informatica - data integration into salesforce

8/12/2019 Informatica - Data Integration Into Salesforce

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Data Integration into Salesforce.Com UsingINFORMATICA 8.1.1

Authors name

CHANDAN PAULSIMRAN DHAWAN


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Data Integration into Salesforce.Com Using IN !RMA"ICA #.$.$

Table of Contents

$. IN"R!DUC"I!N............................................................................................................................... %

1.1. Pur ose.................................................................................................................................... .. !1.". Inten#e# Au#ience...................................................................................................................... !

&. !'(R'I(W !N SAL(S !RC(.C!M ) C!NN(C"!R............................................................. .....*

%. MAPPIN+ D(SI+N WI"H SAL(S !RC(.C!M.............................................................................. ,

*. S(SSI!NS ) W!R- L!WS SAL(S !RC(.C!M.......................................................................$

,. LIMI"A"I!NS WI"H SAL(S !RC(.C!M.....................................................................................$&

/. AD'AN"A+(S WI"H SAL(S !RC(.C!M.................................................................................. $%

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$. Intro2uction

$.$. Pur0ose

T$e ur ose of t$is #ocument is to illustrate $o% to use Informatica 8.1.1 Connector forSalesForce.com sources an# targets. Informatica no% ro&i#es #ata integration from #is arate legac'

a lications to SFDC. Informatica On(Deman#) an inno&ati&e Soft%are(as(a(Ser&ice offering toena*le cross(enter rise #ata integration. +ere SFDC #ata source , Informatica is $oste# in anintegration latform. T$en a lication is outsource# an# can *e accessi*le %it$ cre#entials gi&en.

$.&. Inten2e2 Au2ience

T$is #ocument is inten#e# for arc$itects) #esigners) rogrammers) testers an# tec$nicalmanagers in t$e -usiness Intelligence an# Data are$ouse #omain. It is also useful to *usinessanal'sts) solution #esigners in CRM #omain t$e i ro Tec$nologies -ID /T0 team %or s on CRMa lications an# inten#s to learn an# use in #ata integration to Salesforce.Com ro2ects. T$is#ocument contains t$e tec$nical #etails on $o% to source an# store #ata in Salesforce.com usingInformatica.

T$is #ocument $as #etails on ma ing #esign) im orting sources , targets) SO30 filter con#ition)session , %or flo% configuration. T$is #ocument gi&es o&er&ie% on ma ing) sessions an# %or flo%creation an# associate# configuration an# limitations. T$is %ill $el t$e #e&elo ers to un#erstan#co#e im lementation oint of &ie%.

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For Further References on how this product can help you:

Informatica3 htt0311444.informatica.com1

Sales orce.com3 htt0311444.salesforce.com1
http://www.informatica.com/http://www.salesforce.com/http://www.salesforce.com/http://www.informatica.com/


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&. !5er5ie4 on Salesforce.com ) Connector

O&er t$e ast fe% 'ears) on(#eman# customer relations$i management 4CRM5 a lications%ent from *eing t$e c$oice of t$e most for%ar#(t$in ing organi6ations to t$e cor orate stan#ar#. No%t$at *usinesses $a&e em*race# t$e Internet mo#el for CRM) t$e' are rea#' to *ring t$e *enefits ofon(#eman# to t$e rest of t$e enter rise. Note t$at SalesForce connector %ill *e onl' a&aila*le %it$t$e license# &ersion of Informatica 8.1.1. Connector %ill ena*le #ata e7c$ange t$roug$ o*2ects t$at%ill le&erage SalesForce.com a lication ser&er ca a*ilities.

Salesforce Platform /#ition ma es it eas' for com anies to e7ten# on(#eman# a lications tone% #e artments t$at #on t nee# Salesforce.com s CRM a lications. T$is ne% latform licensema es 'our custom a lications an# t$ir#( art' a lications from t$e A /7c$ange a&aila*le toe&er'one in 'our organi6ation. Follo%ing are some of t$e tools a&aila*le) ro&i#e# *' SalesForce #otcom to &ie% #ata re9uire# *' #e&elo ers) senior management for generating strategic re orts.

&.$ A00(6change : T$is %ill *e use# to &ie% t$e #ata mo#el) access #ata $el s running 9uer' int$e #ata*ase.

