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  • Application Integration
  • All Products

Table of Contents

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  1. Preface
  2. Salesforce Managed Package
  3. Running a Guide within a Salesforce Organization
  4. Techniques
  5. Customizing Salesforce
  6. Mobile Guides
  7. Meeting Follow-up Wizards
  8. Controlling Who Sees Guides
  9. Launching a Guide
  10. Guide Execution Reports

Salesforce and Application Integration

Salesforce and Application Integration

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Installing the Salesforce Managed Package

Installing the Salesforce Managed Package

Before you install the Salesforce managed package, make sure that your organization meets the following prerequisites:
  • Your organization uses the Unlimited, Enterprise, Professional, or Developer edition of Salesforce.
    However, when you use the trial version, which is the Professional edition of Salesforce, you might not be able to configure the managed package or connect to Salesforce. This happens because the API Enabled option is not available for the trial organizations. Informatica recommends that you use the Unlimited, Enterprise, or Developer edition of Salesforce.
  • Salesforce APIs are enabled.
  • You have administrative rights in the Salesforce organization where you want to install the managed package.
  1. Depending on your business need, log in to your production or sandbox Salesforce developer account.
  2. Enter your Salesforce developer account user credentials.
    On the Install
    Informatica Cloud Real Time for Salesforce
     page, select one of the following options:
    • Install for Admins Only. Select this option to allow only admin users in Salesforce to run guides.
    • Install for All Users. Select this option to allow all users in Salesforce to run guides on the objects they work with. Most organizations grant access to all users.
    • Install for Specific Profiles. Select this option to configure custom security settings.
    This image shows the View Components option.
  3. Optionally, click
    View Components
     to see detailed components of the managed package.
    This image shows a part of the detailed list of managed package components when you click the View Components option.
  4. Click
    Install
    .
  5. Click
    Done
     after the install is complete.
    If the installation takes a long time, a message appears stating that you will receive an email when the installation is complete. Click
    Done
    .
    This image shows the Done button. Click the Done button to complete the installation.
    The
    Installed Packages
     page appears with the managed package under
    Installed Packages
    .
Creating Guides in Application Integration with Salesforce
To create Guides in Application Integration with Salesforce, perform the following actions. After you install the Salesforce managed package, you need to complete some additional steps to set up the guide.
  1. Click
    All Tabs
     at the top of the page.
    The More button on the Salesforce dashboard.
  2. On the
    All Tabs
     page, click
    Guide Setup
    .
  3. On the
    Registration Verification
     page, enter the Informatica Cloud Real Time Host URL.
    To construct the Informatica Cloud Real Time Host URL, you will need the following values:
    Cloud Application Integration URL
    Log in to
    Informatica Intelligent Cloud Services
    ℠ and select the
    Application Integration
     service. The URL portion that is highlighted in the following image is your Cloud Application Integration URL:
    The image shows the Cloud Application Integration URL.
    POD-specific Cloud Application URL
    Use the POD-specific Cloud Application URL for Salesforce instead of the Cloud Application Integration URL. Otherwise, when you access Application Integration and the Salesforce organization linked to Application Integration simultaneously on two different browser tabs, you might encounter issues while publishing Application Integration assets.
    Determine your POD-specific Cloud Application URL for Salesforce based on your POD and Cloud Application Integration URL. The following table lists the POD-specific Cloud Application URL for Salesforce that is applicable for various PODs and Cloud Application Integration URLs:
    POD Name
    Cloud Application Integration URL
    POD-specific Cloud Application URL for Salesforce
    AP NorthEast 2
    https://apne2-cai.dm-apne.informaticacloud.com
