Moving data in and out of cloud applications? Tired of time-consuming, cumbersome, manual approaches? Don’t have a lot of IT resources? Don’t want to write and maintain custom integration code? If this sounds familiar, then the Informatica Cloud Data Loader for Salesforce is right for you. Informatica Cloud Data Loader for Salesforce was built to give Salesforce customers self-service data loading through an intuitive wizard-based interface in the cloud that would automate the import and export of database or file data and Salesforce. Get started with our award-winning, cloud-based Data Loader and easily upgrade to more advanced functionality in just a few clicks as your requirements expand. Designed for maximum ease of use, the Informatica Cloud Data Loader is an essential tool for any cloud application administrator. http://www.informaticacloud.com/dataloaderforsalesforce

1. Take the Load off of
Take the LoadData Loading!
Salesforce off of Salesforce
Data Loading!
Darren Cunningham
Krupa Natarajan
http://www.informaticacloud.com/dataloaderforsalesforce
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2. Why Data Loading is Important?
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3. Issues That Occur
• Disconnected data
• Low CRM adoption
• “Excel Hell” on weekends
SFA ERP Support Marketing HR Excel
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4. Salesforce Data Loading Options
1 2 3
Salesforce Cloud Apps
Hand Code Tools
Benefits Include:
Greater Adoption Stronger Connection More Business Value
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5. Hand Coding
1
Hand Code
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6. Salesforce Tools
2
Salesforce
Tools
Source: Take the pain out of data imports! Joint Salesforce-Informatica Cloud webinar
http://www.youtube.com/watch?v=nYOshYqrBuQ
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7. Cloud Applications
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Cloud Apps
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8. Informatica Cloud www.InformaticaCloud.com
Point & Click Powerful Platform
Rapid Deployment
Integration
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9. Get Started in Minutes
Installs-as-a-Tab Wizard User Interface
http://informaticacloud.com/dataloaderforsalesforce
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10. Connect Salesforce with Databases and Files
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11. Transform and Automate
Format Data Schedule Data Loads
Confidential -- Not For Distribution 11

12. Architecture
True SaaS High Performance Easily Expand
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13. Mobile
Integration
on the go!
iTunes Google Play
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14. Agenda
• Why Data Loading?
• Compare Salesforce Data Loading Options
• Informatica Cloud Data Loader Demo
• Data Loading Best Practices
• Next Steps
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15. Step 1:
Define your task
6-Step
Data
Loading For this
example, we
want to load
Account data
from a
database to
Salesforce
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16. your task – Account to SFDC
Step 1: DefineStep 2: Source
6-Step Where is the data coming from?
Data
Loading
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17. Step 3: Target
6-Step Where do you want to load the data?
Data
Loading
Target:
Salesforce
Account Object
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18. Data Filters (optional)
For example, if
you only want
to load
account data
from
10/20/2011
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19. Drag and Drop Field Mapping
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20. Expressions: Only a Click Away
Perform complex transformations
on your source data before it is
synchronized to your target
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21. Schedule Integrations to Automate
Processes: “Set it and Forget it!”
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22. Informatica Cloud Spring 2013
Comprehensive Cloud Integration
• New Informatica Cloud Data Masking
• New Informatica Cloud Extend
• Enterprise-class cloud integration security and
administration
• Expanded cloud contact validation and master data
management (MDM) applications.
• New Cloud Connectors and “Get it Now” Cloud
Integration Templates on Informatica Marketplace.
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23. Specific Data Loader Enhancements
• User experience updates
• Installation improvements
• Bulk API support Join the
Community today!
• Pre and post command
• Hard Delete
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24. Agenda
• Why Data Loading?
• Compare Salesforce Data Loading Options
• Informatica Cloud Data Loader Demo
• Data Loading Best Practices
• Next Steps
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25. Data Loading Best Practices
Know your data!
• Object Relationships
• All Accounts have an Owner
• Opportunities are associated to an Account
• Dependencies Affects Order
• Load Users first, then Accounts, etc.
• Data Quality
• Duplicates affect CRM adoption
• Test
• Load a few records first
• Validate the data
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26. Agenda
• Why Data Loading?
• Compare Salesforce Data Loading Options
• Informatica Cloud Data Loader Demo
• Data Loading Best Practices
• Next Steps
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27. Next steps
• Get It Now! on AppExchange
• Install the mobile app on iTunes or Google Play
“Informatica Cloud taps into the
power of social and mobile cloud
technologies to transform the way
companies connect with
customers, partners and
employees.”
-Ron Huddleston, senior vice president ISV and Channel,
salesforce.com
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