&.& Custom A00s : ;our o%n uni9ue a s


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%. Ma00ing 2esign 4ith Salesforce.Com

Informatica ro&i#es a &er' sta*le an# an eas'(to(use #ata integration solutions %it$ t$e $el of%$ic$) Informatica #e&elo ers %ill *e a*le to *uil# sim le an# com le7 ma ings in s$ort time frame.

Po%erCenter allo%s 'ou to migrate #ata from &arious #ata sources to Salesforce.com) integrate

#ata from #i&erse #ata sources %it$ Salesforce.com) an# use t$e *uilt(in #ata 9ualit' an# #atacleansing functionalities of Po%erCenter to anal'6e) e&aluate) an# cleanse Salesforce #ata or &ice(&ersa.

=i&en *elo% are t$e ste s to follo% %$ile #e&elo ing ma ings for %$ic$ Salesforce.com is t$esource or target. -efore starting t$e #e&elo ment it s a goo# roce#ure to follo% a c$ec list so as to

no% %$et$er t$e #e en#encies 4if an'5 are all a##resse#.

99 ollo4 the instructions :elo4

Co ' t$is file to >Informatica Client Installation #irector' ? *in>.

Mo#if' t$e file to reflect 'our ro7' ser&er settings.

Restart t$e Designer.

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Checklist before development

Informatica Po4erCenter Connect for S DC is installe2S DC Customi;e2 (n5ironment Setu0 Login cre2entials for S DC 4hich 4ill :e use2 to connect to Sales orce

2ata:ase through Informatica.Access rights to 5ie4 the o:?ects at the salesforce.com en2.Configure the 0msf2c.ini file in 8our local machine997asic @no4le2ge an2 feel a:out ho4 2ata resi2es at Salesforce.com le5el.

Nee2 cre2entialsB


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S"(PS "! 7( !LL!W(D3

T$e ste s to *e follo%e# %$ile creating a ma ing in Informatica are as follo%s:

1. Im orting t$e source an# target #efinitions from SFDC:( 0ogin into SFDC fol#er in Informatica Designer.

For sources go to Source Anal'6er Clic on Sources an# t$en on Import fromSalesforce.com . Similarl' for targets go to Target #esigner Clic on Targets an# t$enon Import from Salesforce.com

T' e in t$e login cre#entials in t$e #ialogue *o7 %$ic$ inclu#e User Name) Pass%or#an# Ser&ice UR0 an# clic on Connect .

Select t$e o*2ects t$at 'ou %ant im ort as sources or targets.

[All the entities/tables are referred to as Objects in Salesforce.com]

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". Using A lication Source 3ualifier transformation in t$e ma ing @ For eading !ata fromSF!C

A lication Source 3ualifier transformation is use# in t$e ma ing to communicate to t$eintegration ser&ice a*out $o% to rea# t$e #ata to *e e7tracte# from Salesforce source.For multi le usages of Salesforce sources 'ou must $a&e t$at man' no. of a licationsource 9ualifier transformations.

On rea#ing #ata from t$e SFDC source t$e integration ser&ice con&erts t$e #ata from itsnati&e #ata t' e to t$e transformation #ata t' e an# t$e sane $a ens %$en t$e #ata is%ritten to t$e targets.

Limitations 4ith a00lication source ualifier3

Unli e in t$e source 9ualifier transformation %e cannot s ecif' a 9uer' o&erri#e at t$ema ing le&el %$ereas it can *e #one at t$e %or flo% le&el *' using a SO30 9uer'o&erri#e.

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!. riting #ata into Salesforce.com T$ere are four u #ate met$o#s in %$ic$ #ata can *e %ritten into t$e target) %$ic$ are

INS/RT) UPDAT/) D/0/T/ an# UPS/RT. Insert) U #ate) Delete *eing all straig$t for%ar#) t$e ne% functionalit' calle# U sert

4U #ate else Insert5 $as *een intro#uce#. It %or s on t$e /7ternal ID fiel# %$ic$ is#efine# at t$e salesforce.com en# i.e. if t$e incoming ro% $as an e7isting &alue for t$e/7ternal ID fiel# t$en salesforce.com %ill treat t$e ro% as an u #ate else as an insert./7ternal ID can *e #efine# on an' of t$e columns [!epends on the re"uirement] .

