PROJECT REPORT

Salesforce Accelerate Integration Middleware (SAIM)

by

Amita Fulsundar (B.E. Roll No.: 34 ) Sayali Magare (B.E. Roll No.: 35 ) Shital Mali (B.E. Roll No.: 36 ) Manali Shirsat (B.E. Roll No.: 37 ) Sneha Tile (B.E. Roll No.: 38 ) Guide Prof. Shilpa Mene

Department of Information Technology K.K.Wagh Institute of Engineering Education and Research Nashik -422003
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Contents
1 Introduction 1.1 Need . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.2 Basic Concept . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.3 Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2 2 4 5 5 6 6 8 8 9 9 10 12 13 14

2 Literature Survey 2.1 iWays Salesforce.com Adapter . . . . . . . . . . . . . . . . . . . . . . . . . . 2.2 Scribe Adapter for Salesforce . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.3 TwoConnect BizTalk Adapter for SalesForce.com . . . . . . . . . . . . . . . 3 Project Statement 3.1 Propose Solution/Project Description . . . . . . . . . . . . . . . . . . . . . . 4 System Requirement and Specication 4.1 UML Diagrams . . . . . . . . . . . . . 4.2 DFD . . . . . . . . . . . . . . . . . . . 4.3 ER diagram . . . . . . . . . . . . . . . 4.4 Software Requirements . . . . . . . . . 4.5 Hardware Requirements . . . . . . . .

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List of Figures
1.1 4.1 4.2 4.3 4.4 4.5 4.6 4.7 4.8 4.9 4.10 4.11 4.12 4.13 4.14 4.15 Outbound Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . UseCase Diagram . . . . . . . Class Diagram . . . . . . . . . Object Diagram . . . . . . . . Sequence Diagram . . . . . . Communication Diagram . . . Activity Diagram . . . . . . . Package Diagram . . . . . . . Package Diagram . . . . . . . Interaction Overview Diagram Deployment Diagram . . . . . Component Diagram . . . . . Composite Structure Diagram DFD Level 0 Diagram . . . . DFD Level 1 Diagram . . . . ER Diagram . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 10 11 11 12 12 15 16 17 18 19 19 20 21 21 22

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List of Tables

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Chapter 1 Introduction
The SAIM Adapter helps to provide powerful real time integration between Software as a Service (SaaS) application like Salesforce.com with in house application like SAP, ERP. Now you can achieve that integration quickly, reliably and worry-free using the SAIM Adapter. Salesforce.com is the worldwide leader in on- demand or software-as-a-service (SaaS)based customer relationship management (CRM) solutions. Companies of all types and sizes turn to salesforce.com for fully integrated, completely customizable, on-demand applications that improve key customer-facing processes across the enterprise. ABC Inc, a semiconductor manufacturing uses Salesforce.com, a leading CRM for sales and marketing automation. Various leads and Opportunity are captured though promotional campaign, trade shows, email marketing and by personal visits. All of these leads and opportunity are added by users on Salesforce.com CRM. Volume of records added everyday is ranging from 5K to15K. ABC Company are exporting these records daily and importing them in to their local data warehouse manually for further business processes like quote creation, billing generation using other in-house applications (ERPs). ABC Company also has approx 40K products. These products are updated frequently using their in-house Inventory Management System. Organization has to either manually make similar changes to Product Catalog under Salesforce.com or import these products manually into SFDC. Both of above processes are manual. Manual business processes are time-consuming, error-prone and often the result of disconnected systems with duplicated information that is not easily shared and updated

1.1

Need

The tight integration provided by SAIM will facilitate the rapid sharing of critical information about prospects and customers, sales and marketing programs, post-sale support activities, and more across the entire technology infrastructure. Manual business processes are time-consuming, error-prone and often the result of disconnected systems with duplicated customer information that is not easily shared and updated. ABC Inc want to reduce data errors, minimize IT expenditures, and realize their goal of having fully integrated and synchronized Leads and Opportunity information across businesses processes. ABC Inc wants to attract the customer towards their new invented products. ABC Inc is also want the products which are modied needs to be automatically send to Salesforce product catalog on daily basis using nightly feed. Only those customers having an account on salesforce CRM of a company are the authorized user for that company to access their data. Salesforce CRM application should properly display the information about the new products invented by the company.Only those customers having an account on salesforce CRM of a company are the authorized user for that company to access their data. It should be easy for the customers to interact with the new application on salesforce and get all the answers to their queries. Salesforce CRM application should easily insert the customers data and transfer it to the local data warehouse of the company. Customers data on salesforce CRM application should easily get updated at the local data warehouse of the company.

1.2

Basic Concept

When objects like Account, Contact, Opportunities etc. then these objects are bound to an outbound message on some click event. The outbound message will be in the form of SOAP request in XML format. The message will contain the information including values of attributes of these objects and the end point URL of the middleware to which the message is to be sent. The SAIM Adapter will contain java based service which will use SAX (Simple API for XML parser) to read the SOAP request in java. There will be a java based service

for the dynamic mapping of elds and generation of queries. Middleware will execute these queries for further database operations like Insert/Update. The SAIM Adapter will contain the scheduler program which is a java program. There will be batch program to run this scheduler program at particular time daily. Scheduler program will extract the database schema and newly updated information. This information will be stored in a SOAP request. Scheduler will use WSDL protocol to create web services on salesforce CRM, and the extracted information will be reected in CRM.

