Stambia component for Salesforce

Implementation of Salesforce CRM generally occurs as a result of a customer-centric approach.  

However, to build a 360-degree view of the customer, Salesforce needs to be interconnected to the entire Information System.

Salesforce CRM platform can only be fully operational with :   

  • clean and consolidated data 
  • effective processes to ensure the quality of this data over time   

Therefore, the implementation of a data integration software is often the corner stone and starting point of any business project involving Salesforce.

Stambia's unified technology combined with its powerful Salesforce component can help to reduce deployment time to migrate to the Salesforce ecosystem.

Salesforce CRM Data Integration overview with Stambia technology.

Salesforce Component : different Use Cases

Ensure data quality for an efficient 360-degree view of the customers

Data Quality Salesforce CRM ETL Stambia

"84% of CEOs are concerned about the quality of the data they’re basing their decisions on."
source : Forbes, 2017

Poor data quality has a direct impact on business activity and its profitability.
Bad or Dirty Data refers to muliple causes : duplicates, typos, missing or incomplete data, obsolete information ...
To get fresh and relevant data, Salesforce must be connected to third-party tools.
It has to be linked with an integration and data quality solution to :

  • Feed CRM through Automated External Data Flows
  • Keep Salesforce data up-to-date by replacing old data with new
  • Feed CRM with enriched data

Salesforce component for Stambia provides the ability to :

  • Reconcile customer data 
  • Homogenize and group data of identical nature or source but coming from different channels
  • Reformat the data
  • Deduplicate information
  • Cleanse and enrich data from Salesforce
  • Natively manage rejection of erroneous records
  • Orchestrate and mix data from multiple sources

 

Customer Data Quality Management CRM Salesforce

Implementation of a Data Hub architecture to promote data exchanges consistency

Customer Data Hub Salesforce CRM integration

To provide Salesforce with quality data over time, setting up a customer data repository is often required. A data hub concept promotes data exchange with Salesforce.

Analyze data and drive Salesforce more efficiently : Salesforce BI ( Analytics )

Although Salesforce has analytic capabilities through reports & dashboards, it is far from being a true Dataviz decision tool.
Below are some of the challenges that may require the use of a complementary data integration solution:

  • Generate reports on data that is not stored in Salesforce
  • Analyze historical data
  • Create exception reports or PivotTables
  • Get more complex data analysis or visualizations
  • Pair the Salesforce data with the Data Privacy Protect module to comply with GDPR regulations
    How to anonymize / pseudonymize your Salesforce Data ?

 

Customer BI Analytics Salesforce reporting

Automate your processes in real time

Automate Salesforce Process Real time CRM API

" Seventy-two percent (72%) of firms said managing multiple CRM systems across countries/ technology silos is moderately to extremely challenging." 
source dun & bradstreet

Salesforce is a very powerful platform in terms of customer relationship management.

However:
  • How to link Salesforce to existing legacy ?
  • How to unify all your on premise systems around Salesforce ? (accounting, HR management, ERP ...)
  • How to avoid data silos and integrate Salesforce with other SaaS Cloud software ?

Stambia technology makes it possible to adapt to the data model of any type of application and to release its data to:

  • Make the old CRM coexist with the new one (Parallel running) during the transition period and put into production
  • Convert closed opportunities to orders and invoices in a third-party system (e.g. : billing solution, customized software package, Oracle ERP or SAP)
  • Send an order from a shopping cart or E-commerce account to Salesforce CRM interface (e.g. Prestashop, Magento, Drupal, Hybris, Demandware ...)
  • Synchronize Salesforce product catalog with a financial application (e.g. Sage, Cegid, SAP, Oracle ...)
  • Connect a third party leads database with a marketing automation platform such as : Hubspot, Adobe Neolane, Eloqua,Exact Target, Marketo, Pardot ..)
  • Import Salesforce invoices or payment information from an accounting system to give visibility to account executives
  • Quickly connect a Salesforce Cloud to other SaaS applications in order to extend and enhance CRM functionality
    • Synchronize the data of your employees from an HCM (Human Capital Management) with Salesforce (eg Workday, PeopleSoft ...)
    • Enrich customer data with reporting and budget planning information (eg Anaplan, Oracle Hyperion)
    • Modernize support management (eg ServiceNow)

