Informatica (ETL) and Salesforce CRM (SFDC) Integration and Features

Informatica PowerCenter can connect to Salesforce CRM (SFDC) and transfer files to Salesforce using its Salesforce Connector. The Salesforce Connector in Informatica PowerCenter allows you to perform various data integration tasks between your source systems and Salesforce CRM.

Here’s how you can use Informatica PowerCenter to connect and transfer files to Salesforce:

1. Salesforce Connector: Informatica PowerCenter provides a pre-built Salesforce Connector that enables seamless integration with Salesforce. This connector allows you to establish a connection to Salesforce and perform data operations.
2. Connection Configuration: Configure the Salesforce Connector by providing the necessary authentication details, including Salesforce username, password, security token, and Salesforce instance URL. These credentials will be used to establish a secure connection to Salesforce.
3. File Source: Use Informatica PowerCenter’s file source connector (e.g., Flat File, XML, or another suitable format) to read the files you want to transfer to Salesforce. Configure the file source properties, such as the file location, format, delimiter, and column mapping.
4. Data Transformation: Utilize Informatica PowerCenter’s transformations to transform and map the data from the file source to Salesforce CRM objects. You can perform data cleaning, manipulation, and mapping operations as required to ensure the data is in the appropriate format for Salesforce.
5. Salesforce Target: Use the Salesforce Connector as the target connector in Informatica PowerCenter to connect to Salesforce CRM. Configure the target connection properties by specifying the Salesforce target object, fields, and any required mappings.
6. Workflow Design: Design and configure the workflow in Informatica PowerCenter to orchestrate the data transfer process. You can define the order of operations, dependencies, and error handling within the workflow.
7. Execute the Workflow: Execute the Informatica PowerCenter workflow to transfer the files to Salesforce CRM. The workflow will extract data from the source files, transform it according to the defined mappings, and load it into the specified Salesforce objects.

Informatica PowerCenter’s Salesforce Connector provides a comprehensive set of features to facilitate the integration between external systems and Salesforce CRM. It enables seamless data transfer, synchronization, and data quality management between your source systems and Salesforce.

Note that the specific features and capabilities of the Salesforce Connector may vary based on the version and licensing of Informatica PowerCenter you are using. Refer to the official Informatica documentation or consult with Informatica support for detailed guidance on connecting and transferring files to Salesforce in your specific Informatica PowerCenter environment.