Description

Salesforce is a cloud-based Customer Relationship Management (CRM) platform that helps sales teams manage contacts and sales activities efficiently. It enables organizations to store and organize contact information along with sales data.

You can use Salesforce connections in any Data Integration task, creating connections to various Salesforce account types. Supported Salesforce editions include:

  • Professional Edition
  • Enterprise Edition
  • Unlimited Edition
Customer Pre-Requisites
Self-Service Resources
Goals
  • Create a Salesforce connection.  
  • Run ETL jobs with Salesforce to load and download data.   
Business/Technical Outcomes
  • Upload and download data from Salesforce and load them to other endpoints using Data integration mappings. 
  • Replicate salesforce data using incremental loads in different databases. 
Required Roles/Personas
Required Roles/Personas
  • Architect/Administrator  
  • Developer  
Actions
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Engagement Details
Catalog Type

Ask An Expert

Engagement Category

Feature Clarity

Products

Cloud Data Integration

Engagement Type

Ask An Expert

Adoption Stage

Configure

Implement

Focus Area

Adoption - Technical

Functional

Engagement ID

AAE-CDI-026

Disclaimer

  • All the topics covered in the Success Accelerators/Ask An Expert sessions are intended for guidance and advisory only. This is implicit and it will not be called out under the scope of each engagement.
  • Customers need to include their relevant technical/business team members highlighted in each engagement topic to derive the best out of each engagement.
  • Customers need to perform any hands-on work by themselves leveraging the guidance from these engagements.
  • Customers need to work with Informatica Global Customer Support for any product bugs/issues and troubleshooting.

Success

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