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Target Shares Best Practices
for Enterprise Retail Integration
Jason Hendrickson
Thomas Wilson
Safe Harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if
any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-
looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of
product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of
management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments
and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for
our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of
growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed
and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand,
retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history
reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could
affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly
report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings
section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may
not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently
available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Retail @
Featured Retail Sessions
17 Leading Retailers
across 23 Sessions
TODAY
Target: Best Practices for
Enterprise Integration
10:30am - 11:10am
George Zimmer Unveils
His Next Big Innovation
12:30pm - 1:10pm
Build Customer Loyalty with
Red Robin
3:30pm - 4:10pm
Macy’s Creates a Digital
Customer Experience
3:30pm - 4:10pm
TOMORROW
Shopper Engagement with
Suit Supply
8:30am - 9:10am
Target: Best Practices for
Enterprise Integration
9:30am - 10:10am
TOMS Engages Customers
While Doing Good
10:30am - 11:10am
Salesforce for Retail
TOMS’ Pop-up Experience
All Week!
Customer Success Showcase
featuring
Design Within Reach &
Retail End to End Demo
Westfield Mall Bespoke Area, 4th
floor
Sponsored by
Who Are We?
Jason Hendrickson
 Product Owner
 12 years Service Center experience
 6 years as a Software Developer
 6 years as Business Analyst
Thomas Wilson
 Sr. Solution Architect
 15 years in Software Development
 8 years Experience with Large
Enterprise Integration Projects
 Target’s Service Center
Business Overview
 CRM Platform Architecture
 Integration Types
 What’s Next?
 Demonstrations
Agenda
Target is a discount retailer that
provides quality merchandise at
attractive prices in clean, spacious and
guest friendly stores. The first store
opened in Roseville, Minnesota in
1962.
Never Heard of Target?
Nearly 1,800Stores
$72.6B 2014 Sales
Nearly 350,000
Team
Members
Large Scale Opportunity Identified
Service Centers
in 2013
Disparate Systems
Fractured
Communications
Efficiency Opportunities
Service Centers
in 2014
Target Service Centers
Guest Retail Guest Credit Store Support
• Target.com Guest
Services
• Target.com Fraud
• Guest Relations
• GiftCard
Operations
2,000 Agents
• REDcard Guest
Services
• Collections
• Fraud & Dispute
Resolutions
1,500 Agents
• Process
• Facilities
• Stores
Transportation
Support
• Technology
500 Agents
• Guest Account (Data,
Relationships)
• T.com Order Feeds (360
view of customer)
• Order Mgmt, Target.com
(service)
• Financial Systems
• IT Service Management
• Facilities – Alarms, Work
Orders
• Agent Users and Contacts
• Store Accounts
Target Service Centers Integration Requirements
Guest Retail Guest Credit Store Support
Integrations: Telephony, Reporting, Identity Federation, Workforce Mgmt
Service Center Systems
Target.com Help /
Contact Us
Service Cloud
Salesforce
Case Mgmt
Knowledge Mgmt
Target.com Help
Communication
Infrastructure
Phone, IVR, Work
Routing, Transfer
Agent Availability
Store Team
Member
Support Portal
Chat
Service Center Systems
Legend
Target.com Help /
Contact Us
Service Cloud
Salesforce
Case Mgmt
Knowledge Mgmt
Target.com Help
CRM
Domain Services
Case, Guest, Orders,
Worker, Location
Product, BI
Finance
Systems
Communication
Infrastructure
Phone, IVR, Work
Routing, Transfer
Agent Availability
Data
Warehouse
Enterprise Services
Worker, Location
Product, Guest
Guest MDM
Business
Partner
Portal
Store Team
Member
Support Portal
Mobile TM
Support
Work Order
Management
IT Service
Management
SSO
PING Federate
Chat
Store Alarms
Large Data Load
System Sync
Launch App
Other
TGT
AD
Shipping
Logistics
Store Alerts
T.com Orders
Large Data Volume
• Bulk API
System Synchronization
• Polling Pattern
• APEX Callouts
Launch External Apps
• Web URL
• Windows DDE
Integration Types
Data Business UI
Service Cloud
Salesforce
Case Mgmt
Knowledge Mgmt
Target.com Help
Domain Services