Figure 1.1: Outbound Messaging

1.3

Application

Examples of business processes that can be automated in real-time between Salesforce CRM and other applications using SAIM are: Convert opportunities won to orders and invoices E-commerce orders/ account management to Salesforce Customer Support interface Synch product catalog with nancial application Connect lead database to sales campaigns Import invoice/ payment info from nancials to provide visibility to sales

Chapter 2 Literature Survey

Followings are the technologies already available to cater this concept

2.1

iWays Salesforce.com Adapter

iWay Software enables online, realtime, and batch integration of information assets, internal business processes, and external business partners all from a single platform. Advantages:

Quick time-to-market:-Integration projects are quick and easy . 80 percent faster than traditional methods with Salesforce.com Adapter. Real-time monitoring and management:- Gain complete visibility into all data integration and movement processes, so you can track status and instantly detect errors. Rapid development and service creation:- iWay is 100 percent standards-based, so theres no need for niche skills or middleware expertise. Its drag-and-drop interface enables direct connectivity to Salesforce.com via SOA services, XML, etc. Unlimited integration possibilities:- iWays suite of pre-built adapters can connect to any database, messaging system, or pre-packed application. Flexible deployment options:- Support all major integration and development platforms, including integration brokers and J2EE application servers, as well as .NET, service transactions, and event architectures over a wide variety of transport mechanisms. Disadvantage: Very Costly 5

2.2

Scribe Adapter for Salesforce

Scribe Software Corporation provides cost-eective, no-coding solutions that can be used as the only tool businesses need to integrate virtually any application, data source or Software as a Service (SaaS) platform. Scribe solutions are simple to congure and provide ease of modication as business processes change. Advantages:

Support of business rules and data validation, data transformation, data standardization, key management, multi-object inserts/updates, de-duplication on all objects, and complex object relationships insuring data quality. Support for Upsert with Relationships, enabling related data to be inserted into Salesforce based solely on the keys of the source system. Support of data compression and multi-record bulk operations to maximize performance Management of relationships between objects, such as Account./Contact or Opportunity/Lead. A query builder that supports Salesforce SOQL and provides a non-programming interface for querying Salesforce to provide data for integrations. Disadvantage: Does not provide Real Time Integration.

2.3

TwoConnect BizTalk Adapter for SalesForce.com

The TwoConnect BizTalk Adapter for SalesForce.com is a full feature BizTalk adapter with two-way transmit and one-way response functionalities and a design-time Schema Wizard. The adapter also takes advantage of all features available through the BizTalk Adapter Framework. The adapter leverages the functionality available through the SalesForce.com Web Service API to provide a quality integration solution for the SalesForce.com solutions Platform. Advantages:

Adapter Schema Wizard Generates schemas for all standard objects Generates schemas for all custom objects 6

 Transmit adapter Solicit-response: Execute queries that return SalesForce.com data like Account and Contact. Solicit-Response: Create SalesForce.com Solicit-Response: Update SalesForce.com One-Way: Delete SalesForce.com objects Solicit-Response: Execute search queries against SalesForce.com objects. Receive adapter One-Way: Execute predened queries that return SalesForce.com Account, Contact and other data Ability to polls and to predened the number of records returned One-Way: Subscribe to deleted SalesForce.com objects. One-Way: Subscribe to updated SalesForce.com objects. One-Way: Data Replication move the whole Disadvantage: Very Costly

Chapter 3 Project Statement

3.1 Propose Solution/Project Description

Proposed Solution for ABC Inc is to design and developed a SOA Getaway/middleware. This middleware helps to provide powerful integration solutions that will enable Salesforce users to dynamically connect their CRM applications with other systems like local data warehouse throughout their organization. Middleware will be a service which will accept SOAP request from Salesforce.com. Salesforce.com has ability to congure outbound messages. Outbound messaging allows you to specify that changes to elds within Salesforce can cause messages with eld values to be sent to designated external servers. Additional features: Migrate data from CRM systems in batch or one-time. Supports synchronous/asynchronous bi-directional interactions. Sends/returns requests using middleware. Secure communications over the Internet using HTTPS. Formats data into XML for processing, transforming, and routing.

Chapter 4 System Requirement and Specication

4.1 UML Diagrams

Figure 4.1: UseCase Diagram

4.2

DFD

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Figure 4.2: Class Diagram

Figure 4.3: Object Diagram

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Figure 4.4: Sequence Diagram

Figure 4.5: Communication Diagram

4.3

ER diagram

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4.4

Software Requirements

SQL, J2EE, XML, SOAP, WSDL, SAX Parser.

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4.5

Hardware Requirements

512 MB RAM CPU 2.27 GHz or Above IPv4 or IPv6 Connectivity Storage Space for Database Server

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Figure 4.7: Package Diagram

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Figure 4.8: Package Diagram

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Figure 4.9: Interaction Overview Diagram

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Figure 4.10: Deployment Diagram

Figure 4.11: Component Diagram

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Figure 4.12: Composite Structure Diagram

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Figure 4.13: DFD Level 0 Diagram

Figure 4.14: DFD Level 1 Diagram

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Figure 4.15: ER Diagram

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Bibliography
[1] IEEE A Service-Oriented Architecture for Design and Development of Middleware [2] http://www.twoconnect.com/pages/products/salesforce.aspx [3] IEEE Enterprise Application Integration (Middleware): Integrating stovepipe applications of varied enterprises in distributed middleware with Service Oriented Architecture [4] http://scribesoft.com/images/pdf/DataSheetA dapterS alesf orce.pdf [5] http://www.iwaysoftware.com/products/iwayuas [6] http://www.salesforce.com

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