Integrate Salesforce.com and Workday with Oracle Integration Cloud
Ravi Sankaran Senior Director, Engineering Presented with
Yogesh Sontakke Director, Product Management
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal/Restricted/Highly Restricted OUR SPEAKERS TODAY
Shalindra Singh Ram Anantharaman Mani Shankar Choudhary Principle Enterprise Architect Technical Manager Technical Manager Bristlecone Stitch Fix DAZ Systems Inc.
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 3 AGENDA
1 2 3 Oracle Integration Demo The Stitch Fix Story Cloud Connectivity WDAY-SFDC
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 4 Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal/Restricted/Highly Restricted 5 Connectivity Challenges Today
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 6 A GROWING NETWORK OF SAAS & ON-PREMISES APPLICATIONS
More Choice HYPER- More Flexibility COMPLEX CONNECTIVITY! Simpler User Experiences
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 7 SAAS GETTING SIMPLER, SAAS INTEGRATION…….NOT SO MUCH! >100 >100 APIs and >250 Business Events Interfaces just in pages long WSDLs Exposed by CRM Oracle Fusion ERP for Salesforce.com Apps Cloud >40 >1000 >20 SOAP Web Services Business Objects in Batch Processes in a in Workday, each any ERP in the single HCM Module with it’s own WSDL market today
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 8 Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Hundreds of Applications, Multiple Integration Interfaces
FUSION ERP CLOUD
E-BUSINESS SUITE FUSION ERP CLOUD SALES CLOUD
NETSUITE FUSION HCM WORKDAY SALESFORCE CLOUD
….and many Applications have all four of the above !
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 10 …And We Haven’t Even Mentioned Security Yet! Every App Brings it Own Security Requirements for Connectivity
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 11 Oracle Integration Cloud Connectivity
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 12 ENTER ORACLE INTEGRATION CLOUD
INTEGRATE AUTOMATE ANALYZE VISUALIZE
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 13 ENTER ORACLE INTEGRATION CLOUD
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 14 ERP INTEGRATION
• SIMPLIFY REAL-LIFE INTEGRATION USE CASES E.G. OPPORTUNITY TO ORDER,
FUSION ERP CLOUD NETSUITE E-BUSINESS SUITE J D EDWARDS SAP PROCUREMENT ETC
• REST, SOAP & EVENTS BASED ERP INTERFACES SUPPORTED PEOPLESOFT UTILTIES CLOUD LOGISTICS CLOUD SAP ARIBA SAP CONCUR • AUTOMATE COMPLEX FILE-BASED BATCH IMPORTS (E.G. FBDI IN FUSION ERP CLOUD)
• SCHEDULED INTEGRATIONS Oracle Integration • CLOUD AND ON-PREM Cloud •
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 15 HCM INTEGRATION
§ New Employee Onboarding Enterprise Edition Business Edition rd FUSION HCM CLOUD TALEO EE TALEO BE § Integrate with 3 party Benefits Providers such as health insurance providers § Extract employee data monthly PEOPLESOFT SAP SUCCESSFACTORS WORKDAY from HCM Cloud for payroll
§ Variety of interfaces such as SOAP, REST, Files and ATOM feeds supported Oracle Integration §
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 16 CUSTOMER EXPERIENCE (CX) INTEGRATION
- VAST PORTFOLIO OF CX ADAPTERS SALES CLOUD COMMERCE CLOUD CPQ CLOUD RIGHTNOW ELOQUA
- PRE-BUILT INTEGRATIONS ON THE MARKETPLACE RESPONSYS FIELD SERVICE CLOUD NETSUITE SIEBEL SALESFORCE.COM - ORACLE AND NON-ORACLE CX APPS
Oracle Integration - REST, SOAP, FILES AND EVENTS-BASED CONNECTIVITY Cloud
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 17 ON-PREMISE INTEGRATION
- ON-PREM CONNECTIVITY
E-BUSINESS SUITE SIEBEL J D EDWARDS SAP FROM YOUR CLOUD APPS
- SECURE ON-PREM CONNECTIVITY AGENT ORACLE DATABASE MY SQL DATABASE MICROSOFT SQL IBM DB2 SERVER
O EED O PEN IREWALL On-Premise Connectivity Agent - N N T O F PORTS
- MANAGE YOUR AGENTS FROM Oracle Integration Cloud THE ICS CONSOLE
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 18 SOCIAL & PRODUCTIVITY APPS INTEGRATION
- POST TO YOUR CORPORATE SOCIAL ACCOUNTS FROM SOAP REST AQ JMS YOUR ENTERPRISE APPS
- NEW JOB REQUIREMENT IN MESSAGING CLOUD FILE FTP HCM APPS, POST IN REAL TIME TO LINKEDIN
- NATIVE ADAPTERS TO Oracle Integration CONNECT THROUGH REST AND SOAP APIS Cloud
