WeDid: Salesforce-XPLAN Integration
October 21, 2013 /
Posted in We Did
Challenges
All investors information such as their investments, distributions, etc are all kept in Salesforce. The Adviser is unable to access this information via XPLAN.
Solutions:
Purpose | Daily data feed from Salesforce to XPLAN so that Advisers can access to investor information. |
Applications | Salesforce IRESS XPLAN |
Tool | Talend |
Information | Customer data Investment data Distribution data Historical unit price data |
Data Formats | XML |
Volumes | ~2000/day |
Schedule | Real-time/Hourly/Daily |
Complexity | High (due to data quality) |