HPE CONTENT MANAGER TO SALEFORCE INTEGRATIONS terry humphrisfuseit

HPE CONTENT MANAGER TO SALEFORCE INTEGRATIONS terry. humphris@fuseit. com

Since 1992 Around 50 enterprise customers SITECORE TECHNOLOGY PARTNER SALESFORCE CONSULTING PARTER HPE BUSINESS PARTNER

Connector Suite M 4 S Soo. T Content Manager S 2 T T 4 S

Selection of Customers

Salesforce to HPE CM Integration Fuse Information Technologies Ltd

HPE Content Manager • • • TRIM, CM, or RM (Records Manager) Electronic document and records management system Helps business meet document governance and regulatory compliance obligations Server based Gold standard for many verticals – Public sector – Healthcare – Energy and utilities – Banking and finance Fuse Information Technologies Ltd

S 2 T Overview • • • Native Salesforce application Empowers Salesforce with robust record keeping features Salesforce CM – Push attachments and chatter documents – Push Salesforce records to CM as PDF documents Includes update and delete functionality Configurable for multiple CM instances Mobile ready Fuse Information Technologies Ltd

S 2 T Building Blocks REST or SOAP with SSL protection (HTTPS). No data at rest CM Workgroup Servers Salesforce Contacts Accounts Clients Opportunities Web Services Locations Documents Leads Products Records Cases Actions Campaigns Custom Objects Fuse Information Technologies Ltd

Saving Documents to TRIM CM Salesforce Workgroup Servers Contacts Accounts Clients Opportunities Web Services Locations Documents Leads Products Records Cases Actions Campaigns Custom Objects Push individual documents to CM Fuse Information Technologies Ltd

S 2 T System Requirements • • • S 2 T runs on any web browser supported by Salesforce Connects to CM web services (REST or SOAP) Works with TRIM 7. 02 and later Earlier versions may require customization Companies need to expose a port so Salesforce can access their CM web services Fuse Information Technologies Ltd

HPE CM for Salesforce Fuse Information Technologies Ltd

T 4 S Overview • Salesforce CM – Save record attachments and chatter documents – Save records as PDF documents – Save data exports to a nominated server or to CM • Salesforce CM – View CM records and metadata via a link in Salesforce – Multiple search options including predefined searches – Expose records in a CM container for viewing Fuse Information Technologies Ltd

T 4 S Overview CM Workgroup Servers Salesforce CRM Contacts Real time or scheduled event Accounts Clients Opportunities Documents Locations Leads Products Records Actions Bi-directional Cases Campaigns Custom Objects Fuse Information Technologies Ltd

T 4 S Physical Components Record Management Integration Server CM Web Services Workgroup. NET to Salesforce Integration Servers Clients Web Services Locations Salesforce CRM Contacts Accounts Opportunities G 4 S Documents Leads Products Records Cases Actions Campaigns Custom Objects Fuse Information Technologies Ltd

T 4 S Synchronization CM Web Services Workgroup Servers Clients G 4 S Contacts Accounts Opportunities Partner API Web Services Locations Salesforce CRM Documents Leads Products Records Campaigns Cases Actions Custom Objects Outbound G 4 S pushes requests message attachments startsto G 4 S CM Fuse Information Technologies Ltd Pushusing to CMa manually scheduledortask

T 4 S has multiple configurations • • Save options Delete options Container linking Record linking Salesforce backup options Federate Salesforce data to other systems Push data to Salesforce from other systems Fuse Information Technologies Ltd

T 4 S Save Options CM Workgroup Servers Option 1: T 4 S copies document to CM and leaves a copy in Salesforce CRM Contacts Accounts Clients Opportunities Documents Locations Leads Products Records Cases Actions Campaigns Custom Objects Customer uploads document to Salesforce Fuse Information Technologies Ltd

T 4 S Save Options T 4 S adds an access link in Salesforce CM Workgroup Servers Clients Option 2: T 4 S copies document to CM and deletes copy in Salesforce CRM Contacts Accounts Opportunities Data Residency for Salesforce documents Documents Locations Leads Products Records Cases Actions Campaigns Custom Objects Customer uploads document to Salesforce Fuse Information Technologies Ltd

T 4 S Delete Options CM Workgroup Servers Delete Option 1: Delete in Salesforce, delete in CM Salesforce CRM Contacts Accounts Clients Opportunities Documents Locations Leads Products Records Cases Actions Campaigns Custom Objects Fuse Information Technologies Ltd

T 4 S Delete Options CM Workgroup Servers Delete Option 2: Delete in Salesforce, keep in CM Salesforce CRM Contacts Accounts Clients Opportunities Documents Locations Leads Products Records Cases Actions Campaigns Custom Objects Fuse Information Technologies Ltd

Saving a Salesforce Record as a PDF CM Workgroup Servers Clients Salesforce CRM Customer clicks CM snapshot button Contacts Accounts PDF can be located in mapped container Opportunities Documents Locations Leads Products Records Cases Actions Campaigns Custom Objects Customer saves a Salesforce record to CM as a PDF Fuse Information Technologies Ltd

