You can create guides or processes while working in Process Designer or while working in the Salesforce Guide Designer, if you have licensed the Salesforce Managed Package.
From Informatica Cloud
, select
Design
Services & Processes
to start Process Designer.
From Salesforce
, select
Guide Designer
.
From the Design Home page:
Double-click the guide name or click
Open
in the toolbar to edit an existing guide or process.
Click
New
and select Guide or Process to create a new object.
You can complete the guide or process properties described in the following sections.
Note that:
Each guide or process has a
Start
step to identify its starting point.
For each subsequent step, you can specify properties using the
Property Sheet
accessible on the right side of the canvas. Open the
Step Type Palette
on the left side of the canvas to drag specific step types into the guide or process.