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

Salesforce Integration overview

Web Services Integration with Salesforce

Middleware / Developer toolkits
Web Service Endpoint Web Service Endpoint

Force.com IDE Migration Tool Custom Tools

Data services

Data Upload

Custom Logic

Call External Web Service

Outbound Messaging

Customization & Config

Web Services API

Bulk API

Apex Web Services Apex Callouts Workflow

Metadata API

Security

Compatibility
Versioning Transparent upgrades

Proven technologies
Confidentiality and data integrity

Interoperability
Well adopted, mature standards Simple CRUD interfaces

Reliability and Scalability

450M+ calls/day Bulk processing, optimized infrastructure

Support Any Integration Process

Custom Services Expose Custom Logic as a Web Service automatically apply custom logic or aggregate work into single transactional WS call 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 Proactively Alert External Systems use workflow to notify external systems of events in Force.com 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, Move Data With Static & Dynamic Clients choose ease-ofuse and robustness as appropriate Enterprise WSDL for strong typing. Partner WSDL for loose-typing & dynamic clients B U L K M E T A High Data Volumes Upload large amounts of data rapidly for migration or replication of 100Ks or millions of records (100K records in 30secs) Application Lifecycle Management manage metadata changes across multiple environments. Works with Eclipse IDE

SOA Callouts W S Outbound Mgs AP I In/out Replication

Data Load

Bulk Load

Change Metadata

Three Steps to Integration Success

Define the Process Define Integration Layers Choose Approach

Data Tasks

User Interface Application Logic Data Packaged or Build

Timing

Define Layers
What Layers Need Integration?
User Interface

Screens exposed to end users

Application Logic

Your business logic

(in C, Java, Apex + workflows, rules, etc)

Data Layer

Your Data Model

Security

Integration Overview

SAP Software Portfolio

SAP for <industry>
SAP for Aerospace & Defense SAP for Automotive

SAP for Utilities & Customer Care

SAP xApps
SAP xApp Resource & Portfolio Management SAP xApp Product Definition SAP xApp Integrated Exploration and Production

mySAP Business Suite

mySAP ERP mySAP CRM mySAP SCM

SAP Smart Business Solutions

mySAP All-in-One SAP Business One

Industry-Specific Components

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), SAPs 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. 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. Provide business functions for selected industries. They are implemented in an SAP R/3 System and are available as Add-Ons.

SAP Smart Business Solutions

SAP Industry Solutions

SAP Netweaver Components Overview

SAP Mobile Infras.
Close coupling and integration with SAP business applications

SAP NetWeaver
People Integration
Multi-Channel Access Portal Collaboration

SAP EP
Optimized aggregation of information Roles Knowledge management & collaboration

SAP BI/BW
Close Integration with SAP Open architecture Business data in high quantity

Information Integration
Business Intelligence Analytical Apps

SAP MDM
Consistent master data handling

Master Data Management

Process Integration

SAP XI
Central Management of Interfaces Connection of any SAP or non-SAP systems via adaptors and proxies

SAP WAS
Proven, scalable and powerful platform Modernization of existing IT Infrastructures and investment made

Integration Broker

Business Process Management

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:

What are the Integration Options?

Salesforce.com provides many flexible options all built on our flexible API and robust web services

2
Developer Toolkits

3
Mash-ups from AppExchange

4
Native Desktop Connectors

X
Native ERP Connectors

Integration Middleware

Three Steps to SAP Integration Success

Define the Process Define Integration Layers Choose Approach

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
New Account
Account New Customer Changed Customer FI Customer Master

Closed / Open Invoices

Invoice

Invoices Products Orders Assets Credit

Quotes Pricing Shipping Accounts Install Base

Payments / Payment History

Transaction History

Payments

Tasks
Transformation Validate Data Mass Updates Data Cleansing Custom Logic Alerts and Workflow

LO Price Books New Pricelist Changed Pricelist Price Lists

Opportunity

Opportunity to Order
Order Order Status / Order History

New Item Product Changed Item Material Master

Timing
Synchronous vs. Non Synchronous

Define Layers: What Layers Need Integration?

User Interface

Screens exposed to end users

Application Logic

Your business logic

(in C, Java, Apex + workflows, rules, etc)

Data Layer

Your Data Model

Security

Integration Pattern 1: Data Integration

Materials Master Example

Salesforce Account Data 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

Choose Approach: 3 Approaches for SAP Integration

1
Integration Middleware

X
Native Connectors

2
Custom Built Integration

Certified With All Major Middleware Solutions 1

Low Complexity
Composite Apps/SOA
Enterprise Mash-ups Rich user interface

4
High Complexity

Medium Complexity

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

Over 90 Certified Solutions on the AppExchange

NetWeaver (XI/PI) Integration

Session Management Process Engine Mapping Engine
BABI/RFC
RFC Adapter

R/3 4.6.x
ECC6

Marketing/Sales/Service Cloud

IDOC WebService

IDoc Adapter

WebServices

SOAP Adapter

SOAP Adapter

WebServices

ABAP Proxy

PI Adapter

WebService API

X Ref Management

Proven Integration Success for SAP Customers

Destination Customer
Magma Analog Devices Oxford Press Tecan Shell Zimmer Kone

Process
Account and Customer Master Products, Orders Customers, Products Customers, Products Customer, Products Customer and Product master Customers, Products, Billing

Implementation
5 days 8 weeks 4 weeks 6 weeks In Process 12 Weeks 16 Weeks

Partner
Cast Iron Webmethods Pervasive Menticorp salesforce.com Pervasive Salesforce

ESRI
Esker

Order Management
Customer and Product Master

5 days
12 Weeks

Cast Iron
salesforce.com

Proof of Concept & Best Practices

SAP Integration Best Practices

What 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

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 SOAPClient 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