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
Force.com IDE
Migration Tool
Custom Tools
Middleware /
Developer toolkits
Web Service
Endpoint
Data
services
Data
Upload
Web
Services API
Bulk API
Custom
Logic
Call External
Web Service
Outbound
Messaging

Customization
& Config
Metadata
API
Apex
Web Services
Apex
Callouts

Web Service
Endpoint
Security

Workflow
Compatibility

Proven technologies

Versioning

Confidentiality and data integrity

Transparent upgrades
Interoperability

Reliability and Scalability

Well adopted, mature standards

450M+ calls/day

Simple CRUD interfaces

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 Callouts
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
W
S
Outbound Mgs
AP
I
In/out Replication
Change Metadata
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
Data Load
Bulk Load
Proactively Alert External Systems– use workflow to notify
external systems of events in Force.com
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
Three Steps to Integration Success
Choose
Approach
Define the
Process
Define
Integration Layers
Data
User Interface
Tasks
Application Logic
Timing
Packaged or
Data
Build
Define Layers
What Layers Need Integration?
User
Interface
Application
Logic
Data
Layer
Security
Screens exposed to end users
Your business logic
(in C, Java, Apex + workflows, rules, etc)
Your Data Model
Integration
Overview
SAP Software Portfolio
SAP for <industry>
• SAP for Aerospace
& Defense
• SAP for Automotive
SAP xApps
mySAP Business Suite
• SAP xApp Resource &
Portfolio Management
• mySAP ERP
• SAP xApp Product
Definition
• mySAP SCM
• SAP xApp Integrated
Exploration and Production
• SAP for Utilities &
Customer Care
• mySAP CRM
• Industry-Specific
Components
SAP Smart Business Solutions
• mySAP
All-in-One
SAP NetWeaver
• SAP Enteprise Portal
• SAP Exchange Infrastructure (XI)
• SAP Master Data Management
• SAP Mobile Infrastructure
• SAP Business Intelligence Warehouse
• SAP Web Application Server
• SAP Business
One
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), 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 Netweaver Components Overview
SAP Mobile Infras.
SAP NetWeaver™
Close coupling and integration
with SAP business applications
People Integration
Multi-Channel Access
Portal
SAP EP
• Optimized aggregation of information
• Roles
• Knowledge management & collaboration
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 WAS
• Proven, scalable and
powerful platform
• Modernization of existing IT
Infrastructures and investment
made
Integration
Broker
Business Process
Management
Core System
J2EE
ABAP
and OS Abstraction
DB and OSDBAbstraction
SAP XI
• Central Management of Interfaces
• Connection of any SAP or non-SAP
systems via adaptors and proxies
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
X
Native ERP
Connectors
1
2
Integration
Middleware
Developer
Toolkits
3
Mash-ups from
AppExchange
4
Native
Desktop
Connectors
Three Steps to SAP Integration Success
Choose
Approach
Define the
Process
Define
Integration Layers
Data
User Interface
Tasks
Application Logic
Packaged or
Timing
Data
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
Closed / Open Invoices
Transaction History
Payments / Payment History
FI
Customer
Master
Invoice
Payments
LO
Price Books
New Pricelist
Changed Pricelist
Opportunity
Price Lists
Opportunity to Order
Invoices
Products
Orders
Assets
Credit
Quotes
Pricing
Shipping
Accounts
Install Base
Tasks
Transformation
Validate Data
Mass Updates
Data Cleansing
Custom Logic
Alerts and Workflow
Order
Order Status / Order History
Timing
New Item
Product
Changed Item
Material
Master
Synchronous vs.
Non Synchronous
Define Layers: What Layers Need Integration?
User
Interface
Application
Logic
Data
Layer
Security
Screens exposed to end users
Your business logic
(in C, Java, Apex + workflows, rules, etc)
Your Data Model
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
Medium
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
Over 90 Certified Solutions on the AppExchange
4
High
Complexity
NetWeaver (XI/PI) Integration
IDOC
IDoc
Adapter
SOAP
Adapter
ABAP
Proxy
PI
Adapter
ECC6
WebService
WebServices
SOAP
Adapter
WebServices
WebService
API
X Ref
Management
Marketing/Sales/Service Cloud
RFC
Adapter
Session Management
Process Engine
Mapping Engine
R/3 4.6.x
BABI/RFC
Proven Integration Success for SAP Customers
Destination
Customer
Process
Implementation
Partner
Magma
Account 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
salesforce.com
Zimmer
Customer and Product
master
12 Weeks
Pervasive
Kone
Customers, Products,
Billing
16 Weeks
Salesforce
ESRI
Order Management
5 days
Cast Iron
Esker
Customer and Product
Master
12 Weeks
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