Integrate Your Salesforce to
Oracle ERP
Glenn Johnson Ted Brennan
Magic Software Americas
Today’s Topic
• Today’s webinar, “Integrate Your Salesforce to Oracle ERP,” will show you how-to successfully integrate your Salesforce CRM to an Oracle ERP system like Oracle JD Edwards, Oracle E-Business Suite or PeopleSoft Enterprise. Learn how-to use Oracle approved methods and a 5-Star Salesforce App Exchange Adapter to manage business processes running between Salesforce and your ERP. Automate opportunity-to-order conversion, accounts receivable status, master item data and much more.
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Basic Considerations
ERP stands for enterprise resource planning. Oracle provides three of the world’s Tier-1 ERP systems.
CRM stands for Customer Relationship Management. Salesforce is the world’s leading CRM system.
Oracle offers JD Edwards, PeopleSoft, E-Business Suite and Oracle Cloud (Fusion) ERP Solutions.
Hybrid Cloud integration is sometimes needed to span integration between cloud-based solutions and on-premise enterprise applications.
The Mythical Battle: Slaying the Data Dragon
Customers Are Not Data
Bunker Mentality
B2C Customer Decision Journey
B2B Customer Decision Journey
Customer Data ≠ Customer Experience
• Identify the Key Parts of the Journey• Understand How You Are Performing Now• Build Cross Functional Processes• Implement Cultural Change Around
Cross-Functional Processes
Process + Data = Experience
Application Data ≠ Customer Experience
eCommerceData
POSData
ERPData
WebsiteData
IoTData
CRMData
SocialData
PLMData
Processes and Systems Overlap and Relate
•eCommerce•Website• In-Store Kiosk•Marketing
Automation• Social MediaShopping
• eCommerce• POS• Sales CRM
Selling • Sales CRM•POS•ERP
Buying
•ERP• Logistics
Delivering • SCM•ERP•PLM•CRM
Supplying
• Service CRM• Social Media• Field Service
Management
Servicing
Why Integrate Salesforce and Oracle ERP Systems?
Integrate
opportunity-to-order conversionsproduct cataloginventory availabilitycredit statusshipping statusorder historyCPQ integrationand much more…
Optimize
Real Time SynchronizationFull Control of Business RulesProcess Driven Triggers and AlertsIncorporate & Disseminate 3rd Party DataLinkedIn, D&B, Discoverorg, Data.com, etc.Duplicate, Data Quality & Append Service IntegrationReplicate cloud data locally
Improve
360-degree view of customerAvoid manual re-entry and errorsBuild automated recovery processesMobilize existing business processes
Enterprise Integration Patterns for
Oracle and Salesforce
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Integrating E-Business Suite
• With EBS, Magic xpi Integration Platform will support finding, discovering and automating the required Oracle SOA Gateway Web Services and can also work with the Oracle XML Gateway.
Integrating PeopleSoft Enterprise• With PeopleSoft Enterprise 8.x and above, Magic xpi Integration
Platform supports interfaces and integration through a variety of methods:– The PeopleSoft Integration Broker, offers a set of Web Services APIs (since
8.4).– The PeopleSoft Component Interface API supports programming
component calls such as:• Java• C/C++• COM• Web Services
– PeopleSoft Application Messaging supports message exchange via XML and flat file (depending on version).
Integrating JD Edwards• JD Edwards World 7.3• JD Edwards World 9.x• JD Edwards EnterpriseOne 8.x+• BSFN / Services• Z-Processes for flat files (sometimes)
Integrating With Salesforce
Magic xpi Integration Platform provides capabilities for automated integration with the Salesforce API including objects, CRM metadata, bulk jobs, replication and lead conversion.
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objects
metadata
bulk jobs
replication
lead conversion
Salesforce Objects
Objects. A business process integration solution like Magic xpi allows you to perform all the required functions with objects. When working with Salesforce.com objects, you will want to be able to get the timestamp of any object, get the objects list, update the object structure and perhaps even merge objects
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It is important to be able to dynamically get the objects list because of the ability of users and administrators to personalize the implementation.
Salesforce Metadata
Metadata Check State
Metadata Retrieve
Metadata CRUD
Metadata Deploy
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Metadata. When working with Salesforce.com metadata, you will want to check the status of any metadata operation at any time. Obviously you will need basic CRUD operations (Create, Read, Update and Delete). And you will need to be able to retrieve and deploy metadata.
Salesforce Bulk Jobs
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Bulk Check Job State
Bulk Retrieve
Job Results
Bulk Abort
Job
Bulk Jobs. Going beyond these basics, a sophisticated solution like Magic Software’s Magic xpi Integration Platform will give you the capability to orchestrate bulk jobs. These powerful batch operations are key to efficiency across multiple users of Salesforce.
You will want to be able to check the status of bulk jobs, retrieve bulk job results and even abort bulk jobs.
Salesforce Replication
Replicate All Data
Replicate Last Updates
Replicate Last Deletes
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Replication. Another key requirement for many organizations is the ability to selectively replicate their Salesforce.com data from the cloud to a secure enterprise storage server. With the Magic xpi Integration Platform, you can replicate data locally from your salesforce.com implementation. You can replicate all data or simply last updates and last deletes as part of a particular Magic xpi business process flow.
