PowerExchange for Salesforce User Guide for PowerCenter

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Importing Fields from Related Salesforce Objects

When you import a Salesforce object, you can import fields of related Salesforce objects into the same source or target definition or transformation. You can import fields from child and descendant related objects.

The Designer identifies related Salesforce objects based on relationships defined in Salesforce. Related objects can include standard and custom Salesforce objects.

For example, if you import Opportunity as a source, you can also import fields of the following child related objects:

Account.
By default, the Opportunity object stores the account ID of the opportunity. If you import the related object Account, you can view details about each account, such as account name, account type, and the parent account.

Campaign.
By default, the Opportunity object stores the campaign ID of the opportunity. If you import the related object Campaign, you can view details about the corresponding campaign, such as campaign name, type, description, and start and end dates.

In this example, the Opportunity object is the primary Salesforce object in the definition and the Account and Campaign objects are child related objects. A primary Salesforce object is the primary object used to create the definition.

You can also import descendant related objects, which are indirectly related to the primary object. For example, when you import the Opportunity object, you can also import the User descendant related object based on its Accounts relationship with the Account child related object. You might import the fields of the User object to get the details about the account owner such as the account owner name, phone number, and email address.

When you import the primary Salesforce object in the Designer, you can also specify the related objects to import. The Designer displays related objects using the following naming convention:

<Relationship name> (<Salesforce object name>)

The Designer shows the relationship name and the object name as they are defined in Salesforce.

When you import a Salesforce object and its related objects, some related objects may not appear. The Salesforce API does not expose all related objects and their relationships.

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Table of Contents

PowerExchange for Salesforce User Guide for PowerCenter

PowerExchange for Salesforce User Guide for PowerCenter

Importing Fields from Related Salesforce Objects

Importing Fields from Related Salesforce Objects