Join our next Success webinar, Integrating Student Information Systems with Salesforce: Strategies and Best Practices, to explore the many ways system integration benefits your school. Whether you want an aggregated view of your students, the ability to trigger actions based on status changes, or the automation of manual work, you will learn the three simple steps to successful integration. By highlighting how higher education institutions have integrated with the most popular Student Information Systems, Grant Miller, director of Alliances and Jill Kenney, Director of Sales Engineering at the Salesforce Foundation, will explain the layers of integration and discuss considerations like synchronous-versus-asynchronous and buy-versus-build options.

1. Integrating SIS’s with Salesforce:
An Accidental Integrator’s Guide
Grant Miller
Director of Alliances
/Salesforce.comFoundation
@SFDCFoundation

2. Which would you choose?
120000
100000
80000
60000
40000
20000
0
Option 1 Option 2 Option 3
Required Investment
Return
Available Capital
20% Probability of
losing entire
investment
0% Probability of losing
entire investment
$10,000 Loan @ 5%
10% Probability of
losing entire investment
$25,000 Loan @ 6%

3. Decision Quality Circle
Appropriate Frame
Creative, Doable
Alternatives
Meaningful, Reliable
Commitment to Action
Logically Correct
Reasoning
Clear Values and Information
Trade-offs

4. SIS Integration: Three Steps to Success
Define the Identify the Choose the
Process Integration Layers Approach
Data
Tasks
Timing
User Interface
Application Logic
Data Model
Build vs. Buy
Integration Methodology
Resources

5. Five-tier Framework
for Business Analysis
Framework
Layer
What
it
Covers…
The
Technique
Business
Focus
Business
Objec=ves
The
mission,
strategies
(customers
/
markets,
products
/
services,
differen=ators),
goals,
objec=ves,
and
measures
(e.g.
KPIs)
for
the
organiza=on.
(MSGO
=
Mission,
Strategies,
Goals,
Objec=ves.)
Project
Charter
Business
Process
The
ac=vi=es
the
business
carries
out
in
order
to
meet
its
objec=ves.
Includes
the
actors
involved,
the
sequence
of
steps
they
carry
out
(workflow),
and
the
result(s)
produced.
Workflow
Modeling
Systems
Focus
Presenta=on
Services
A
mechanism
through
which
an
actor
in
a
business
process
interacts
with
a
system.
Usually
a
GUI
and
reports,
but
could
involve
scanners,
IVR
systems,
etc.
Use
Cases
Business
Services
A
"service"
offered
by
a
system
-­‐
a
specific
func=on.
Includes
the
business
rules
and
data
updates
it
is
responsible
for.
Requires
Event
Analysis,
State
Transi=on
Analysis,
etc.
Service
Specifica=on
Data
Management
Services
Files
and
databases
that
provide
a
system's
record-­‐keeping
func=ons.
Determines
the
things
a
systems
"knows"
about
and
the
data
that
is
maintained
about
those
things.
Data
Models
establish
the
language
and
basic
rules
for
all
other
requirements.
Data
Modeling
© 2009 Sharp, McDermott – Workflow Modeling: Tools for Process Improvement and Application Development

6. Business Process Defined
“A business process is a collection of
interrelated activities, initiated in response to
a triggering event, which achieves a specific,
discrete result for the customer and other
stakeholders of the process.”

7. A Business Process is…
1) …Something that achieves a specific result…
2) … for a customer or other stakeholders…
3) …initiated in response to a triggering event…
4) …a collection of interrelated activities…

8. Five-tier Framework
for Business Analysis
Framework
Layer
What
it
Covers…
The
Technique
Business
Focus
Business
Objec=ves
The
mission,
strategies
(customers
/
markets,
products
/
services,
differen=ators),
goals,
objec=ves,
and
measures
(e.g.
KPIs)
for
the
organiza=on.
(MSGO
=
Mission,
Strategies,
Goals,
Objec=ves.)
Project
Charter
Business
Process
The
ac=vi=es
the
business
carries
out
in
order
to
meet
its
objec=ves.
Includes
the
actors
involved,
the
sequence
of
steps
they
carry
out
(workflow),
and
the
result(s)
produced.
Workflow
Modeling
Systems
Focus
Presenta=on
Services
A
mechanism
through
which
an
actor
in
a
business
process
interacts
with
a
system.
Usually
a
GUI
and
reports,
but
could
involve
scanners,
IVR
systems,
etc.
Use
Cases
Business
Services
A
"service"
offered
by
a
system
-­‐
a
specific
func=on.
Includes
the
business
rules
and
data
updates
it
is
responsible
for.
Requires
Event
Analysis,
State
Transi=on
Analysis,
etc.
Service
Specifica=on
Data
Management
Services
Files
and
databases
that
provide
a
system's
record-­‐keeping
func=ons.
Determines
the
things
a
systems
"knows"
about
and
the
data
that
is
maintained
about
those
things.
Data
Models
establish
the
language
and
basic
rules
for
all
other
requirements.
Data
Modeling
© 2009 Sharp, McDermott – Workflow Modeling: Tools for Process Improvement and Application Development