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 19 UNLIMITED CONNECTIVITYWITH TECH ADAPTERS
- OPEN UP UNLIMITED CONNECTIVITY WITH TECH SOAP REST AQ JMS ADAPTERS
- TALK TO HOMEGROWN OR MESSAGING CLOUD FILE FTP NICHE APPS
- BATCH INTEGRATION WITH FILE AND FTP TECH ADAPTERS Oracle Integration - SAME USER INTERFACE AS APP Cloud ADAPTERS
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 20 LET’S ZOOM INTO…
Integrating Workday to Salesforce.com with Oracle ICS
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 21 About Bristlecone
Founded in 1998 to help businesses maximise the strategic value of their supply chains leveraging enterprise software
Global Presence • Hi-Tech & Semiconductor 100+ • Consumer Products & Retail • Chemicals & Pharmaceutical • Automotive Manufacturing • Discrete Process Manufacturing
Accelerators & Solutions Industry Specialization
2000+ Part of $19 Billion Bristlecone Headquarter Mahindra Group San Jose, CA 95113 , USA Largest Pool of USA, UK, UAE, Canada, Switzerland, Germany, India, Malaysia, Supply Chain & Procurement Singapore, Australia Part of Mahindra Group Professionals
22 Copyright © 2017 Bristlecone WORKDAY INTEGRATION – KEY CHALLENGES
• Multiple WSDLs (39 +) • Dynamic fetching of WSDLs • Custom Domain WSDLs • WSDL parsing complexity • Security (Authentication, Certificates etc.) • Fetching Data out from Workday • Dynamic Discovery of new Reports/EIB integrations • Visibility of All Services and Operations • Future Proof • Robust Error Hospital
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 23 ORACLE INTEGRATION CLOUD - WORKDAY ADAPTER
Adapter Glimpse Adapter Features • Support for both Inbound and Outbound • Support multiple ways to extract records from Workday • Enhanced Security • Abstracted Integration Complexity • Flexible and Scalable to cater ever changing Workday
Adapter Benefits > Faster Time to Production > Ease of Use > Lesser TCO > Peace of mind > Future Proof
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 24 SALESFORCE.COM INTEGRATION – KEY CHALLENGES
§ Salesforce tools provide file based integration § Polymorphic WSDL § Complex WSDL § Poor Discovery Capabilities – Componentized Objects § Complexity in Data Mapping § No Session Management § Need to send Session ID for each call to Salesforce.com § Multiple login calls § Security Risks § No Governance § Difficult to keep up with Salesforce releases
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 25 ORACLE INTEGRATION CLOUD – SALESFORCE.COM ADAPTER
• Simplified Discovery and Metadata Introspection • Intelligent Session Management • Seamless Integration with SFDC Enterprise WSDL • Support for Standard and Custom Objects • Secure and Consistent Credential Management • Support for SOQL/SOSL • Simplified Data Mapping • Support for Salesforce.com Headers • Support for Bulk API • Backward Compatibility
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 26 DEMO – WDAY-SFDC
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 27 Demo Scenario – Employee On Boarding
Workday Oracle Integration Cloud Salesforce
Create Position
Create Contact Create User Workday Adapter
Pre Hire Process Hire and create Salesforce adapter Account User Notification
28 Copyright © 2017 Bristlecone Demo Scenario – Employee On Boarding
Workday Oracle Integration Cloud Salesforce
Create Position
Launch EIB Monitor Download Create Contact Create User Workday Adapter
Pre Hire Process Hire and create Account Salesforce adapter User Notification Mapper
Stage Activity Call salesforce
29 Copyright © 2017 Bristlecone Pre – Built Integrations / Accelerators
Business Processes ü Quote / Opportunity to Order
ü Order to Cash ü Hire to Retire
ü Procure to Pay ICS ü Compaigns to Leads ü Case to Incident ü Expense to Pay ü Product Qualification Supplier ü Master Data Sync ü EDI Data Sync
• Oracle EBS • SAP • Salesforce.com • Eloqua • SAP CRM • Workday Applications • Service Cloud • SAP Ariba • Oracle Sales Cloud • SAP Successfactors • Service Now • Oracle Primavera • SAP Concur • Intacct
30 Copyright © 2017 Bristlecone STITCH FIX – A REAL WORLD CASE STUDY
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 31 Integration Cloud Services (ICS)
Oracle Fusion Cloud -Workday Integration
Ram Anantharaman Technical Support Manager, Stitch Fix, Inc.
