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Salesforce Integration Guidebook Common Salesforce business processes that benefit from iPaaS While the need to support legacy on-premises applications will continue for the foreseeable future, there is also an ever-growing demand for cloud–based applications, ideally with a single shared infrastructure. That’s where an iPaaS can help. Application integration is about enabling the possibilities for business by effectively sharing data and automating common business processes. With the scale and anticipated growth in the number of applications companies will need to manage, finding a future-proof integration solution is a critical step. That means using a solution that is robust and unified — one that has the sophisticated capabilities of older, complex on-premises middleware suites on a single, easy-to-use, unified platform. Automating common business processes may require sharing data from legacy systems managed by an IT department (whether on-site or in another business location) with a best-of-breed, cloud-based SaaS application such as Salesforce. Or integrating two (or more) SaaS applications that must share data with each other, cloud-to-cloud, such as Salesforce Sales Cloud for managing the sales process and NetSuite ERP for the accounting department’s billing management and invoicing. The following are examples of several common business processes that can benefit from a unified approach that an iPaaS offers, as well as the types of applications involved and common scenarios. 1 Lead-to-cash (CRM-to-ERP/billing such as Salesforce to SAP, Oracle or NetSuite, etc.): Using an iPaaS solution allows the definition of simple to very sophisticated integration workflows to support various lead-to-cash (or quote-to-cash) workflows and functionality, as well as forecasting and reporting, according to your organization’s requirements. Consider an iPaaS that is flexible and adaptable to existing workflows or business processes — one that doesn’t force the use of specific workflow patterns. Depending on your organization’s needs, adding a master data management component could also help with cleansing, enrichment and governance of data across the full application landscape. Lead-to-cash For CRM to ERP/billing, automation of data between the system of record where inbound lead information is stored, and moving or sharing that data as the lead is nurtured through marketing, converted to a customer, customer is invoiced and payment is received. Common applications • Salesforce Sales Cloud / Service Cloud • Marketo • NetSuite ERP • ExactTarget Marketing Cloud • SAP • Oracle • Zuora Common scenarios Synchronization of data from an on-premises CRM application (such as SAP) to Salesforce Sales Cloud, and automating the lead-to-cash process by integrating it with cloud-based email automation and ERP platforms. Automation of the lead-to-cash process using Salesforce Sales Cloud and existing applications, either on-premises or in the cloud. Common Salesforce business processes that benefit from iPaaS | © 2014 Dell. All rights reserved.

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