Salesforce.com Deltek Vision Integration
Background:
Our client was implementing Salesforce.com for their sales and marketing efforts.
They wished to use Salesforce as their primary CRM tool going forward as well, but
wanted to keep all project management and accounting functions in their existing
Deltek Vision system.
Problem:
The existing Vision data for Clients, Contacts, Opportunities, Projects, and Activities
were to be brought over into Salesforce. Going forward all new information related
to Clients, Contacts and Opportunities were to be created in Salesforce and then
brought down to Vision. Projects were to be created and managed in Vision. Additionally,
read only access to Projects needed to be available in Salesforce. The middleware
tool, Informatica.com, did not support Stored Procedures in the current release.
TnK Group's Solution:
We determined the best solution was to make views for the initial data upload and
future inserts and updates to projects from Vision. We created Views that had the
required information, filtered as necessary. For the initial upload, we retrieved
the Salesforce ID’s of the newly created records and stored them in custom fields
in Vision. We then created the push from Salesforce to Vision. We created a separate
table in Vision for each of the incoming objects from Salesforce. Behind these tables
we wrote a trigger on insert that would then determine whether the arriving record
was either new or an update and then would perform the appropriate action. The final
process was to upload new and edited projects to Salesforce from Vision; to accomplish
this process, we utilized the same view in Vision and the same procedure in Informatica
modified to only take data changed since the last upload. We also added a process
to retrieve the newly created Salesforce ID to store in Vision for future use.
Multiple Source Databases Integrated to Deltek Vision
Background:
A Boston based marketing research and consulting company needed to integrate data
from three existing systems: Microsoft Dynamics SL, Sales Logix, and a custom time
and billing system.
Problem:
Data from all three systems needed to be aggregated and transformed into the proper
format for upload into the new program. Additionally, historical invoice detail
data for the preceding two years tied to two of the systems needed to be included
in the integration. Much of the customer and contact data was duplicated among the
three systems. Many customer and contact names were spelled differently or entered
in formats that made comparing them difficult. There was no direct mapping for invoice
data stored in the billing system that matched the accounting system’s data.
TnK Group's Solution:
TnK Group created a separate database to map and consolidate the data in the relevant
tables of the three data sources. We ran procedures to remove duplicate listings,
and finally created files in the proper format for import into the new system. In
addition to clients, contacts and vendors, TnK also imported certain historical
financial information, including open AR/AP, invoice history, and period GL history,
as well as opening balances.