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) |