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 Lookup Transformation Overview

Salesforce Lookup Transformation Overview

The Salesforce Lookup transformation is an active transformation. Use a Salesforce Lookup transformation to look up data in a Salesforce object. For example, the source table includes the employee ID, but you want to include the employee name in the target table to make summary data easy to read. You can use the Salesforce Lookup transformation to look up the employee name in a Salesforce object. Use version 33.0 or below of the Salesforce API when you include a Salesforce Lookup transformation in a mapping.
You can create a Salesforce Lookup transformation from any standard or custom Salesforce object available to your Salesforce user account. You can also include fields from related Salesforce objects in the Salesforce Lookup transformation.
The PowerCenter Integration Service queries the lookup source based on ports in the transformation. It generates queries in sforce Object Query Language (SOQL), which is a derivative of SQL. It generates a query for each row that enters the Salesforce Lookup transformation. The PowerCenter Integration Service compares the transformation port values to lookup source field values based on the SOQL queries.
A Salesforce Lookup transformation differs from a Lookup transformation. For example, the Salesforce Lookup transformation returns all rows that match the lookup query condition. The Lookup transformation returns one row. When the Salesforce Lookup transformation returns multiple rows, it assigns a sequence ID to each row that matches the condition.
The following table describes the differences between the Salesforce Lookup transformation and the Lookup transformation:
Item
Salesforce Lookup Transformation
Lookup Transformation
Lookup object
Salesforce object
Flat file or relational table
Transformation type
Active
Passive
Transformation in mapping
Connected
Connected or unconnected
Cache type
Uncached
Cached or uncached
Return rows
All matched rows
Single matched row
Query language
SOQL query
SQL query
Query condition configuration
Based on connected ports
Defined on the Condition tab of the transformation
The Salesforce Lookup transformation can retrieve data in real time. To cache Salesforce data, use a Salesforce source definition instead of a Salesforce Lookup transformation. You can use a Joiner transformation to join two data sources and cache source data during processing. The Data Integration Service ignores conditions that you enter in the Join query.

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