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Salesforce connection in Cloud Data Integration
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Overview
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
Pre-Requisites
- Knowledge of Salesforce components like Objects, Connected Apps etc for integrating with Salesforce.
- Knowledge of creating connections and designing assets like mappings, synchronization task in IDMC.
Self-Service Resources
Goals
- Create a Salesforce connection.
- Run ETL jobs with Salesforce to load and download data.
Outcome
- 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.
- Architect/Administrator
- Developer
Actions
Add to Favorites
Remove from Favorites
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.