Mani Shankar Choudhary Technical Manager, DAZ Systems, Inc. Agenda
• Stich Fix ? • Stitch Fix Integrations • Oracle Fusion Cloud – Workday • Key Benefits • Looking Forward
Proprietary and confidential 33 Stitch Fix
Ø Founded in 2011 by Katrina Lake
Ø Personal Style Services company for men and women all over US
Ø Styling done based on Customer’s Style Preferences + Computer Algorithm + Personal Stylist
Ø Fastest Growing Company
Ø ~ 5500 Employees including ~ 3300 Part Time Stylists
Ø Head Quartered in San Francisco and warehouses across US (S. San Francisco(CA), Indianapolis(IN), Dallas(TX), Phoenix(AZ), Betheleham(PA))
Proprietary and confidential 34 Stitch Fix Integrations
Employee / Supplier Supervisor Employee Payments & Data Expenses Responses (Inbound) (Inbound) (Out/Inbound)
Actual Vs Budget Data from GL (Outbound) Payroll Journals to GL (Inbound) Integration Details • File Based Data Import (FBDI) via SFTP Servers • HCM Data Loader(HDL) File Format for Workday Integration • Integration Events Notified via emails • Error Handling is manual • Integrations scheduled Daily/Monthly/On-Demand35
Proprietary and confidential Oracle Fusion Cloud – Workday
Business Events Integrated
• Hire New Employee • Employee Data Changes • Supervisor Changes • Job Role Changes • Terminations • Rescinding an Employment/Assignment
Challenges
• Not Real Time Integrations • Monitoring Integrations • Auditing Data & Reconciliation • Error Handling
Proprietary and confidential Key Benefits
Better Integration results in Error Free Approvals
Documents Counts per Comments Quarter Employees (Add/Remove) 1200 + Employees per Includes Part Time Stylists Quarter Employee Data Changes 4000 – 6000 data changes Changes to Employee per Quarter Data Purchase Requisitions 200 Requisitions Mostly the IT Purchases and Services Payable Invoices 30,000 Invoices Including Catalog & Non- Catalog Purchases Journal Approvals 150 Manual Journals Not Sub-Ledger Journals as they are Auto Approved
Proprietary and confidential 37 Looking Forward
• Final Stages of Testing the ICS Integration for Anaplan, Workday & Citi Bank • Use Integration Cloud Services for all the Integrations @ Stitch Fix • Real Time Data Synchronization • Better Data Quality Auditing • Error Handling
Proprietary and confidential 38 DAZ Systems Inc. At A Glance
Implementing Oracle Cloud + Oracle Certified 450+ 20Years Applications #1 Go-To Partner Implementations
400+ National 10+ Presence Key Industries Consultants
Multi-Pillar World Class Support Industry Oracle ERP Best Practices Deployments & Managed Services
Copyright © 2015 DAZ Systems, Inc. All rights reserved. | Workday Integration – Stitch Fix Use Case
Jobs, Employees Pull Files Via From SFTP to JCS SFTP
Oracle Cloud SFTP Server
Extract SFTP Pull
HCMDataLoader Webservice Transform Validate Custom code For Publish to SFTP Webservice Calls
Copyright © 2015 DAZ Systems, Inc. All rights reserved. | Workday Integration – Stitch Fix Use Case
• Initially a JCS based architecture was used for Workday Integration. • Jobs and Employees – both worker and supervisor data is extracted from Workday using Enterprise Integration Builder and published to Oracle’s SFTP cloud server • Java Cloud Service downloads data from Oracle’s SFTP, does basic validation of the files. • The Java program then calls SOAP web service to upload data to ERP Universal Content Management • It then calls HCM Data Loader service to load employees in to ERP cloud. • HCM Data Loader Data Set Summary provides the load status
