Integrating SalesForce To Oracle

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• Integrating SalesForce To Oracle
• Anthony Vendhan
• Sami Vellaiyan
• Jan 21, 2008

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ABOUT US

• Metron Consulting Specializes in
• Oracle Applications Implementations
• SOA and Web Services Development
• Java OA Framework Development
• OBIEE Development
• Web 2.0 Developments using LAMP technologies
• Custom Reporting Solutions (Using Oracle tools
  and open source technologies)

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Agenda

• Business Case
• Proposed Solution
• Proposed Architecture
• SalesForce Setup
• SOA/BPEL Technology
• Demo Integration
• Reference Information
• Questions

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BUSINESS CASE

• Customer Calls/emails Customer Service (CS) Team
• CS Team member creates a case in SalesForce
• CS Team member sends an email to the OM Team
• OM Person logs into SalesForce system to obtain
  the serial number of the returned unit using the
  case number
• OM Person logs back into Oracle Financials
  system (OFS) and looks for the serial number
  using the serial number form
• OM Person identifies the customer and create the
  RMA
• OM Person logs back into SalesForce and updates
  the case with the RMA Number

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BUSINESS CASE CONTD

• Pain Points
• Manual Data Entry Errors
• Long turn around time
• Dissatisfied customers
• Lack of Auditing and transparency
• Data Integrity Issues
• Business wanted to build a seamless integration
  between SalesForce and Oracle Applications

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PROPOSED SOLUTION

• Leverage Salesforces outbound messaging
  functionality
• Develop a webservice using Oracle BPEL for
  Salesforces outbound message
• This webservice consumes the case data, validates
  serial number and creates the RMA
• Deploy the Oracle webservice in Salesforce

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PROPOSED architecture
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Salesforce setup

• Login to Salesforce (user should have Setup
  privilege)
• Create New Workflow Rule

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Salesforce setup

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Salesforce setup

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CREATE CASE IN Salesforce

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Rma creation in oracle apps

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BPEL/SOA Technology

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BPEL/SOA Technology

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BPEL/SOA Technology

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BPEL/SOA Technology

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BPEL/SOA Technology

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BPEL/SOA Technology

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Reference information

• www.salesforce.com
• www.developer.force.com
• www.salesforce.com/community

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• Questions????