Integrating Salesforce Using Talend Integration Cloud

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1 Integrating Salesforce Using Talend Integration Cloud

2 Table of Contents Executive Summary 3 Why Integrate Salesforce? 3 Advances in Data and Application Integration 4 About Talend Integration Cloud 5 Key Benefits of Talend Integration Cloud 6 Advantages of Talend Integration Cloud Over Other Solutions 7 Use Cases for Integrating Salesforce Using Talend Integration Cloud 8 Streamline Data Loading Into Salesforce 8 Synchronize Salesforce Data With a Data Warehouse or MDM Application 9 Implement a Unified Integration Strategy 10 Back Up Your Data 10 Create a Seamless Marketing to Sales Flow 11 Import Data Into Salesforce Wave Analytics 12 Online Exchange Community 12 Supported Database and Storage Connectivity 12 Spotlight: Integrating Salesforce Wave Analytics 13 Tap Into the Power of Data Warehouses and Big Data 14 Streamline Business Data Analysis 14 Sustainable Success with Wave Analytics 14 Multiply the Value of Salesforce with Talend Integration Cloud 15 About Talend 16 For More Information 16

3 Executive Summary As powerful and beneficial as Salesforce solutions can be on their own, their value to your organization can be multiplied by integrating them with other critical enterprise systems. Among 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 possible for you to synchronize information, streamline businesses processes, and increase effectiveness across your entire organization. Why Integrate Salesforce? As the leading customer relationship management (CRM) system, Salesforce can accelerate and increase sales, enhance customer loyalty and grow marketing capabilities. It helps companies like yours 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 customer information throughout your organization to streamline business processes and maximize services and 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 ofbreed systems like Salesforce and use an integration platform to make them all work together seamlessly. Benefits of integrating Salesforce in particular include enabling sales teams, improving the efficiency and effectiveness of business processes, increasing revenue, and providing additional value to customers. Salesforce users, especially customer facing teams, can increase efficiency and improve 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 wide objectives. Key advantages of integrating Salesforce with CRM, ERP, HCM, and other applications and data repositories include: 800 Bridge Parkway, Suite 200, Redwood City, California US Page 3

4 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 data warehouses, analytics, backups and more Automating and streamlining data flow, which can otherwise be time consuming and prone to errors Integrating on premises systems, SaaS applications, and enterprise databases Enabling data driven insights by extracting the bigger, connected picture Advances in Data and Application Integration Cloud Service Integration solutions, also known as ipaas (for integration Platform as a Service), are a new generation of native cloud offerings at the intersection of APIs, data integration and application integration. They bring the best of both worlds by enabling hybrid integration across cloud 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 on premises, implementing the service call and processing the input/output content. Most solutions provide pre built connectors, as well as a development environment to build and share native connectors to applications, so you don t have to implement custom web services. Integration Actions provide additional control over the data they check data quality, convert to different formats, and offer additional activities for managing, merging, or cleansing your data. ipaas offerings include additional key functionality, such as administration and monitoring to check for data loss or errors, schedule job execution, or assist in setting up environments and examples. An ipaas solution enables your data driven enterprise to: 800 Bridge Parkway, Suite 200, Redwood City, California US Page 4

