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LEARN HOW TO BLEND DATA FROM

SALESFORCE.COM AND SAP IN ALTERYX

2017 De Villiers Walton Limited


CONTENTS

The Data Blending scenario


Identify the source of data in Salesforce.com
Identify the source of data in SAP
Extract data from Salesforce.com
Extract data from SAP
Blend the data from Salesforce.com and SAP
Apply a simple formula to the blended data
The final result the least interesting part
Demo

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THE DATA BLENDING SCENARIO

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SCENARIO

Identify all open Opportunities in Salesforce.com


(SFDC) that have an Amount (i.e. value) greater
than the Customers Credit Limit in SAP ECC.

Yes, we admit that the scenario is a simple one, but


we hope that this presentation and demo will give
you some inspiration as to how your business could
benefit from combining data from Salesforce.com
and SAP using Alteryx.

Lets get started.

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IDENTIFY THE SOURCE OF
DATA IN SALESFORCE.COM

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SFDC ACCOUNT DATA
SFDC Account data is stored
in the Account table

The SFDC Account


Number field will be
used to match the
SFDC Account with
the SAP Customer

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SFDC OPPORTUNITY DATA
SFDC Opportunity data is stored
in the Opportunity table

The Amount field is


needed for the
Alteryx Formula

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LINKING SFDC ACCOUNT &
OPPORTUNITY DATA
Id Name AccountNumber
0010Y00000EX1d4QAD More and More Account table
0000003021
0010Y00000EX1d5QAD Thomas Industries 0000003022
0010Y00000EX1d6QAD Barnes Store 0000003023
0010Y00000EX1d7QAD Ellens Grocery Store 0000003024
0010Y00000EX1d8QAD Steves Store 0000003025
0010Y00000EX1d9QAD Main Stores 0000003026

The Account table Id field and Opportunity


table AccountId field provide the link
between the 2 tables

AccountId Name Amount Probability ExpectedRevenue CloseDate Type IsClosed IsWon CreatedDate
0010Y00000EX1d3QAD
0010Y00000EX1d6QAD
Bush Warehousing
Barnes Store
4067300
219000
75
70
3050475 23/03/2017 New Business
153300 03/04/2017 New Business / Add-on
Opportunity table
FALSE
FALSE
FALSE
FALSE
13/02/2017 15:49
13/02/2017 15:49
0010Y00000EX1dDQAT National Organization 2340210 10 234021 19/05/2017 New Business FALSE FALSE 13/02/2017 15:49
0010Y00000EX1dtQAD MAG SA. 2371900 10 237190 05/09/2017 New Business FALSE FALSE 13/02/2017 15:49
0010Y00000EX1dZQAT William G. Smith MD 2454990 10 245499 07/06/2017 New Business / Add-on FALSE FALSE 13/02/2017 15:49
0010Y00000EX1daQAD Walter G. Baldwin 2855840 10 285584 21/08/2017 New Business / Add-on FALSE FALSE 13/02/2017 15:49
0010Y00000EX1dhQAD John Woods 951000 20 190200 17/05/2017 Existing Business FALSE FALSE 13/02/2017 15:49
0010Y00000EX1dlQAD Star Supermarkets 532950 50 266475 21/05/2017 New Business FALSE FALSE 13/02/2017 15:49
0010Y00000EX1dpQAD Rose Garden 987930 20 197586 27/07/2017 New Business / Add-on FALSE FALSE 13/02/2017 15:49

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IDENTIFY THE SOURCE
OF DATA IN SAP

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SAP ECC CUSTOMER DATA
SAP Customer data can be
accessed at the transaction level
via transaction VD03 or XD03.

SAP Customer data is stored in


multiple tables. The data we need
is found in table KNA1 (General
Data in Customer Master)

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SAP ECC CREDIT MANAGEMENT DATA

SAP Customer Credit Management


data can be accessed at the
transaction level via transaction
FD33

SAP Customer Credit Management


data is found in table KNKK
(Customer Master Credit
Management)
The Credit Limit is
needed for the
Alteryx Formula

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LINKING SAP ECC CUSTOMER WITH
CREDIT MANAGEMENT DATA

The Customer Number field, KUNNR,


provides the link between the 2 tables

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EXTRACT DATA FROM SALESFORCE.COM

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SFDC EXTRACT WORKFLOW

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SET UP SFDC CREDENTIALS

Drag the Salesforce Input tool onto the


Alteryx workflow canvas and enter your
Salesforce credentials

A Security Token is assigned when your


SFDC user is set-up or when the password
is reset.
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DEFINE THE SFDC OPPORTUNITY
EXTRACT QUERY
Define a simple Custom Query
to only extract open SFDC
Opportunities

