holistic Development and Integration
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Magic xpi Integration Platform
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SAP Certified Integration
Netweaver and Non-Netweaver based
BAPI/ABAP/IDOC
ALE Inbound/Outbound
Webservices
Netweaver XI/PI
SAP BW/BI (ODBO, OLAP BAPI, XML for Analysis/XMLA)
ABAP Connector & Batch-Input Connector
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Magic xpi on appexchange
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Fast & Friendly
Main FeaturesCode-Free
Drag and Drop
Visual Data Mapper
100+ Prebuilt
Components
New Visual Studio
Interface
Multi-Document
Support
New Flow Design
Features
Code Free: Drag, Drop and ConfigureFor Business and IT Users
One Skill Set for Multiple Applications
NEW in Magic xpi 4.5
Friendly Studio, Based on Visual StudioFamiliar and Intuitive Look & Feel
Enhanced User Experience
Improved Developer Productivity
100+ Prebuild ComponentsCertified and Optimized Adapters to Leading IT
Systems
Technology Adapters
Web Services & Utilities
Magic xpi StudioFast and Friendly
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Multi-Document Support
Zoom Bar
Toolbox
Checker Results
Main Pane
Flow Steps
Trigger Area
Mini Map
Property Sheet
Solution Explorer
Studio Tour: Simply Drag, Drop and Configure Flows
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Multi-Document Support
Data Type Indications
Data Mapper
Drag & Drop Connectivity
Destination Tree
Properties of Selected Node
DataMapper Toolbox
Studio Tour: Powerful DataMapper
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Powerful Orchestration and Monitoring
Supports Real-Time Integration (ESB)
Supports Scheduled
Batch Processes
(ETL)
Supports Long-Running Processes (BPM)
Enhanced Web
Monitor
Enhanced Scheduler
Supports Full Range of Enterprise Integration PatternsESB Capabilities – Real-Time Triggers and Web Services
ETL Capabilities – Scheduler and DataMapper
BPM Capabilities – Complex Business Logic, Messaging &
Protocols
NEW in Magic xpi 4.5
Web-Based MonitorRemote Monitoring
Performance Monitoring at a Glance
Alerts, Statistics
Manually Invoke Scheduled Business
Processes
See License Usage
Main Features
Orchestration and Monitoring
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Project List
Project Alerts
Project Load
License Usage
Project Triggers ActivityProjects
Start/Stop Controls
Magic Web-based Monitor
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Total ProcessedMessages Per Project
Current License Usage Per Project
Total License Consumption for All Projects
IMDG Health Indicators
Running Projects Indicator Quick Links
to Projects View
LoadedLicenses
Magic Web-Based Monitor: Cluster
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EnterpriseGrade
Robust Magic xpi Engines
IMDG Messaging Layer
Secured Protocols & Sessions
SFTP Support
IMDG Messaging LayerHigh Scalability, Low Latency and High Availability
Self-Healing, Guaranteed Message Delivery,
Superior Performance
Elastic ScalabilityNEW in Magic xpi 4.5
Security, Authentication, User Rights, EncryptionFTPS, HTTPS, SMTPS, IMAPS, POP3S, WS-Security,
SSL/TLS
SFTP – Secure file transfer based on SSH
Main Features
High Scalability and High Availability
Self-Healing
Active-Active Clustering Out-of-the-Box
Robust Magic xpi Engines
Magic xpi Server
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Magic xpi Integration Platform is a good option for organizations that need a flexible and scalable approach to on-premise, cloud, and mobile application integration that does not require highly skilled or specialized developers.
The integration platform offers the right mix of developer-centric features and enterprise-grade data security, operational management, and failover and automated recovery capabilities, as well as helping reduce infrastructure footprint and TCO.
When combined with the Magic xpa Application Platform and MDM solution, it offers a comprehensive approach for developing, integrating, and deploying enterprise-grade mobile applications.
~ Ovum On the Radar: Magic xpi Integration Platform
What Analysts Say…
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About Magic Software
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Mobile Integration and App Dev
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About Magic
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Millionsof Users Worldwide
Founded in
1983MGICNASDAQ
$176 M2015 Revenues
>1,000Employees
24Global Offices
50+Countries
>3,500Global Partners
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Roka Bioscience Case Study
Contact us for a free case study:
(949) 250-1718 ext. 259
www.magicsoftware.com
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Need to Schedule a Follow-Up Call?
• (949) 250-1718 ext. 259 (Angela)• [email protected]• Outside North America:
www.magicsoftware.com
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Thank You