Slaesforce FAQ

how to connect salesforce from informatica

by Dr. Carter Tillman Jr. Published 3 years ago Updated 2 years ago
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CONNECT SALESFORCE FROM INFORMATICA POWER CENTER 10.0.

  • Step 1: In the workflow manager, click Connections >Application. Application connection browser dialog box appears.
  • Step2: From select type select salesforce connection, click New the connection object definition dialog box appears.
  • Step 3: Name field need to provide Name of the Salesforce connection ,Type Username for the salesforce account and Password for the salesforce account.
  • Step4: Click OK, the new application connection appears in the Application Object Browser.

Creating a Salesforce Connection in the Developer Tool
  1. Click. Window. Preferences. .
  2. Select. Informatica. Connections. .
  3. Expand the domain.
  4. Select. Cloud. Salesforce. ...
  5. Enter a connection name.
  6. Enter an ID for the connection.
  7. Optionally, enter a connection description.
  8. Select the domain where you want to create the connection.

Full Answer

How to use Salesforce with Excel connector?

  • Create opportunities, accounts, leads, quotes and other SFDC objects. ...
  • Update opportunities, manage accounts, assign leads, convert leads, mass-merge accounts, contacts, and leads, upload custom metadata.
  • Display Salesforce information in Excel in a familiar fashion - preserving pick lists, multiple pick lists, and pick list dependencies. ...

What is Salesforce in Informatica?

What is Salesforce?

  • What is Salesforce?
  • History of Salesforce
  • Why Salesforce? Key Benefits
  • Salesforce Architecture
  • Service Nature of Salesforce
  • Features of Salesforce
  • Salesforce Products
  • Difference between Traditional CRM Vs. Salesforce CRM
  • How are companies using Salesforce?
  • How to access Salesforce?

More items...

How to connect SQL Server to Salesforce?

  • The data source must be a configured system DSN. Refer to the Driver Configuration article to learn how to configure a System DSN
  • The driver, studio, and SQL Server must be of the same bitness. ...
  • ODBC Driver for Salesforce and SQL Server must be installed on the same computer.
  • .NET Framework 4.5 must be installed on the computer.

What is the customer service number for Salesforce?

Help and Support

  • Increase the return on your investment in Salesforce with Success Plans. ...
  • Collaborate with specialists, consultants and other certified experts. ...
  • Get trained and certified at the source. ...

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How do I create a Salesforce connection in Informatica PowerCenter?

To configure a Salesforce application connection:In the. Workflow Manager. , connect to a PowerCenter repository.Click. Connections. > Application. . ... From. Select Type. , select Salesforce Connection.Click. New. . The. ... Click. OK. . The new application connection appears in the Application Object Browser.

How do I extract data from Salesforce in Informatica PowerCenter?

In this articleAdd Salesforce as an ODBC Data Source.Create an ETL Workflow in PowerCenter. Create a Source Using the ODBC Driver. Create a Flat File Target Based on the Source. Create a Mapping to Between Salesforce Data and a Flat File. Create Workflow Based on the Mapping.

How do I import a source from Salesforce to Informatica?

Importing a Salesforce Source or Target DefinitionTo import a Salesforce source definition, in the. Source Analyzer. , click. Sources. > Import from Salesforce. .To import a Salesforce target definition, in the. Target Designer. , click. Targets. > Import from Salesforce. .

How does Iics connect to Salesforce?

1:493:19Creating a Salesforce Connection in IICS Administrator - YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst we'll name the connection. And then select salesforce as the connection. Type select a runtimeMoreFirst we'll name the connection. And then select salesforce as the connection. Type select a runtime environment next select the authentication method you want to use to connect to salesforce.

What is Salesforce in Informatica?

The Informatica Salesforce Marketing Cloud Connector lets you synchronize massive amounts of account, contact, and lead data between Salesforce Marketing Cloud and a variety of on-premises databases and systems, cloud applications, and cloud services using the unique data extensions architecture of Marketing Cloud.

How do I install Salesforce Connect?

Follow the steps given below to install Salesforce Connect:Log in to Salesforce.Open this URL on your web browser.Select Install for Admins Only and click the Install button.

Is Salesforce Connect free?

The price of Salesforce Connect depends on the data source and starts with a subscription of USD 4000/month. It is available for both the Enterprise and Unlimited editions of Salesforce.

How do I create a connection in Salesforce?

To create a connection template:Select the Connections tab.Select the Templates subtab.Click New.Type a name and an optional description.Select the Active checkbox if you want to be able to assign the template to standard connections.More items...

Overview

Use Salesforce Connector to securely read data from or write data to Salesforce.

Support

We're happy to answer all your questions and get you set up. Simply fill out the form, or raise a ticket through Informatica eSupport, or call us for immediate assistance.

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