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Take the Load off of Salesforce Data Loading!

Darren Cunningham

Krupa Natarajan

Take the Load off of Salesforce Data Loading!

http://www.informaticacloud.com/dataloaderforsalesforce

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Why Data Loading is Important?

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Issues That Occur

ERP Support Marketing HR ExcelSFA

• Disconnected data

• Low CRM adoption

• “Excel Hell” on weekends

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Salesforce Data Loading Options

Cloud Apps

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Hand Code

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Greater Adoption More Business ValueStronger Connection

Benefits Include:

Salesforce Tools

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Hand Code

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Hand Coding

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Salesforce Tools

Salesforce Tools

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Source: Take the pain out of data imports! Joint Salesforce-Informatica Cloud webinar http://www.youtube.com/watch?v=nYOshYqrBuQ

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Cloud Applications

Cloud Apps

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Informatica Cloud

Point & Click Integration

Rapid Deployment Powerful Platform

www.InformaticaCloud.com

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Get Started in Minutes

Installs-as-a-Tab Wizard User Interface

http://informaticacloud.com/dataloaderforsalesforce

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Connect Salesforce with Databases and Files

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Schedule Data Loads

Transform and Automate

Confidential -- Not For Distribution

Format Data

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Architecture

Easily ExpandTrue SaaS High Performance

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Mobile

Integration on the go!

iTunes Google Play

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Agenda

• Why Data Loading?

• Compare Salesforce Data Loading Options

• Informatica Cloud Data Loader Demo

• Data Loading Best Practices

• Next Steps

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Step 1: Define your task6-Step

Data Loading For this

example, we want to load Account data

from a database to Salesforce

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Step 1: Define your task – Account to SFDC6-StepData Loading

Step 2: Source Where is the data coming from?

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6-StepData Loading

Target:Salesforce

Account Object

Step 3: TargetWhere do you want to load the data?

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Data Filters (optional)

For example, if you only want

to load account data

from 10/20/2011

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Drag and Drop Field Mapping

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Perform complex transformations on your source data before it is

synchronized to your target

Expressions: Only a Click Away

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Schedule Integrations to Automate Processes: “Set it and Forget it!”

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Informatica Cloud Spring 2013Comprehensive Cloud Integration• New Informatica Cloud Data Masking • New Informatica Cloud Extend • Enterprise-class cloud integration security and

administration• Expanded cloud contact validation and master data

management (MDM) applications.• New Cloud Connectors and “Get it Now” Cloud

Integration Templates on Informatica Marketplace.

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Specific Data Loader Enhancements

• User experience updates

• Installation improvements

• Bulk API support

• Pre and post command

• Hard Delete

Join the Community today!

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Agenda

• Why Data Loading?

• Compare Salesforce Data Loading Options

• Informatica Cloud Data Loader Demo

• Data Loading Best Practices

• Next Steps

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Data Loading Best Practices

Know your data!

• Object Relationships • All Accounts have an Owner• Opportunities are associated to an Account

• Dependencies Affects Order• Load Users first, then Accounts, etc.

• Data Quality• Duplicates affect CRM adoption

• Test• Load a few records first• Validate the data

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Agenda

• Why Data Loading?

• Compare Salesforce Data Loading Options

• Informatica Cloud Data Loader Demo

• Data Loading Best Practices

• Next Steps

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Next steps

• Get It Now! on AppExchange

• Install the mobile app on iTunes or Google Play

“Informatica Cloud taps into the power of social and mobile cloud technologies to transform the way

companies connect with customers, partners and

employees.”

-Ron Huddleston, senior vice president ISV and Channel, salesforce.com