HPE Content manager TO SALEFORCE INTEGRATIONs terry.humphris@fuseit.com

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

S4S SooT M4S S2T T4S Connector Suite Content Manager We have many enterprise connectors between different technologies. Note that our G4S and S4S connectors are very similar but S4S has Sitecore specific features. Our other key Sitecore connector is called SooT which extends Sitecore with the secure document handling. It does this by integration with HPE Records Manager, also known as TRIM Sitecore and TRIM, and ASP.NET applications are all built on Microsoft stacks We also have M4S that works well with S4S and integrates Sitecore to MongoDB. We will see more on that soon But for now, lets look at why we need to integrate at all T4S

Selection of Customers Our customers are from across the globe and in many verticals. They include Fortune 500 companies like American Express and United Health Group.

Salesforce to HPE CM Integration

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

S2T 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

REST or SOAP with SSL protection (HTTPS). No data at rest S2T Building Blocks Salesforce REST or SOAP with SSL protection (HTTPS). No data at rest CM Workgroup Servers Accounts Contacts Opportunities Documents Leads Products Campaigns Cases Custom Objects Clients Locations Web Services Records Actions

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

S2T System Requirements S2T 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

HPE CM for Salesforce

T4S Overview Save record attachments and chatter documents 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

T4S Overview CM Salesforce CRM Real time or scheduled event Workgroup Servers Accounts Contacts Opportunities Documents Leads Products Campaigns Cases Custom Objects Clients Locations Records Bi-directional Actions

T4S Physical Components Record Management Integration Server T4S Physical Components .NET to Salesforce Integration RMI Server CM Salesforce CRM Workgroup Servers Accounts Contacts Opportunities Documents Leads Products Campaigns Cases Custom Objects Web Services Clients G4S Locations Web Services Records Actions

T4S Synchronization RMI Server CM Salesforce CRM G4S Workgroup Servers Accounts Contacts Opportunities Documents Leads Products Campaigns Cases Custom Objects Web Services Clients G4S Locations Web Services Partner API Records Actions G4S pushes attachments to CM Outbound message starts G4S G4S requests attachments Push using a scheduled task Push to CM manually or

T4S 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

T4S Save Options CM Salesforce CRM Option 1: T4S copies document to CM and leaves a copy in Salesforce Workgroup Servers Accounts Contacts Opportunities Documents Leads Products Campaigns Cases Custom Objects Clients Locations Records Actions Customer uploads document to Salesforce

T4S Save Options CM Salesforce CRM T4S adds an access link in Salesforce T4S Save Options CM Salesforce CRM Option 2: T4S copies document to CM and deletes copy in Salesforce Workgroup Servers Accounts Contacts Opportunities Documents Leads Products Campaigns Cases Custom Objects Clients Data Residency for Salesforce documents Locations Records Actions Customer uploads document to Salesforce

T4S Delete Options CM Salesforce CRM Delete Option 1: Delete in Salesforce, delete in CM Workgroup Servers Accounts Contacts Opportunities Documents Leads Products Campaigns Cases Custom Objects Clients Locations Records Actions

T4S Delete Options CM Salesforce CRM Delete Option 2: Delete in Salesforce, keep in CM Workgroup Servers Accounts Contacts Opportunities Documents Leads Products Campaigns Cases Custom Objects Clients Locations Records Actions

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

T4S Record Links CM Salesforce CRM Access link is added in Salesforce Customer uses T4S search to find the CM record CM Salesforce CRM Customer locates record Workgroup Servers Accounts Contacts Opportunities Documents Leads Products Campaigns Cases Custom Objects Clients Locations Records Actions Customer links a CM record to a Salesforce object

T4S Container Links CM Salesforce CRM Filtered search shows access links to records in a mapped CM container CM Salesforce CRM Records only reside in CM Workgroup Servers Accounts Contacts Opportunities Documents Leads Products Campaigns Cases Custom Objects Clients Locations Records Actions Customer views CM records in a Salesforce object

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

Processing Salesforce Data Exports RMI Server CM Salesforce CRM Workgroup Servers Contacts Web Services Data Export Accounts Clients Contacts.csv Accounts.csv Opportunities.csv Documents.csv Leads.csv Products.csv Campaigns.csv Custom Objects.csv Cases.csv etc in zip files Opportunities G4S Documents Locations Web Services Leads Records Products Campaigns Actions Cases Custom Objects Data Export initiated by scheduled task G4S requests attachments Data Export is now local

T4S Deployment Options RMI Server CM Salesforce CRM G4S Accounts Contacts Opportunities Documents Leads Products Campaigns Cases Custom Objects Salesforce CRM Workgroup Servers Clients Locations Records Actions

T4S Deployment Options Local Salesforce

T4S Deployment Options Local Azure Salesforce

T4S Deployment Options Azure Salesforce

T4S Deployment Options Azure Private Cloud Salesforce

T4S Deployment Options Private Cloud Salesforce

T4S Deployment Options Local Private Cloud Salesforce

T4S Deployment Options Local Private Cloud Salesforce

T4S Deployment Options Local Azure Private Cloud Salesforce

T4S Many to Many Options Local Azure Private Cloud Salesforce

T4S Many to Many Options Local Azure Private Cloud Salesforce

T4S Many to Many Options Local Azure Private Cloud Salesforce

T4S Many to Many Options Local Network Azure Amazon Private Cloud Salesforce CRM

Extended Salesforce Localisation RMI Server Salesforce CRM Contacts Accounts Opportunities Documents Leads Products Campaigns Custom Objects Cases Contacts Web Services Data Export Accounts Federated to other systems Contacts.csv Accounts.csv Opportunities.csv Documents.csv Leads.csv Products.csv Campaigns.csv Custom Objects.csv Cases.csv etc in zip files Opportunities G4S Documents Leads Products Campaigns Cases PostGRES Oracle SQL Server Custom Objects Data Export initiated by scheduled task

CM Server Settings

sObject Settings Page

CM Synchronization Automation Scheduler

My T4S Records

Record Details Page

Container Search

Object View of Associated Records in CM

Salesforce CM Records for a Salesforce Object

Upload or Select a Local Document and Push to CM

Add Chatter File

Create a Linked Record Page

Search CM Records to Link To

DataExporter Page and Download Scheduler

S2T Pricing (on Salesforce seats)

T4S Pricing (on CM seats)

Product Pricing G4S USD Application Server based $4800 Business Rewards Product Pricing G4S USD Application Server based $4800 Web Many domains $8000 S4S Basic 1 domain $16000 Extended Many domains $20000 Enterprise Many Sitecore locations $42000 Enterprise Multi Many Salesforce Orgs $42000 S4S with EXM EXM $30000 Enterprise EXM Many Sitecore locations $60000 Enterprise EXM Multi Many Salesforce Orgs $60000 Others M4S Add $6000 Maintenance and Support 20% p.a.

Key Contacts www.fuseit.com terry@fuseit.com - Terry Humphris william.boyd@fuseit.com - William Boyd