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SAP & Salesforce Integration Proven & Flexible Approaches to move and synchronize data between both systems. Yusuf Ali Principal SE ATS EMEA Integration Specialist. Agenda. Salesforce Integration overview Native, Partners, and Apexchange community SAP Integration overview
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SAP & Salesforce Integration Proven & Flexible Approaches to move and synchronize data between both systems Yusuf Ali Principal SE ATS EMEA Integration 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
Web Services Integration with Salesforce Web ServiceEndpoint Web ServiceEndpoint Force.com IDEMigration ToolCustom Tools Middleware / Developer toolkits Custom Logic Data services OutboundMessaging Data Upload Call ExternalWeb Service Customization & Config Bulk API Metadata API Web Services API ApexWeb Services Apex Callouts Workflow • 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 WS AP I Expose Custom Logic as a Web Service – automatically apply custom logic or aggregate work into single transactional WS call Custom Services 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 SOA Callouts Proactively Alert External Systems– use workflow to notify external systems of events in Force.com Outbound Mgs 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, In/out Replication 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 Data Load B U L K High Data Volumes – Upload large amounts of data rapidly for migration or replication of 100Ks or millions of records (100K records in 30secs) Bulk Load META Application Lifecycle Management – manage metadata changes across multiple environments. Works with Eclipse IDE Change Metadata
Three Steps to Integration Success Define Integration Layers Choose Approach Define the Process Data Tasks Timing User Interface Application Logic Data Packaged or Build
Define Layers What Layers Need Integration? User Interface Screens exposed to end users Your business logic (in C, Java, Apex + workflows, rules, etc) Application Logic Data Layer Your Data Model Security
SAP Software Portfolio SAP for <industry> • SAP for Automotive • SAP for Aerospace & Defense • SAP for Utilities & Customer Care SAP xApps mySAP Business Suite • SAP xApp Resource & Portfolio Management • SAP xApp Product Definition • SAP xApp Integrated Exploration and Production • mySAP ERP • mySAP CRM • mySAP SCM • Industry-Specific Components SAP Smart Business Solutions • mySAP All-in-One • SAP Business One 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 Solutions Definitions • 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 Netweaver Components Overview • SAP EP • Optimized aggregation of information • Roles • Knowledge management & collaboration SAP Mobile Infras. Close coupling and integration with SAP business applications SAP NetWeaver™ People Integration Multi-Channel Access Portal Collaboration • SAP BI/BW • Close Integration with SAP • Open architecture • Business data in high quantity Information Integration • SAP MDM • Consistent master data handling BusinessIntelligence Analytical Apps Master Data Management • SAP XI • Central Management of Interfaces • Connection of any SAP or non-SAP systems via adaptors and proxies Process Integration Business ProcessManagement Integration Broker • SAP WAS • Proven, scalable and powerful platform • Modernization of existing IT Infrastructures and investment made Core System J2EE ABAP DB and OS Abstraction DB and OS Abstraction
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:
Salesforce.com provides many flexible options all built on our flexible API and robust web services X 1 2 3 4 Native ERP Connectors Integration Middleware Developer Toolkits Mash-ups from AppExchange Native Desktop Connectors
Three Steps to SAP Integration Success Define Integration Layers Choose Approach Define the Process Data Tasks Timing User Interface Application Logic Data Packaged or Build “Salesforce can integrate seamlessly with our SAP back office and scale to multiple time zones, geographies, and currencies.“
Define Process: Common Processes with SAP Processes have 3 Parts: Data, Tasks, and Timing Data Quotes Pricing Shipping Accounts Install Base Invoices Products Orders Assets Credit Tasks Transformation Validate Data Mass Updates Data Cleansing Custom Logic Alerts and Workflow Timing Synchronous vs. Non Synchronous
Define Layers: What Layers Need Integration? Screens exposed to end users User Interface Your business logic (in C, Java, Apex + workflows, rules, etc) Application Logic Your Data Model Data Layer Security
Integration Pattern 1: Data IntegrationMaterials Master Example Salesforce AccountData Materials Data to SFDC Custom Object via API
Integration Pattern 2: Logic Level Integration Credit Check Real-time Call Out
Integration Pattern 3: Presentation Level Integration Mashups
1 Choose Approach: 3 Approaches for SAP Integration X 2 Native Connectors Custom Built Integration Integration Middleware
Certified With All Major Middleware Solutions 1 4 Over 90 Certified Solutions on the AppExchange
WebServices Session Management Mapping Engine Process Engine NetWeaver (XI/PI) Integration BABI/RFC RFC Adapter R/34.6.x IDoc Adapter IDOC WebServices SOAP Adapter SOAP Adapter WebService ECC6 Marketing/Sales/Service Cloud PI Adapter ABAP Proxy WebService API X Ref Management
Proven Integration Success for SAP Customers Process Destination Customer Implementation salesforce.com
SAP Integration Best PracticesWhat to consider before committing to a POC • 1. 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
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 • 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