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.

"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

• 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

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.

• 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.

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.

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.

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.

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