PowerExchange for Salesforce User Guide for PowerCenter

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Creating a Salesforce Lookup Transformation

To create a Salesforce Lookup transformation:

In the Transformation Developer or Mapping Designer, click Transformation > Create.

The Create Transformation dialog box appears.

Select Salesforce Lookup as the transformation type, and enter a name.

Click Create.

In the Import Tables from Salesforce dialog box, enter the following information:

Import Attribute	Description
User Name	Salesforce user name.
Password	Password for Salesforce user name. The password is case sensitive.
Service URL	URL of the Salesforce service. https://login.salesforce.com/services/Soap/u/33.0 In a test or development environment, you might want to access the Salesforce Sandbox testing environment. For more information about the Salesforce Sandbox, see the Salesforce documentation.

Click Connect.

The Designer displays a list of objects available to the Salesforce user.

Select the object you want to import, and click OK.

In the Include Salesforce Object Relationships dialog box, select the relationships to include, and click OK.

If there are no conflicts, the Designer creates a Salesforce Lookup transformation based on the selected object and related objects. If there are conflicts, resolve the conflicts.

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Table of Contents

PowerExchange for Salesforce User Guide for PowerCenter

PowerExchange for Salesforce User Guide for PowerCenter

Creating a Salesforce Lookup Transformation

Creating a Salesforce Lookup Transformation