Data Integration into Salesforce.

Com Using
INFORMATICA 8.1.1
Authors name
CHANDAN PAUL
SIMRAN DHAWAN
Data Integration into Salesforce.Com Using IN!RMA"ICA #.$.$
Table of Contents
$. IN"R!DUC"I!N............................................................................................................................... %
1.1. Purose...................................................................................................................................... !
1.". Inten#e# Au#ience...................................................................................................................... !
&. !'(R'I(W !N SAL(S!RC(.C!M ) C!NN(C"!R..................................................................*
%. MAPPIN+ D(SI+N WI"H SAL(S!RC(.C!M.............................................................................. ,
*. S(SSI!NS ) W!R-L!WS SAL(S!RC(.C!M.......................................................................$.
,. LIMI"A"I!NS WI"H SAL(S!RC(.C!M..................................................................................... $&
/. AD'AN"A+(S WI"H SAL(S!RC(.C!M.................................................................................. $%
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Data Integration into Salesforce.Com Using IN!RMA"ICA #.$.$
$. Intro2uction
$.$. Pur0ose
T$e urose of t$is #ocument is to illustrate $o% to use Informatica 8.1.1 Connector for
SalesForce.com sources an# targets. Informatica no% ro&i#es #ata integration from #isarate legac'
alications to SFDC. Informatica On(Deman#) an inno&ati&e Soft%are(as(a(Ser&ice offering to
ena*le cross(enterrise #ata integration. +ere SFDC #ata source , Informatica is $oste# in an
integration latform. T$en alication is outsource# an# can *e accessi*le %it$ cre#entials gi&en.
$.&. Inten2e2 Au2ience
T$is #ocument is inten#e# for arc$itects) #esigners) rogrammers) testers an# tec$nical
managers in t$e -usiness Intelligence an# Data .are$ouse #omain. It is also useful to *usiness
anal'sts) solution #esigners in CRM #omain t$e .iro Tec$nologies -ID. /T0 team %or1s on CRM
alications an# inten#s to learn an# use in #ata integration to Salesforce.Com ro2ects. T$is
#ocument contains t$e tec$nical #etails on $o% to source an# store #ata in Salesforce.com using
Informatica.
T$is #ocument $as #etails on maing #esign) imorting sources , targets) SO30 filter con#ition)
session , %or1flo% configuration. T$is #ocument gi&es o&er&ie% on maing) sessions an# %or1flo%
creation an# associate# configuration an# limitations. T$is %ill $el t$e #e&eloers to un#erstan#
co#e imlementation oint of &ie%.
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For Further References on how this product can help you:
Informatica3 htt0311444.informatica.com1
Salesorce.com3 htt0311444.salesforce.com1
Data Integration into Salesforce.Com Using IN!RMA"ICA #.$.$
&. !5er5ie4 on Salesforce.com ) Connector
O&er t$e ast fe% 'ears) on(#eman# customer relations$i management 4CRM5 alications
%ent from *eing t$e c$oice of t$e most for%ar#(t$in1ing organi6ations to t$e cororate stan#ar#. No%
t$at *usinesses $a&e em*race# t$e Internet mo#el for CRM) t$e' are rea#' to *ring t$e *enefits of
on(#eman# to t$e rest of t$e enterrise. 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$at
%ill le&erage SalesForce.com alication ser&er caa*ilities.
Salesforce Platform /#ition ma1es it eas' for comanies to e7ten# on(#eman# alications to
ne% #eartments t$at #on8t nee# Salesforce.com8s CRM alications. T$is ne% latform license
ma1es 'our custom alications an# t$ir#(art' alications from t$e A/7c$ange a&aila*le to
e&er'one in 'our organi6ation. Follo%ing are some of t$e tools a&aila*le) ro&i#e# *' SalesForce #ot
com to &ie% #ata re9uire# *' #e&eloers) senior management for generating strategic reorts.
&.$ A00(6change: T$is %ill *e use# to &ie% t$e #ata mo#el) access #ata $els running 9uer' in
t$e #ata*ase.
&.& Custom A00s: ;our o%n uni9ue as<*uilt on t$e *usiness user an# #e&eloer(frien#l'
Ae7 latform<suorting t$e recise re9uirements of 'our uni9ue *usiness.
&.% 7e8on2 CRM: Do6ens of on(#eman# *usiness as a&aila*le in t$e A/7c$ange for
e&er't$ing from recruiting to ro2ect management to comliance an# muc$ more.
&.* Anal8tics: T$e same o%erful reorting) #as$*oar#) an# anal'tic caa*ilities of t$e full
Salesforce CRM alication.
&., Com0lete Platform: -ac1e# *' t$e full o%er of t$e %orl#8s first on(#eman# latform) Ae7.
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Data Integration into Salesforce.Com Using IN!RMA"ICA #.$.$
%. 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$) Informatica #e&eloers %ill *e a*le to *uil# simle an# comle7 maings in s$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$e *uilt(in #ata 9ualit' an# #ata
cleansing functionalities of Po%erCenter to anal'6e) e&aluate) an# cleanse Salesforce #ata or &ice(
&ersa.
=i&en *elo% are t$e stes to follo% %$ile #e&eloing maings for %$ic$ Salesforce.com is t$e
source or target. -efore starting t$e #e&eloment it8s a goo# roce#ure to follo% a c$ec1list so as to
1no% %$et$er t$e #een#encies 4if an'5 are all a##resse#.
99ollo4 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$e Designer.
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Checklist before development
Informatica Po4erCenter Connect for SDC is installe2
SDC Customi;e2 (n5ironment Setu0 <De5elo0ment1=A1Pro2uction>
Login cre2entials for SDC 4hich 4ill :e use2 to connect to Salesorce
2ata:ase through Informatica.
Access rights to 5ie4 the o:?ects at the salesforce.com en2.
Configure the 0msf2c.ini file in 8our local machine99
7asic @no4le2ge an2 feel a:out ho4 2ata resi2es at Salesforce.com le5el.
ANee2 cre2entialsB
Data Integration into Salesforce.Com Using IN!RMA"ICA #.$.$
S"(PS "! 7( !LL!W(D3 C
T$e stes to *e follo%e# %$ile creating a maing in Informatica are as follo%s:
1. Imorting t$e source an# target #efinitions from SFDC:(
0ogin into SFDC fol#er in Informatica Designer.
For sources go to Source Anal'6er Clic1 on Sources an# t$en on Import from
Salesforce.com. Similarl' for targets go to Target #esigner Clic1 on Targets an# t$en
on Import from Salesforce.com
T'e in t$e login cre#entials in t$e #ialogue *o7 %$ic$ inclu#e User Name) Pass%or#
an# Ser&ice UR0 an# clic1 on Connect.
Select t$e o*2ects t$at 'ou %ant imort as sources or targets.
[All the entities/tables are referred to as Objects in Salesforce.com]