5 Drive growth by connecting SaaS and on premises applications and data Use vendorprovided, community designed or in house connectors to bring together all the key applications inside your organization, connecting both applications rolled out as part of your IT strategy and those resulting from ad hoc projects, including CRM, marketing automation, file sharing sites, HCM and ERP platforms. Enable big picture analytics and predictable forecasting, and fuel growth by identifying new opportunities, markets, customers, and products. Boost security, governance and quality for richer data Leverage controlled data integration to enforce proper standards, data formats and security protocols. Improve data quality by eliminating manual errors and identifying inconsistencies, duplications or junk data before it pollutes your repositories. Streamline business processes through automation Increase team efficiency by slashing time wasted on manual operations, and boost employee motivation while encouraging the rollout of continuously improved best practices. Automate data cleansing, standardization and enrichment while helping data flow faster through the enterprise, making it actionable sooner. Trigger breakthrough innovation by empowering citizen integrators Enable business users to try out new ways to simplify their jobs with simple, Web based interfaces to connect data sources without needing IT expertise. Encourage them to think outside the box and innovate while you remove bottlenecks and delays. Common Salesforce business processes that can benefit from an ipaas solution include supporting lead to cash workflows and functionality, migrating to Salesforce, pursuing a unified integration strategy, synchronizing product catalogs with a financial application, real time business analytics and more. About Talend Integration Cloud Talend Integration Cloud is a secure and managed cloud integration platform that makes it easy to connect, cleanse, and share cloud and on premises data. As an ipaas managed by Talend, Talend Integration Cloud provides instant, elastic, and secure capacity so you can easily shift workloads between the ground and the cloud, increasing agility and lowering operational costs. 800 Bridge Parkway, Suite 200, Redwood City, California US Page 5

6 Talend Integration Cloud enables real time analytics at a fraction of the cost through big data integration 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 and monitor integration flows in the cloud. Talend Integration Cloud comes with enterprise class integration capabilities, including data integration, data quality, big data, and support for more than 800 Talend connectors and components. Additionally, you will find more 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 Cloud With Talend Integration Cloud, you can: Simplify and accelerate cloud integration Talend Integration Cloud makes it fast and easy 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 you the 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 premises big data platforms, allowing you to deliver next generation analytics at a fraction of the cost of traditional data warehouse solutions. Empower anyone to integrate data using a self service interface The Talend solution enables IT to empower business users with self service integration tools, so they can move and access data faster than ever before. 800 Bridge Parkway, Suite 200, Redwood City, California US Page 6

7 Advantages of Talend Integration Cloud Over Other Solutions An early approach to enterprise application integration (EAI) was developing custom point topoint integrations. Organizations have now had enough experience with that approach to realize that the associated costs of development, implementation, and maintenance are prohibitive. Many organizations then tried to implement SOA with ESB (service oriented architecture plus enterprise service bus). While SOA is now an accepted principle, enterprise wide ESB implementations thereof come with a very high cost, meaning it has rarely rolled out properly and even more rarely kept up to date with business needs. A flexible, scalable, next generation application integration solution, Talend Integration Cloud offers robust capabilities while enhancing agility. Flexibility and scalability are key for both software and the supporting hardware and this is where the value of a cloud option like Talend Integration Cloud is clearest. It lowers the total cost of ownership for servers, bringing on demand scalability 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 implement your full enterprise integration solution. No hidden costs Talend does not charge more for extra connectivity to third party solutions. Vast open source community that crowdsources components Talend Integration Cloud is built on a foundation of years of contributions from the open source community. Unified solution including big data, master data management and data quality With Talend Integration Cloud as your strategy for a unified integration approach, you can integrate all your key enterprise applications using a single platform. User interface for developers and intuitive self service user interface for business users Talend empowers all types of users to connect, enrich and share data in the cloud with self service integration tools, and gives back time and tools to IT to focus on strategic, revenue generating projects. 800 Bridge Parkway, Suite 200, Redwood City, California US Page 7

8 Rapid implementation The learning curve for developers is very short it s fast and easy for them to learn how to connect systems and begin taking advantage of the rich functionality Talend Integration Cloud offers. Put in your user credentials and within minutes you have access to all your Salesforce objects. Use Cases for Integrating Salesforce Using Talend Integration Cloud Talend Integration Cloud is ideally suited to handling all the most common and most valuable use cases 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 charge extra to connect to Salesforce and to your other CRMs, ERPs, and HCMs outside Salesforce. With Talend, you get a single tool in a single package with no hidden costs. Streamline Data Loading Into Salesforce If you're not using an ETL tool, you re either hand coding or using APIs from different applications to load data into your Salesforce accounts or the Salesforce system. These APIs are often written in different languages for different applications, so using them requires individuals to be proficient in several languages and tools. Using Talend Integration Cloud enables you to connect to many different applications via a single tool and a single platform, which streamlines the process of loading data. 800 Bridge Parkway, Suite 200, Redwood City, California US Page 8

