How to import Salesforce object in informatica 10.5?

Importing Salesforce Objects into Informatica 10.5

Step 1: Prepare Your Salesforce Account and Connect to It

Before you can import objects into Informatica 10.5, you need to prepare your Salesforce account and connect to it. Here’s a step-by-step guide on how to do this:

  • Sign in to your Salesforce account using your login credentials.
  • Navigate to Setup by clicking on the gear icon in the top right corner of the screen and selecting "Setup".
  • Click on "Developer Console" in the left-hand menu.
  • Click on "Connect to your Salesforce instance".
  • Select your Salesforce org and account.
  • Click on "Connect" to complete the connection process.

Step 2: Choose the Object You Want to Import

Once you’re connected to your Salesforce account, you need to choose the object you want to import. Here are some options:

  • Choose the object you want to import:

    • Edit the object’s properties: Click on the object’s name in the Objects pane to edit its properties.
    • Use the Object Editor: Click on the object’s name in the Objects pane to open the Object Editor.
    • Select the object from the Object Editor: Use the Object Editor to select the object you want to import.
  • Save the object’s properties: Click Save to save the object’s properties.

Step 3: Create a New Informatica Connect Object

To import objects into Informatica 10.5, you need to create a new Connect Object. Here’s how:

  • Click on the Admin** menu in the top left corner of the screen.
  • Click on Connectors**.
  • Click on New**.
  • Choose Connect to Salesforce**.
  • Select your Salesforce account and org.
  • Choose the object you want to import.
  • Click on Save**.

Step 4: Configure the Connect Object

Once you’ve created a new Connect Object, you need to configure it to import objects from Salesforce. Here’s how:

  • Edit the Connect Object:

    • Click on the Connect Object’s name in the Objects pane.
    • Click on the Edit button.
  • Add a new property: Click on the + button to add a new property.
  • Name the property: Enter a name for the property, such as "Standard Name".
  • Define the property’s type: Choose the type of property you want to import, such as "text" or "csv".
  • Save the property: Click Save.

Step 5: Define the Import Process

Now that you’ve configured your Connect Object, you need to define the import process. Here’s how:

  • Create a new Import Process:

    • Click on the Admin** menu in the top left corner of the screen.
    • Click on Processes**.
    • Click on New**.
  • Choose Import Objects**.
  • Select the Connect Object you created.
  • Configure the Import Process:

    • Define the Import Table: Choose the table you want to import objects from Salesforce.
    • Define the Import Fields: Choose the fields you want to import from the object.
    • Specify the Import Format: Choose the format you want to import the objects in, such as CSV or JSON.
  • Save the Import Process: Click Save.

Step 6: Import the Object

Once you’ve defined the Import Process, you can import the object:

  • Click on the Admin** menu in the top left corner of the screen.
  • Click on Processes**.
  • Click on Execute**.
  • Click on Execute Object**.
  • Select the Connect Object and Import Process.
  • Click on Execute**.

Table: Import Object Process Configuration

Field Type Description
Import Table Select Table Choose the table you want to import objects from Salesforce.
Import Fields Select Fields Choose the fields you want to import from the object.
Import Format Select Format Choose the format you want to import the objects in, such as CSV or JSON.
Security Select Security Choose the security level you want to apply to the imported objects.

Important Points to Note

  • Make sure the Connect Object is configured correctly. You need to have the correct properties and configuration set up for the Connect Object.
  • Use the correct Import Process. You need to have the correct Import Process set up and configured for the object you want to import.
  • Use the correct Import Table and Fields. You need to have the correct Import Table and Fields set up and configured for the object you want to import.

Conclusion

Importing Salesforce objects into Informatica 10.5 is a complex process, but with the right configuration and settings, you can successfully import your objects. Make sure you follow the steps outlined in this article and use the correct configuration and settings for your specific use case.

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