Informatica Cloud Siebel-Salesforce Vibe integration package. Siebel to Salesforce Account Bundle

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1 Informatica Cloud -Salesforce Vibe integration package to Salesforce Account Bundle User Guide 2014 Informatica Corporation. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. All other company and product names may be trade names or trademarks of their respective owners and/or copyrighted materials of such owners.

2 Introduction Informatica Cloud -Salesforce Vibe Integration Package (VIP) is a blueprint for data synchronization between and Salesforce applications with Informatica Cloud technology. The VIP addresses two categories of application integration scenarios: 1. On-boarding (initial data migration) takes place during Salesforce implementation. It is one-way data upload from the existing application () to a newly deployed application (Salesforce). Initial data migration usually happens before the new application goes live; 2. Application data synchronization takes place when and Salesforce need to share data. Data synchronization is a batch process that runs on a regular basis (hourly, daily, etc.). Only new and updated data is synchronized. Synchronization process can happen from to Salesforce and/or from Salesforce to This particular VIP focuses on Opportunity-to-Sales Order integration scenario. The VIP delivers configurable integration templates between and Salesforce vanilla objects, accelerating the deployment of application integration projects. The VIP is composed by different bundles. Each of these bundles contains multiple one or more templates. Below is the detail of the synchronization process: The integration package focuses on the enterprise application standard configurations. Its content is country and industry neutral and it is meant to be easily customized and extended to suit customer-specific application implementations Informatica Corporation. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. All other company and product names may be trade names or trademarks of their respective owners and/or copyrighted materials of such owners.

3 The VIP incorporates Informatica Cloud best practices. It greatly reduces integration project total development time. The VIP is not an out-of-the-box solution. The templates can be adjusted for customized and Salesforce applications. The VIP provides its users with an accelerated time-to-value through rapid integration deployments. It serves as a jump-start for adopting Informatica Cloud as the enterprise integration platform. The bundles contained in the solution are dependent. To synchronize Opportunities, Account and Product bundles should be installed and configured first. See appendix 3

4 Bundle Contents The to Salesforce VIP provide a set of integration templates to allow a quick start on moving data from on premise application to Salesforce. Integration templates The VIP contains a set of prebuilt integration templates that you run through mapping configuration tasks. Integration templates improve development productivity and enhance the quality of cloud integration projects. The to Salesforce VIP includes the following integration templates: T_00_SBL2SFDC_Position: Insert Position in the Salesforce custom object Position T_01_SBL2SFDC_User: Create or Update Salesforce User object with S_USER Table from Database T_02a_SBL2SFDC_Account: Create or Update Salesforce Account object with S_ORG_EXT Table from Database T_02b_SBL2SFDC_AccountHierarchy: Update Salesforce Account object with Parent account from S_ORG_EXT Table from Database T_03_SBL2SFDC_Contact: Create or Update Salesforce Contact object with S_CONTACT Table from Database For more information about mapplets, integration templates, or other Informatica Cloud functionality, see the Informatica Cloud User Guide or online help. Reference data file The reference data file 2SFDC_XRef.csv contains the cross reference between the list of values used in and the list of values in Salesforce. It is a simple file containing the source system name, list of value name, source system value and target system value for each list of value. Position Template The template named T_00_SBL2SFDC_Position loads the position information in the custom object in salesforce Data Flow The template has the following logic integration logic: The template is designed to: 1. extract the information from the Position and Business Unit and Organization table, 2. join them together 3. Load the data into Salesforce as Upsert 2014 Informatica Corporation. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. All other company and product names may be trade names or trademarks of their respective owners and/or copyrighted materials of such owners.