Case, Guest, Orders,
Worker, Location
Product, BI
Orders
Enterprise Services
Worker, Location
Product, Guest
Guest MDMGuest,
Guest Relationship
Worker, Location,
Product, Guest
T.com Orders
CRM
Domain Services
Case, Guest, Orders,
Worker, Location
Product, BI
Maximo
Work Orders
Store Alarms
Service Cloud
Salesforce
Case Mgmt
Knowledge Mgmt
Target.com Help
ServiceNow
ITSM Incidents
Service Cloud
Salesforce
Case Mgmt
Knowledge Mgmt
Target.com Help
Finance
Systems
TSYS, Certegy
Shipping
Logistics
Maximo
Work Order
Management
 Sized jobs for initial load based on limits
 Run jobs in parallel mode
 Practice load in full copy sandbox
Large Data Volume
 Build a solution that can switch
between Bulk & SOAP API
 Work closely with Salesforce support
for coordination of bulk loads
 Implement error handling for Bulk API
jobs and retry mechanisms
Service Cloud
Salesforce
Case Mgmt
Target.com Help
CRM Domain
Services
Guest, Orders,
Worker, Location
Product
Orders
Enterprise Services
Worker, Location
Product, Guest
Guest MDMGuest,
Guest Relationship
Worker, Location,
Product, Guest
T.com Orders
System Synchronization
 Create routing logic using routing rules
 Use Polling Pattern or Real-time based on requirements
 Establish shared Identifiers across systems
 Plan reconciliation activity for system synchronization integrations
 Implement robust exception handling for diagnosing run-time errors
CRM
Domain Services
Cases, Incidents,
Alarms, Work Orders
Work Orders
Store Alarms
Service Cloud
Salesforce
Case Mgmt
ITSM Incidents
Launch External Applications
 Evaluate all low level message protocols for sending data to thick clients
 Plan significant time for deployment and testing of thick clients
 Leverage SSO federation if available in the enterprise
 Design configurable query parameters
 Be aware of the security implications of passing query parameters
Service Cloud
Salesforce
Case Mgmt, CTI
Finance
Systems
Thick Client
Shipping
Logistics
Public Browser App
Work Order
Management
Internal Browser App
What’s Next?
 POS integration
 BigObjects
 End-to-End Instrumentation
 Salesforce Event Monitoring API
 Leverage Lightning
Connect/APEX Connector
Framework for Synchronization
 Treesave API for multiple object
upserts
Agent Console Demonstration
Agent Console Demonstration
Team Member Community Portal Demonstration
Team Member Community Portal Demonstration
1
After each session, open the Dreamforce App to ‘My
Agenda’
2 Tap the bell to see your surveys to be completed
3
Get entered to win a GoPro for each survey you
complete
Dreamforce ‘15 Mobile App
Share Your Feedback, and Win a GoPro!
thank y u

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Target Shares Best Practices for Enterprise Retail Integration

  • 1. Target Shares Best Practices for Enterprise Retail Integration Jason Hendrickson Thomas Wilson
  • 2. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward- looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 3. Retail @ Featured Retail Sessions 17 Leading Retailers across 23 Sessions TODAY Target: Best Practices for Enterprise Integration 10:30am - 11:10am George Zimmer Unveils His Next Big Innovation 12:30pm - 1:10pm Build Customer Loyalty with Red Robin 3:30pm - 4:10pm Macy’s Creates a Digital Customer Experience 3:30pm - 4:10pm TOMORROW Shopper Engagement with Suit Supply 8:30am - 9:10am Target: Best Practices for Enterprise Integration 9:30am - 10:10am TOMS Engages Customers While Doing Good 10:30am - 11:10am
  • 4. Salesforce for Retail TOMS’ Pop-up Experience All Week! Customer Success Showcase featuring Design Within Reach & Retail End to End Demo Westfield Mall Bespoke Area, 4th floor Sponsored by
  • 5. Who Are We? Jason Hendrickson  Product Owner  12 years Service Center experience  6 years as a Software Developer  6 years as Business Analyst Thomas Wilson  Sr. Solution Architect  15 years in Software Development  8 years Experience with Large Enterprise Integration Projects
  • 6.  Target’s Service Center Business Overview  CRM Platform Architecture  Integration Types  What’s Next?  Demonstrations Agenda
  • 7. Target is a discount retailer that provides quality merchandise at attractive prices in clean, spacious and guest friendly stores. The first store opened in Roseville, Minnesota in 1962. Never Heard of Target? Nearly 1,800Stores $72.6B 2014 Sales Nearly 350,000 Team Members
  • 8. Large Scale Opportunity Identified Service Centers in 2013 Disparate Systems Fractured Communications Efficiency Opportunities Service Centers in 2014