    https://apne2-sfdc-cai.dm-apne.informaticacloud.com
    APJ/APSE1
    https://apse1-cai.dm-ap.informaticacloud.com
    https://apse1-sfdc-cai.dm-ap.informaticacloud.com
    AZ GERMANY
    https://emc1-cai.dm1-em.informaticacloud.com
    https://emc1-sfdc-cai.dm1-em.informaticacloud.com
    AZ SINGAPORE
    https://apse1-cai.dm1-apse.informaticacloud.com
    https://apse1-sfdc-cai.dm1-apse.informaticacloud.com
    AZURE NTT
    https://apne1-cai.dm1-ap.informaticacloud.com
    https://apne1-sfdc-cai.dm1-ap.informaticacloud.com
    AZURE POD1
    https://usw1-cai.dm1-us.informaticacloud.com
    https://usw1-sfdc-cai.dm1-us.informaticacloud.com
    AZURE POD3
    https://usw3-cai.dm1-us.informaticacloud.com
    https://usw3-sfdc-cai.dm1-us.informaticacloud.com
    C360-Preview
    https://usw1-cai.dmp-us.informaticacloud.com
    https://usw1-sfdc-cai.dmp-us.informaticacloud.com
    CANADA
    https://nac1-cai.dm-na.informaticacloud.com
    https://nac1-sfdc-cai.dm-na.informaticacloud.com
    EMW1
    https://emw1-cai.dm-em.informaticacloud.com
    https://emw1-sfdc-cai.dm-em.informaticacloud.com
    GCP
    https://usw1-cai.dm2-us.informaticacloud.com
    https://usw1-sfdc-cai.dm2-us.informaticacloud.com
    POD1/USW1/NA1
    https://na1.ai.dm-us.informaticacloud.com
    https://na1.sfdc-ai.dm-us.informaticacloud.com
    POD2/NA2
    https://na2.ai.dm-us.informaticacloud.com
    https://na2.sfdc-ai.dm-us.informaticacloud.com
    POD3/USW3
    https://usw3-cai.dm-us.informaticacloud.com
    https://usw3-sfdc-cai.dm-us.informaticacloud.com
    POD4/USE4
    https://use4-cai.dm-us.informaticacloud.com
    https://use4-sfdc-cai.dm-us.informaticacloud.com
    POD5/USW5
    https://usw5-cai.dm-us.informaticacloud.com
    https://usw5-sfdc-cai.dm-us.informaticacloud.com
    POD6/USE6
    https://use6-cai.dm-us.informaticacloud.com
    https://use6-sfdc-cai.dm-us.informaticacloud.com
    PREVIEW
    https://usw1-cai.dmr-us.informaticacloud.com
    https://usw1-sfdc-cai.dmr-us.informaticacloud.com
    UAE (Azure EMSE)
    https://emse1-cai.dm1-emse.informaticacloud.com
    https://emse1-sfdc-cai.dm1-emse.informaticacloud.com
    UK1
    https://uk1-cai.dm-uk.informaticacloud.com
    https://uk1-sfdc-cai.dm-uk.informaticacloud.com
    Organization ID
    To view your Informatica Organization ID, log in to
    Informatica Intelligent Cloud Services
     and copy the Organization ID from
    Organization
     list shown in the following image:
    The image shows the Informatica Organization ID.
    Alternatively, you can select the
    Administrator
     service and then click
    Organization
    . Copy the Informatica Organization ID displayed in the
    ID
     field as shown in the following image:
    The image shows the Informatica Organization ID.
    Construct the Informatica Cloud Application Integration Host URL by using the following format:
    <POD-specific Cloud Application URL for Salesforce>,<Informatica Organization ID>
    Enter the URL in the
    ICAI Host URL
     field.
    For example, enter
    https://na1.sfdc-ai.dm-us.informaticacloud.com,5p2CFQ2gzDsdkV1rghsBGw
     as shown in the following image:
    The image shows the Informatica Cloud Application Integration Host URL.
  4. Click
    Verify
    .
    The
    Informatica Cloud Services Authorization
     page appears.
    If your
    Informatica Intelligent Cloud Services
     organization was previously linked to another Salesforce organization, a warning message appears as shown in the following image:
    The image shows a warning message with details about the linking of Salesforce organizations.
    You can change the linked Salesforce organization when you install a managed package. For example, you have completed steps 1 through 8 to install the managed package in Salesforce organization A. However, your
    Informatica Intelligent Cloud Services
     organization B is already linked to a Salesforce organization C. If you click
    Confirm
     on the warning message, you link
    Informatica Intelligent Cloud Services
     organization B to Salesforce organisation A.
  5. Enter your
    Informatica Intelligent Cloud Services
     administrator credentials and then click
    Log In
    .
    The image shows the Informatica Cloud Services Authorization page.
    A confirmation message appears as shown in the following image stating that your Salesforce organization has been configured:
    The image shows a confirmation message stating that stating that the Salesforce organization has been configured.
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