9. SIS Integration: Three Steps to Success
Define the Identify the Choose the
Process Integration Layers Approach
Data
Tasks
Timing
User Interface
Application Logic
Data Model
Build vs. Buy
Integration Methodology
Resources

10. Define Process: Common Recruit/Admit Processes with SIS
Collaboration
Transactional History
Capture
Prospective
Student Info
Collect
Application
Information
Report on
Financial Aid
Application
Status
Data
Student Information
Household Info
Transcripts
Financial Aid
Application Data
Tasks
Transformation
Validate Data
Mass Updates
Data Cleansing
Custom Logic
Alerts and Workflow
Timing
Synchronous vs.
Non-Synchronous
Prospect/Recruit
Application
Status
Financial Aid
Student
Accounts
(Accounting)
Qualified Applicant –
trigger student record creation
Processes Have 3 Parts: Data, Tasks, and Timing
Capture
Program
Interests
Applicant
Major for
Curriculum
Education Goal
Return - Banner ID
Status Update Messages
Program Interest Profile –
Input to planning
Status Update Messages
Status Update Messages
and workflow triggers

11. Indentify Layers: Common SIS Integration Points
Data Layer
Your Data Model
Application Layer
Your business logic
(in Java, Apex + workflows, rules, etc.)
Presentation Layer
Screens exposed to end users
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓

12. Web Services Integration Options with Salesforce
Middleware / Developer Toolkits/Data Loader
Call External
Service
Expose
Custom
Service
Rest API
Data
Replication
Rest
Service
Customization &
Config
Force.com IDE
Migration Tool
Custom Tools
Workflow
Data
Upload
Call External
Service
Data
Replication
META DATA
API
SOAP WEB SERVICES API REST API BULK API
Data
Upload
Rest
Service
Apex Callouts
Outbound
Message
Confirm
Message
Respond to
External Service
SIS / ERP Platform
META DATA
API
SOAP WEB SERVICES API REST API BULK API
Note: Available APIs
vary by SIS/ERP
vendor and system
architecture

13. Choose Approach:Build vs. Buy
Integration Ecosystem
Works with every major middleware solution
Web and Rest
Services API
Force.com PaaS Proven Real-Time Integration
Integration Toolsets
Build Custom Integration Solutions

14. What if I want to build it?
Synchronous
SFDC Integration Mechanisms:
▪ Composite Application / Mashup
▪ Salesforce SOA
▪ Apex Custom Web Services
Asynchronous
SFDC Integration Mechanisms:
▪ Inbound Replication
▪ Outbound Replication
▪ Outbound Messaging
▪ Salesforce Network

15. Solution Value vs. Sophistication of Approach
New APIs for
Private and
Public Use
Enterprise
Integration
Services
Up/Down
Stream Process
Automation
Basic File / DB
Syncing
Increasing Customer Value
1 or 2
Line of Business
Applications
Increasing Sophistication & Capability of Approach
Custom and
Mobile
Applications
4+
Enterprise
Systems
2 to 4
Line of Business
Applications

16. Building The Connected Campus
Add a layer of agility around your SIS core
Class / Cohort
Communities
Employee
Service
Center
Collaborative
Business
Processes
Student
Service
Center
Alumni
Communities
Mobile
Apps
Student
Social
Engagement
Employee
Social
Communities
360
degree
CRM
Colleges and universities use Salesforce to enhance the capabilities of their back-office systems

17. Salesforce gives Towson University greater agility to
manage application process in front of Campus Solutions
Replaced EOL’d Recruitment+ system for managing
application process
One system provides 360* view of entire recruiting and
application process
Simplifies integration and correlation of data from multiple
sources
Greater visibility into applicant pipeline and expected yield
improves management decisions
Keeps core SIS data in PeopleSoft Campus Solutions
‘uncluttered’, improving data integrity and reducing data
management overhead
Easily integrates
multiple data
sources
360* View of
Application
Pipeline
Improved
decision
making
Greater
Flexiblity
Improved Data
Integrity

18. Towson University integration architecture
Replacing R+ with TargetX on Salesforce
• Process
• (Data) Applicant data is captured into Salesforce from a
variety of sources including web inquires, purchased lists,
test scores, call center, etc.
• (Tasks) All interactions with prospective students are
tracked in Salesforce as applicant moves through
admissions pipeline. Student records are created in the SIS
when application requirements are complete and applicant
is considered for admission
• (Timing) As applicants are granted admitted status, near
real-time updates between the SIS and Salesforce occur
approximately once a minute to prevent ‘overselling seats’
• Integration Layer
• Applicant and student data shared between systems by
means of flat file imports and exports.
• Data is moved bi-directionally between Campus Solutions
and Salesforce.
• Approach
• Towson utilizes Informatica for ETL (Extract, Transform,
Load) between Campus Solutions, Salesforce, data
providers and legacy systems.