9 Talend allows organizations to streamline and automate data loading into Salesforce from sources including Microsoft Office, CSV files, Box and Dropbox, regardless of the original file schema. Unlike solutions with basic out of the box import functionality, Talend allows you to ensure data quality, for instance through standardization (syntax for addresses, international postal codes, credit card numbers, etc.), de duplication (checking for existing contacts and merging if relevant) or augmenting the data (adding missing zip codes, etc.). Synchronize Salesforce Data With a Data Warehouse or MDM Application Once your sales staff has loaded data into the Salesforce system, people within your organization will want to analyze the data, possibly through your traditional data warehouse. In examining the data, 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 the processes 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 into your MDM application or into your data warehouse, which may be on premises, or may be a cloud data warehouse like AWS Redshift. With Talend, it s also easy to retrieve data from the MDM application 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 the cloud. It captures customer data and market data from all your applications and from SaaS solutions like Salesforce, Marketo or NetSuite, Box and Dropbox, and Amazon S3. It also captures data from on premises applications like SAP, as well as from data sources like Hive, Cassandra, PostgreSQL, IBM DB2, MongoDB, Teradata, SQL server, Oracle, and Amazon RDS. 800 Bridge Parkway, Suite 200, Redwood City, California US Page 9

10 Implement a Unified Integration Strategy You may have many different applications you want to use to load data into Salesforce, or you may want data from Salesforce to go to downstream systems like an ERP application for ordering and invoicing. Instead of requiring multiple teams to learn different platforms and different API tools for all those applications, you can use just one platform Talend Integration Cloud to implement a unified integration strategy. Your staff won t have to learn a different set of skills and you won t have to hire new employees for different applications simply to integrate your data. A single team capable of using Talend Integration Cloud can integrate your systems more quickly than several people, each capable of using a different tool. Back Up Your Data Backups are easy to do with Talend Integration Cloud because it s easy to extract data from Salesforce as often as you want and back it up using either an on premises or a cloud backup strategy 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, on premises or in the cloud. 800 Bridge Parkway, Suite 200, Redwood City, California US Page 10

11 Create a Seamless Marketing to Sales Flow Many 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, the connection is simply point to point data movement from a marketing automation system to Salesforce.com. With Talend Integration Cloud, you can easily introduce data enrichment, data quality, and cleansing routines to standardize data all at no additional cost, because they are free with Talend Integration Cloud. The result is a seamless flow of quality data from marketing to sales. In addition, many of the basic out of the box connections between marketing automation systems 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 marketing automation systems and different APIs can require different skillsets to either build or use the connections between systems. With Talend, even if you re connecting multiple systems, you re using a single tool and you get the added bonus of functionality for data quality, cleansing and enrichment. Talend allows organizations to implement a seamless marketing to sales flow, loading data on new marketing opportunities and creating new leads if no match is found in Salesforce; otherwise, duplicate prospects can be merged with existing prospects and records can be updated, keeping the marketing and sales cycle completely synchronized and enhancing pipeline forecasts. 800 Bridge Parkway, Suite 200, Redwood City, California US Page 11

12 Import Data Into Salesforce Wave Analytics Salesforce can perform analytics on data it contains, but if you want to get data from other systems into Salesforce Wave Analytics, you ll need another type of tool or a unified integration strategy. That s where Talend Integration Cloud comes into play with its large library of connections to other systems. With those pre built connectors, Talend Integration Cloud serves as your unified integration strategy, enabling you to easily pull outside data from ERP or CRM systems whether they re on premises or in the cloud into Salesforce Wave Analytics. In addition, any quality issues with the new data are automatically addressed. Online Exchange Community The Talend Online Exchange Community gives you access to more than a thousand pre packaged connectors, components and integration actions, including: Key Connectors Talend offers an extensive collection of proven connectors, components, and integration actions integration services. You can build simple or complex integration flows inside Talend Studio that connect, cleanse, and transform data, then simply push a button to publish and go live in seconds. You can also easily de duplicate and standardize data to increase information accuracy and completeness. Salesforce connectors: Read & Write using SOAP API, CDC: only Updated or Deleted records; 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, (SMTP), FTP/SFTP, REST Data Quality matching (contacts) and standardization (name, title, country, ) Supported Database and Storage Connectivity Amazon 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 Storage 800 Bridge Parkway, Suite 200, Redwood City, California US Page 12

