HOW TO: Load data to a self related object in Salesforce using Informatica Cloud
- Create an External ID field on the required Object in Salesforce. (Case in this example) Source...
- Create a DSS with upsert operation and map the fields as shown below. In this map all the fields from Source except...
- Create another DSS with update operation and map the fields as...
- Add 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 use Informatica in Salesforce?
Informatica will perform a search on the Id column for matching values, and then return the value from the TargetWhatId column. You can turn to Informatica for changing values while importing data into Salesforce from simply trimming data to substituting values from completely different data sources.
How can I transform the value of a field in Salesforce?
At Perficient we have been able to use the cloud tool Informatica which offers a wide range of means for transforming the value of a field being imported into Salesforce.
What is data cleansing used for in Salesforce?
Another common use is data cleansing, testing for bad data and replacing it with defaulted values. An example would be on the Account object field AccountSource. This field may not have been populated in the source data, in this case we want to swap out the null values with “Unknown”.
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How does Salesforce Connect with 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 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. .
What is Informatica in Salesforce?
The Informatica Salesforce Platform Connector supports Salesforce Sales Cloud, Service Cloud, Financial Services Cloud, and the core Salesforce Platform, including support for standard and custom objects.
How do you load data into a snowflake in Informatica?
1:066:14How to Ingest Data into Snowflake with Informatica - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo the first step is to give the task a name. And a description with relevant business informationMoreSo the first step is to give the task a name. And a description with relevant business information we assign an informatica runtime environment to handle this task.
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.
What do you know about Informatica?
Informatica is a data integration tool based on ETL architecture. It provides data integration software and services for various businesses, industries and government organizations including telecommunication, health care, financial and insurance services.
Which is better Snowflake or Informatica?
Employee Ratings. Informatica scored higher in 4 areas: Work-life balance, Culture & Values, CEO Approval and % Recommend to a friend. Snowflake scored higher in 4 areas: Overall Rating, Career Opportunities, Compensation & Benefits and Positive Business Outlook. Both tied in 1 area: Senior Management.
Can we use Informatica to Snowflake?
As a key member of Snowflake Data Cloud ecosystem, Informatica supports all of Snowflake's core workloads – Data Engineering, Data Warehouse, Data Lakes, Data Science, Data Applications and Data Exchange.
Can we connect Informatica to Snowflake?
Informatica's “Snowflake Cloud Data Warehouse” connector is a native, high-volume data connector enabling users to quickly and easily design big-data integration solutions from any cloud or on-premises sources to any number of Snowflake databases.
In-line Formula
Much of the required transformations can be completed simply through the formulae provided to you on the “Field Mapping” step of the Task Wizard. Any person familiar with Excel formulae will immediately recognize these and understand how to use them.
Flat File Transformations
Though an in-line formula has the ability to do many of the tasks required it is limited to only knowing the record being imported. Let’s say you are migrating Activity records.
Data Transformed
You can turn to Informatica for changing values while importing data into Salesforce from simply trimming data to substituting values from completely different data sources. All your tasks are easily shared and managed since the mapping and transformations are managed through a cloud based interface.
