Transcription
Integrating Salesforce UsingTalend Integration Cloud
Table of ContentsExecutive Summary 3Why Integrate Salesforce? 3Advances in Data and Application Integration 4About Talend Integration Cloud 5Key Benefits of Talend Integration Cloud 6Advantages of Talend Integration Cloud Over Other Solutions 7Use Cases for Integrating Salesforce Using Talend Integration Cloud 8Streamline Data Loading Into Salesforce 8Synchronize Salesforce Data With a Data Warehouse or MDM Application 9Implement a Unified Integration Strategy 10Back Up Your Data 10Create a Seamless Marketing‐to‐Sales Flow 11Import Data Into Salesforce Wave Analytics 12Online Exchange Community 12Supported Database and Storage Connectivity 12Spotlight: Integrating Salesforce Wave Analytics 13Tap Into the Power of Data Warehouses and Big Data 14Streamline Business Data Analysis 14Sustainable Success with Wave Analytics 14Multiply the Value of Salesforce with Talend Integration Cloud 15About Talend 16For More Information 16
Executive SummaryAs powerful and beneficial as Salesforce solutions can be on their own, their value to yourorganization can be multiplied by integrating them with other critical enterprise systems. Amongthe many integration options, Talend Integration Cloud stands out for its wide range of pre‐builtconnectors, ease of implementation and use, and lower total cost. By serving as your single,comprehensive platform for a unified integration strategy, Talend Integration Cloud makes itpossible for you to synchronize information, streamline businesses processes, and increaseeffectiveness across your entire organization.Why Integrate Salesforce?As the leading customer relationship management (CRM) system, Salesforce can accelerate andincrease sales, enhance customer loyalty and grow marketing capabilities. It helps companies likeyours connect with customers, and organize and analyze vital data that can influence decisions.Cross‐functional teams using Salesforce can access and leverage the most up‐to‐date customerinformation throughout your organization to streamline business processes and maximize servicesand solutions.Integrating Salesforce with your key applications and data repositories boosts its benefits.Companies have learned that the best way to meet both IT and business goals is to deploy best‐of‐breed systems like Salesforce and use an integration platform to make them all work togetherseamlessly.Benefits of integrating Salesforce in particular include enabling sales teams, improving theefficiency and effectiveness of business processes, increasing revenue, and providing additionalvalue to customers. Salesforce users, especially customer‐facing teams, can increase efficiency andimprove work quality by working from the same set of unified, trusted underlying customer data.At the highest level, Salesforce integration can further activities that align with organization‐wideobjectives.Key advantages of integrating Salesforce with CRM, ERP, HCM, and other applications and datarepositories include:Talend Inc.800 Bridge Parkway, Suite 200, Redwood City, California 94065 USTel: 1 (650) 539 3200Page 3
Giving users access to the data they need, when they need it Integrating and synchronizing customer information across business processes Making Salesforce data available to your entire organization Enabling you to load data from sales applications and other systems and output to datawarehouses, analytics, backups and more Automating and streamlining data flow, which can otherwise be time‐consuming andprone to errors Integrating on‐premises systems, SaaS applications, and enterprise databases Enabling data‐driven insights by extracting the bigger, connected pictureAdvances in Data and Application IntegrationCloud Service Integration solutions, also known as iPaaS (for integration Platform‐as‐a‐Service), area new generation of native cloud offerings at the intersection of APIs, data integration andapplication integration. They bring the best of both worlds by enabling hybrid integration acrosscloud and on‐premises data sources and applications.iPaaS solutions are typically articulated around connectors and prefabricated integration actions. Connectors are used to connect to applications and data sources, in the cloud and onpremises, implementing the service call and processing the input/output content. Mostsolutions provide pre‐built connectors, as well as a development environment to build andshare native connectors to applications, so you don’t have to implement custom webservices. Integration Actions provide additional control over the data—they check data quality,convert to different formats, and offer additional activities for managing, merging, orcleansing your data.iPaaS offerings include additional key functionality, such as administration and monitoring to checkfor data loss or errors, schedule job execution, or assist in setting up environments and examples.An iPaaS solution enables your data‐driven enterprise to:Talend Inc.800 Bridge Parkway, Suite 200, Redwood City, California 94065 USTel: 1 (650) 539 3200Page 4
