Informatica Cloud -Salesforce Vibe integration package to Salesforce Quote 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.
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. 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.
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
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: to Salesforce - 08a Quote: Create or Update Salesforce Quote object with S_DOC_QUOTE Table from Database to Salesforce - 08b - Quote Line Item: Create or Update Salesforce Quote Line Item object with S_QUOTE_ITEM 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. Quote Template The template named T_08a_SBL2SFDC_Quote loads the quote information in the quote object in salesforce Data Flow The template has the following logic integration logic: The template is designed to: 1. extract the information from the quote and address tables for both billing and shipping address 2. join them together 3. lookup the Salesforce Opportunity Id 4. lookup the Salesforce Contact Id 5. lookup the Salesforce Price book 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.
6. Load the data into Salesforce as Upsert Template Parameters Parameter Name SIEBEL Address Table SIEBEL Quote Table SIEBEL Quote X Table SFDC Quote Object SFDC Opportunity Object Description table containing address attributes. Default value is S_ADDR_PER table containing quote attributes. Default value is S_DOC_QUOTE table containing extra quote attributes. Default value is S_DOC_QUOTE_X Salesforce quote object. Default value is Quote Salesforce opportunity object. Default value is Opportunity SFDC Pricebook Object External ID Field User source filter Field Mapping Salesforce price book object. Default value is Pricebook 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 parameter allow to customize the field mapping between field and Salesforce fields Quote Line Item Template The template named T_08b_SBL2SFDC_QuoteLineItem loads the quote line item information in the quote product object in salesforce Data Flow The template has the following logic integration logic: The template is designed to: 1. extract the information from the quote tables 5
2. join them together 3. lookup the Salesforce Quote Id 4. lookup the Salesforce Price book Id 5. lookup the Salesforce Product Id 6. lookup the Salesforce Pricebook entry Id 7. Load the data into Salesforce as Upsert Template parameters Parameter Name SIEBEL Quote Item Table SIEBEL Quote Item X Table SFDC Quote Line Item Object SFDC Pricebook Entry Object SFDC Product Object SFDC Quote Object SFDC Quote Line Item Object External ID Field Description table containing quote item attributes. Default value is S_QUOTE_ITEM table containing extra quote item attributes. Default value is S_QUOTE_ITEM_X Salesforce quote line item object. Default value is QuoteLineItem Salesforce price book object. Default value is Pricebook Salesforce product object. Default value is Product2 Salesforce quote object. Default value is Quote Salesforce quote line item object. Default value is QuoteLineItem 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 User source filter Field Mapping Optional filter to be applied directly to the source. The filter is expressed in SQL. This parameter allow to customize the field mapping between field and Salesforce fields 6
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 Quote 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 Quote Quote 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.
Object Name API Object Field Name API Field Name Data Type Name Quote Quote Revision Number InfaCS RevisionNumber c Number(18, 0) Quote Quote InfaCS SBL_Postn c Lookup( ) Quote Line Item QuoteLineItem ID InfaCS SBL_External_ID c Text(30) (External ID) Quote Line Item QuoteLineItem Line Number InfaCS LineNumber c Number(18, 0) 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 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 InfaCS SBL_Postn c InfaCS SBL_Postn c InfaCS SBL_Postn c Source System Source System Value External ID Division Location Organization Src_System c Src_Value c InfaCS SBL_External_ID c InfaCS SBL_Postn_Divn c InfaCS SBL_Postn_Loc c InfaCS SBL_Postn_Org c Text(50) Text(255) Text(30) (External ID) Text(50) Text(50) Text(50) 8
Import reference data 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 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! 9
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 https://mysupport.informatica.com. The telephone numbers for Informatica Global Customer Support are available from the Informatica web site at http://www.informatica.com/us/services-and-training/support-services/global-support-centers/. 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.