Validate the Query to check that


it is can processed by SFDC

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DEFINE THE SFDC ACCOUNT
EXTRACT QUERY
Use the Query Builder to extract
selected fields from the SFDC
Account table

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BROWSE THE EXTRACTED SFDC DATA
Id Name AccountNumber
0010Y00000EX1d4QAD More and More Account table
0000003021
0010Y00000EX1d5QAD Thomas Industries 0000003022
0010Y00000EX1d6QAD Barnes Store 0000003023
0010Y00000EX1d7QAD Ellens Grocery Store 0000003024
0010Y00000EX1d8QAD Steves Store 0000003025
0010Y00000EX1d9QAD Main Stores 0000003026

The Account table Id field and Opportunity


table AccountId field provide the link
between the 2 tables

AccountId Name Amount Probability ExpectedRevenue CloseDate Type IsClosed IsWon CreatedDate
0010Y00000EX1d3QAD
0010Y00000EX1d6QAD
Bush Warehousing
Barnes Store
4067300
219000
75
70
3050475 23/03/2017 New Business
153300 03/04/2017 New Business / Add-on
Opportunity table
FALSE
FALSE
FALSE
FALSE
13/02/2017 15:49
13/02/2017 15:49
0010Y00000EX1dDQAT National Organization 2340210 10 234021 19/05/2017 New Business FALSE FALSE 13/02/2017 15:49
0010Y00000EX1dtQAD MAG SA. 2371900 10 237190 05/09/2017 New Business FALSE FALSE 13/02/2017 15:49
0010Y00000EX1dZQAT William G. Smith MD 2454990 10 245499 07/06/2017 New Business / Add-on FALSE FALSE 13/02/2017 15:49
0010Y00000EX1daQAD Walter G. Baldwin 2855840 10 285584 21/08/2017 New Business / Add-on FALSE FALSE 13/02/2017 15:49
0010Y00000EX1dhQAD John Woods 951000 20 190200 17/05/2017 Existing Business FALSE FALSE 13/02/2017 15:49
0010Y00000EX1dlQAD Star Supermarkets 532950 50 266475 21/05/2017 New Business FALSE FALSE 13/02/2017 15:49
0010Y00000EX1dpQAD Rose Garden 987930 20 197586 27/07/2017 New Business / Add-on FALSE FALSE 13/02/2017 15:49

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JOIN THE SFDC ACCOUNT AND
OPPORTUNTY EXTRACTS

Use the Join tool to combine the


extracts

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BROWSE THE RESULT OF THE JOIN

Use the Query Builder to extract


selected fields from the SFDC
Account table

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BROWSE THE RESULT OF THE JOIN

SFDC Account data

SFDC Opportunity data

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EXTRACT DATA FROM SAP

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FINAL SAP EXTRACT WORKFLOW

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SET UP SAP CREDENTIALS

Drag the SAP Login tool


onto the Alteryx
workflow canvas and
enter your SAP
connector credentials

Select the SAP systems


you want to use in the
workflow. We need an
SAP ECC system for our
scenario

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DEFINE THE SAP CUSTOMER EXTRACT
Search for and select the
General Data in Customer
table KNA1

Drag the SAP Table tool


onto the workflow
canvas and connect it
to the SAP Logon tool

Select the fields required in


the extract

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DEFINE THE SAP CREDIT MANAGEMENT
EXTRACT
Search for and select the
Customer Credit
Management table KNKK

Drag the SAP Table tool


onto the workflow
canvas and connect it
to the SAP Logon tool

Select the fields required in


the extract

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BROWSE THE EXTRACTED SAP DATA
Customer
table KNA1

The KUNNR field provides the link between


the 2 tables

KUNNR KLIMK
3024 1000000 Customer Credit
2025 10000000
3026 10000000 Management table KNKK
3027 10000000
3028 10000000
3029 1000000

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JOIN THE SAP CUSTOMER AND CREDIT
MANAGEMENT EXTRACTS

Use the Join tool to combine the


extracts

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BLEND THE DATA FROM
SALESFORCE.COM & SAP

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JOIN THE SFDC AND SAP EXTRACTS

Rename SFDC and SAP


fields ready for final
outputs

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BROWSE THE JOINED SFDC AND SAP DATA

SFDC Opportunity data

SAP Credit Management


data

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APPLY A SIMPLE FORMULA
TO THE BLENDED DATA

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APPLY A FORMULA TO THE DATA AND
FILTER THE OUTPUT

Define an Output Field, Filter the output based


Credit Limit Breach on the new Output
and a simple formula Field, Credit Limit
to the output Breach values

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THE FINAL RESULT
THE LEAST INTERESTING PART

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REVIEW THE FINAL WORKFLOW OUTPUT

SFDC data SAP data Calculated


data

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DEMO

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