Employee Hierarchy Integrated from Workday 1. Worker (References , Action performed on worker data) 2. Person name data ( First Name, Last Name) 3. Person Legislative Data (Legislative code, Sex) 4. Work Relationship Data (Employer name, notified termination date) 5. Work Terms Data (Period Of Service, Primary Work Terms flag) 6. Work Assignment Data (Job, Business Unit, Location Code, Default Expense Account etc) 7. Person User Information (User Name, Email Address etc)
Copyright © 2015 DAZ Systems, Inc. All rights reserved. | Workday Integration – Stitch Fix Use Case
Jobs, Employees Pull Files Via From SFTP to JCS SFTP
Oracle Cloud SFTP Server
Extract SFTP Pull
HCMDataLoader Webservice
Transform Validate Adapter Publish to SFTP Based Webservice Calls
Copyright © 2015 DAZ Systems, Inc. All rights reserved. | Workday Integration – Stitch Fix Use Case
• Jobs and Employees data is extracted from Workday using EIB and delivered to SFTP within Oracle • Integration Cloud Service downloads data from Workday’s SFTP, does basic mapping • A very simple orchestration in Integration cloud service then calls SOAP web service to upload data to ERP Universal Content Management • The orchestration then calls HCM Data Loader service to load employees in to ERP cloud. • This orchestration is currently at use in Stitch Fix.
Copyright © 2015 DAZ Systems, Inc. All rights reserved. | Workday Integration using ICS - Steps
Step 1: Create FTP connection with the following two steps a) Configure Connectivity
Copyright © 2015 DAZ Systems, Inc. All rights reserved. | Workday Integration using ICS - Steps
b) Configure Security and then test the connection.
Copyright © 2015 DAZ Systems, Inc. All rights reserved. | Workday Integration using ICS - Steps
Step 2: Create SOAP connection to load the file to UCM using generic cloud soap web service
Copyright © 2015 DAZ Systems, Inc. All rights reserved. | Workday Integration using ICS - Steps
Step 3:Create soap connection to Cloud HCM Data Loader soap web service, which will trigger Import and Load Data
Copyright © 2015 DAZ Systems, Inc. All rights reserved. | Workday Integration using ICS - Steps
Step 4:Create Simple Orchestration and perform Mappings for UCM upload
Copyright © 2015 DAZ Systems, Inc. All rights reserved. | Workday Integration using ICS - Steps
Step 5: Using HCM soap service adapter connection call ImportAndLoadData method, which uploads the data to Oracle cloud and triggers required process to load the file data into Oracle cloud tables.
Copyright © 2015 DAZ Systems, Inc. All rights reserved. | Workday Integration using ICS - Steps
Final Scheduled Orchestration
Copyright © 2015 DAZ Systems, Inc. All rights reserved. | Workday Integration – using Adapter
Adapter Read WorkDay HCMDataLoader Adapter Webservice Validate Adapter Based Webservice Calls
• Workday adapter in Oracle Integration Cloud Service is used to extract the employees and jobs. • Integration Cloud Service then does basic transformation to generate HDL file. • A very simple orchestration in Integration cloud service then calls SOAP web service to upload HDL file to ERP Universal Content Management • The orchestration then calls HCM Data Loader service to load employees in to ERP cloud. • This orchestration will be live shortly at Stitch Fix.