Drive growth by connecting SaaS and on‐premises applications and data—Use vendor‐provided, community‐designed or in‐house connectors to bring together all the keyapplications inside your organization, connecting both applications rolled out as part ofyour IT strategy and those resulting from ad‐hoc projects, including CRM, marketingautomation, file sharing sites, HCM and ERP platforms. Enable big picture analytics andpredictable forecasting, and fuel growth by identifying new opportunities, markets,customers, and products. Boost security, governance and quality for richer data—Leverage controlled dataintegration to enforce proper standards, data formats and security protocols. Improve dataquality by eliminating manual errors and identifying inconsistencies, duplications or junkdata before it pollutes your repositories. Streamline business processes through automation—Increase team efficiency by slashingtime wasted on manual operations, and boost employee motivation while encouraging therollout of continuously improved best practices. Automate data cleansing, standardizationand enrichment while helping data flow faster through the enterprise, making it actionablesooner. Trigger breakthrough innovation by empowering citizen integrators—Enable businessusers to try out new ways to simplify their jobs with simple, Web‐based interfaces toconnect data sources without needing IT expertise. Encourage them to think outside thebox and innovate while you remove bottlenecks and delays.Common Salesforce business processes that can benefit from an iPaaS solution include supportinglead‐to‐cash workflows and functionality, migrating to Salesforce, pursuing a unified integrationstrategy, synchronizing product catalogs with a financial application, real‐time business analyticsand more.About Talend Integration CloudTalend Integration Cloud is a secure and managed cloud integration platform that makes it easy toconnect, cleanse, and share cloud and on‐premises data. As an iPaaS managed by Talend, TalendIntegration Cloud provides instant, elastic, and secure capacity so you can easily shift workloadsbetween the ground and the cloud, increasing agility and lowering operational costs.Talend Inc.800 Bridge Parkway, Suite 200, Redwood City, California 94065 USTel: 1 (650) 539 3200Page 5
Talend Integration Cloud enables real‐time analytics at a fraction of the cost through big dataintegration in the cloud. It connects natively to SaaS and cloud applications, big data systems,databases, packaged applications such as SAP, mainframes, files, Web services, data warehouses,data marts, and OLAP applications.You can design jobs with the powerful and productive Talend Studio, or via a web interface where you can design, manage andmonitor integration flows in the cloud. Talend Integration Cloud comes with enterprise‐class integration capabilities, including dataintegration, data quality, big data, and support for more than 800 Talend connectors and components. Additionally, you will findmore than 100 prefabricated integration actions at Talend Exchange. You can run integration in the cloud with Talend Cloud Engine,or in your data centers, on‐premises, with our Remote Engine.Key Benefits of Talend Integration CloudWith Talend Integration Cloud, you can: Simplify and accelerate cloud integration—Talend Integration Cloud makes it fast andeasy to cleanse, enrich and share data from all your on‐premises and cloud applications. Manage hybrid integration with instant, elastic, and secure capacity—Talend gives youthe flexibility to run integration anywhere, in the cloud or in your own data centers. Enable big data insight at a fraction of the cost—Talend supports cloud and on‐premisesbig data platforms, allowing you to deliver next‐generation analytics at a fraction of thecost of traditional data warehouse solutions. Empower anyone to integrate data using a self‐service interface—The Talend solutionenables IT to empower business users with self‐service integration tools, so they can moveand access data faster than ever before.Talend Inc.800 Bridge Parkway, Suite 200, Redwood City, California 94065 USTel: 1 (650) 539 3200Page 6
Advantages of Talend Integration Cloud Over Other SolutionsAn early approach to enterprise application integration (EAI) was developing custom point‐to‐point integrations. Organizations have now had enough experience with that approach to realizethat the associated costs of development, implementation, and maintenance are prohibitive.Many organizations then tried to implement SOA with ESB (service‐oriented architecture plusenterprise service bus). While SOA is now an accepted principle, enterprise‐wide ESBimplementations thereof come with a very high cost, meaning it has rarely rolled out properly andeven more rarely kept up to date with business needs.A flexible, scalable, next‐generation application integration solution, Talend Integration Cloudoffers robust capabilities while enhancing agility. Flexibility and scalability are key for bothsoftware and the supporting hardware—and this is where the value of a cloud option like TalendIntegration Cloud is clearest. It lowers the total cost of ownership for servers, bringing on‐demandscalability and