Stambia has capabilities to create a standard API / web services layer around Salesforce to interconnect Salesforce and other applications.

customer overview Salesforce hub data application

Discover our video: Integration between ERP SAP and CRM Salesforce with Stambia DI technology :

Harness the potential of your Big Data platforms with Salesforce

Salesforce CRM customer BigData Hadoop Stambia

Stambia technology quickly links a Salesforce Cloud to Hadoop Big Data platforms to extend and enrich customer data.
Data scientists teams can drive Salesforce by mixing data provided from Big Data to:

  • Optimize key online customer journey touch points
  • Detect and mitigate fraud in real-time
  • Enrich and give a score to your Salesforce customer data from your data lake
  • Provide information from predictive models developed by Data Scientists
  • Feed management and data processing platform DMP

How the component works ?

A component using native Salesforce's features

Salesforce component is fully integrated with Stambia data integration software, through "Metadata" object.

Stambia can reverse the description (Reverse Engineering) of any type of information from the Salesforce application, whether it is native (standard metadata) or specific (information, table, customer-specific application).

Reversing specific Salesforce field descriptions or tables, as well as internal IDs and dates, provides a comprehensive view of data and metadata.
This information is used in Stambia data flows to optimize uploads or detect changes in Salesforce.

Représentation méta donnée salesforce sous Stambia
Salesforce meta data overview after Reverse Engineering:
 

A full range of features

Multiple ways for manipulating Salesforce data

There are several ways to load data:

  • Bulk mode: Enables bulk loading, with package subdivision. This option reduces the consumption of Salesforce API calls to maximize performance.

  • Unit call mode: Useful for handling Salesforce data unitarily in synchronous mode;

  • At each stage of the feeding process and whichever mode selected, Stambia has the capacity to know the state of the treatment and access the management of the rejects.
mode Bulk ou unitaire API Salesforce

Smart integration and extraction methods

The Salesforce component allows to manage all types of data integration (Update, Insert, Upsert, Delete) and also the Recycle Bin object.

With simple mappings, defining the rules, Stambia generates and executes complex processes and provides automatic incremental integration of organizational data

Stambia can use natively :

  • Salesforce Date and Time Fields
  • Internal ID
  • External ID (external application)

This information is used to detect changes and then compare the data against the existing data in a third-party application or in a database.

Connexion Salesforce avec le composant Stambia Data Integration
setting up with Salesforce.com credential

Replication and synchronization component

Stambia's replication template can quickly replicate Salesforce data to a third-party database or replicate data from that database to the Salesforce app.

This can be done with simple parameters and without complexity in the design.

Stambia universal mappings can also be used to complete and adapt the replication process in case it is necessary to implement particular transformations.

This component is optimized for Salesforce as well as for the underlying databases, to provide the highest level of performance. 

The Salesforce to RDBMS replicator requires little development effort: with only a few parameters, it is possible to automatically create a source structure on the target.

Different modes are possible:

  • Incremental update mode (for each run only add additional data)
  • CDC (Change Data Capture) Mode (Searching "delta between" two or more data)
  • A "cancel and replace" mode
 


Mapping base de donnée vers Salesforce
Stambia's Mapping using Salesforce meta data :

Technical specifications and prerequisites

SpecificationDescription
Authentication
  • Basic connection
  • OAuth2 connection
Reverse
  • Salesforce Objects can be reversed in a dedicated Metadata
DML Operations
  • DML operations can be performed on Salesforce Objects, such as Insert, Update, Upsert, Select, Delete, Recycle Bin
Replications

Replication to Databases is supported. The Replication Target can be any Rdbms Database.

Advanced Mode:

  • Incremental Replication
  • Change Data Capture
Change Data Capture Change Data Capture (CDC) allows to follow and store all the changes of Salesforce objects. It is supported by the Replication Template.
Bulk Mode Bulk Mode is supported for writing or reading data from / to Salesforce
Incremental mode management
  • Salesforce Date and Time Fields
  • Internal ID
  • External ID (external application)
Additional notes
  • Development environment: any system supporting Stambia Designer (Windows, MacOS, Linux)
  • Execution environment: any system that supports a Java environment (JRE 1.7 minimum)
  • Salesforce: All versions with API enabled.

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