Copyright © 2015 DAZ Systems, Inc. All rights reserved. | COMMERCE CLOUD CPQ CLOUD RightNow ERP CLOUD RESPONSYS TWILIO ADOBE ESIGN MS CONTACTS ARIBA CONNECTIVITY ELOQUA MESSAGING SALES CLOUD MYSQL DB2 FTP SAP R/3 SOAP CONCUR
ORACLE UTILITIES REST FIELD SERVICE NETSUITE SALESFORCE WORKDAY SURVEYMONKEY JMS JDE INTEGRATION
DOCUSIGN TWITTER SUCCESSFACTORS EVENTBRITE EVERNOTE FACEBOOK EBS MS SQL SERVER AQ CLOUD
ORACLE SERVICENOW MS CALENDAR MAILCHIMP LINKEDIN GOOGLE CALENDAR GMAIL SIEBEL ORACLE DATABASE TRELLO
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | UNMISSABLE SESSIONS TOMORROW
HANDS-ON LAB WITH ORACLE INTEGRATION CLOUD – TOMORROW 11:30 AM | HILTON SAN FRANCISCO UNION SQUARE (LOBBY LEVEL) - PLAZA ROOM B
INTEGRATE YOUR ERP AND HCM WITH ORACLE INTEGRATION CLOUD – TOMORROW 12:00 NOON | MOSCONE WEST - ROOM 3005
SIMPLIFYING INTEGRATION IN THE CLOUD: NEW AND EASY WAYS TO CONNECT APPS – TOMORROW 1:00PM | MOSCONE WEST - ROOM 3005
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 53
Additional Slides
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 55 TOP 10 BENEFITS OF ICS ADAPTERS
#1 UNDERSTANDS TARGET APPLICATION
#2 MANAGES AUTHENTICATION & SESSIONS #6 INVOKES APP OR GETS TRIGGERED BY EVENTS
#3 VALIDATES CONNECTIVITY #7 AUTOMATES MULTI-STEP INTEGRATIONS
#4 SIMPLIFIES DISCOVERY OF SERVICES & BOS #8 MAINTAINS COMPATIBILITY THROUGH APP UPGRADES
#5 ENCAPSULATES APP INTERFACES COMPLEXITY #9 CENTRALIZES CONNECTIVITY
#10 ALLOWS BUILDING YOUR OWN ADAPTERS
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 56 ENTERPRISE CONNECTIVITY IN ORACLE INTEGRATION CLOUD
SOAP Enterprise Edition Business Edition
FUSION ERP CLOUD E-BUSINESS SUITE NETSUITE J D EDWARDS SAP FUSION HCM CLOUD TALEO EE TALEO BE REST ERP Connectivity HCM Connectivity PEOPLESOFT UTILTIES CLOUD LOGISTICS CLOUD SAP ARIBA SAP CONCUR PEOPLESOFT SAP SUCCESSFACTORS WORKDAY FILE Technology Connectivity
FTP
SALES CLOUD COMMERCE CLOUD CPQ CLOUD RIGHTNOW ELOQUA E-BUSINESS SUITE SIEBEL J D EDWARDS SAP JMS Connectivity Prem -
CX Connectivity AQ RESPONSYS FIELD SERVICE CLOUD NETSUITE SIEBEL SALESFORCE.COM ORACLE DATABASE MY SQL DB MICROSOFT SQL SERVER IBM DB2 On
MESSAGING CLOUD Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 57 Prebuilt Integrations Get Them, Get Going!
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 58 PRE-BUILT RECIPES, BY APPLICATION EXPERTS – ON ORACLE CLOUD MARKETPLACE GET THEM, GET GOING!
Prebuilt Integrations Available on the Oracle Cloud Marketplace for:
• Oracle Commerce Cloud • Salesforce.com • Oracle CPQ Cloud • Service Now • Oracle E-Business Suite • SAP • Oracle Engagement Cloud • SAP Ariba • Oracle Field Service Cloud • SAP Concur • Oracle Logistics Cloud • SAP Success Factors • Oracle Marketing Cloud • Oracle Order Management Cloud • Oracle Sales Cloud • Oracle Service Cloud • Oracle Supply Chain Management Cloud
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 59 Connection Page
xxxx
60 Copyright © 2017 Bristlecone Service Option Page
61 Copyright © 2017 Bristlecone Service and Operations Page | Human Resource
62 Copyright © 2017 Bristlecone Service and Operations Page | Recruiting
63 Copyright © 2017 Bristlecone Service and Operations Page | Payroll
64 Copyright © 2017 Bristlecone Operation Type
65 Copyright © 2017 Bristlecone Reporting Service Page
66 Copyright © 2017 Bristlecone EIB Service Page
67 Copyright © 2017 Bristlecone