capacity, while improving performance for globally distributed users.Advantages of Talend Integration Cloud include: Lower total cost—No support and maintenance overhead required to build and implementyour full enterprise integration solution. No hidden costs—Talend does not charge more for extra connectivity to third‐partysolutions. Vast open‐source community that crowdsources components—Talend Integration Cloudis built on a foundation of years of contributions from the open‐source community. Unified solution including big data, master data management and data quality—WithTalend Integration Cloud as your strategy for a unified integration approach, you canintegrate all your key enterprise applications using a single platform. User interface for developers and intuitive self‐service user interface for businessusers—Talend empowers all types of users to connect, enrich and share data in the cloudwith self‐service integration tools, and gives back time and tools to IT to focus on strategic,revenue‐generating projects.Talend Inc.800 Bridge Parkway, Suite 200, Redwood City, California 94065 USTel: 1 (650) 539 3200Page 7
Rapid implementation—The learning curve for developers is very short—it’s fast and easyfor them to learn how to connect systems and begin taking advantage of the richfunctionality Talend Integration Cloud offers. Put in your user credentials and withinminutes you have access to all your Salesforce objects.Use Cases for Integrating Salesforce Using Talend IntegrationCloudTalend Integration Cloud is ideally suited to handling all the most common and most valuable usecases that involve integrating Salesforce with other critical systems throughout your organization.Note that with Talend Integration Cloud, you get all of Talend’s Salesforce capabilities in a single,comprehensive package, which is often not the case with many integration vendors who chargeextra to connect to Salesforce and to your other CRMs, ERPs, and HCMs outside Salesforce. WithTalend, you get a single tool in a single package with no hidden costs.Streamline Data Loading Into SalesforceIf you're not using an ETL tool, you’re either hand‐coding or using APIs from different applicationsto load data into your Salesforce accounts or the Salesforce system. These APIs are often writtenin different languages for different applications, so using them requires individuals to be proficientin several languages and tools.Using Talend Integration Cloud enables you to connect to many different applications via a singletool and a single platform, which streamlines the process of loading data.Talend Inc.800 Bridge Parkway, Suite 200, Redwood City, California 94065 USTel: 1 (650) 539 3200Page 8
Talend allows organizations to streamline and automate data loading into Salesforce from sources including Microsoft Office, CSVfiles, Box and Dropbox, regardless of the original file schema. Unlike solutions with basic out‐of‐the‐box import functionality, Talendallows you to ensure data quality, for instance through standardization (syntax for email addresses, international postal codes,credit card numbers, etc.), de‐duplication (checking for existing contacts and merging if relevant) or augmenting the data (addingmissing zip codes, etc.).Synchronize Salesforce Data With a Data Warehouse or MDM ApplicationOnce your sales staff has loaded data into the Salesforce system, people within your organizationwill want to analyze the data, possibly through your traditional data warehouse. In examining thedata, you may also find that you have data quality issues and data duplication.By making it easy to connect with Salesforce, Talend and Talend Integration Cloud simplify theprocesses of using analytics on the data and cleansing it with an MDM (master data management)application. You can easily extract bulk data or delta records from Salesforce and load them intoyour MDM application or into your data warehouse, which may be on‐premises, or may be a clouddata warehouse like AWS Redshift. With Talend, it’s also easy to retrieve data from the MDMapplication and synchronize it again with Salesforce.Talend Integration Cloud enables better analytics at a fraction of the cost through data warehouse and big data integration in thecloud. It captures customer data and market data from all your applications and from SaaS solutions like Salesforce, Marketo orNetSuite, Box and Dropbox, and Amazon S3. It also captures data from on‐premises applications like SAP, as well as from datasources like Hive, Cassandra, PostgreSQL, IBM DB2, MongoDB, Teradata, SQL server, Oracle, and Amazon RDS.Talend Inc.800 Bridge Parkway, Suite 200, Redwood City, California 94065 USTel: 1 (650) 539 3200Page 9
