Salesforce and Application Integration

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Running a Guide within a Salesforce Organization Overview

To run a guide from within your Salesforce organization, create a guide in

Application Integration

and select a Salesforce object in the

Start

Applies To

property. You can open guides in Community Sites that are enabled with Salesforce enhanced domain.

Before you run a guide in Salesforce, you need to perform some tasks to prepare your organization.

If you have migrated to the Informatica Intelligent Cloud Services℠, log in to Salesforce and verify that your guides are visible on the relevant Salesforce object pages. If you do not see your guides, log out of Salesforce, clear the browser cache, and then log in to Salesforce.

Running a Guide within a Salesforce Organization

Step 1: Install the Salesforce Managed Package

Step 2: Create a Salesforce Connection

Step 3: Create and Publish a Guide

Step 4: Set Up Salesforce to View Guides

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