5 Template Parameters Parameter Name BU Table Organization Table Position Table Salesforce Position object External ID Target Field mapping Description table containing the contact attributes. Default value is S_BU table containing the extra contact attributes. Default value is S_ORG_EXT table containing the user attributes. Default value is S_POSTN Salesforce Position Custom object. Default is InfaCS SBL_Postn c Field used as the external ID in Salesforce to allow the upsert operation on the target object. Default value is InfaCS SBL_External_ID c This parameter allow to customize the field mapping between field and Salesforce fields User Template The template named T_01_SBL2SFDC_User loads the User information in the user object in salesforce Data Flow The template has the following logic integration logic: The template is designed to: 1. extract the information from the User and contact table, 2. join them together 3. lookup the time zone information and translate the time zone to its Salesforce equivalent 4. lookup the Profile Id from Salesforce 5. lookup the Party UID to be used as the External ID 6. Load the data into Salesforce as Upsert 5

6 Template parameters Parameter Name SIEBEL Contact Table SIEBEL Contact X Table SIEBEL User Table SFDC User Object Party Table Timezone Table SFDC Profile Object SFDC XREF Object Field Mapping Default Profile Source System XREF Timezone User source filter External ID Description table containing the contact attributes. Default value is S_CONTACT table containing the extra contact attributes. Default value is S_CONTACT_X table containing the user attributes. Default value is S_USER Salesforce User object. Default value is User table with common attributes for parties such as user, contact, external organization, etc. Default value is S_PARTY table containing the link between the timezone and the party. Default value is S_TIMEZONE Salesforce object referencing the different user profiles setup in the organization. Default value is Profile Salesforce object containing cross reference data. Default value is InfaCS ICS_LOV c This parameter allow to customize the field mapping between field and Salesforce fields Default profile applied to the user loaded in Salesforce. Default value is Read Only Source system to select entry for timezone in the Salesforce cross reference object. Default value is Name of the list of values to be selected for the timezone cross reference. Default value is Timezone Optional filter to be applied directly to the source. The filter is expressed in SQL. This filter is applied to the $S_USER$ source object. Field used as the external ID in Salesforce to allow the upsert operation on the target object. Default value is InfaCS SBL_External_ID c Account Template The template named T_02a_SBL2SFDC_Account loads the Account information in the account object in salesforce Data Flow The template has the following logic integration logic: 6

7 The template is designed to: 1. extract the information from the External Organization and address table for both Billing and shipping addresses, 2. join them together 3. lookup the industry information and translate the industry to its Salesforce equivalent 4. translate the account type to its Salesforce equivalent 5. lookup the owner of the account and retrieve the User Id from Salesforce 6. lookup the Party UID to be used as the External ID 7. Load the data into Salesforce as Upsert Template parameters Parameter Name Organization Table Organiztion Extension Table Address Table Address Extension Table SFDC Account Object Party Table Industry Table Position Table Description table containing the external organization attributes. Default value is S_ORG_EXT table containing the extra external organization attributes. Default value is S_ORG_EXT_X table containing the address attributes. Default value is S_ADDR_PER table containing the extra address attributes. Default value is S_ADDR_PER_X Salesforce Account object. Default value is Account table with common attributes for parties such as user, contact, external organization, etc. Default value is S_PARTY table linking industry type with Party. Default value is S_INDUST table linking party with other party. Default value is S_POSTN 7

8 Parameter Name SFDC Position Object SFDC XREF Object SFDC User Table Account Object Field Mapping External ID XREF Account Type XREF Industry Source System User Source Filter Description Salesforce Position Custom object. Default is InfaCS SBL_Postn c Salesforce object containing cross reference data. Default value is InfaCS ICS_LOV c Salesforce User Object. Default value is User This parameter allow to customize the field mapping between field and Salesforce fields Field used as the external ID in Salesforce to allow the upsert operation on the target object. Default value is InfaCS SBL_External_ID c Name of the list of values to be selected for the Account Type cross reference. Default value is AccountType Name of the list of values to be selected for the Industry cross reference. Default value is Industry Source system to select list of values entry in the Salesforce cross reference object. Default value is Optional filter to be applied directly to the source. The filter is expressed in SQL. This filter is applied to the $S_ORG_EXT$ source object. Account Hierarchy Template The template named T_02b_SBL2SFDC_AccountHierarchy updates the account object in salesforce with the parent account form the information stored in Data Flow The template has the following logic integration logic: The template is designed to: 1. extract the information from the External Organization table 2. lookup the Parent Party UID and lookup the Salesforce Id for that accounr 3. lookup the Salesforce Id for the current account 4. update the parent account Id in the Account Object in Salesforce 8