T 4 S Record Links Access link is added in Salesforce CM Workgroup Servers Clients Salesforce CRM Customer uses T 4 S search to find the CM record Contacts Accounts Opportunities Customer locates record Documents Locations Leads Products Records Cases Actions Campaigns Custom Objects Customer links a CM record to a Salesforce object Fuse Information Technologies Ltd

T 4 S Container Links Filtered search shows access links to records in a mapped CM container CM Workgroup Servers Clients Salesforce CRM Contacts Accounts Opportunities Records only reside in CM Documents Locations Leads Products Records Campaigns Cases Actions Custom Objects Customer views CM records in a Salesforce object Fuse Information Technologies Ltd

Automate Salesforce Data Exports • • Salesforce backup solution Option to persist Salesforce Data Exports to SQL Server Use industry tools to interrogate, map or data mine Expose the data via web services Transparently federate data to other systems Expose data using an Intranet or Extranet website Expose the data via a Sitecore web portal Fuse Information Technologies Ltd

Processing Salesforce Data Exports CM Web Services Workgroup Servers Clients Web Services Locations G 4 S Records Salesforce CRM Contacts Data Export Contacts. csv Accounts. csv Opportunities. csv Documents. csv Leads. csv Products. csv Campaigns. csv Custom Objects. csv Cases. csv etc in zip files Cases Actions Accounts Opportunities Documents Leads Products Campaigns Custom Objects Data Export G 4 S Datarequests initiated Export isattachments by now scheduled local task Fuse Information Technologies Ltd

T 4 S Deployment Options CM Salesforce CRM Workgroup Servers Contacts Accounts Clients Opportunities G 4 S Locations Documents Leads Products Records Cases Actions Campaigns Custom Objects Fuse Information Technologies Ltd

T 4 S Deployment Options Fuse Information Technologies Ltd

T 4 S Deployment Options Fuse Information Technologies Ltd

T 4 S Deployment Options Fuse Information Technologies Ltd

T 4 S Deployment Options Fuse Information Technologies Ltd

T 4 S Deployment Options Fuse Information Technologies Ltd

T 4 S Deployment Options Fuse Information Technologies Ltd

T 4 S Deployment Options Fuse Information Technologies Ltd

T 4 S Deployment Options Fuse Information Technologies Ltd

T 4 S Many to Many Options Fuse Information Technologies Ltd

T 4 S Many to Many Options Fuse Information Technologies Ltd

T 4 S Many to Many Options Fuse Information Technologies Ltd

T 4 S Many to Many Options Fuse Information Technologies Ltd

Extended Salesforce Localisation Web Services Federated to other systems Contacts Accounts Opportunities Documents Leads Products Campaigns Custom Objects Cases G 4 S Salesforce CRM Contacts Accounts Data Export Contacts. csv Accounts. csv Opportunities. csv Documents. csv Leads. csv Products. csv Campaigns. csv Custom Objects. csv Cases. csv etc in zip files Opportunities Documents Leads Products Campaigns Cases Post. GRES Oracle Custom Objects SQL Server Data Export initiated by scheduled task Fuse Information Technologies Ltd

CM Server Settings Fuse Information Technologies Ltd

s. Object Settings Page Fuse Information Technologies Ltd

CM Synchronization Automation Scheduler Fuse Information Technologies Ltd

My T 4 S Records Fuse Information Technologies Ltd

Record Details Page Fuse Information Technologies Ltd

Container Search Fuse Information Technologies Ltd

Object View of Associated Records in CM Fuse Information Technologies Ltd

Salesforce CM Records for a Salesforce Object Fuse Information Technologies Ltd

Upload or Select a Local Document and Push to CM Fuse Information Technologies Ltd

Add Chatter File Fuse Information Technologies Ltd

Create a Linked Record Page Fuse Information Technologies Ltd

Search CM Records to Link To Fuse Information Technologies Ltd

Data. Exporter Page and Download Scheduler Fuse Information Technologies Ltd

S 2 T Pricing (on Salesforce seats) Fuse Information Technologies Ltd

T 4 S Pricing (on CM seats) Fuse Information Technologies Ltd

Product Pricing • • G 4 S • Application • Web S 4 S • Basic • Extended • Enterprise Multi S 4 S with EXM • Enterprise EXM Multi Others • M 4 S • Maintenance and Support Server based Many domains USD $4800 $8000 1 domain Many domains Many Sitecore locations Many Salesforce Orgs $16000 $20000 $42000 Many Sitecore locations Many Salesforce Orgs $30000 $60000 Fuse Information Technologies Ltd Add $6000 20% p. a.

Key Contacts • • • www. fuseit. com terry@fuseit. com - Terry Humphris william. boyd@fuseit. com - William Boyd Fuse Information Technologies Ltd