3. Intro: The change of integration
Salesforce - Integrations Best Practices
Customer Presentation: Smartrac
Questions
Agenda
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5. Or just go to: http://tiny.cc/isfwt
Scan me, if you can!
6. * SCAN * MOBILE * ALWAYS ON * SOCIAL * SHARE * CLOUD *
We all are using the new “worlds”
Old World Innovation New World
7. We didn’t adopt anything else faster than mobile- and
smartphones!
8. • Convenient
• Reachable
• Easy access to information: : I have all information right at my fingertips
• Easy information exchange / collaboration
• Leisure activity: Games, Fitness, Health
• Multi media
• Individual : It looks like that the device is adopted to “MY” needs ….
… we didn’t adopt anything else faster than mobile- and smartphones?
Why …
9. “Consumerization of IT will force more IT
change […] than any other trend.”
*Dell: http://en.community.dell.com/techcenter/b/techcenter/archive/2011/05/11/interop-day-1
Related to Integration
Consumerization of IT
“Integration, in terms of problem and solution
patterns, has not changed a great deal in the
last 20 years,” Linthicum writes. Many of
today’s approaches and technologies
function much the same as they did in 1997.
While the functionality has increased and the
prices have dropped, the future gap between
the requirements upon this traditional
technology and what’s actually on the market
will be significant.”
*SnapLogic: http://www.snaplogic.com/resources/white-papers/the-death-of-traditional-data-integration
10. “Consumerization of IT will force more IT
change […] than any other trend.”
*Dell: http://en.community.dell.com/techcenter/b/techcenter/archive/2011/05/11/interop-day-1
Related to Integration
Consumerization of IT
“Integration, in terms of problem and solution
patterns, has not changed a great deal in the
last 20 years,” Linthicum writes. Many of
today’s approaches and technologies
function much the same as they did in 1997.
While the functionality has increased and the
prices have dropped, the future gap between
the requirements upon this traditional
technology and what’s actually on the market
will be significant.”
*SnapLogic: http://www.snaplogic.com/resources/white-papers/the-death-of-traditional-data-integration
“[…] you can keep making the same mistakes you’ve made for the past two decades, or you can finally get
smart about integration. But, hey, don’t change for me — change for the business.”1)
Integration is no longer an IT topic only!
11. Integration Design
Process
• Data | Task | Point of Time
Level
• User Interface| Process| Database
Approach
• Build vs Buy | Methodologies | Tools & Resources
12. There are always Data, Tasks and a time dependency
Integration Design : The ProcessTransactionHistory
Account
Opportunity
Price Book
Product
Financials
General
Ledger
Receivables
Assets Payables
Order Management
Pricing Configurator
Order Management
Supply Chain Management
Inventory Procurement
Manufacturing
Neuer Account
Neuer Kunde
Geänderter Customer
Invoice Historie
Credit Information
Invoice Historie
Available to Promise Check
Neue Opportunity
Neue / Geänderte Order
Neue / Geänderte Preisliste
Neue / Geänderte Produkte
Invoices, Products, Quotes,
Pricing, Shipping, Accounts,
Orders, Assets, Credits
Transformation, Validation, Mass
Update, Data Cleansing, Custom
Logic, Alerts & Workflow
Synchron vs Asynchron
Data
Task
Timing
13. User Interface
Integration Design : The right Level
* Mash-up (web application hybrid),
a website or web application that combines
content from more than one source.
Source: https://www.widepedia.com
* Salesforce Canvas,
Concept of the Mash-ups adopted to the
needs of the Enterprises: Authentication,
context based, casses to salesforce API and
UI for interaction, event driven, cross-
domain XHR.