9 Template Parameters Parameter Name Organization Table SFDC Account Object Party Table Organization Table SFDC Account Object External ID User Source Filter Account Object Field Mapping Description table containing the external organization attributes. Default value is S_ORG_EXT Salesforce Account object. Default value is Account table with common attributes for parties such as user, contact, external organization, etc. Default value is S_PARTY table for lookup containing the external organization attributes Default value is S_ORG_EXT Salesforce Account object for lookup. Default value is Account Field used as the external ID in Salesforce to allow the upsert operation on the target object. Default value is InfaCS SBL_External_ID c Optional filter to be applied directly to the source. The filter is expressed in SQL. This filter is applied to the $S_ORG_EXT$ source object. Optional filter to be applied directly to the source. The filter is expressed in SQL. This filter is applied to the $S_ORG_EXT$ source object. Contact Template The template named T_03_SBL2SFDC_Contact loads the Contact information in the contact object in salesforce Data Flow The template has the following logic integration logic: The template is designed to: 1. extract the information from the contact and address table 2. join them together 3. lookup the Account Party UID in and the Account Id in salesforce 4. lookup the Contact Party UID to be used as the External ID 9

10 5. Load the data into Salesforce as Upsert Template parameters Parameter Name Contact Table Contact Extension Table Address Table Address Extension Table SFDC Contact Object Party Table Position Table SFDC Position Object SFDC Account Object SFDC User Object Contact Object Field Mapping External ID User Filter condition User Source Filter Description table containing the contact attributes. Default value is S_CONTACT table containing the extra contact attributes. Default value is S_CONTACT_X table containing the address attributes. Default value is S_ADDR_PER table containing the extra address attributes. Default value is S_ADDR_PER_X Salesforce Contact object. Default value is Contact table with common attributes for parties such as user, contact, external organization, etc. Default value is S_PARTY table linking party with other party. Default value is S_POSTN Salesforce Position Custom object. Default value is InfaCS SBL_Postn c Salesforce Account object. Default value is Account Salesforce Account object. Default value is User This parameter allow to customize the field mapping between field and Salesforce fields Field used as the external ID in Salesforce to allow the upsert operation on the target object. Default value is InfaCS SBL_External_ID c Last filter before the record is sent to Salesforce Optional filter to be applied directly to the source. The filter is expressed in SQL. This filter is applied to the $S_CONTACT$ source object. 10

11 Installation The use of this bundle will consist on the following multiple steps Activate the bundle using the Informatica Marketplace Apply required customization to the salesforce application Create and customize the integration processes Create mapping configuration and customize the field mappings: add or remove field mappings between tables and Salesforce Objects to complete the data mapping for your organization Run and monitor the integration processes: Run the integration processes on demand or schedule to ensure synchronization of your applications, monitor the execution of the processes and review the results. Prerequisites Before you use the -Salesforce Vibe Integration package, verify the following prerequisites: Informatica Cloud Standard Edition valid account. database user account with the privileges required to read/write from/to tables. Salesforce user account with administration privileges required to create custom fields/objects Install the bundle The to Salesforce Account bundle appears as an available bundle in your organization. To view and install the bundle in your organization: click Administration > Available Bundles. After you install the bundle, you can use the integration templates in the bundle. After you install Setup customization in Salesforce Customize default Salesforce objects The to Salesforce migration and synchronization accelerator requires some minimal customization on the default objects to store important technical attributes which will be used for delta load and cross reference lookup. To customize a default Salesforce object 1. connect as an administrator to your Salesforce organization 2. click on the setup link on the top right of the window 3. on the left pan, in the build section click on customize and select customize your <objects> where <objects> is the object you want to customize and click on the Add a custom field to <objects> 4. In the <objects> Custom fields & relationships click on new and follow the wizard to create a new custom field. Here is the list of custom field to be added to the different default objects in Salesforce. Object Name API Object Field Name API Field Name Data Type Name Account Account ID InfaCS SBL_External_ID c Text(30) (External ID) 2014 Informatica Corporation. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. All other company and product names may be trade names or trademarks of their respective owners and/or copyrighted materials of such owners.