13 Spotlight: Integrating Salesforce Wave Analytics Salesforce Wave Analytics is an end to end analytics app that brings the power of analytics to Salesforce 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 that makes it easy to connect, cleanse, and share all your cloud and on premises data with Wave Analytics. As a service managed by Talend, the platform provides instant, elastic, and secure capacity so you can easily provide access to business insights with Wave Analytics while increasing agility and lowering operational costs. Talend enables data driven insights by capturing customer data and market data from all your applications, SaaS solutions like Salesforce, 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. 800 Bridge Parkway, Suite 200, Redwood City, California US Page 13

14 Tap Into the Power of Data Warehouses and Big Data Talend 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, Microsoft SQL Server, MySQL, Oracle, PostgresSQL, MongoDB, Amazon Redshift, AWS EMR, AWS RDS, HDFS, HBase, Hive, Cassandra, SQLite and more. Talend Integration Cloud provides the universal connectivity to ensure Wave Analytics always reflects the complete picture, now and in the future. Streamline Business Data Analysis After deploying Talend for Wave Analytics, your business teams don t need to submit requests for IT to extract and clean up the data every time they need it. Data flows into Wave Analytics are automated and accelerated, while Talend Integration Cloud s business user self service interface cuts out bottlenecks. Developers stay in control of changing business needs, boosting speed and agility with Talend s open source community to crowdsource connectors, components and integration actions. Talend for Wave Analytics can be deployed at fraction of the cost you would typically expect, and is up and running in no time. Sustainable Success with Wave Analytics With Talend, there are none of the hidden costs that other vendors tend to conceal when you want 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 and integration actions, for free. This is possible because Talend is truly built around an open source community, on technology from the Apache Software Foundation (ASF) and using popular languages such as Java. This means you avoid being trapped in proprietary technologies and uncommon languages, where development resources are rare. It also means your Wave Analytics deployment won t come to a halt while you wait for budget approval for a simple new connector. 800 Bridge Parkway, Suite 200, Redwood City, California US Page 14

15 Talend enables business users to be more agile by providing an easy to use web interface that allows them to design and run integration flows. This is unlike traditional integration approaches that require manual development and submitting tickets to the IT team. Multiply the Value of Salesforce with Talend Integration Cloud You deployed Salesforce to boost your organization s ability to improve sales results, create moreloyal customers, and market products and services more effectively. Using Talend Integration Cloud 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 cases that involve integrating Salesforce and delivers all the benefits of an integrated application infrastructure an infrastructure that supplies your staff with the most up to date data for making informed decisions and taking effective action. 800 Bridge Parkway, Suite 200, Redwood City, California US Page 15

16 About Talend At Talend, it s our mission to connect the data driven enterprise, so our customers can operate in real time with new insight about their customers, markets, and business. Founded in 2006, our global team of integration experts builds on open source innovation to create enterprise ready solutions that help unlock business value more quickly. By design, Talend integration software simplifies the development process, reduces the learning curve, and decreases total cost of ownership with a unified, open, and predictable cloud and onpremises platform. For More Information To get your free trial of Talend Integration Cloud, please visit cloud. Free connectors to Salesforce and Salesforce Wave Analytics are available on the Talend Marketplace Exchange, at To schedule a visit from a Talend representative, send an to sales@talend.com or visit Bridge Parkway, Suite 200, Redwood City, California US Page 16