19. Wayne State University uses Salesforce to achieve greater
agility from Banner and Drive Organizational Culture Shift
Core SIS data is shared from Banner Student
Student satisfaction levels increased by 10%
Making information transparent reduced redundant
inquiries by students reduced by 10%
Every student interaction is documented as a Case in
Salesforce,
Better understanding of who needs service, why service
is needed, and what can be learned from these
interactions to promote a culture of quality care.
Employee
Collaboration
Improved
Student
Satisfaction
Enhanced
Recruiting &
Retention
Documented
Interactions
“Salesforce was the driver of the cultural shift. It highlighted what we needed
to work on”
- Ann Elinski, Associate Director of the Student Service Center.

20. Wayne State University Integration Architecture
Enabling a One-stop Student Service Center
• Process
(Data) Basic information about students is pulled from Banner and
scrubbed to minimize dupes, bad data before loading into
Salesforce.
(Tasks) Student Center creates cases, triggering messages and
data to flow to appropriate department or office on campus
(Timing) Periodic (weekly?) one-way synchronization of data from
Banner
• Integration Layer
Bulk data-layer ETL from Banner (official system of record) into
Salesforce for non-confidential information
Confidential information rendered in presentation layer mashup on
as-needed basis.
• Approach
Wayne State developed and maintains a home grown ETL
middleware solution with existing staff.

21. Which would you choose?
120000
100000
80000
60000
40000
20000
0
Option 1 Option 2 Option 3
Required Investment
Return
Available Capital
20% Probability of
losing entire
investment
0% Probability of losing
entire investment
$10,000 Loan @ 5%
10% Probability of
losing entire investment
$25,000 Loan @ 6%

22. Which would you choose?
120000
100000
80000
60000
40000
20000
0
Option 1 Option 2 Option 3
Required Investment
Return
Available Capital
20% Probability of
losing entire
investment
0% Probability of losing
entire investment
$10,000 Loan @ 5%
10% Probability of
losing entire investment
$25,000 Loan @ 6%
$50,000 x 80% = $40,000
$40,000 x 100% = $40,000
$100,000 x 90% = $90,000

23. Solution Value vs. Sophistication of Approach
New APIs for
Private and
Public Use
Enterprise
Integration
Services
Up/Down
Stream Process
Automation
Basic File / DB
Syncing
Increasing Customer Value
1 or 2
Line of Business
Applications
Increasing Sophistication & Capability of Approach
Custom and
Mobile
Applications
4+
Enterprise
Systems
2 to 4
Line of Business
Applications

24. Unlock the Potential of your Student Information
System with the Salesforce Platform
Open Integration Rapid Development Extend Legacy Systems
Open APIs
Over 1B + calls/day
Consume external Web Services
Build New Web Services
90+ certified Integration Middleware
Connectors
Create systems of innovation without
disrupting systems of record
Deliver new ROI out of legacy investments
Build modern apps without complex and
expensive legacy customizations
Open – Choice of Development Languages
Social – Easy to Build Social Applications
Rapid Development – 100% Cloud
Lower Value
Innovation
Governance &
Change Management
Infrastructure Management
Innovation
Governance &
Change Management
Infrastructure
Management
Salesforce Platform flips IT’s focus from Operations to Innovation
Keeping the Lights On
Business Innovation
Higher Value

25. SIS Integration: Three Steps to Success
Define the Identify the Choose the
Process Integration Layers Approach
Data
Tasks
Timing
User Interface
Application Logic
Data Model
Build vs. Buy
Integration Methodology
Resources

26. More Information on Integration
https://developer.salesforce.com/page/Data_Integration
http://www.salesforce.com/us/developer/
docs/integration_patterns/
integration_patterns_and_practices.pdf
http://youtu.be/J5LnJGAhycM
http://www.salesforce.com/us/
developer/docs/
integration_workbook/index.htm
http://developer.salesforce.com

27. Workflow Modeling – Sharp & McDermott
• ISBN-13: 978-1596931923
• ISBN-10: 1596931922

28. Six Enablers of Business Processes
Mission,
Strategy,
Goals,
and
Objec=ves
supports
Business
Process
enables
enables
enables
enables
enables
enables
Workflow
Design
Informa2on
Systems
Mo2va2on
and
Measurement
Human
Resources
Policies
and
Rules
Facili2es
(or
other)
*
Actors
*
Steps
and
decisions
*
Flow
-­‐
sequence,
dependency,
and
handoffs
*
Applica=ons
*
Data
*
Informa=on
*
Integra=on
*
Employee
assessment
and
incen=ves
*
"Reward
and
punishment"
*
Process
performance
indicators
*
Capabili=es
*
Matching
people
to
roles
and
tasks
*
Recruitment,
selec=on,
and
placement
*
Business
rules
enforced
by
process
*
Internally
set
constraints
*
External
laws
and
regula=ons
*
Workplace
layout
*
Equipment
and
machinery
*
Furnishings

30. Connected Campus Webinar
Building Custom Apps on the Platform
August 27, 2014 | 2 p.m. Eastern / 11 a.m. Pacific
Brian Peddle, CTO David MacWhinnie
Principle Product
Manager
Doug Naylor
Senior Salesforce
Analyst
salesforcefoundation.org/events
The College for America team will discuss and
demo how they leveraged the platform to develop a:
• Learning management system
• Student information system
• Early warning system