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

". Using Alication Source 3ualifier transformation in t$e maing @For eading !ata from
SF!CA
Alication Source 3ualifier transformation is use# in t$e maing to communicate to t$e
integration ser&ice a*out $o% to rea# t$e #ata to *e e7tracte# from Salesforce source.
For multile usages of Salesforce sources 'ou must $a&e t$at man' no. of alication
source 9ualifier transformations.
On rea#ing #ata from t$e SFDC source t$e integration ser&ice con&erts t$e #ata from its
nati&e #ata t'e to t$e transformation #ata t'e an# t$e sane $aens %$en t$e #ata is
%ritten to t$e targets.
Limitations 4ith a00lication source Dualifier3
Unli1e in t$e source 9ualifier transformation %e cannot secif' a 9uer' o&erri#e at t$e
maing le&el %$ereas it can *e #one at t$e %or1flo% le&el *' using a SO30 9uer'
o&erri#e.
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Data Integration into Salesforce.Com Using IN!RMA"ICA #.$.$

!. .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# Usert
4U#ate else Insert5 $as *een intro#uce#. It %or1s on t$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. BId8 %$ic$ 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$er fiel#s
also.
T$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$em a *inar' num*er &alue is secifie# as s$o%n
in t$e #iagram *elo%. Onl' one customi6e# fiel# can *e #efine# as an /7ternal ID fiel# at
t$e Salesforce.com en#.
[#$%& if the functionalit' for the field is disabled and #(%& if the functionalit' for field is enabled at
the Salesforce.com end].
[The fields post fi)ed b' #**C% are customi+ed fields in Salesforce.com]
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Data Integration into Salesforce.Com Using IN!RMA"ICA #.$.$

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Data Integration into Salesforce.Com Using IN!RMA"ICA #.$.$
*. Sessions ) 4or@flo4s Salesforce.Com
T$ere are not man' c$anges %$ile creating t$e %or1flo%s an# sessions for maings %$ic$
inclu#e Salesforce.com sources an# targets.
1. Source as Salesforce.com o*2ects:
T$ere is an otion to limit t$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 $el of t$e
source #efinitions.
In t$e e7amle *elo% %e $a&e create# a %or1flo% le&el &aria*le C
C0ASTDRUNDDAT/ an# t$e con#ition secifie# e7tracts all t$e recor#s t$at %ere
mo#ifie# after t$e last session run.

". Target as Salesforce.com o*2ects:
T$e uni9ue Usert otion #efine# at t$e SFDC target le&el can *e configure# in t%o
%a's) %$ic$ are
o Insert as Usert
o U#ate as Usert
.$en 'ou select t$e first otion) t$e Integration Ser&ice Usert an' recor#s flagge#
as insert. -' #efault) all recor#s %ill *e treate# as insert.
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Data Integration into Salesforce.Com Using IN!RMA"ICA #.$.$
.$en 'ou select t$e secon# otion) t$e Integration Ser&ice Usert an' recor#s
flagge# as u#ate. Select t$is otion onl' if 'ou $a&e flagge# recor#s as u#ate
using t$e U#ate Strateg' transformation in t$e maing or using t$e Treat Source
Ro%s As session roert'.


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Data Integration into Salesforce.Com Using IN!RMA"ICA #.$.$
,. Limitations 4ith Salesforce.Com
T$ese limitations are from a #e&eloer8s oint of &ie%.
T$e en&ironment setu $as to *e #one *' an SFDC a#ministrator.
No 9uer' o&erri#e can *e gi&en at t$e alication source 9ualifier le&el an# $as to *e #one at
t$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' %or1flo% 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 secifie# as t$e SO30 filter con#ition.
/7ternal ID on a customi6e# fiel# $as to *e #efine# if Usert functionalit' $as to *e ac$ie&e#.
.e $a&e to ma1e sure t$at %e #o not connect an' of t$e rea# onl' SFDC s'stem fiel#s in t$e
maing.
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Data Integration into Salesforce.Com Using IN!RMA"ICA #.$.$
/. 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 %$ic$ secial $an#s
on training for getting use# to t$e UI %oul# $ar#l' ta1e an' time.
A !E #a' trial erio# also e7ists t$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 1no%le#ge
T$ere8s not$ing to *e installe# so t$e #e&eloers can 2ust get starte#. It8s a no frills
soft%are to %or1 %it$.
3uic1 in terms of erforming comle7 integration tas1s %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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