Available in: VF, Chatter, SF1 Mobile
14. Process & Database Level
Integration Design : The right Level
Middleware / Enterprise Service Bus
Call External
Web Service
REST or SOAP API
Data Centric Access Outbound
Messaging
Workflow
WS
Callouts
Web Service
Endpoint
Process
Centric Access
Apex
Class method
Apex Code
ETL / Batch
Bulk API
(REST based)
Delegated
Authentication
Authentication
Source / Assertion
Metadata API
Software Development
Lifecycle
IDE, Source Control
Streaming API
Presence,
Instant Messaging,
Real-time Updates
CTI API
Cloud or On-premise
CTI integration
oData Source
Analytics API
Analytics Tools
Lightning
Connect
Web-Service
Endpoint
15. oData
SOAP/REST
BAPI
iDoc
JCo
JDBC
…
oData
SOAP/REST
oData
SOAP/REST
SAP Integration Best Practices
PI/XI/PO/Direct
SAP Netweaver
CompositeApplicationFramework
LifeCycleManagementInformation Integration
Master Data Management
BI Knowledge Mgmt
People Integration
Multi channel access
Portal Collaboration
Process Integration
Integration
Broker
Business
Process
Management
Application Platform
DB and OS Abstraction
J2EE ABAP
ESB
Rest/SOAP
(A-)Synchron
UI: <iframe/>
16. • SAP provides Data via
SAP Gateway
• PI is acting as a Proxy
• Native SAP Data-Support
The New World: Business driven, agile and efficient
Salesforce Lightning Connect – unlock SAP in Minutes
HTTPS
Request
HTTPS Response
Lightning Connect Data Visualisierung
Object
UI
Apex VF Page SOQL SOSL
Report
Analytics
API
Salesforce Objects
Pricing
MasterData
Customer Order
Material Availability
SAP System
Passthrough
Configuration!
18. SAP Integration:
Stellen Sie Ihre
Backoffice Daten dort zur Verfügung,
wo sie gebraucht werden
Donnerstag, 02.07.2015
Sonja Dingels
SMARTRAC Technology Group
IT Sales Application Manager
19. SMARTRAC - Short Company Overview
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 19
Overview
Salesforce - SAP / ERP Integration
20. SMARTRAC - Short Company Overview
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 20
Overview
21. Key Facts
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 21
Highlights: World‘s leading developer, manufacturer and supplier of RFID inlays and tags for
retail, financial services, public transport, industrial automation, automotive, supply-
chain management, government, access control and many more applications
Largest global production capacity in the RFID industry – over 2.6 billion RFID
transponders per year
Most comprehensive technology portfolio and broadest product range with more than
1,000 patents and patent applications
EUR 272 million revenue in 2014
Workforce approx. 3,600
Management Board: Christian Uhl, CEO, CFO (acting)
Nigel Sealey, COO
Robert Harmzen
HQ and founding year: Amsterdam, The Netherlands, founded in 2000
22. Vision and Mission
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 22
“Empowering the Ecosystem of
Connected Things”
SMARTRAC is the leading RFID company
that makes a broad variety of physical
objects smart, to enable businesses to
identify, authenticate, track and
complement their products with digital
and Web-based services.
23. Our Comprehensive Network
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 23
Global Sales and Customer Service
Local sales, customer service and
technical support in APAC, Americas
and EMEA
Highly skilled RFID industry experts
Sharing of innovation and best
practices around the world
Global Manufacturing Capabilities
#1 in RFID production capacity with sites
in the US, Germany, Thailand, Malaysia
& China
End-to-end quality management from
product design to supply chain
Designed for worldwide geographic
resiliency
25. Key Business Segments and Markets
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 25
Pre-Laminates and eCovers for
electronic Identification (eID) documents
ePassports
eNational ID Cards
eDriver’s Licenses
Government
eVisas
eHealth Cards
eSocial Security Cards
Pre-Laminates, Ticket Inlays and
White Card Products for daily life
Finance, Transport, Access
Automated Fare
Collection
Access Control
Contactless Payment
Loyalty
Leisure & Entertainment
1. #
Inlays and Tags, Hard Tags for industrial
and logistics applications
Asset Management
Automotive
Media Management
Industry
Pharma & Healthcare
Process Control
Supply Chain Management
Inlays and Tags for Product Identification
Item Level Tagging
Brand Protection
Customer Retention
Retail
Merchandise Visibility
Consumer Experience
Product Authentication
27. CRM Anforderungen
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 27
Standardisierte und optimierte Verkaufs- und Umsatzplanung
Einheitliches Reporting über System- und Standort-Grenzen hinweg
Zusammenarbeit zwischen Sales, Customer Support und Produkt Management
Prozesse
Customer Centric
Hohe Transparenz aller Kunden- und Transaktionsdaten für alle Mitarbeiter
Welche Merkmale hat der einzelne Kunde?