Table 6. Salesforce CRM Lead Conversion Parameters
Parameters
Lead ID
Converted Status
Account ID (In)
Contact ID (In)
Overwrite Lead Source
Create Opportunity
Owner ID
Send Notification Email
Account ID (Out)
Contact ID (Out)
Opportunity ID
Lead Conversion. In Salesforce.com terminology, a lead is a potential customer that you do not yet want to add to your account list. Once a lead is ready to become an account the user can convert the lead which automatically creates an account (the organization or company record), a contact (the individual person record) and optionally as an opportunity (the specific potential deal being tracked).
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Magic xpi Integration Platform
Holistic Development and Integration
Magic xpi Integration Platform
See us on YouTube http://www.youtube.com/MagicSoftware
https://youtu.be/6bZiaPVIFnQ
Oracle Validated Integration
Oracle Validated Integration for more than 6 years – Charter MemberOracle Approved MethodsOnly Magic xpi has a 5-Star App Exchange Certified Salesforce Adapter and Oracle Validated Integration for JD Edwards
Magic xpi on appexchange
Fast & Friendly
Main FeaturesCode-Free
Drag and Drop
Visual Data Mapper
100+ Prebuilt
Components
New Visual Studio
Interface
Multi-Document
Support
New Flow Design
Features
Code Free: Drag, Drop and ConfigureFor Business and IT Users
One Skill Set for Multiple Applications
NEW in Magic xpi 4.5
Friendly Studio, Based on Visual StudioFamiliar and Intuitive Look & Feel
Enhanced User Experience
Improved Developer Productivity
100+ Prebuild ComponentsCertified and Optimized Adapters to Leading IT
Systems
Technology Adapters
Web Services & Utilities
Magic xpi StudioFast and Friendly
Multi-Document Support
Zoom Bar
Toolbox
Checker Results
Main Pane
Flow Steps
Trigger Area
Mini Map
Property Sheet
Solution Explorer
Studio Tour: Simply Drag, Drop and Configure Flows
Multi-Document Support
Data Type Indications
Data Mapper
Drag & Drop Connectivity
Destination Tree
Properties of Selected Node
DataMapper Toolbox
Studio Tour: Powerful DataMapper
Powerful Orchestration and Monitoring
Supports Real-Time Integration (ESB)
Supports Scheduled
Batch Processes
(ETL)
Supports Long-Running Processes (BPM)
Enhanced Web
Monitor
Enhanced Scheduler
Supports Full Range of Enterprise Integration PatternsESB Capabilities – Real-Time Triggers and Web Services
ETL Capabilities – Scheduler and DataMapper
BPM Capabilities – Complex Business Logic, Messaging &
Protocols
NEW in Magic xpi 4.5
Web-Based MonitorRemote Monitoring
Performance Monitoring at a Glance
Alerts, Statistics
Manually Invoke Scheduled Business
Processes
See License Usage
Main Features
Orchestration and Monitoring
Project List
Project Alerts
Project Load
License Usage
Project Triggers ActivityProjects
Start/Stop Controls
Magic Web-based Monitor
Total ProcessedMessages Per Project
Current License Usage Per Project
Total License Consumption for All Projects
IMDG Health Indicators
Running Projects Indicator Quick Links
to Projects View
LoadedLicenses
Magic Web-Based Monitor: Cluster
EnterpriseGrade
Robust Magic xpi Engines
IMDG Messaging Layer
Secured Protocols & Sessions
SFTP Support
IMDG Messaging LayerHigh Scalability, Low Latency and High Availability
Self-Healing, Guaranteed Message Delivery,
Superior Performance
Elastic ScalabilityNEW in Magic xpi 4.5
Security, Authentication, User Rights, EncryptionFTPS, HTTPS, SMTPS, IMAPS, POP3S, WS-Security,
SSL/TLS
SFTP – Secure file transfer based on SSH
Main Features
High Scalability and High Availability
Self-Healing
Active-Active Clustering Out-of-the-Box
Robust Magic xpi Engines
Magic xpi Server
Magic xpi Integration Platform is a good option for organizations that need a flexible and scalable approach to on-premise, cloud, and mobile application integration that does not require highly skilled or specialized developers.
The integration platform offers the right mix of developer-centric features and enterprise-grade data security, operational management, and failover and automated recovery capabilities, as well as helping reduce infrastructure footprint and TCO.
When combined with the Magic xpa Application Platform and MDM solution, it offers a comprehensive approach for developing, integrating, and deploying enterprise-grade mobile applications.
~ Ovum On the Radar: Magic xpi Integration Platform
What Analysts Say…
About Magic Software
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Mobile Integration and App Dev
About Magic
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Millionsof Users Worldwide
Founded in
1983MGICNASDAQ
$176 M2015 Revenues
>1,000Employees
24Global Offices
50+Countries
>3,500Global Partners
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Roka Bioscience Case Study
Contact us for a free case study:
(949) 250-1718 ext. 259
www.magicsoftware.com
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Need to Schedule a Follow-Up Call?
• (949) 250-1718 ext. 259 (Angela)• [email protected]• Outside North America:
www.magicsoftware.com
Thank You