12 Object Name API Object Field Name API Field Name Data Type Name Account Account Billing InfaCS SBL_BL_Addr_Id c Text(15) Address ID Account Account Shipping InfaCS SBL_SH_Addr_Id c Text(15) Address ID Account Account Industry InfaCS SBL_Industry c Picklist Account Account Type InfaCS SBL_Type c Picklist Account Account Position InfaCS SBL_Postn c Lookup( Position) User User ID InfaCS SBL_External_ID c Text(30) (External ID) Contact Contact ID InfaCS SBL_External_ID c Text(30) (External ID) Contact Contact Mailing InfaCS SBL_ML_Addr_Id c Text(15) Address ID Contact Contact Other InfaCS SBL_OT_Addr_Id c Text(15) Address ID Contact Contact Position InfaCS SBL_Postn c Lookup( Position) Create custom objects In order to handle data cross-reference conversion, the to Salesforce migration and synchronization accelerator requires a custom object to be created in Salesforce. 1. connect as an administrator to your Salesforce organization 2. click on the setup link on the top right of the window 3. on the left pan, in the build section click on create then click on Manage your custom objects 4. click on New Custom Object button Here is the description of the custom object to be created. Object Name API Object Name Field Name API Field Name Data Type Informatica Cloud Service LOV Informatica Cloud Service LOV Informatica Cloud Service LOV Informatica Cloud Service LOV Position ICS_LOV c LOV Name Name Text(80) ICS_LOV c SFDC Value SFDC_Value c Text(255) ICS_LOV c ICS_LOV c InfaCS SBL_Postn c Source System Source System Value External ID Src_System c Src_Value c InfaCS SBL_External_ID c Text(50) Text(255) Text(30) (External 12

13 Object Name API Object Name Field Name API Field Name Data Type Position Position Position Import reference data InfaCS SBL_Postn c InfaCS SBL_Postn c InfaCS SBL_Postn c Position Division Position Location Position Organization InfaCS SBL_Postn_Divn c InfaCS SBL_Postn_Loc c InfaCS SBL_Postn_Org c Once the custom object is created, the default cross reference data should be loaded in it. 1. connect as an administrator to your Salesforce organization 2. click on the setup link on the top right of the window 3. on the left pan, under Data Management, click on Import Custom Objects 4. Click on Start the Import Wizard! link at the bottom of the page. 5. A new window opens, select the custom object you want to populate (here Informatica Cloud Service LOV) and click on next 6. As the object is empty, select No - insert all records in my import file. And click on next 7. Leave Name selected and click on next ID) Text(50) Text(50) Text(50) 8. Click on the Chosse File button and navigate to the file 2SFDC_XRef.csv provided with the accelerator and click on next 9. Assign LOV Type on the left with LOV Name, Source system with Source system, Source system value with Source system value and Salesforce Value with SFDC Value and click on next. 10. Finally click on Import! 13

14 Informatica Resources You can contact a Customer Support Center online or by telephone. For online support, click Submit Support Request in the Informatica Cloud application. You can also use Informatica MySupport to log a case. MySupport requires a user name and password. You can request a user name and password at The telephone numbers for Informatica Global Customer Support are available from the Informatica web site at Appendix A: Bundle dependencies The following type lists the dependencies between the bundles: Salesforce object Bundle Name Depends On User, Account, Contact Product, Price book DI_SBL2SFDC_Account DI_SBL2SFDC_Product Opportunity DI_SBL2SFDC_Opportunity DI_SBL2SFDC_Account DI_SBL2SFDC_Product Quote DI_SBL2SFDC_Quote DI_SBL2SFDC_Opportunity Asset DI_SBL2SFDC_Asset DI_SBL2SFDC_Account DI_SBL2SFDC_Product Activity DI_SBL2SFDC_Activity DI_SBL2SFDC_Opportunity DI_SBL2SFDC_Quote DI_SBL2SFDC_Asset 2014 Informatica Corporation. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. All other company and product names may be trade names or trademarks of their respective owners and/or copyrighted materials of such owners.