Implement a Unified Integration StrategyYou may have many different applications you want to use to load data into Salesforce, or you maywant data from Salesforce to go to downstream systems like an ERP application for ordering andinvoicing. Instead of requiring multiple teams to learn different platforms and different API toolsfor all those applications, you can use just one platform—Talend Integration Cloud—to implementa unified integration strategy. Your staff won’t have to learn a different set of skills and you won’thave to hire new employees for different applications simply to integrate your data. A single teamcapable of using Talend Integration Cloud can integrate your systems more quickly than severalpeople, each capable of using a different tool.Back Up Your DataBackups are easy to do with Talend Integration Cloud because it’s easy to extract data fromSalesforce as often as you want and back it up using either an on‐premises or a cloud backupstrategy to meet data storage and archiving compliance regulations.Talend helps organizations comply with regulations and best practices by allowing them to easily back up and store their data, onpremises or in the cloud.Talend Inc.800 Bridge Parkway, Suite 200, Redwood City, California 94065 USTel: 1 (650) 539 3200Page 10
Create a Seamless Marketing‐to‐Sales FlowMany marketing automation solutions like Marketo include connections to Salesforce. However,what those solutions lack is the ability to do in‐flight data quality assurance. In many cases, theconnection is simply point‐to‐point data movement from a marketing automation system toSalesforce.com. With Talend Integration Cloud, you can easily introduce data enrichment, dataquality, and cleansing routines to standardize data—all at no additional cost, because they are freewith Talend Integration Cloud. The result is a seamless flow of quality data from marketing tosales. In addition, many of the basic out‐of‐the‐box connections between marketing automationsystems and Salesforce aren't flexible and can be difficult to use. With Talend Integration Cloud,you have the flexibility to schedule data transfers at any frequency.As was the case with data loading, creating seamless data flows with different marketingautomation systems and different APIs can require different skillsets to either build or use theconnections between systems. With Talend, even if you’re connecting multiple systems, you’reusing a single tool—and you get the added bonus of functionality for data quality, cleansing andenrichment.Talend allows organizations to implement a seamless marketing‐to‐sales flow, loading data on new marketing opportunities andcreating new leads if no match is found in Salesforce; otherwise, duplicate prospects can be merged with existing prospects andrecords can be updated, keeping the marketing and sales cycle completely synchronized and enhancing pipeline forecasts.Talend Inc.800 Bridge Parkway, Suite 200, Redwood City, California 94065 USTel: 1 (650) 539 3200Page 11
Import Data Into Salesforce Wave AnalyticsSalesforce can perform analytics on data it contains, but if youwant to get data from other systems into Salesforce WaveAnalytics, you’ll need another type of tool or a unified integrationstrategy. That’s where Talend Integration Cloud comes into playwith its large library of connections to other systems. With thosepre‐built connectors, Talend Integration Cloud serves as yourunified integration strategy, enabling you to easily pull outsidedata from ERP or CRM systems—whether they’re on‐premises orin the cloud—into Salesforce Wave Analytics. In addition, anyquality issues with the new data are automatically addressed.Online Exchange CommunityThe Talend Online Exchange Community gives you access to morethan a thousand pre‐packaged connectors, components andintegration actions, including:Key ConnectorsTalend offers an extensivecollection of proven connectors,components, and integrationactions integration services. Youcan build simple or complexintegration flows inside TalendStudio that connect, cleanse,and transform data, then simplypush a button to publish and golive in seconds. You can alsoeasily de‐duplicate andstandardize data to increaseinformation accuracy andcompleteness. Salesforce connectors: Read & Write using SOAP API, CDC: only Updated or Deletedrecords; and Build loaders: Bulk API and Compression, Wave Analytics SaaS Connectors: Marketo (import leads, export leads, compare list and add/delete),NetSuite Packaged Application Connectors: SAP (table extract, BAPI, IDOC) Big Data and Database Connectors: Amazon Redshift, AWS EMR, AWS RDS MySQL, HDFS,HBase, Hive, MongoDB Technical Connectors: Amazon S3, Dropbox, Google Drive, Box,Email (SMTP), FTP/SFTP, REST Data Quality matching (contacts) and standardization (name, title, country, email)Supported Database and Storage ConnectivityAmazon RDS, Amazon Redshift, Amazon S3, AS400, DB2, Derby DB, Exasol, eXist‐db, Firebird,Google Storage, Greenplum, H2, HIVE, HSQLDB, Informix, Ingres, InterBase, JavaDB, JDBC, MaxDB,Microsoft OLE‐DB, Microsoft SQL Server, MySQL, Netezza, Oracle, ParAccel, PostgresSQL,PostgresPlus, SAS, SQLite, Sybase, Teradata, VectorWise, Vertica, Windows Azure Blob StorageTalend Inc.800 Bridge Parkway, Suite 200, Redwood City, California 94065 USTel: 1 (650) 539 3200Page 12