+o%e&er all t$e fiel#s in t$e target o*2ect cannot *e inserte# or u #ate# as t$ere are rea#onl' s'stem le&el fiel#s also) for e.g. B Id %$ic$ is a uni9ue ID t$at SFDC generates eac$time a recor# in inserte# into t$e SalesForce #ata*ase. Similarl' t$ere are ot$er fiel#salso.

T$e target fiel#s in SFDC can *e classifie# into t$ree t' es %$ic$ are Creata*le)U #ata*le an# /7ternal ID for eac$ of t$em a *inar' num*er &alue is s ecifie# as s$o%nin t$e #iagram *elo%. Onl' one customi6e# fiel# can *e #efine# as an /7ternal ID fiel# att$e Salesforce.com en#.

[#$%& if the functionalit' for the field is disabled and #(%& if the functionalit' for field is enabled atthe Salesforce.com end].

[The fields post fi)ed b' #**C% are customi+ed fields in Salesforce.com]

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*. Sessions ) 4or@flo4s Salesforce.Com

T$ere are not man' c$anges %$ile creating t$e %or flo%s an# sessions for ma ings %$ic$inclu#e Salesforce.com sources an# targets.

1. Source as Salesforce.com o*2ects: T$ere is an o tion to limit t$e #ata t$at is *eing rea# at t$e session le&el *' using a

SO30 filter con#ition %$ic$ *asicall' 2ust o&erri#es t$e +/R/ art of t$e 9uer' an#t$e rest is automaticall' generate# *' t$e integration ser&ice %it$ t$e $el of t$esource #efinitions.

In t$e e7am le *elo% %e $a&e create# a %or flo% le&el &aria*le 0AST RUN DAT/ an# t$e con#ition s ecifie# e7tracts all t$e recor#s t$at %ere

mo#ifie# after t$e last session run.

". Target as Salesforce.com o*2ects:

T$e uni9ue U sert o tion #efine# at t$e SFDC target le&el can *e configure# in t%o%a's) %$ic$ are

o Insert as U sert

o U #ate as U sert

$en 'ou select t$e first o tion) t$e Integration Ser&ice U sert an' recor#s flagge#as insert. -' #efault) all recor#s %ill *e treate# as insert.

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$en 'ou select t$e secon# o tion) t$e Integration Ser&ice U sert an' recor#sflagge# as u #ate. Select t$is o tion onl' if 'ou $a&e flagge# recor#s as u #ateusing t$e U #ate Strateg' transformation in t$e ma ing or using t$e Treat SourceRo%s As session ro ert'.

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,. Limitations 4ith Salesforce.Com

T$ese limitations are from a #e&elo er s oint of &ie%. T$e en&ironment setu $as to *e #one *' an SFDC a#ministrator.

No 9uer' o&erri#e can *e gi&en at t$e a lication source 9ualifier le&el an# $as to *e #one att$e session le&el %it$ t$e $el if a SO30 filter con#ition.

Filter con#ition s$oul# *e accor#ing to t$e SO30 s'nta7 an# in&ali# entr' %ill fail t$e session.

Onl' %or flo% le&el &aria*les can *e use# as art of t$e SO30 filter con#ition.

T$ere are limitations %it$ t$e #ate functions t$at are s ecifie# as t$e SO30 filter con#ition.

/7ternal ID on a customi6e# fiel# $as to *e #efine# if U sert functionalit' $as to *e ac$ie&e#.

e $a&e to ma e sure t$at %e #o not connect an' of t$e rea# onl' SFDC s'stem fiel#s in t$ema ing.

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/. A25antages 4ith Salesforce.Com

T$ese are a#&antages from an Informatica #esigner oint of &ie%.

T$e SFDC CRM s'stem is &er' user frien#l' s'stem as a result of %$ic$ s ecial $an#son training for getting use# to t$e UI %oul# $ar#l' ta e an' time.

A !E #a' trial erio# also e7ists t$at can *e ma#e use of to un#erstan# t$e s'stem *etter. T$e a*o&e sa&es a lot of time in training a erson %it$ SFDC no%le#ge T$ere s not$ing to *e installe# so t$e #e&elo ers can 2ust get starte#. It s a no frills

soft%are to %or %it$. 3uic in terms of erforming com le7 integration tas s %it$out an' manual rogramming

in&ol&e#. A&aila*ilit' of salesforce.com is not an issue as test results s$o% t$at t$e latform is

sta*le to fee# #ata into it an# to also e7tract #ata for rocessing.

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informatica - data integration into salesforce

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