  • 9. Target Service Centers Guest Retail Guest Credit Store Support • Target.com Guest Services • Target.com Fraud • Guest Relations • GiftCard Operations 2,000 Agents • REDcard Guest Services • Collections • Fraud & Dispute Resolutions 1,500 Agents • Process • Facilities • Stores Transportation Support • Technology 500 Agents
  • 10. • Guest Account (Data, Relationships) • T.com Order Feeds (360 view of customer) • Order Mgmt, Target.com (service) • Financial Systems • IT Service Management • Facilities – Alarms, Work Orders • Agent Users and Contacts • Store Accounts Target Service Centers Integration Requirements Guest Retail Guest Credit Store Support Integrations: Telephony, Reporting, Identity Federation, Workforce Mgmt
  • 11. Service Center Systems Target.com Help / Contact Us Service Cloud Salesforce Case Mgmt Knowledge Mgmt Target.com Help Communication Infrastructure Phone, IVR, Work Routing, Transfer Agent Availability Store Team Member Support Portal Chat
  • 12. Service Center Systems Legend Target.com Help / Contact Us Service Cloud Salesforce Case Mgmt Knowledge Mgmt Target.com Help CRM Domain Services Case, Guest, Orders, Worker, Location Product, BI Finance Systems Communication Infrastructure Phone, IVR, Work Routing, Transfer Agent Availability Data Warehouse Enterprise Services Worker, Location Product, Guest Guest MDM Business Partner Portal Store Team Member Support Portal Mobile TM Support Work Order Management IT Service Management SSO PING Federate Chat Store Alarms Large Data Load System Sync Launch App Other TGT AD Shipping Logistics Store Alerts T.com Orders
  • 13. Large Data Volume • Bulk API System Synchronization • Polling Pattern • APEX Callouts Launch External Apps • Web URL • Windows DDE Integration Types Data Business UI Service Cloud Salesforce Case Mgmt Knowledge Mgmt Target.com Help Domain Services Case, Guest, Orders, Worker, Location Product, BI Orders Enterprise Services Worker, Location Product, Guest Guest MDMGuest, Guest Relationship Worker, Location, Product, Guest T.com Orders CRM Domain Services Case, Guest, Orders, Worker, Location Product, BI Maximo Work Orders Store Alarms Service Cloud Salesforce Case Mgmt Knowledge Mgmt Target.com Help ServiceNow ITSM Incidents Service Cloud Salesforce Case Mgmt Knowledge Mgmt Target.com Help Finance Systems TSYS, Certegy Shipping Logistics Maximo Work Order Management
  • 14.  Sized jobs for initial load based on limits  Run jobs in parallel mode  Practice load in full copy sandbox Large Data Volume  Build a solution that can switch between Bulk & SOAP API  Work closely with Salesforce support for coordination of bulk loads  Implement error handling for Bulk API jobs and retry mechanisms Service Cloud Salesforce Case Mgmt Target.com Help CRM Domain Services Guest, Orders, Worker, Location Product Orders Enterprise Services Worker, Location Product, Guest Guest MDMGuest, Guest Relationship Worker, Location, Product, Guest T.com Orders
  • 15. System Synchronization  Create routing logic using routing rules  Use Polling Pattern or Real-time based on requirements  Establish shared Identifiers across systems  Plan reconciliation activity for system synchronization integrations  Implement robust exception handling for diagnosing run-time errors CRM Domain Services Cases, Incidents, Alarms, Work Orders Work Orders Store Alarms Service Cloud Salesforce Case Mgmt ITSM Incidents
  • 16. Launch External Applications  Evaluate all low level message protocols for sending data to thick clients  Plan significant time for deployment and testing of thick clients  Leverage SSO federation if available in the enterprise  Design configurable query parameters  Be aware of the security implications of passing query parameters Service Cloud Salesforce Case Mgmt, CTI Finance Systems Thick Client Shipping Logistics Public Browser App Work Order Management Internal Browser App
  • 17. What’s Next?  POS integration  BigObjects  End-to-End Instrumentation  Salesforce Event Monitoring API  Leverage Lightning Connect/APEX Connector Framework for Synchronization  Treesave API for multiple object upserts
  • 20. Team Member Community Portal Demonstration
  • 21. Team Member Community Portal Demonstration
  • 22. 1 After each session, open the Dreamforce App to ‘My Agenda’ 2 Tap the bell to see your surveys to be completed 3 Get entered to win a GoPro for each survey you complete Dreamforce ‘15 Mobile App Share Your Feedback, and Win a GoPro!