SAP & Salesforce Integration Proven & Flexible Approaches to move and synchronize data between both systems
Yusuf AliPrincipal SE ATS EMEAIntegration Specialist
Agenda• Salesforce Integration overview
– Native, Partners, and Apexchange community• SAP Integration overview
– SAP Netweaver & PI/XI• What are the integration options?
– Build vs Buy– Partners: SIs/DIs
• Best Practices• Where to find more Information?
– Resources– Chatter Groups
Salesforce Integrationoverview
Web Services Integration with Salesforce
Middleware / Developer toolkits
Web ServiceEndpoint
Call ExternalWeb Service
Web Services API
Web Services API
Data services
Web ServiceEndpoint
OutboundMessaging
WorkflowWorkflow
ApexWeb Services
Custom Logic
Apex Callouts
Apex Callouts
Bulk APIBulk API
Data Upload
Metadata API
Metadata API
Customization & Config
Force.com IDEMigration ToolCustom Tools
Force.com IDEMigration ToolCustom Tools
Security Proven technologies
Confidentiality and data integrity
Interoperability Well adopted, mature standards
Simple CRUD interfaces
Compatibility Versioning
Transparent upgrades
Reliability and Scalability 450M+ calls/day
Bulk processing, optimized
infrastructure
Support Any Integration Process
Replicate data across systems – Full set up data replication verbs to access, manage, and exchange all standard and custom data including polling and peer-to-peer,
SOA & Process Automation – Consume external web services in real-time. Aggregates and accesses external transactions or data for use in application process or Visualforce. pages
Application Lifecycle Management – manage metadata changes across multiple environments. Works with Eclipse IDE
High Data Volumes – Upload large amounts of data rapidly for migration or replication of 100Ks or millions of records (100K records in 30secs)
Move Data With Static & Dynamic Clients – choose ease-of-use and robustness as appropriate Enterprise WSDL for strong typing. Partner WSDL for loose-typing & dynamic clients
Expose Custom Logic as a Web Service – automatically apply custom logic or aggregate work into single transactional WS call
Proactively Alert External Systems– use workflow to notify external systems of events in Force.com
In/out Replication
Data Load
Bulk Load
Change Metadata
Outbound Mgs
SOA Callouts
Custom Services
WS
API
WS
API
BULK
BULK
META
Three Steps to Integration Success
Define the Process
Define Integration Layers
Choose Approach
Data
Tasks
TimingPackaged or
Build
User Interface
Application Logic
Data
Your Data Model
Your business logic(in C, Java, Apex + workflows, rules, etc)
Security
Screens exposed to end users
Define Layers What Layers Need Integration?
ApplicationLogic
User Interface
Data Layer
IntegrationOverview
SAP Software Portfolio
SAP NetWeaver• SAP Enteprise Portal
• SAP Master Data Management
• SAP Business Intelligence Warehouse
• SAP Exchange Infrastructure (XI)
• SAP Mobile Infrastructure
• SAP Web Application Server
• SAP xApp Resource & Portfolio Management
• SAP xApp Product Definition
• SAP xApp Integrated Exploration and Production
SAP xApps mySAP Business Suite• mySAP ERP
• mySAP CRM
• mySAP SCM
• Industry-Specific Components
SAP Smart Business Solutions
• mySAP All-in-One
• SAP Business One
SAP for <industry>
• SAP for Aerospace & Defense
• SAP for Automotive
• SAP for Utilities & Customer Care
• SAP Netweaver– Is the technical basis of the solutions from mySAP Business Suite and the
Composite Applications, the SAP xApps.– Is the core of the Enterprise Services Architecture (ESA), SAP’s basic concept for
Web Services Solutions.• mySAP Business Suite (previously known mySAP.com)
– Is a complete package of open enterprise solutions that link all people involved, information, and processes within an organization.
– It provides components that can be adapted to meet multiple business requirements, i.e. mySAP ERP is based on an SAP ECC System with functions from mySAP HR and mySAP Financials.
– All SAP solutions are based on a complete SAP Netweaver.• SAP Smart Business Solutions
– are SAP Solutions and Packages aimed to SMBs businesses.• SAP xApps (Collaborative Cross Applications)
– Allow to integrate existing applications with each other by accessing existing datasets and functions via open interfaces.
• SAP Industry Solutions– Provide business functions for selected industries.– They are implemented in an SAP R/3 System and are available as Add-Ons.
SAP Solutions Definitions
DB and OS Abstraction
People Integration
Process IntegrationIntegration
BrokerBusiness Process
Management
Information IntegrationBusiness
Intelligence Analytical Apps
Portal Collaboration
J2EE ABAP
Core System
Multi-Channel Access
SAP NetWeaver™
DB and OS Abstraction
Master Data Management
SAP Netweaver Components Overview
SAP Mobile Infras.Close coupling and integration with SAP business applications
SAP EP• Optimized aggregation of
information• Roles• Knowledge management &
collaboration
SAP BI/BW• Close Integration with SAP• Open architecture• Business data in high
quantity
SAP MDM• Consistent master data handling
SAP XI• Central Management of Interfaces• Connection of any SAP or non-SAP
systems via adaptors and proxiesSAP WAS• Proven, scalable and
powerful platform• Modernization of existing
IT Infrastructures and investment made
SAP Netweaver PI 7.1 Architecture
• Technical foundation for a Service-Oriented Architecture
• Enables you to consolidate heterogeneous systems, applications, and data to simplify the IT environment and reduce operational costs
• Tuned for a high-volume, reliable exchange of information across distributed business applications
• Built on open standards, supports process-centric collaboration among SAP and non-SAP applications
SAP PI / XI (eXchange Infrastructure)XI JCA Adapters:
What are the Integration
Options?
