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)

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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)

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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)

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SmartData Fabric® security-centric distributed virtual data, master data and graph data management, and analytics

Define Entities for Link Indexes™ and MDM

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SmartData Fabric® security-centric distributed virtual data, master data and graph data management, and analytics

Configure MDM for Salesforce Contact

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SmartData Fabric® security-centric distributed virtual data, master data and graph data management, and analytics

Configure MDM for Salesforce Account

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SmartData Fabric® security-centric distributed virtual data, master data and graph data management, and analytics

Connect Tableau to SDF for Salesforce Data Source(s)

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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)

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*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

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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

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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

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