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

Data services

Web ServiceEndpoint

OutboundMessaging

Workflow

ApexWeb Services

Custom Logic

Apex Callouts

Bulk API

Data Upload

Metadata API

Customization & Config

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

BULK

META

Three Steps to Integration Success

Define the Process

Define Integration Layers

Choose Approach

DataTasksTiming

Packaged orBuild

User InterfaceApplication 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

DataTasksTiming

Packaged orBuild

User InterfaceApplication 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

Tran

sact

ion

His

tory

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

BABI/RFC

IDOC

WebService

ABAPProxy

RFCAdapter

IDocAdapter

SOAPAdapter

PIAdapter

SOAPAdapter

WebServices

WebServiceAPI

Mapping Engine

X Ref Management

Marketing/Sales/Service Cloud

WebServices

ECC6

Process EngineSession

Managem

ent

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