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Case Study: Stratus Uses AppExchange API to Integrate Salesforce ...

Case Study: Stratus Uses AppExchange API to Integrate Salesforce ...

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WIN2003/CFML SERVER<strong>Salesforce</strong>.com<strong>AppExchange</strong> <strong>API</strong>XML SOAPOracle ERP3An XML/SOAP package writes the LOD values that have been called from the Oracle ERP systemback in<strong>to</strong> a cus<strong>to</strong>m field within <strong>Salesforce</strong>.Impact: Sales reps can see market segment and order information from within the <strong>Salesforce</strong> userinterface, without having <strong>to</strong> log in <strong>to</strong> the Oracle system.WIN2003/CFML SERVER<strong>Salesforce</strong>.com<strong>AppExchange</strong> <strong>API</strong>Oracle ERPWIN2003/CFML SERVERSQL QUERY4<strong>Salesforce</strong>.comRETRIEVE OPPORTUNITY<strong>AppExchange</strong> <strong>API</strong>FT QUOTEOracle ERPLOCKLOCKWhen a sales rep is ready <strong>to</strong> turn a quote in<strong>to</strong> an FT QUOTE order, that person APPROVAL logs DESK in<strong>to</strong> another ColdFusionbasedapplication, a cus<strong>to</strong>m quoting <strong>to</strong>ol called ftQuote.1. The rep retrieves the opportunity from <strong>Salesforce</strong> and enters it in<strong>to</strong> ftQuote.2. ftQuote calls the LOD for the opportunity line items and returns them <strong>to</strong> the rep.3. The rep chooses which opportunity line items the cus<strong>to</strong>mer will be purchasing.4. The rep chooses the configuration (product, quantity, and price) and enters the “bill <strong>to</strong>” and“ship <strong>to</strong>” information for the order.5. When the rep hits Submit, ftQuote routes the order <strong>to</strong> the Order Admin desk for approval.Impact: Quote-<strong>to</strong>-order happens on a near-real-time system that offers redundancy for both OracleERP and <strong>Salesforce</strong>.WIN2003/CFML SERVERSQL QUERY<strong>Salesforce</strong>.com<strong>AppExchange</strong> <strong>API</strong>Oracle ERPLOCK5FT QUOTELOCKAPPROVAL DESK1. When the Order Admin approves the quote, the parts, quantity, and selling price fields inftQuote get locked down.2. Using a direct database call, the LOD routes in<strong>to</strong> the descriptive flex fields in the Oracle system:a. The opportunity ID and five other fields from <strong>Salesforce</strong>b. The parts, quantity, selling price specified in ftQuoteImpact: The Oracle ERP system and <strong>Salesforce</strong> are completely synchronized with respect <strong>to</strong>opportunities and orders.

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