SFDC – IT Services – Data Migration _ Integration – Success Story

Client Overview

The client is an NYSE listed IT Services provider, building enterprise solutions for Healthcare, BFSI and automotive organizations.

Business Challenge

The client needed to provide live, bidirectional synchronization between their ERP and Salesforce platform. The ERP had a SQL-based backend database. The business challenge was to have the order, invoice and payment data between their ERP and SFDC systems synchronized in real-time.

The data synchronization and migration process had the following challenges:

  • Mapping and conversion of Salesforce Objects with SQL table and vice-versa

  • Design of the Data Operation flow depending upon related Salesforce objects and underlying processes

  • Maintenance of same data within both system in real-time, bearing in mind SFDC governor limits

  • Any new records that are created or changed in any system need to be updated on the other system

  • Storage of a Data backup and Log file on a FTP Server

  • Scripting for data conversion and sending mail alerts to respective system administrators

Technical Requirements

  • Use of Jitterbit – Harmony Cloud Integration tool to Integrate SQL/SFDC vice – versa

  • Use of SFDC Enterprise WSDL to create Web Service method into Jitterbit – Harmony

  • Use of FTP server as source and target to store backup and Log file

  • Writing Script for Read Data, Write Data, Send Mail & Calculation

  • Use of SQL Server for processing data at back-end

  • Apex Call Out

  • Jitterbit-Harmony Integration Cloud

  • FTP Server

  • SQL Developer IDE

Structured Query Language PL/SQL

Solution Strategy

Eternus Solutions data migration team designed and developed the sync process architecture.

  • Analyse data models in source and target systems along with client

  • Identify and create mapping architecture

  • Define and design the sync process flow

  • Incorporate business logic and system specific order of execution rules

  • Sync process flow design review with client

  • Establish source and target connection between SFDC and SQL servers

  • Define Source vs target field mapping / transformation rules in Jitterbit -Harmony

  • Create SOAP web service in SFDC to integrate SFDC with Jitterbit – Harmony

  • Integrate Jitterbit – Harmony with SQL server using their SOAP service

  • Creation of scripts to determine Jitterbit handling upon success / failure of the sync operation

  • Connect Jitterbit – Harmony with client FTP server

  • Create scripts to push sync data files to FTP for referencing and indexing purposes

  • Create triggers in Salesforce to handle data updates

  • Verify end-to-end process flow with client

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