Table of Contents

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  1. Preface
  2. Understanding PowerExchange for Salesforce
  3. Configuration
  4. Salesforce Sources and Targets
  5. Salesforce Lookup Transformation
  6. Salesforce Merge Transformation
  7. Salesforce PickList Transformation
  8. Salesforce Sessions and Workflows
  9. Appendix A: Datatype Reference
  10. Appendix B: Glossary

PowerExchange for Salesforce User Guide for PowerCenter

PowerExchange for Salesforce User Guide for PowerCenter

Salesforce Sessions and Workflows Overview

Salesforce Sessions and Workflows Overview

After you create mappings, you can create a session and use the session in a workflow to extract, transform, and load data. Create sessions and workflows in the Workflow Manager.
When you configure a Salesforce session, you create connections to read data from and write data to Salesforce. You can also define properties in a session to determine how the PowerCenter Integration Service reads data from a Salesforce source or writes data to a Salesforce target.
To configure the session, complete the following tasks:
  • Configure an application connection for Salesforce sources and targets in the Workflow Manager. You configure application connections to read from or write to Salesforce.
  • Configure the session properties for the Salesforce source.
  • Configure the session properties for the Salesforce target.
  • Optionally, configure the session for optimal performance.

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