The Future of Data Integration in Salesforce

The Future of Data Integration in SalesforceMarc DelurgioProduct Management DirectorData.com

Forward-Looking Statements

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Technology is helping companies be more intelligent...

...but intelligence is only as strong as the

data behind it.

Working with data today is too difficult

Integration is painful Data is siloed Not actionable

The fastest path to connect data to the World’s #1 CRM

Data PlatformConnect third-party data into

Salesforce with clicks, not code

Data ExchangeFind the right data on the #1 business app marketplace

Data-Driven IntelligenceMake your apps smarter with contextual data and insights

Data Platform

Clicks, Not CodeEasily add external data directly into Salesforce

Powerful, Flexible LogicControl and customize how data is integrated

Real-time EnrichmentData gets matched & appended right after save or edit

Connect third-party data into Salesforce with clicks, not code

Data Exchange

Seamless IntegrationAdd third-party data with clicks, not code

Robust CatalogBrowse data sets for every industry and segment

Choose the Right DataChoose multiple data sources to fuel unique business processes

Find the right data on the #1 business app marketplace

More Accurate Lead ScoringAdditional data points help signal the best leads

More Relevant Opportunity InsightsMore data brings greater clarity on what will close and what will push

Deeper Insights in WavePaint a more complete picture with rich data

Sell, service, and market smarter with contextual data and insightsData-Driven Intelligence

APPS

Data Exchange Makes Apps Smarter

DATA +

Wave

Einstein

Workflow

= DATA-DRIVEN APPS

Data Platform

DataExchange

Callout toCustomer-Inte

rnal (future)

Data Platform

Callout toVendor API

(future)

Salesforce Org

External Object

Host/Match/Search Vendor

Data

Data Integration Rule

Enrichment Runtime:• Bulk, when rule is

activated• On Save or Edit, via

queue• Manual

CustomObject

Data Exchange Package

Data Exchange Package Content

External Object (Salesforce/Lightning Connect)

Data Integration Rule(Default Config)

Custom Object (metadata)

Default Field Map(Outbound, Inbound)

Demo

The leading provider of B2B intent data

Bombora The leading provider of B2B intent data

• Bombora monitors and analyzes business content consumption that indicates potential ‘intent’ to take an action

• We deliver ‘Surge’ which indicates an increase (or decrease) in research activity within a company

• Bombora is focused on connecting sales and marketing and making sure ‘everybody wins’

Mike BurtonSVP & Co-Founder

Connecting sales and marketing around surging target accounts

Contact acquisition

Targeted lead generation

Inside sales prioritization

Targeted email segmentation

Social media ABM

Nurture path augmentation

Content creation

Programmatic ABM

…

Market Intelligenc

e

Product Marketin

gMarketin

gDemand

Generation

Predictive

AnalyticsSales Implement Client

Mgt.

About MCH Strategic Data• Founded in 1928.

• One of the few original source data compilers in the United States.

• The only company specialized in education, healthcare, government and religion data.

• Our Mission is to help our customers successfully exploit business opportunities and solve important business challenges through the use of our data and technology solutions.

Larry BuchweitzDirector of Sales

MCH Strategic DataEducation Dataset

• 123,000 schools, 15,000 school districts

• Data elements: enrollment, religious affiliation, grade range, school types, district types, open and close dates, NCES ID numbers, etc.

Healthcare Dataset (future release)• Hospitals, Nursing Homes, Medical Practices

• Data elements: capacity, number of physicians, practice / hospital specialty, services offered, NPI ID numbers, etc.

Key Use Cases

• Sales planning

• Prospect qualification

• Segmentation

• Market analysis

• Linkage to third-party datasets

RoadmapSpring ‘17 Summer ‘17 Winter ‘18+

DataPlatform

• Field Mapping UI

• Automatic data refresh

• Match improvements

• Get Contacts for Account

• Data Assessment for Data Exchange

• Enrich Contacts• Data Filters• Auto-Overwrite

• Analytics-based Contact Discovery

• Create your own Clean Rule

• Data Transformations• DUNSRight Matching

Clean Rule

DataSources

Firmographic:• MCH Healthcare• D&B Risk• D&B UK

Firmographics

Contacts:• MCH Education &

Healthcare• D&B NetProspex• European contactsFirmographic:• D&B Alternative

Hierarchies

Customer-internal:• Your data warehouse• Your ERP system

Contacts:• Additional vendorsFirmographic:• Additional vendors

#SafeHarbor

Roundtable

Want to Become a Data Exchange Partner?Learn more on the partner portal

http://p.force.com/dataexchange

• Partner Program Details

• Timing

• Ask questions

• Keep up to date as platform evolves

Q&A

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We’ll See You at the AppBash!

#AppBashWhen: Thursday, October 6

Time: 9:00pm – 12:00am PT

Where: City View at the Metreon

Who: Partners and Customers

Access: Full Conference Pass gets you in

Thank Y u