Salesforce.com provides many flexible options all built on our flexible API and robust web services
Native ERP Connectors
Native Desktop
Connectors
Integration Middleware
Mash-ups from AppExchange
Developer Toolkits
1 2 3 4
X
Three Steps to SAP Integration Success
Define the Process
Define Integration Layers
Choose Approach
Data
Tasks
TimingPackaged or
Build
User Interface
Application Logic
Data
“Salesforce can integrate seamlessly with our SAP back office and scale to
multiple time zones, geographies, and currencies.“
Define Process: Common Processes with SAPProcesses have 3 Parts: Data, Tasks, and Timing
TimingSynchronous vs.
Non Synchronous
InvoicesProductsOrdersAssetsCredit
QuotesPricingShippingAccountsInstall Base
Data
TasksTransformationValidate DataMass UpdatesData CleansingCustom Logic
Alerts and Workflow
Account
FI
CustomerMaster
New Account
Invoice
New Customer
Changed Customer
Product
Price Books
Opportunity
New Item
Changed Item
New Pricelist
Changed Pricelist
Opportunity to Order
Tra
nsa
ctio
n H
isto
ry
Closed / Open Invoices
PaymentsPayments / Payment History
Order Status / Order History
LO
Order
Price Lists
MaterialMaster
Your Data Model
Your business logic(in C, Java, Apex + workflows, rules, etc)
Security
Screens exposed to end users
Define Layers: What Layers Need Integration?
ApplicationLogic
User Interface
Data Layer
Integration Pattern 1: Data IntegrationMaterials Master Example
Materials Data to SFDC Custom Object via API
Salesforce AccountData
Integration Pattern 2: Logic Level Integration Credit Check
Real-time Call Out
Integration Pattern 3: Presentation Level Integration Mashups
Choose Approach: 3 Approaches for SAP Integration
21
Native Connectors
Integration Middleware
Custom Built IntegrationX
4
Over 90 Certified Solutions on the AppExchange
Low Complexity
Medium Complexity
High Complexity
Composite Apps/SOA• Enterprise Mash-ups• Rich user interface
Application Integration• Real-time integration• Multi-step integration• Human workflow
Data Integration• Data migration• Data replication• Bulk data transfers
Data Cleansing• Data deduplication• Data assessment
Certified With All Major Middleware Solutions1
NetWeaver (XI/PI) Integration
R/3 4
.6.x
R/3 4
.6.x
BABI/RFC
IDOC
WebService
ABAPProxy
RFCAdapter
IDocAdapter
SOAPAdapter
PIAdapter
SOAPAdapter
WebServices
WebServiceAPI
Map
pin
g E
ng
ine
X Ref Management
Mark
etin
g/S
ale
s/S
erv
ice C
lou
dM
ark
etin
g/S
ale
s/S
erv
ice C
lou
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WebServices
EC
C6
EC
C6
Pro
cess E
ng
ine
Sessio
n
Man
ag
em
en
t
Partner
MagmaAccount and Customer Master 5 days Cast Iron
Analog Devices Products, Orders 8 weeks Webmethods
Oxford Press Customers, Products 4 weeks Pervasive
Tecan Customers, Products 6 weeks Menticorp
Shell Customer, Products In Process
ZimmerCustomer and Product master
12 Weeks Pervasive
KoneCustomers, Products, Billing 16 Weeks Salesforce
ESRI Order Management 5 days Cast Iron
EskerCustomer and Product Master 12 Weeks salesforce.com
Destination Process ImplementationCustomer
Proven Integration Success for SAP Customers
salesforce.com
Proof of Concept &
Best Practices
SAP Integration Best PracticesWhat to consider before committing to a POC1. What is the business goal/process?
• 360 Degree Customer View (customer master)• Product, Material , and Pricing Management (product master)• Invoices (billing master)• Order Management
2. How will the systems communicate?• What are you going to connect to and how? (R3, ERP, BW) (BAPI, IDOC, Web services, DB Access) • Transformation (SAP XI, Third Party Middleware, Custom Dev, ETL)
3. What data should be shared?• Objects: Accounts, Orders, Products, Prices, Inventory, Assets, Invoices, etc• Direction: Read only vs, Bi Directional• Timing: Real-time vs. Batch• Data integrity: Who is the system of record
4. How much time and resources are required?• Prebuilt Solutions• Customer References• Domain Expertise
Where to find more Information?
Additional Resources
• Developer community• Discussion Boards• Blogs• Documentation/Downloads/FAQs • Code samples and more…
• Get more info at – www.salesforce.com/developer– wiki.developerforce.com/index.php/Integration
• Data Integration
Summary
Summary
• Integrating PI with Salesforce.com is done using SOAP Adapters.
• Salesforce.com exposes APIs and provide WSDLs for its interfaces.
• You can integrate PI with Salesforce.com by configuring SOAP-Client interfaces in PI using these WSDLs and by defining routing rules in PI ID using SOAP Adapter.
• After you import the WSDLs into PI, you can build an interface by integrating this with other applications.
• You can use Netweaver Service Orchestration capabilities to model, execute and monitor cross SAP-Salesforce processes