Spotlight: Integrating Salesforce Wave AnalyticsSalesforce Wave Analytics is an end‐to‐end analytics app that brings the power of analytics toSalesforce users, and delivers a new level of insight directly to any device.Talend for Salesforce Wave Analytics is a secure and managed cloud integration platform thatmakes it easy to connect, cleanse, and share all your cloud and on‐premises data with WaveAnalytics. As a service managed by Talend, the platform provides instant, elastic, and securecapacity so you can easily provide access to business insights with Wave Analytics while increasingagility and lowering operational costs.Talend enables data‐driven insights by capturing customer data and market data from all your applications, SaaS solutions likeSalesforce, Marketo or NetSuite, Box, Dropbox, Amazon S3, but also on‐premises platforms like SAP. It allows you to connect,cleanse, enrich, and share this data, with ready‐to‐use data quality components.Talend Inc.800 Bridge Parkway, Suite 200, Redwood City, California 94065 USTel: 1 (650) 539 3200Page 13
Tap Into the Power of Data Warehouses and Big DataTalend for Wave Analytics helps you tap into the power of data warehouses and big data,extracting the information you need from all your data sources including Teradata, DB2, MicrosoftSQL Server, MySQL, Oracle, PostgresSQL, MongoDB, Amazon Redshift, AWS EMR, AWS RDS, HDFS,HBase, Hive, Cassandra, SQLite and more. Talend Integration Cloud provides the universalconnectivity to ensure Wave Analytics always reflects the complete picture, now and in the future.Streamline Business Data AnalysisAfter deploying Talend for Wave Analytics, your business teams don’t need to submit requests forIT to extract and clean up the data every time they need it. Data flows into Wave Analytics areautomated and accelerated, while Talend Integration Cloud’s business user self‐service interfacecuts out bottlenecks. Developers stay in control of changing business needs, boosting speed andagility with Talend’s open source community to crowdsource connectors, components andintegration actions. Talend for Wave Analytics can be deployed at fraction of the cost you wouldtypically expect, and is up and running in no time.Sustainable Success with Wave AnalyticsWith Talend, there are none of the hidden costs that other vendors tend to conceal when youwant to integrate with Wave Analytics. You don’t have to pay extra for “premium connectors,”because with every edition, you have access to over a thousand connectors, components andintegration actions, for free. This is possible because Talend is truly built around an open sourcecommunity, on technology from the Apache Software Foundation (ASF) and using popularlanguages such as Java. This means you avoid being trapped in proprietary technologies anduncommon languages, where development resources are rare. It also means your Wave Analyticsdeployment won’t come to a halt while you wait for budget approval for a simple new connector.Talend Inc.800 Bridge Parkway, Suite 200, Redwood City, California 94065 USTel: 1 (650) 539 3200Page 14
Talend enables business users to be more agile by providing an easy‐to‐use web interface that allows them to design and runintegration flows. This is unlike traditional integration approaches that require manual development and submitting tickets to the ITteam.Multiply the Value of Salesforce with Talend Integration CloudYou deployed Salesforce to boost your organization’s ability to improve sales results, create more‐loyal customers, and market products and services more effectively. Using Talend IntegrationCloud to integrate Salesforce with other essential applications can help you reach all those goals—quickly, simply and cost‐effectively. Talend Integration Cloud handles all the essential use casesthat involve integrating Salesforce and delivers all the benefits of an integrated applicationinfrastructure—an infrastructure that supplies your staff with the most up‐to‐date data for makinginformed decisions and taking effective action.Talend Inc.800 Bridge Parkway, Suite 200, Redwood City, California 94065 USTel: 1 (650) 539 3200Page 15
About TalendAt Talend, it’s our mission to connect the data‐driven enterprise, so our customers can operate inreal time with new insight about their customers, markets, and business.Founded in 2006, our global team of integration experts builds on open source innovation tocreate enterprise‐ready solutions that help unlock business value more quickly.By design, Talend integration software simplifies the development process, reduces the learningcurve, and decreases total cost of ownership with a unified, open, and predictable cloud and on‐premises platform.For More InformationTo get your free trial of Talend Integration Cloud, please cloud . Free connectors to Salesforce and SalesforceWave Analytics are available on the Talend Marketplace Exchange, athttps://exchange.talend.com/ .To schedule a visit from a Talend representative, send an email to sales@talend.com or visithttp://www.talend.com/contact .Talend Inc.800 Bridge Parkway, Suite 200, Redwood City, California 94065 USTel: 1 (650) 539 3200Page 16WP202-EN
the many integration options, Talend Integration Cloud stands out for its wide range of pre‐built connectors, ease of implementation and use, and lower total cost. By serving as your single, comprehensive platform for a unified integration strategy, Talend Integration Cloud makes it