Stategic Selling, sowie Cross – und Upside Selling
28. CRM Anforderungen
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 28
Administration
Technologie
Flexible Zuordung der Rollen und Verantwortlichkeiten
Einfach erweiterbar und anpassbar (schnelle Umsetzung)
CRM soll die dynamische Vertriebs-Weiterentwicklung unterstützen
Datenqualität und Datenverfügbar- und nutzbarkeit auf einer einheitlichen und
gemeinsamen Plattform weltweit auch über mobile Endgeräte
Einfache und schnelle Integration in die bestehende IT-Landschaft
Systembetrieb mit geringem internen Aufwand
29. CRM - Heute
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 29
Über 160 Mitarbeiter weltweit aus den Bereichen Sales, Marketing,
Product Management und Customer Service nutzen Salesforce.com aktiv
Vertriebliche Kernprozesse werden durch SFDC unterstützt:
• Opportunity Management
• Sales Forecast und Budget
• Lead- und Case Management
Unternehmensweites Sales Reporting (Actuals):
Alle Kundenaufträge und Rechnungen aus den Quell-ERP Systemen stehen in
Salesforce.com zur Verfügung
Automatisierte ERP Schnittstellen sind implementiert
Salesforce @ SMARTRAC – Stand 2015
30. Salesforce - SAP / ERP Integration
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 30
- Finland (Tampere)
- USA (Fletcher)
- China (Guangzhou)
- Malaysia (Kulim)
- Thailand (Ayutthaya)
- Germany (Frankfurt)
- Germany (Wehnrath)
31. Salesforce – SAP Integration
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 31
Accounts
DEBMAS
Products
MATMAS
Sales Orders
Billings
SD
Forecast
PP
Accounts
Products
Pricebook +
Pricebook Entry
Opportunity
Forecast Data
Custom Objects
Transactional Data
Master Data
Insert / Update Customer
Insert / Update Products / Pricing
Insert / Update Sales Order / Line
Items and Scheduled Items
Insert / Update Billing / Line Items
Transfer Opportunity Forecast
32. Salesforce – SAP Prozesse
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 32
Incoming
Lead
Marketing
Sales
Qualification
Account
Creation
Customer Service
Opportunity
Sales
Production
Planning
OMC
Sales Order
Customer Service
Billing
33. Salesforce – SAP Integration (Account)
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 33
Account Stammdaten
- Firmenbezeichnung
- Adresse, Telefon
- Zahlungs-, Lieferbedingungen
- Sales / Order / Delivery Block
- Account Gruppe
- Account Owner
Real
Time!
34. Salesforce – SAP Integration (Opportunity)
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 34
Opportunity
- Auswahl Account
aus SAP Stammdaten
- Auswahl Produkte
aus SAP Stammdaten
- Forecast nach SAP
zur Produktionsplanung
35. Salesforce - SAP / ERP Integration
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 35
Transaktionsdaten
- Sales Order
- Sales Order Line Items
- Scheduled Items
- Billings
- Billing Line Items
Real
Time!
36. Salesforce – SAP Integration (Reporting)
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 36
Reporting
- 360-Grad-Echtzeitsicht
- Budget (Was ist das Ziel?)
- Forecast (Was war der Ausblick?)
- Sales Orders (Was wurde bestellt?)
- Billings (Was wurde fakturiert?)
37. Salesforce – SAP Integration (Administration)
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 37
Administration
Übersichtliche Benutzeroberfläche
E-Mail Benachrichigungen
Täglicher Status Bericht
38. Common architecture for SAP outbound i:services
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Webservice
Mapping /
Transformation
IDoc
ALE Control
XML
XSLTRFC
RFC
39. Salesforce – SAP Integration
SMARTRAC TECHNOLOGY GROUP – ALL RIGHTS RESERVED Page 39
Global SAP Rollout
• Konfiguation Schnittstelle -> Neue Sales Org(s)
Initiale Account Anlage aus Salesforce nach SAP
• Optimierung der Geschäftsprozesse
Übertrag Salesforce Quote nach SAP
• Bessere „Matching“ Qualität
Salesforce @ SMARTRAC – Ausblick